Investment Themes
Several of the major players in the sector are listed on the stock exchange. The list includes companies exposed to the cycle theme. Some are well-known, others are only known through their sub-brands. We have, as much as possible, excluded companies that have only a small part of their activity in cycling. This is the case with tire companies like Michelin, Continental, Pirelli, Bridgestone and others. The list includes a lot of Asian companies. You will find below a brief presentation of each group: - Shimano: No need to present the Japanese group, whose modules have been omnipresent on bikes for a long time. Rear derailleurs, brakes, wheels... Shimano is everywhere, even in electric motors. - Yamaha Motor: Known for its motorcycles, the Japanese is also one of the two main global suppliers of electric bike in the world. - Giant Manufacturing: The Taiwanese is the world's leading bicycle manufacturer. The group started as a third-party manufacturer before launching its range in 1981. - Fox Factory: The company operates in motor sports, but it is hard to miss its well-known bicycles. - Merida: The other Taiwanese cycling star is Giant’s global runner-up. It owns a little less than half of the capital of the American brand called Specialized. - Vista Outdoor: The Minnesota-based company owns dozens of brands, some of which are very well known in the world of cycling: Giro and Bell helmets, Blackburn, Copilot or Raskullz accessories. It also specializes in hunting, but that's another story. - Accell: Back in Europe with the Dutch company, better known through its brands Lapierre, Haibike, Koga, Raleigh or Ghost (to name but a few), or its XLC accessories. - Dorel: the Canadian group is active in three domains, juvenile products, furniture and bicycles. The latter includes brands such as Cannondale, GT, Fabric and Guru. Please note that this is a broad list and not a selection of stocks: it's up to you to apply your criteria to find the best deals of the moment.
Our selection
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 12.23B | +3.88% | ||
| - | - | 154M | - | ||
| - | - | 5.05B | - | ||
| Consumer Cyclical | Bicycle Manufacturing | 9.28B | +2.69% | ||
| Consumer Cyclical | Sporting & Outdoor Goods | 945M | -7.30% | ||
| Consumer Cyclical | Other Recreational Products | 12.88M | 0.00% | ||
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 788M | +10.11% | ||
| Consumer Cyclical | Motorcycles & Scooters | 7.75B | +10.31% | ||
| Consumer Cyclical | Bicycle Manufacturing | 843M | +7.62% | ||
| Consumer Cyclical | Other Recreational Products | 1.16B | +1.30% | ||
| Consumer Cyclical | Bicycle Manufacturing | 369M | +1.98% | ||
| Consumer Cyclical | Sporting Goods Stores | 217M | +0.92% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 43.08M | +25.50% | ||
| Consumer Cyclical | Other Auto & Truck Manufacturers | 484M | -0.99% | ||
| - | - | 558M | - | ||
| Consumer Cyclical | Other Recreational Products | 7.6M | +1.69% | ||
| Consumer Cyclical | Bicycle Manufacturing | 13.17M | +1.91% | ||
| Consumer Cyclical | Bicycle Manufacturing | 398M | +3.42% | ||
| Consumer Cyclical | Bicycle Manufacturing | 32.12M | +0.60% | ||
| Consumer Cyclical | Bicycle Manufacturing | 81.1M | +4.98% | ||
| Consumer Cyclical | Bicycle Manufacturing | 32.21M | -2.05% | ||
| - | - | 378M | - | ||
| - | - | 719M | - | ||
| Consumer Cyclical | Bicycle Manufacturing | 62.19M | +0.17% | ||
News of the components
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Heatmap
Calendar of the components
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Sector allocation
Ratings chart - Surperformance
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- Investment Themes
- The world of cycling, engine of soft mobility
















