Investment Themes

Focus on boat stocks!

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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

Technology
Other Communications & Networking
54.79B +40.06%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.5B +21.53%
Consumer Cyclical
Other Recreational Products
3B -7.06%
Consumer Cyclical
Sailing Yachts & Motorboats
1.56B +25.41%
Technology
Other Electronic Equipment & Parts
28.41B +20.01%
Industrials
Construction Machinery
367B +39.21%
Consumer Cyclical
Motorcycles & Scooters
11.6B +68.26%
Industrials
Heavy Trucks
73.49B +17.74%
Consumer Cyclical
Sailing Yachts & Motorboats
543M -29.68%
Consumer Cyclical
Sailing Yachts & Motorboats
530M -4.43%
Consumer Cyclical
Other Recreational Products
4.92B +2.24%
Consumer Cyclical
Sailing Yachts & Motorboats
156M -19.40%
Consumer Cyclical
Other Recreational Products
4.53B -11.83%
Consumer Cyclical
Sailing Yachts & Motorboats
564M +23.11%
Consumer Cyclical
Other Construction Supplies & Fixtures
87.57M -12.96%
Consumer Cyclical
Other Recreational Products
851M -25.74%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
2.45B -17.07%
Consumer Cyclical
Sailing Yachts & Motorboats
62.26M -36.12%
Consumer Cyclical
Construction Supplies
2.62B -24.63%
Consumer Cyclical
Leisure Products Wholesale
1.15B +115.35%
Consumer Cyclical
Leisure Products Wholesale
200M +10.81%
Consumer Cyclical
Other Recreational Products
464M +6.01%
Consumer Cyclical
Sailing Yachts & Motorboats
107M -6.21%
Consumer Cyclical
Luxury Recreational Products
418M -25.00%
Consumer Cyclical
Marinas
51.13M -26.42%
Consumer Cyclical
Sailing Yachts & Motorboats
51.84M +6.88%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Focus on boat stocks!