Investment Themes

Millennials

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
5,273B +17.25%
Technology
Phones & Smart Phones
4,766B +22.95%
Consumer Cyclical
Electric (Alternative) Vehicles
8.96B -27.94%
Technology
Mobile Application Software
9.34B -29.93%
Technology
Other Internet Services
148B -12.34%
Consumer Cyclical
Internet & Mail Order Department Stores
2,717B +10.75%
Technology
Search Engines
4,055B +8.75%
Technology
Other Phones & Handheld Devices
1,273B +116.43%
Technology
Social Media & Networking
1,642B -1.73%
Technology
Other Internet Services
317B -18.13%
Technology
Internet Gaming
5.96B -25.04%
Technology
Financial Technology (Fintech) (NEC)
102B -0.23%
Technology
Other Software
3,657B +2.42%
Technology
Other Internet Services
10.64B -27.40%
Technology
Enterprise Software
136B -13.71%
Consumer Cyclical
Sporting & Outdoor Goods
2.16B -18.91%
Industrials
Transaction & Payment Services
45.6B -7.79%
Technology
Other Household Electronics
139B -9.74%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
42.81B +12.01%
Technology
Application Software
98.91B -28.33%
Technology
Other Internet Services
488B -28.48%
Consumer Cyclical
Quick Service Restaurants
45.72B -2.49%
Consumer Non-Cyclical
Energy Drinks
84.42B +12.98%
Technology
Other Internet Services
5.69B -22.48%
Consumer Non-Cyclical
Other Non-Alcoholic Beverages
6.74B -39.74%
Consumer Cyclical
Games, Toys & Children Vehicles
59.79B -23.61%
Consumer Cyclical
Other Apparel & Accessories
10.73B -52.86%
Consumer Cyclical
Internet & Mail Order Department Stores
36.31B -5.49%
Consumer Cyclical
Used Car Dealers
50.6B -16.33%
Technology
E-commerce & Auction Services
270B -25.41%
Consumer Cyclical
Travel Agents
131B -18.54%
Consumer Cyclical
Other Apparel & Accessories Retailers
1.46B -45.35%
Consumer Cyclical
Other Home Improvement Products & Services Retailers
305B -9.96%
Technology
Other Internet Services
98.84B +24.72%
Technology
E-commerce & Auction Services
46.74B +22.87%
Industrials
Transaction & Payment Services
47.8B +22.32%
Consumer Cyclical
Other Apparel & Accessories Retailers
23.1B -8.62%
Consumer Cyclical
Internet & Mail Order Department Stores
6.57B -
Consumer Cyclical
Quick Service Restaurants
39.27B -6.09%
Technology
Financial Technology (Fintech) (NEC)
83.58B -51.80%
Technology
Social Media & Networking
9.6B +31.96%
Consumer Cyclical
Entertainment Production Equipment & Services
22.87B +42.72%
Technology
Other Software
65.96B -15.33%
Consumer Cyclical
Women's Apparel Retailers
5.85B +38.42%
Consumer Non-Cyclical
Other Food Retail & Distribution
6.73B -8.17%
Consumer Cyclical
Sporting Goods Stores
11.84B -31.76%
Consumer Cyclical
Children & Infants Clothing Retailers
1.11B -6.17%
Consumer Cyclical
Gyms, Fitness and Spa Centers
3.76B -52.81%
Consumer Cyclical
Travel Agents
33.23B -1.75%
Technology
Other Internet Services
1.14B -30.90%
Financials
Personal & Car Loans
4.81B -4.31%
Consumer Cyclical
Used Car Dealers
8.59B +60.92%
Technology
Enterprise Software
11.15B -43.55%
Consumer Cyclical
Other Apparel & Accessories Retailers
72.03B +26.82%
Technology
Other Internet Services
107B -9.40%
Consumer Cyclical
Quick Service Restaurants
2.49B -22.80%
Consumer Cyclical
Sports & Outdoor Footwear
28.87B -15.56%
Consumer Cyclical
Other Apparel & Accessories
20.06B -4.11%
Consumer Cyclical
Internet & Mail Order Department Stores
1.46B -30.24%
Financials
Other Consumer Lending
1.93B -11.19%
Technology
Other Internet Services
2.97B -10.77%
Real Estate
Other Real Estate Services
7.06B -51.44%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
4.93B +7.10%
Consumer Cyclical
Beauty Supply Shop
22.9B -11.08%
Consumer Cyclical
Other Apparel & Accessories
2.89B +3.52%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
3.35B +26.58%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
6.85B +0.86%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
1.78B +1.72%
Technology
Miscellaneous Fintech Infrastructure
3.37B -1.05%

News of the components

░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░ ░░░ ░░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░ ░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░ ░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░ ░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░ ░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░ ░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░ ░░░░ ░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

40% Discount: Identify Tomorrow's Best Investments With The Best Subscriber-Only Tools!
d
:
:
SEIZE THE OFFER!