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Investment Themes
While most M&A transactions destroy shareholder value, some companies led by brilliant leaders stand out by making accretive acquisitions.
These companies are particularly rare on the stock market, but once you've found them, it's usually in your interest to hold on to them for the long term. Executives who excel in capital allocation and accretive financial transactions are able to generate high returns on investment while boosting their company's growth.
This thematic list aims to identify the leading serial acquirers, those with a track record of successful acquisitions, mergers and integrations.
Our selection
 | Technology | Other IT Services & Consulting | 4.2B | -1.75% | |
| Technology | Technology Consulting & Outsourcing Services | 4.86B | -2.01% | |
| Industrials | Other Construction & Engineering | 39.42B | +20.00% | |
| Technology | Other Electronic Equipment & Parts | 18.69B | +4.52% | |
| Healthcare | Home Healthcare Services | 1.96B | +0.11% | |
| Technology | Other Semiconductors | 1,668B | +1.62% | |
| Technology | Testing Services | 1.39B | -14.85% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 190B | -5.54% | |
| Technology | Application Software | 124B | -15.39% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 23.74B | +15.87% | |
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 4.81B | +6.47% | |
| Basic Materials | Wood Products | 3.49B | +4.19% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 10.61B | +9.52% | |
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 26.95B | +2.00% | |
| Technology | Enterprise Software | 7.57B | +1.64% | |
| Industrials | Other Electrical Components & Equipment | 49.64B | +5.04% | |
| Technology | Other IT Services & Consulting | 13.77B | +4.30% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 50.22B | +9.00% | |
| Industrials | Other Aircraft Parts Manufacturing | 42.38B | +8.95% | |
| Industrials | Other Environmental Services & Equipment | 25.49B | +2.90% | |
| Technology | Other Electronic Equipment & Parts | 27.31B | +13.90% | |
| Technology | Other Software | 18.93B | -3.07% | |
| Technology | Integrated Hardware & Software | 1.63B | +2.95% | |
| Healthcare | Medical Imaging Systems | 115M | -4.07% | |
| Industrials | Other Business Support Services | 5.94B | +9.39% | |
| Technology | Electronic Component | 787M | +2.00% | |
| Industrials | Industrial Parts & Components | 1.88B | -3.19% | |
| Industrials | Other Electrical Components & Equipment | 1.88B | -4.11% | |
| Industrials | Diversified Industrial Goods Wholesale | 6.57B | +18.44% | |
| Industrials | Other Construction & Engineering | 5.46B | +12.80% | |
| Healthcare | Hospitals, Clinics & Primary Care Services | 1.31B | +10.13% | |
| Technology | Other IT Services & Consulting | 212M | -4.58% | |
| Industrials | Diversified Industrial Goods Wholesale | 9.22B | -3.67% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 10.21B | +7.37% | |
| Industrials | Civil Engineers & Architects | 1.34B | -4.79% | |
| Industrials | Other Industrial Machinery & Equipment | 28.34B | +5.82% | |
| Financials | Insurance Brokers | 27.32B | +0.39% | |
| Basic Materials | Specialty Mining & Metals Wholesale | 1.03B | +23.08% | |
| Technology | Application Software | 44.79B | -6.51% | |
| Healthcare | Veterinary Drugs | 54.93B | -0.93% | |
| Technology | Enterprise Software | 43.34B | -13.82% | |
| Technology | Other Semiconductors | 174B | +10.43% | |
| Healthcare | Medical Software & Technology Services | 384M | -10.77% | |
| Industrials | Testing & Measuring Equipment | 6.86B | +13.73% | |
| Energy | Gasoline Stations | 49.11B | -1.55% | |
| Consumer Cyclical | Hotels & Motels | 4.96B | +13.32% | |
| Industrials | Electric Equipment Wholesale | 11.56B | +2.47% | |
| Industrials | Diversified Industrial Goods Wholesale | 54.03B | +19.43% | |
| Industrials | Diversified Industrial Goods Wholesale | 47.62B | +16.19% | |
| Consumer Cyclical | Leisure Products Wholesale | 9.98B | +17.15% | |
| Industrials | Pump & Pumping Equipment | 5.95B | +3.16% | |
| Industrials | Other Construction & Engineering | 2B | +0.56% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 16.47B | -4.89% | |
| Real Estate | Other Real Estate Services | 7.41B | +5.67% | |
| Industrials | Other Industrial Machinery & Equipment | 9.35B | -1.50% | |
| - | - | 48.69B | - | |
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 48.69B | +11.84% | |
| Industrials | Industrial Machinery | 15.18B | +13.10% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 76.43B | +6.97% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 4.45B | -6.30% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 7.92B | -3.25% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 232B | +6.78% | |
| Technology | Other Communications & Networking | 2.19B | -3.68% | |
| Industrials | Building Contractors | 13.78B | +18.36% | |
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 58.35B | +3.85% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 50.82B | +5.91% | |
| Consumer Cyclical | Other Entertainment Production | 15.62B | 0.00% | |
| Industrials | Other Business Support Services | 458M | -1.27% | |
| Industrials | Other Electrical Components & Equipment | 2.43B | +13.85% | |
| Industrials | Diversified Industrial Goods Wholesale | 94.06B | +7.14% | |
| Healthcare | Other Pharmaceuticals | 446M | +4.14% | |
| Industrials | Diversified Industrial Goods Wholesale | 8.95B | -0.10% | |
| Industrials | Diversified Industrial Goods Wholesale | 93.2B | +11.05% | |
| Technology | Other Internet Services | 3.06B | +1.05% | |
| Healthcare | Medical Software & Technology Services | 93.84M | +0.22% | |
| Consumer Non-Cyclical | Other Personal Services | 11.63B | +6.41% | |
| Industrials | Legal & Tax Information Providers | 1.24B | +5.57% | |
| Consumer Non-Cyclical | Other Food Processing | 13.93B | -4.29% | |
| Technology | Electronic Component | 4.81B | +13.09% | |
| Consumer Cyclical | Other Construction Supplies & Fixtures | 45.1B | +4.43% | |
| Industrials | Building Contractors | 769M | +2.16% | |
| Industrials | Other Industrial Machinery & Equipment | 776M | -5.72% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 393M | +3.99% | |
| Industrials | Air & Gas Compressors | 96.71B | +15.09% | |
| Consumer Cyclical | Auto & Truck Parts Wholesale | 369M | +3.29% | |
| Industrials | Commercial Equipment Rental | 58.62B | +13.83% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 14.44B | +13.24% | |
| Financials | Private Equity | 856M | -4.55% | |
| Financials | Insurance Brokers | 66.39B | -0.10% | |
| Technology | Other Internet Services | 27.69B | -2.83% | |
| Real Estate | Other Real Estate Services | 7.5B | +1.53% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 11.04B | +12.56% | |
| - | - | 7.48B | - | |
| Industrials | Civil Engineers & Architects | 292M | +4.05% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 5.12B | -3.28% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 241M | -4.95% | |
| Healthcare | Other Biotechnology & Medical Research | 14.78B | +15.58% | |
| Technology | Computer Programming | 1.35B | -4.85% | |
| Industrials | Other Electrical Components & Equipment | 516M | +0.61% | |
| Industrials | Human Resources Consulting Services | 47.04M | -0.47% | |
News of the components
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Heatmap
Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
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