Latest Investment Themes Research

An Obermatt Investment Theme is a group of similar stocks, a little bit like a normal stock index. It differs by using a specific focus on an investment topic such as trending technologies or natural resources or ESG topics such as environmental, social and governance criteria to define stocks that belong to that group.

The rank value below is the weighted average of the individual company ranks in the investment theme. The rank indicates how well that investment theme fits the profile of a specific investment strategy. For example, a stock focus with an average rank of 65 for Growth means that it has a high proportion of growth stocks.

Investment Theme Research

INVESTMENT THEME FOCUS VALUE GROWTH SAFETY COMBINED
Artificial Intelligence & Big Data Trending Technologies
67
59
62
69
Copper Mining and Production Natural Resources
72
56
47
69
Customer Satisfaction Leaders in Europe Social & Society
82
68
70
89
Customer Satisfaction Leaders in the United States Social & Society
23
57
39
31
Diversity Leaders in Europe Governance & Inclusion
46
42
37
34
Diversity Leaders in United States Governance & Inclusion
25
64
56
48
Dividend Champions Europe Governance & Inclusion
77
62
62
78
Dividend Champions United States Governance & Inclusion
55
56
40
49
Electromobility & Hydrogen Trending Technologies
67
47
20
31
Employee Health Leaders in Europe Social & Society
35
63
34
41
Employee Health Leaders in the United States Social & Society
14
84
73
63
Employee Satisfaction Leaders in Europe Social & Society
60
69
44
65
Employee Satisfaction Leaders in the United States Social & Society
24
56
42
32
Energy Efficency Leaders Environment & Climate
67
46
51
60
Gold Mining and Production Natural Resources
39
74
54
67
Good Governance in Growth Markets Governance & Inclusion
49
50
44
50
Human Rights Leaders Social & Society
84
61
89
90
Hydrogen Production Natural Resources
35
36
33
25
Independent Boards in Growth Markets Governance & Inclusion
21
18
60
25
Iron & Steel Mining and Production Natural Resources
66
67
26
61
Lithium Mining and Production Natural Resources
60
77
23
63
Low Emission Leaders Environment & Climate
67
57
52
66
Low Waste Leaders Environment & Climate
79
59
76
79
Moonshot High Tech Trending Technologies
29
70
49
46
Multimedia Trending Technologies
63
50
61
65
Nuclear Energy Natural Resources
88
38
8
47
Oil & Gas Mining and Production Natural Resources
22
43
81
46
Rare Earth Mining and Production Natural Resources
68
75
17
65
Real Estate in Europe Natural Resources
30
41
47
34
Real Estate in Growth Markets Natural Resources
37
40
44
38
Real Estate in the United States Natural Resources
11
47
43
21
Recycling Leaders Environment & Climate
79
62
72
79
Renewable Energy Leaders Environment & Climate
59
52
33
49
Robotics & 3D Printing Trending Technologies
43
81
88
84
SDG 10: Reduced Inequality UN Sustainable Development Goals
87
38
35
58
SDG 11: Sustainable Cities and Communities UN Sustainable Development Goals
41
36
81
57
SDG 12: Responsible Consumption and Production UN Sustainable Development Goals
43
50
45
40
SDG 13: Climate Action UN Sustainable Development Goals
43
50
45
40
SDG 14: Life Below Water UN Sustainable Development Goals
26
58
42
37
SDG 15: Life on Land UN Sustainable Development Goals
61
56
30
52
SDG 16: Peace Justice and Strong Institutions UN Sustainable Development Goals
40
32
94
65
SDG 17: Partnerships to achieve the Goal UN Sustainable Development Goals
42
32
91
63
SDG 1: No Poverty UN Sustainable Development Goals
67
64
8
42
SDG 2: Zero Hunger UN Sustainable Development Goals
64
57
20
50
SDG 3: Good Health and Well-being UN Sustainable Development Goals
50
41
62
53
SDG 4: Quality Education UN Sustainable Development Goals
39
74
44
56
SDG 5: Gender Equality UN Sustainable Development Goals
39
33
91
63
SDG 6: Clean Water and Sanitation UN Sustainable Development Goals
30
63
11
22
SDG 7: Affordable and Clean Energy UN Sustainable Development Goals
30
63
11
22
SDG 8: Decent Work and Economic Growth UN Sustainable Development Goals
40
43
71
53
SDG 9: Industry, Innovation and Infrastructure UN Sustainable Development Goals
41
69
50
58
Silver Mining and Production Natural Resources
39
75
54
68
Solar Energy Natural Resources
32
82
69
73
Solar Technology Trending Technologies
57
67
45
64
Sound Pay Practices in Europe Governance & Inclusion
53
83
38
68
Sound Pay Practices in the United States Governance & Inclusion
44
69
42
53
Telecommunications Trending Technologies
72
55
36
60
Uranium Mining and Production Natural Resources
70
75
19
67
Water Efficiency Leaders Environment & Climate
86
57
43
74
Water Technology Trending Technologies
63
26
44
41
Wind Energy Natural Resources
60
66
5
43
Wood & Timber Industry Natural Resources
52
64
67
64
Zinc Mining and Production Natural Resources
68
41
53
62

December 2, 2021. Investment Themes research is updated annually. ()