Investment Themes

Serial buyers

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

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

Industrials
Other Construction & Engineering
32.01B +116.91%
Healthcare
Home Healthcare Services
1.99B -13.99%
Technology
Other IT Services & Consulting
3.66B +98.96%
Technology
Technology Consulting & Outsourcing Services
5.07B -24.25%
Technology
Application Software
139B -26.90%
Technology
Other IT Services & Consulting
11.87B -6.65%
Technology
Testing Services
1.76B -15.51%
Healthcare
Other Advanced Medical Equipment & Technology
195B +4.74%
Technology
Other Semiconductors
1,617B +47.80%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
4.32B -10.80%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
20.01B +35.36%
Industrials
Other Electrical Components & Equipment
1.78B +29.36%
Basic Materials
Wood Products
3.32B +16.50%
Industrials
Other Aircraft Parts Manufacturing
37.89B +30.76%
Technology
Other Electronic Equipment & Parts
16.72B +24.66%
Industrials
Industrial Machinery & Equipment Wholesale
9.31B +23.76%
Industrials
Industrial Machinery & Equipment Wholesale
9.39B +0.48%
Industrials
Other Environmental Services & Equipment
24.53B -3.71%
Technology
Other Electronic Equipment & Parts
23.53B +7.63%
Industrials
Other Electrical Components & Equipment
44.51B +6.06%
Industrials
Industrial Machinery & Equipment Wholesale
46.44B +10.42%
Technology
Other Software
20.12B -19.70%
Technology
Other Semiconductors
145B -17.34%
Industrials
Other Construction & Engineering
4.19B -31.60%
Technology
Enterprise Software
7.17B -30.81%
Technology
Integrated Hardware & Software
1.49B +33.65%
Industrials
Diversified Industrial Goods Wholesale
5.72B -2.33%
Industrials
Other Construction & Engineering
1.74B -0.12%
Healthcare
Hospitals, Clinics & Primary Care Services
1.09B -21.08%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
29.28B +1.17%
Industrials
Other Business Support Services
5.35B +59.33%
Industrials
Diversified Industrial Goods Wholesale
38.02B +41.34%
Industrials
Other Industrial Machinery & Equipment
25.12B -4.02%
Technology
Electronic Component
713M -20.42%
Financials
Insurance Brokers
66.39B -8.65%
Industrials
Industrial Machinery & Equipment Wholesale
156M +128.49%
Industrials
Industrial Machinery & Equipment Wholesale
44.04B -12.39%
Consumer Non-Cyclical
Consumer Goods Conglomerates
4.7B +1.93%
Industrials
Testing & Measuring Equipment
6.16B +0.33%
Industrials
Diversified Industrial Goods Wholesale
8.97B +3.78%
Healthcare
Veterinary Drugs
53.24B -27.09%
Financials
Insurance Brokers
27.55B -20.89%
Technology
Application Software
48.38B -14.61%
Real Estate
Residential Real Estate Development
1.23B -9.41%
Real Estate
Other Real Estate Services
7.14B -18.71%
Basic Materials
Specialty Mining & Metals Wholesale
622M -7.37%
Industrials
Diversified Industrial Goods Wholesale
43B +65.10%
Industrials
Electric Equipment Wholesale
10.42B +27.93%
Technology
Other Internet Services
2.57B -24.32%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.07B -9.20%
Industrials
Building Contractors
645M -32.10%
Industrials
Civil Engineers & Architects
1.37B +2.15%
- - 6.83B -
Technology
Other Internet Services
28.84B -6.41%
Industrials
Other Industrial Machinery & Equipment
802M -14.06%
Industrials
Building Contractors
11.69B +29.63%
Industrials
Industrial Parts & Components
1.79B +68.39%
Industrials
Heating, Ventilation & Air Conditioning Systems
13.06B -28.69%
Basic Materials
Wood Products
32.57M -51.88%
Consumer Non-Cyclical
Consumer Goods Conglomerates
17B +8.55%
Industrials
Other Business Support Services
461M +34.56%
Consumer Cyclical
Automotive Parts & Accessories Retailers
64.15B +20.40%
Energy
Other Oil Related Services and Equipment
1.89B +7.33%
Technology
Other Communications & Networking
2.61B +11.20%
Consumer Cyclical
Auto & Truck Parts Wholesale
344M +19.92%
Industrials
Other Aircraft Parts Manufacturing
75.5B +5.40%
Technology
Enterprise Software
50.53B -26.98%
Technology
Other IT Services & Consulting
213M +7.45%
Healthcare
Medical Software & Technology Services
412M -21.30%
Industrials
Pump & Pumping Equipment
5.29B -1.27%
Consumer Non-Cyclical
Consumer Goods Conglomerates
6.4B -2.63%
Industrials
Civil Engineers & Architects
253M -40.48%
Industrials
Diversified Industrial Goods Wholesale
86.31B +19.38%
Consumer Non-Cyclical
Other Personal Services
11.17B -1.01%
Consumer Cyclical
Leisure Products Wholesale
9.03B -30.24%
Consumer Non-Cyclical
Consumer Goods Conglomerates
70.78B -4.79%
Energy
Gasoline Stations
47.16B -12.13%
Consumer Non-Cyclical
Consumer Goods Conglomerates
365M -39.04%
Consumer Cyclical
Other Construction Supplies & Fixtures
41.84B +7.59%
Healthcare
Other Advanced Medical Equipment & Technology
217B +9.02%
Industrials
Industrial Machinery
12.94B +8.87%
Healthcare
Veterinary Drugs
1.71B -22.91%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.22B -2.00%
Industrials
Other Industrial Machinery & Equipment
9.05B -16.68%
Industrials
Air & Gas Compressors
77.3B -9.03%
- - 47.58B -
Consumer Cyclical
Construction Supplies & Fixtures Wholesale
47.58B +39.89%
Consumer Cyclical
Other Entertainment Production
15.36B -20.64%
Industrials
Other Industrial Machinery & Equipment
2.53B -19.25%
Industrials
Human Resources Consulting Services
49.78M +28.77%
Industrials
Diversified Industrial Goods Wholesale
9.24B -34.59%
Industrials
Diversified Industrial Goods Wholesale
76.32B +22.56%
Healthcare
Other Pharmaceuticals
429M +8.17%
Consumer Non-Cyclical
Other Food Processing
14.79B -17.10%
Industrials
Commercial Equipment Rental
53.07B +14.50%
Industrials
Other Industrial Machinery & Equipment
5.95B -15.56%
Industrials
Other Electrical Components & Equipment
373M -53.30%
Consumer Cyclical
Beauty Supply Shop
26.88B +31.57%
Healthcare
Other Biotechnology & Medical Research
12.14B +19.08%
Industrials
Waste Management, Disposal & Recycling Services
43.17B -1.32%

News of the components

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

Heatmap

Calendar of the components

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

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

BLACK FRIDAY 40% Discount: The Best Tools Reserved for Subscribers to Identify Your Next Winning Investment!
d
:
:
BENEFIT NOW