Investment Themes
This list of companies presented below is designed to capture excess returns from quality stocks. Companies of sufficient size and liquidity that meet qualitative criteria relating to financial strength, business model stability and return on capital are selected. These companies have good financial health, low debt, high return on equity and net assets, strong net and operating profitability, and stable earnings over time. The quality factor has historically outperformed the market over the long term. Quality stocks generally perform better during economic downturns. Several geographic regions are proposed. The global list includes companies listed in the world's major financial centers. The other lists are regional: North America, Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, France, Germany, Netherlands, Switzerland and the United Kingdom.
Our selection
Financials | Other Investment Management & Fund Operators | 4.24B | +7.25% | ||
Consumer Cyclical | Other Casinos & Gaming | 7.69B | +20.13% | ||
Technology | Other IT Services & Consulting | 4.23B | +4.92% | ||
Consumer Cyclical | Women's Footwear | 1.47B | -15.32% | ||
Technology | Enterprise Software | 1.56B | +15.33% | ||
Technology | Enterprise Software | 2.48B | +19.96% | ||
Consumer Cyclical | Other Miscellaneous Specialty Retailers | 4.17B | +6.89% | ||
Financials | Investment Management | 2.36B | -24.46% | ||
Industrials | Outsourcing & Staffing Services | 51.59B | +2.14% | ||
Industrials | Industrial Machinery & Equipment Wholesale | 46B | +11.51% | ||
Consumer Non-Cyclical | Bottled Water & Ice | 53.55B | +7.66% | ||
Consumer Cyclical | Television Broadcasting | 1.37B | +22.43% | ||
Industrials | Heavy Trucks | 53.21B | -6.25% | ||
Consumer Non-Cyclical | Cosmetics & Perfumes | 3.15B | -10.66% | ||
Consumer Non-Cyclical | Cigars & Cigarette Manufacturing | 55.11B | +6.27% | ||
Energy | Other Coal | 101B | -8.33% | ||
Technology | Application Software | 1.29B | -22.91% | ||
Financials | Other Financial & Commodity Market Operators | 11.36B | +15.31% | ||
Real Estate | Other Real Estate Development & Operations | 4.95B | +15.30% | ||
Consumer Cyclical | Kitchen Appliances | 9.44B | -11.41% | ||
Technology | Enterprise Software | 5.96B | -10.41% | ||
Technology | Financial Technology (Fintech) (NEC) | 16.79B | -6.69% | ||
Consumer Cyclical | Other Apparel & Accessories Retailers | 9.03B | -12.06% | ||
Industrials | Elevator & Conveying Equipment | 34.79B | +6.67% | ||
Healthcare | Other Pharmaceuticals | 94.77B | +17.87% | ||
Technology | Other IT Services & Consulting | 119B | +0.28% | ||
Technology | Other Communications & Networking | 221B | -6.03% | ||
Consumer Cyclical | Other Broadcasting | 2.1B | +19.55% | ||
Healthcare | Other Pharmaceuticals | 209B | +2.48% | ||
Consumer Non-Cyclical | Other Brewers | 12.45B | +0.44% | ||
Consumer Non-Cyclical | Other Brewers | 11.73B | +8.51% | ||
Healthcare | Generic Pharmaceuticals | 1.04B | +18.53% | ||
Basic Materials | Diversified Chemicals | 3.9B | -16.75% | ||
Consumer Cyclical | Luxury Clothing | 15.76B | -21.53% | ||
Financials | Other Investment Banking & Brokerage Services | 4.81B | +4.80% | ||
Technology | Other Semiconductor Equipment & Testing | 63.26B | -15.92% | ||
Consumer Cyclical | Other Casinos & Gaming | 2.26B | +9.82% | ||
Healthcare | Other Pharmaceuticals | 1.46B | +18.39% | ||
Consumer Cyclical | Sportswear & Outdoors Clothing | 33.3B | +16.57% | ||
Healthcare | Medical Software & Technology Services | 13.92B | -15.51% | ||
Healthcare | Other Pharmaceuticals | 277B | -34.49% | ||
Consumer Cyclical | Sports & Outdoor Footwear | 1.7B | -11.35% | ||
Technology | E-commerce & Auction Services | 4.85B | +1.92% | ||
Consumer Cyclical | Other Apparel & Accessories | 16.77B | +6.94% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 225B | +14.79% | ||
Industrials | Testing & Measuring Equipment | 2.48B | -19.31% | ||
Industrials | Maintenance & Repair Services | 1.99B | +4.94% | ||
Industrials | Fluid Power Cylinder & Actuators | 3.32B | -5.35% | ||
Consumer Non-Cyclical | Cosmetics & Perfumes | 227B | +9.55% | ||
Technology | Other Internet Services | 10.84B | +21.62% | ||
Industrials | Other Construction & Engineering | 1.85B | -3.43% | ||
Technology | Enterprise Software | 3.52B | -4.15% | ||
Industrials | Transaction & Payment Services | 4.7B | +8.98% | ||
Financials | Other Investment Management & Fund Operators | 5.01B | -25.21% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 9.7B | +0.52% | ||
Technology | Other Electronic Equipment & Parts | 1.76B | -5.16% | ||
Technology | Other IT Services & Consulting | 15.55B | +5.41% | ||
Technology | Other Software | 2.49B | -3.34% | ||
Technology | Other Semiconductors | 25.7B | -9.25% | ||
Consumer Cyclical | Handbags & Luggage | 281B | +1.55% | ||
Technology | Other IT Services & Consulting | 2.85B | +4.27% | ||
Basic Materials | Diversified Chemicals | 3.52B | +2.66% | ||
Technology | Other Wireless Telecommunications Services | 1.39B | -3.91% | ||
Industrials | Other Industrial Machinery & Equipment | 15.93B | -10.29% | ||
Technology | Other Internet Services | 8.31B | +18.68% | ||
Consumer Cyclical | Other Home Furnishings | 1.95B | -19.33% | ||
Industrials | Other Electrical Components & Equipment | 56.99B | -18.45% | ||
Industrials | Other Heavy Machinery & Vehicles | 24.1B | +3.82% | ||
Consumer Cyclical | Sports & Outdoor Footwear | 1.15B | -0.24% | ||
Industrials | Other Heavy Machinery & Vehicles | 4.94B | -10.38% | ||
Industrials | Other Marine Freight & Logistics | 1.33B | -17.95% | ||
Technology | Other Electronic Equipment & Parts | 1.75B | -37.18% | ||
Technology | Other Communications & Networking | 37.29B | -6.03% | ||
Consumer Cyclical | Footwear Retailers | 4.61B | -17.25% | ||
Technology | Semiconductor Machinery Manufacturing | 2.2B | +8.06% | ||
Industrials | Industrial Machinery | 3.76B | -15.36% | ||
Industrials | Courier Services | 15.18B | -2.76% | ||
Technology | Storage Devices | 17.27B | -26.88% | ||
Financials | Investment Banking | 10.91B | -10.45% | ||
Consumer Non-Cyclical | Other Personal Products | 9.91B | +53.71% | ||
Technology | Enterprise Software | 321B | +2.29% | ||
Technology | Internet Gaming | 65.61B | +16.33% | ||
Industrials | Waste Management, Disposal & Recycling Services | 1.26B | +2.77% | ||
Technology | Other Semiconductor Equipment & Testing | 1.56B | -24.73% | ||
Technology | Other IT Services & Consulting | 1.21B | +19.37% | ||
Industrials | Other Heavy Electrical Equipment | 93.55B | -14.06% | ||
Technology | Other IT Services & Consulting | 12.63B | -1.19% | ||
Technology | Other Internet Services | 7.72B | +15.55% | ||
Energy | Other Oil Related Services and Equipment | 35.54B | -12.51% | ||
Healthcare | Other Pharmaceuticals | 198B | -20.85% | ||
Consumer Non-Cyclical | Other Food Processing | 6.37B | -16.52% | ||
Healthcare | Other Pharmaceuticals | 2.35B | -9.03% | ||
Healthcare | Medical Equipment | 1.27B | -1.28% | ||
Healthcare | Other Pharmaceuticals | 14.47B | +7.53% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 31.44B | -6.23% | ||
Healthcare | Other Pharmaceuticals | 3.78B | -17.48% | ||
Basic Materials | Wood Products | 5.89B | -18.34% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 38.62B | -18.72% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 4.08B | -5.21% | ||
Industrials | Other Aircraft Parts Manufacturing | 12.34B | -7.77% | ||
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