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Investment Themes
While most M&A transactions destroy shareholder value, some companies led by brilliant leaders stand out by making accretive acquisitions.
These companies are particularly rare on the stock market, but once you've found them, it's usually in your interest to hold on to them for the long term. Executives who excel in capital allocation and accretive financial transactions are able to generate high returns on investment while boosting their company's growth.
This thematic list aims to identify the leading serial acquirers, those with a track record of successful acquisitions, mergers and integrations.
Our selection
 | Energy | Other Oil Related Services and Equipment | 2.01B | +14.82% | |
| Technology | Other Software | 1.02B | +44.88% | |
| Technology | Other Semiconductors | 1,950B | +78.13% | |
| Industrials | Waste Management, Disposal & Recycling Services | 82.09M | +106.04% | |
| Healthcare | Medical Software & Technology Services | 410M | -20.23% | |
| Basic Materials | Wood Products | 30.45M | -54.89% | |
| Technology | Testing Services | 1.57B | -25.36% | |
| Consumer Non-Cyclical | Consumer Repair Services | 4.52B | +3.78% | |
| Financials | Private Equity | 851M | -11.98% | |
| Industrials | Other Construction & Engineering | 35.94B | +140.85% | |
| Technology | Enterprise Software | 50.75B | -25.42% | |
| Industrials | Other Construction & Engineering | 5.19B | -11.86% | |
| Financials | Insurance Brokers | 61.75B | -15.29% | |
| Financials | Insurance Brokers | 26.46B | -24.02% | |
| Technology | Other Internet Services | 28.76B | -5.20% | |
| Technology | Other Communications & Networking | 2.41B | +2.95% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 197B | +6.51% | |
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 1.39B | +26.16% | |
| Technology | Other Software | 7.25B | -0.88% | |
| Financials | Investment Management | 5.18B | -32.06% | |
| Consumer Cyclical | Other Leisure & Recreation | 849M | -45.34% | |
| Basic Materials | Specialty Mining & Metals Wholesale | 773M | +14.49% | |
| Consumer Cyclical | Auto & Truck Parts Wholesale | 356M | +24.81% | |
| Healthcare | Veterinary Drugs | 1.66B | -26.28% | |
| Technology | Enterprise Software | 8B | -21.18% | |
| Industrials | Other Electrical Components & Equipment | 45.07M | +31.05% | |
| Healthcare | Home Healthcare Services | 2.1B | -8.16% | |
| Healthcare | Hospitals, Clinics & Primary Care Services | 1.21B | -10.63% | |
| Real Estate | Other Real Estate Services | 7.34B | +2.06% | |
| Healthcare | Other Healthcare Facilities & Services | 1.58B | +32.21% | |
| Industrials | Other Industrial Machinery & Equipment | 843M | -10.69% | |
| Technology | Other IT Services & Consulting | 218M | +7.09% | |
| Healthcare | Veterinary Drugs | 607M | -26.72% | |
| Technology | Other Electronic Equipment & Parts | 17.83B | +31.72% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 4.6B | +0.19% | |
| Technology | Other Software | 19.61B | -20.96% | |
| Technology | Application Software | 144B | -22.84% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 46.99B | +13.84% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 16.67B | +6.61% | |
| Technology | Application Software | 47.61B | -14.92% | |
| Real Estate | Other Specialized REITs | 25.27B | -18.66% | |
| Technology | Other Semiconductors | 165B | -3.11% | |
| Industrials | Other Aircraft Parts Manufacturing | 37.26B | +29.84% | |
| Industrials | Other Aircraft Parts Manufacturing | 73.38B | +2.81% | |
| Real Estate | Residential Real Estate Development | 1.23B | -9.67% | |
| Technology | Other IT Services & Consulting | 4.3B | +138.05% | |
| Industrials | Human Resources Consulting Services | 47.23M | +22.97% | |
| Technology | Technology Consulting & Outsourcing Services | 5.1B | -23.40% | |
| Industrials | Other Electrical Components & Equipment | 1.86B | +34.57% | |
| Industrials | Other Industrial Machinery & Equipment | 2.7B | -13.21% | |
| Technology | Integrated Circuits | 1.05B | -18.99% | |
| Industrials | Building Contractors | 12.3B | +41.52% | |
| Healthcare | Medical Software & Technology Services | 98.07M | +46.97% | |
| Industrials | Diversified Industrial Goods Wholesale | 9.39B | +7.57% | |
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 56.74B | +6.84% | |
| Technology | Enterprise Software | 1.31B | -43.93% | |
| Industrials | Testing & Measuring Equipment | 6.35B | +5.72% | |
| Industrials | Other Electrical Components & Equipment | 46.19B | +11.32% | |
| Basic Materials | Other Specialty Chemicals | 4.25B | +124.65% | |
| Healthcare | Medical Diagnostic & Testing Equipment | 18.08B | +16.31% | |
| Real Estate | Retail Real Estate Development | 1.3B | +24.62% | |
| Industrials | Industrial Parts & Components | 12.53B | +42.17% | |
| Technology | Social Media & Networking | 294M | -3.14% | |
| Technology | Integrated Hardware & Software | 1.5B | +35.26% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 378M | -37.11% | |
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 4.75B | +0.56% | |
| Industrials | Other Construction & Engineering | 150M | -43.48% | |
| Healthcare | Medical Imaging Systems | 105M | +30.43% | |
| Industrials | Other Business Support Services | 481M | +39.92% | |
| Industrials | Civil Engineers & Architects | 1.32B | -1.92% | |
| - | - | 45.23B | - | |
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 45.23B | +33.27% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 19.76B | +34.56% | |
| Real Estate | Other Real Estate Services | 6.82B | -20.71% | |
| Technology | Electronic Component | 761M | -16.92% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 897M | +7.24% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 9.97B | +10.38% | |
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 27.93B | -0.38% | |
| Healthcare | Other Biotechnology & Medical Research | 11.85B | +16.45% | |
| Industrials | Industrial Parts & Components | 1.79B | +68.70% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 8.2B | -7.66% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 2.32B | +29.21% | |
| Industrials | Other Industrial Machinery & Equipment | 26.84B | +4.32% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 47.34B | -5.55% | |
| Industrials | Commercial Equipment Rental | 26.68B | -3.63% | |
| Technology | Other IT Services & Consulting | 13.38B | +5.49% | |
| Industrials | Other Environmental Services & Equipment | 24.27B | -4.03% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 9.81B | +28.94% | |
| Technology | Other Electronic Equipment & Parts | 24.24B | +11.22% | |
| Industrials | Commercial Equipment Rental | 51.77B | +15.49% | |
| Industrials | Waste Management, Disposal & Recycling Services | 43.01B | -2.08% | |
| Technology | Electronic Component | 4.29B | -21.47% | |
| Healthcare | Other Pharmaceuticals | 425M | +8.02% | |
| Industrials | Other Business Support Services | 5.2B | +55.98% | |
| Industrials | Other Electrical Components & Equipment | 2.19B | -22.22% | |
| Basic Materials | Other Non-Paper Containers & Packaging | 226M | -6.34% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 633M | -4.55% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.36B | +8.09% | |
| Industrials | Diversified Industrial Goods Wholesale | 5.78B | -1.43% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 10.42B | +8.43% | |
News of the components
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Heatmap
Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Serial buyers
