Investment Themes
This list is designed to capture the excess returns of so-called "momentum" stocks. Companies of sufficient size and liquidity that meet criteria related to the stock's upward trend, positive stock movements over the past few months and bullish analysts' earnings revisions are selected. We look at stocks that have outperformed the market over the past 6 and 12 months and have bullish earnings and revenue revision patterns, assuming that analysts are fairly conservative in their revisions. Momentum stocks usually perform better during economic expansions. Several geographical areas 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).
Our selection
| Technology | Electronic Component | 41.86B | +27.91% | ||
| Technology | Other Semiconductors | 5.43B | +410.46% | ||
| Industrials | Other Electrical Components & Equipment | 43.28B | +42.50% | ||
| Technology | Fiber Optic Cable Manufacturing | 39.2B | +346.03% | ||
| Technology | Other Communications & Networking | 66.38B | +134.58% | ||
| Industrials | Other Heavy Electrical Equipment | 66.63B | +179.61% | ||
| Industrials | Other Construction & Engineering | 8.26B | +94.19% | ||
| Technology | Other Semiconductors | 43.84B | +79.44% | ||
| Industrials | Highway & Bridge Construction | 23.64B | +166.23% | ||
| Technology | Other Semiconductors | 1,006B | +220.99% | ||
| Technology | Other Computer Hardware | 185B | +205.87% | ||
| Industrials | Other Electrical Components & Equipment | 108B | +78.91% | ||
| Basic Materials | Other Specialty Mining & Metals | 5.07B | +20.31% | ||
| Industrials | Switchgear | 9.56B | +165.37% | ||
| Technology | Storage Devices | 169B | +191.67% | ||
| Basic Materials | Nonferrous Metal Processing | 13.19B | +111.68% | ||
| Industrials | Other Construction & Engineering | 60.43B | +93.32% | ||
| Technology | Other Communications & Networking | 61.53B | +88.53% | ||
| Basic Materials | Other Steel | 25.99B | +74.04% | ||
| Industrials | Other Aerospace & Defense | 136B | +8.94% | ||
| Consumer Cyclical | Engine & Powertrain Systems | 13.64B | +93.18% | ||
| Technology | Other Computer Hardware | 240B | +201.95% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 51.67B | +62.06% | ||
| Technology | Other Semiconductors | 17.53B | +93.39% | ||
| Technology | Other Semiconductors | 26.33B | +109.55% | ||
| Technology | Other Semiconductors | 27.04B | +112.97% | ||
| Energy | Other Renewable Energy Equipment & Services | 137B | +22.09% | ||
| Industrials | Other Construction & Engineering | 40.18B | +43.50% | ||
| Technology | Semiconductor Testing Equipment & Service | 114B | +28.21% | ||
| Technology | Other Electronic Equipment & Parts | 5.5B | +49.70% | ||
| Basic Materials | Copper Ore Mining | 9.82B | +34.39% | ||
| Industrials | Other Aircraft Parts Manufacturing | 99.82B | +26.17% | ||
| Consumer Cyclical | Other Department Stores | 12.07B | +33.72% | ||
| Technology | Other Semiconductor Equipment & Testing | 402B | +103.63% | ||
| Technology | Other Electronic Equipment & Parts | 51.11B | +141.71% | ||
| Technology | Other Semiconductor Equipment & Testing | 7.68B | +63.75% | ||
| Industrials | Other Construction & Engineering | 7.36B | +15.37% | ||
| Technology | Other Semiconductors | 4,854B | +7.83% | ||
| Technology | Electronic Component | 20.79B | +27.99% | ||
| Industrials | Other Aerospace & Defense | 34.88B | +9.26% | ||
| Industrials | Other Electrical Components & Equipment | 12.56B | +161.63% | ||
| Technology | Other IT Services & Consulting | 10.95B | +13.19% | ||
| Technology | Other Semiconductors | 1,770B | +8.63% | ||
| Consumer Cyclical | Women's Apparel Retailers | 13.23B | +38.58% | ||
| Technology | Semiconductor Testing Equipment & Service | 279B | +90.57% | ||
| Industrials | Other Construction & Engineering | 34.52B | +30.27% | ||
| Consumer Cyclical | Sports & Outdoor Footwear | 19.35B | +18.72% | ||
| Technology | Other Semiconductors | 16.16B | +63.90% | ||
| Basic Materials | Integrated Mining | 7.79B | +13.21% | ||
| Financials | Brokerage Services | 38.05B | +34.45% | ||
| Technology | Other Semiconductors | 221B | +211.91% | ||
| Technology | Other Semiconductors | 22.25B | +157.87% | ||
| Consumer Cyclical | Women's Apparel Retailers | 5.9B | +40.70% | ||
| Industrials | Other Industrial Machinery & Equipment | 14.98B | +42.32% | ||
| Technology | Electronic Component | 184B | +10.68% | ||
| Consumer Cyclical | Other Casinos & Gaming | 6.97B | +8.28% | ||
| Industrials | Other Construction & Engineering | 36.09B | +45.67% | ||
| Technology | Other Communications & Networking | 191B | +16.06% | ||
| Technology | Semiconductor Machinery Manufacturing | 395B | +106.69% | ||
| Technology | Other Semiconductors | 738B | +117.65% | ||
| Industrials | Other Aerospace & Defense | 29.78B | -0.30% | ||
| Technology | Other Semiconductors | 8.53B | +180.44% | ||
| Industrials | Other Construction & Engineering | 8.53B | +0.56% | ||
| Industrials | Other Heavy Electrical Equipment | 10.44B | +34.13% | ||
| Industrials | Other Industrial Machinery & Equipment | 10.4B | +77.77% | ||
| Basic Materials | Other Specialty Chemicals | 7.01B | +63.70% | ||
| Technology | Other Semiconductor Equipment & Testing | 174B | +84.73% | ||
| Technology | Semiconductor Machinery Manufacturing | 47.36B | +45.38% | ||
| Technology | Other Semiconductor Equipment & Testing | 15.3B | +70.47% | ||
| Technology | Other Communications & Networking | 5.7B | +74.03% | ||
| Technology | Semiconductor Testing Equipment & Service | 54.41B | +88.15% | ||
| Industrials | Other Electrical Components & Equipment | 25.36B | +59.65% | ||
| Industrials | Other Aerospace & Defense | 21.88B | +23.90% | ||
| Industrials | Testing & Measuring Equipment | 6.48B | +55.39% | ||
| Industrials | Heavy Trucks | 14.85B | +48.15% | ||
| Industrials | Testing & Measuring Equipment | 21.35B | +109.48% | ||
| Healthcare | Biopharmaceuticals | 58.15B | +13.58% | ||
| Technology | Semiconductor Machinery Manufacturing | 26.42B | +130.21% | ||
| Industrials | Smart Grid & Power Distribution Construction | 26.17B | +60.06% | ||
| Financials | Health Insurance | 8.39B | +97.56% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 36.54B | +81.64% | ||
| Services académiques et éducatifs | Miscellaneous Educational Service Providers | 5.11B | +11.26% | ||
| Industrials | Smart Grid & Power Distribution Construction | 6.34B | +89.84% | ||
| Technology | Other Semiconductors | 72.37B | +68.85% | ||
| Industrials | Other Electrical Components & Equipment | 11.72B | +57.57% | ||
| Technology | Search Engines | 4,332B | +10.97% | ||
| Technology | Other Electronic Equipment & Parts | 7.37B | +93.71% | ||
| Technology | Other Computer Hardware | 21.53B | +79.82% | ||
| Financials | Other Investment Banking & Brokerage Services | 13.18B | +1.02% | ||
| Healthcare | Bio Therapeutic Drugs | 13.22B | +21.58% | ||
| Technology | Other Semiconductor Equipment & Testing | 17.25B | +79.88% | ||
| Basic Materials | Copper Ore Mining | 50.35B | +17.60% | ||
| Healthcare | Other Pharmaceuticals | 1,013B | +8.12% | ||
| Technology | Other Semiconductor Equipment & Testing | 13.4B | +81.57% | ||
| Technology | Other Communications & Networking | 468B | +55.46% | ||
| Technology | Other Software | 81.03B | +70.09% | ||
| Consumer Cyclical | Discount Stores with Grocery | 5.27B | +44.46% | ||
| Technology | Semiconductor Machinery Manufacturing | 51.21B | +88.10% | ||
| Basic Materials | Nonferrous Metal Processing | 9.21B | +51.13% | ||
| Technology | Storage Devices | 31.48B | +48.20% | ||
News of the components
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