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Investment Themes
On stock markets, the boating sector has a small fleet of players and can be a winning proposition. There are some great companies that are worth looking at. It may even be possible for an investor with a passion for boating to combine pleasure and performance.
Whether it is shipyards, engine manufacturers, fittings companies, or charter companies the aim of this thematic list is to identify the various players in the sector. The yachting sector, after a slight decrease in 2020, seems to have the wind in its sails again. As a sector directly correlated to household sentiment, it follows economic cycles with a slight inertia, and will outperform markets in good times. Keep in mind, however, that in a bear market, these stocks can take on water.
Our selection
| Consumer Cyclical | Sailing Yachts & Motorboats | 1.18B | -10.45% | ||
| Technology | Other Communications & Networking | 43.88B | +10.49% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 205M | +8.96% | ||
| Consumer Cyclical | Luxury Recreational Products | 673M | +2.18% | ||
| Technology | Other Electronic Equipment & Parts | 26.41B | +21.44% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 11.31B | +37.91% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 764M | -7.71% | ||
| Industrials | Heavy Trucks | 54.68B | -3.28% | ||
| Consumer Cyclical | Other Recreational Products | 2.9B | -9.11% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 632M | -12.45% | ||
| Consumer Cyclical | Other Recreational Products | 3.52B | -9.63% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 71.32M | +6.35% | ||
| Industrials | Construction Machinery | 195B | +14.05% | ||
| Consumer Cyclical | Motorcycles & Scooters | 6.91B | -24.67% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 118M | -30.69% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 63.12M | -11.46% | ||
| Consumer Cyclical | Other Recreational Products | 3.92B | -7.75% | ||
| Consumer Cyclical | Other Recreational Products | 830M | -38.01% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 2.45B | -6.14% | ||
| Consumer Cyclical | Construction Supplies | 3.2B | +15.32% | ||
| Consumer Cyclical | Leisure Products Wholesale | 521M | -16.23% | ||
| Consumer Cyclical | Leisure Products Wholesale | 227M | -19.97% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 321M | +1.52% | ||
| Consumer Cyclical | Sporting & Outdoor Goods | 315M | -6.24% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 76.33M | -20.45% | ||
| Consumer Cyclical | Sailing Yachts & Motorboats | 293M | -8.62% | ||
| Consumer Cyclical | Marinas | 90.6M | -30.73% | ||
News of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Focus on boat stocks!
