Investment Themes
This list of companies aims to capture excess returns on stocks that follow a trend following strategy. Companies of sufficient size and liquidity that meet criteria relating to the upward trend of the share price over different time horizons as well as a relatively low volatility of the stock are selected. The AR indicator developed internally at Marketscreener allows us to analyze the evolution of the stock price by taking into account the bullish acceleration (noted A) attached to the degree of the slope as well as the regularity of this rise (noted R). This ratio thus reconciles a strong bullish slope of the stock and a low volatility to avoid drawdowns (large air gaps). And this, over different time horizons, in order to take maximum advantage of an upward trend in the short, medium and long term. We are thus interested in stocks with an exponential or straight trajectory of their price and whose historical stock fluctuations do not deviate too significantly from their general uptrend. Without going into too much detail, the latter is measured by the small difference between the stock price and the 20-day linear moving average. This trend trading strategy benefits from many advantages such as simplicity of analysis and decision making. It is based on a basic principle: buying high and selling higher. Trend-following stocks usually generate better performance when so-called technical trends (linked to the evolution of stock prices) are clearly visible. As long as the trend is bullish, stocks can be held in the portfolio. Several ways can be used to identify an end of a trend such as the stock falling below its moving average or breaking the trend line. This list of investment styles is updated daily by our algorithms. When a stock no longer follows a medium to long term uptrend, it is automatically removed from the list. Several geographical zones are proposed. The global list includes companies listed on the main financial markets of the world. 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
| Consumer Cyclical | Retail - Department Stores | 10.39B | +9.64% | ||
| Real Estate | Residential Real Estate Development | 6.6B | +1.67% | ||
| Healthcare | Pharmaceuticals Wholesale | 104B | +2.46% | ||
| Real Estate | Other Real Estate Services | 16.71B | +5.69% | ||
| Industrials | Other Construction & Engineering | 15.62B | +10.77% | ||
| Industrials | Other Construction & Engineering | 19.4B | +14.04% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 33.06B | +7.95% | ||
| Industrials | Other Construction & Engineering | 7.97B | +20.34% | ||
| Basic Materials | Other Specialty Mining & Metals | 26.74B | +11.29% | ||
| Industrials | Other Construction & Engineering | 28.04B | +13.79% | ||
| Industrials | Other Construction & Engineering | 32.34B | +10.68% | ||
| Healthcare | Pharmaceuticals Wholesale | 50.72B | +3.38% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 24.85B | +24.88% | ||
| Consumer Cyclical | Other Auto & Truck Manufacturers | 28.89B | +1.09% | ||
| Industrials | Other Construction & Engineering | 5.06B | +9.87% | ||
| Consumer Cyclical | Other Tires & Rubber Products | 6.54B | +11.72% | ||
| Consumer Non-Cyclical | Other Food Processing | 6.87B | +2.14% | ||
| Industrials | Other Electrical Components & Equipment | 11.56B | +5.02% | ||
| Technology | Electronic Component | 9.52B | +18.24% | ||
| Technology | Other IT Services & Consulting | 49.82B | +11.09% | ||
| Industrials | Other Construction & Engineering | 9.28B | +11.17% | ||
| Industrials | Highway & Bridge Construction | 10.33B | +14.61% | ||
| Consumer Cyclical | Footwear Retailers | 5.71B | +9.19% | ||
| Technology | Electronic Component | 36.04B | +7.40% | ||
| Consumer Cyclical | Television Broadcasting | 6.02B | +0.05% | ||
| Industrials | Heavy Trucks | 10.18B | +7.39% | ||
| Industrials | Other Construction & Engineering | 38.4B | +20.00% | ||
| Industrials | Other Industrial Machinery & Equipment | 8.53B | +5.38% | ||
| Industrials | Other Construction & Engineering | 7.35B | +17.04% | ||
| Industrials | Other Airlines | 35.3B | -2.54% | ||
| Consumer Cyclical | Women's Apparel Retailers | 10.51B | +6.71% | ||
| Technology | Financial Technology (Fintech) (NEC) | 24.57B | +4.62% | ||
| Industrials | Other Construction & Engineering | 30.54B | +14.20% | ||
| Technology | Electronic Component | 71.17B | +4.00% | ||
| Industrials | Smart Grid & Power Distribution Construction | 18.32B | +11.47% | ||
| Industrials | Industrial Valve Manufacturing | 9.9B | +7.71% | ||
| Technology | Electronic Component | 17.83B | +8.60% | ||
| Basic Materials | Gold Mining | 7.34B | +15.35% | ||
| Energy | Other Renewable Energy Equipment & Services | 127B | +13.21% | ||
| Industrials | Other Air Freight & Logistics | 5.71B | +6.19% | ||
| Financials | Other Investment Management & Fund Operators | 11.23B | +8.48% | ||
| Technology | Other Electronic Equipment & Parts | 18.59B | +4.52% | ||
| Healthcare | Other Pharmaceuticals | 7.66B | -2.01% | ||
| Industrials | Electrical Component | 30.13B | +1.55% | ||
| Industrials | Elevator & Conveying Equipment | 12.76B | +13.41% | ||
| Industrials | Telecommunication Construction | 10.96B | +9.68% | ||
| Industrials | Other Airlines | 25.11B | -0.94% | ||
| Industrials | Other Heavy Machinery & Vehicles | 7.11B | +5.45% | ||
| Consumer Cyclical | Sports & Outdoor Footwear | 18.48B | +10.71% | ||
| Financials | Brokerage Services | 32.81B | +14.07% | ||
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