Investment Themes

Millennials

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Investment Themes

Millennials, also known as Generation Y or digital natives, are people born between the early 1980s and the late 1990s (to be more exact, Generation Y spans from 1984 to 1996 according to the Harvard Business Review). They are the successors of generation X and precede generation Z.

The expression "generation" should always be taken with a pinch of salt because it does not correspond to a homogeneous class of individuals with the same consumption patterns, the same passions and the same desires. We are trying to define general trends here. They were born during the Internet's infancy, played Tekken 3 on Playstation 1, experienced the dislocation of the USSR, the release of Michael Jackson's album History and the movie Forrest Gump in 1994. It is an ultra-connected generation, rocked by the pop-culture of the 90s. 98% of digital natives in developed countries use their mobile to go online at least once a day. Moreover, their purchases are mainly made on the web. Half of the active population in the world are from this generation. Because of their numbers and their voice on social networks, millennials are forcing brands to reinvent themselves. Knowing their mindset, their expectations and their behavior is essential for companies in order to survive over time, but also for investors who want to keep up with consumer trends. With most of their business years ahead of them, companies that cater to millennials should be better positioned to benefit from their growing purchasing power than their peers. But there's more to these new generations than just their skills in front of a screen. They have different tastes, habits and worldviews that influence their economic behavior and, in particular, the way they consume. Millennials are looking for meaning in a complex world. They want to consume better, seek pleasure, value authenticity and transparency, and attach more importance to novelty. Meaningful, committed brands with distinct personalities and positioning have the advantage. They are also more defiant of speeches and more discerning in their consumption. The companies in this thematic list span a wide range of industries and are expected to generate significant revenue in entertainment, social networking, health, fitness, fashion, food and beverage, travel, leisure, housing and household goods, and next-generation financial services. These companies were selected based on their industry, the percentage of their revenue generated by Generation Y, and the appeal of their favorite brands to digital natives.

Our selection

Technology
Other Semiconductors
4,505B -0.58%
Consumer Cyclical
Internet & Mail Order Department Stores
2,258B -8.88%
Technology
Mobile Application Software
8.82B -35.32%
Consumer Cyclical
Electric (Alternative) Vehicles
12.74B -1.18%
Technology
Search Engines
3,907B +3.15%
Technology
Financial Technology (Fintech) (NEC)
74.47B -26.77%
Technology
Other Software
2,979B -17.05%
Technology
Phones & Smart Phones
4,083B +2.30%
Technology
Internet Gaming
7.97B +6.53%
Technology
Other Internet Services
347B -12.33%
Technology
Other Household Electronics
133B -11.46%
Technology
Other Phones & Handheld Devices
691B +32.28%
Technology
Other Internet Services
631B -8.60%
Industrials
Transaction & Payment Services
37.21B -30.76%
Technology
Enterprise Software
105B -34.24%
Consumer Cyclical
Sporting & Outdoor Goods
1.97B -24.92%
Technology
Other Internet Services
155B -8.49%
Consumer Cyclical
Games, Toys & Children Vehicles
62.59B -18.61%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
340B +13.05%
Technology
Social Media & Networking
1,673B +0.21%
Consumer Cyclical
Quick Service Restaurants
51.3B +6.46%
Technology
Other Internet Services
6.57B -15.02%
Technology
Other Internet Services
13.24B -24.30%
Consumer Cyclical
Other Broadcasting
193B -4.46%
Technology
E-commerce & Auction Services
363B +10.87%
Industrials
Transaction & Payment Services
33.53B -14.01%
Consumer Cyclical
Internet & Mail Order Department Stores
39.83B -2.20%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
38.6B +1.43%
Technology
Other Software
64.26B -14.92%
Technology
E-commerce & Auction Services
39.12B -0.63%
Technology
Other Internet Services
87.09B -27.23%
Technology
Application Software
110B -23.32%
Technology
Other Internet Services
74.08B -9.98%
Technology
Social Media & Networking
7.36B -2.04%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
383B +11.93%
Real Estate
Residential REITs
16.15B -5.22%
Consumer Cyclical
Entertainment Production Equipment & Services
12.68B -20.87%
Consumer Non-Cyclical
Energy Drinks
80.64B +7.66%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
13.04B +10.56%
Consumer Cyclical
Internet & Mail Order Department Stores
12.07B -7.78%
Consumer Cyclical
Used Car Dealers
57.09B -4.35%
Technology
Financial Technology (Fintech) (NEC)
123B -33.01%
Financials
Other Consumer Lending
1.95B -10.56%
Consumer Cyclical
Travel Agents
29.02B -16.40%
Consumer Cyclical
Other Apparel & Accessories Retailers
30.79B +19.04%
Consumer Cyclical
Other Apparel & Accessories Retailers
61.69B +5.88%
Technology
Enterprise Software
12.18B -42.04%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
156B +15.43%
Consumer Non-Cyclical
Other Food Retail & Distribution
6.55B -15.50%
Consumer Cyclical
Travel Agents
1.49B -12.29%
Consumer Cyclical
Gyms, Fitness and Spa Centers
7.6B -15.54%
Consumer Cyclical
Other Apparel & Accessories
20.28B -16.82%
Real Estate
Residential REITs
24.5B -4.13%
Real Estate
Other Real Estate Services
13.28B -20.12%
Consumer Cyclical
Quick Service Restaurants
3.96B +21.10%
Technology
Other Internet Services
1.5B -19.64%
Consumer Cyclical
Quick Service Restaurants
45.13B +7.70%
Consumer Cyclical
Other Apparel & Accessories
3.4B +14.49%
Technology
Other Internet Services
2.73B -25.40%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
7.63B +4.93%
Consumer Cyclical
Women's Apparel Retailers
5.01B +15.27%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.69B +35.27%
Consumer Cyclical
Children & Infants Clothing Retailers
1.34B +13.44%
Consumer Cyclical
Internet & Mail Order Department Stores
1.92B -10.83%
Technology
Other Software
1.06B -5.70%
Consumer Cyclical
Sporting Goods Stores
18.74B +5.21%
Consumer Cyclical
Other Apparel & Accessories
20.76B -3.03%
Consumer Cyclical
Quick Service Restaurants
13.34B -5.26%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
5.16B +3.98%
Consumer Cyclical
Travel Agents
144B -16.77%
Consumer Cyclical
Sports & Outdoor Footwear
32.24B -9.58%
Consumer Cyclical
Beauty Supply Shop
30.63B +14.11%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.89B +1.45%
Technology
Miscellaneous Fintech Infrastructure
4.32B +24.41%

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Ratings chart - Surperformance

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