Popular themes

Popular

Summer travel

American-Airlines
Uber
Delta-Airlines
Booking
Airbnb
Avis-Budget
Expedia-Group
Hilton-Hotels
Marriott-International
Harley-Davidson

Summer travel

Global travel is accelerating with post-Covid reopening and people taking holidays. Leisure, hotels, and airlines should continue to benefit and regain investor appetite.
summertravel

Rising rates beneficiaries

BNP-Paribas
Bank-America-Corporation
JPMorgan-Chase
Dow-Chemical-Company
Camero-Corporation
Freeport-McMoran
Air-Liquide
Shell
TotalEnergies-SE
ExxonMobil

Rising rates beneficiaries

Higher yields are impacting stocks with high valuation multiples, but some benefit from this move, as seen with the rotation into value stocks

rising-rates-beneficiaries

Digital asset

Coinbase-Global
Paypal-Holdings
Block-Inc
Silvergate-Capital
MicroStrategy
Marathon-Digital-Holdings
Riot-Blockchain
Signature-Bank
CME-Group
Galaxy-Digital

Digital asset

The selloff potentially offers long-term entry points for those companies that benefit for demand for all things digital including crypto mining, trading, and asset management.

digital-assets

Pricing Power

LVMH
Kering
Hermes
Apple
Microsoft
Tesla
L-Oreal
Adidas
Lululemon-Athletica
Carrefour

Pricing Power

Strong and resilient companies with the ability to exercise significant pricing power.

pricingpower

Brands you love

Apple
Tesla
Alphabet-Class-C
Hermes
L-Oreal
Amazon
Microsoft
Ferrari
Nike

Brands you love

Invest in the brands you love. Those with a strong customer base have stood the test of time.

brandsyoulove

Sports and athletics

Nike
Adidas
Lululemon-Athletica
Foot-Locker
On-Holding
Under-Armour
Li-Ning
Skechers-USA
Crocs
Dicks-Sporting-Goods

Sports and athletics

Sportswear benefits from strong growth tailwinds and a growing influence in fashion, which it makes it a resilient purchase from consumers.

sports-athletics

Long-term

Swiss quality

ABB
Nestle
Richemont
Sika
Novertis
Roche-Holding
Givaudan
Swiss-Life
Logitech
Zurich-Insurance-Group

Swiss quality

Known to be one of the most financially stable countries on earth, Switzerland is also a leader in the luxury, logistics, food, medical, pharmaceutical, banking, and insurance sectors. Get a taste of some world's most well-known brands.
swiss-quality

Innovation

Salesforce
ServiceNow
Intituive-Surgical
Tyler-Technologies
Adobe
Intuit
Splunk
Ciena
T-Mobile
Wolters-Kluwer-NV

Innovation

Innovation is a broad term, but we boil it down to one simple thing; the ability to disrupt and improve society. A winning formula for long term success. See our list of curated stocks that are working on the playground of the future.
innovation

Climate and Sustainability

Tesla
NextEra-Energy
Ecolab
Waste-Management
Clearway-Energy
Plug-Power
International-Paper-Company
Portland-General
Ball-Corporation
AES-Corporation

Climate and Sustainability

The world's transition to sustainable practices is accompanied by some of the most exciting new technologies: electric vehicles, waste management, and renewable energy. As concerns about climate change continue to grow, companies playing a key role in sustainability stand to benefit.
sustainable-investments

Energy transition

NextEra-Energy
Ecolab
Waste-Management
Orsted
First-Solar
Plug-Power
Vestas
Rwe
Enphase-Energy
EDP-Renovaveis

Energy transition

The low-carbon energy transition is a crucial enabler of sustainable development and climate resilience. It includes a wide scope of sectors covering energy storage, hydrogen, renewables, recycling, and sustainable materials, to lead the world's transition to carbon-neutral.
clean-energy