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	44	64	42	49
Copper Mining and Production	Natural Resources	34	48	44	32
Customer Satisfaction Leaders in Europe	Social & Society	50	54	39	44
Customer Satisfaction Leaders in the United States	Social & Society	45	60	61	59
Diversity Leaders in Europe	Governance & Inclusion	44	56	44	45
Diversity Leaders in United States	Governance & Inclusion	37	59	50	48
Dividend Champions Europe	Governance & Inclusion	66	45	45	55
Dividend Champions United States	Governance & Inclusion	50	50	46	49
Electromobility & Hydrogen	Trending Technologies	31	56	58	43
Employee Health Leaders in Europe	Social & Society	24	52	53	35
Employee Health Leaders in the United States	Social & Society	64	41	48	49
Employee Satisfaction Leaders in Europe	Social & Society	44	55	41	44
Employee Satisfaction Leaders in the United States	Social & Society	39	57	49	51
Energy Efficency Leaders	Environment & Climate	43	52	49	46
Gold Mining and Production	Natural Resources	29	59	53	43
Good Governance in Growth Markets	Governance & Inclusion	34	57	46	40
Human Rights Leaders	Social & Society	41	54	48	45
Hydrogen Production	Natural Resources	83	44	64	81
Independent Boards in Growth Markets	Governance & Inclusion	43	56	50	49
Iron & Steel Mining and Production	Natural Resources	32	53	45	33
Lithium Mining and Production	Natural Resources	23	61	43	36
Low Emission Leaders	Environment & Climate	44	50	51	47
Low Waste Leaders	Environment & Climate	35	50	46	36
Moonshot High Tech	Trending Technologies	42	55	49	45
Multimedia	Trending Technologies	57	56	73	76
Nuclear Energy	Natural Resources	59	44	40	42
Oil & Gas Mining and Production	Natural Resources	42	47	73	60
Rare Earth Mining and Production	Natural Resources	39	55	22	26
Real Estate in Europe	Natural Resources	45	45	51	46
Real Estate in Growth Markets	Natural Resources	47	53	45	46
Real Estate in the United States	Natural Resources	23	43	46	42
Recycling Leaders	Environment & Climate	40	52	46	43
Renewable Energy Use Leaders	Environment & Climate	37	55	54	48
Robotics & 3D Printing	Trending Technologies	27	85	31	44
SDG 10: Reduced Inequality	UN Sustainable Development Goals	50	51	44	47
SDG 11: Sustainable Cities and Communities	UN Sustainable Development Goals	35	60	44	47
SDG 12: Responsible Consumption and Production	UN Sustainable Development Goals	38	61	47	50
SDG 13: Climate Action	UN Sustainable Development Goals	39	58	49	49
SDG 14: Life Below Water	UN Sustainable Development Goals	26	58	52	40
SDG 15: Life on Land	UN Sustainable Development Goals	35	58	43	39
SDG 16: Peace Justice and Strong Institutions	UN Sustainable Development Goals	30	51	45	39
SDG 17: Partnerships to achieve the Goal	UN Sustainable Development Goals	34	69	52	57
SDG 1: No Poverty	UN Sustainable Development Goals	47	47	41	35
SDG 2: Zero Hunger	UN Sustainable Development Goals	42	54	55	54
SDG 3: Good Health and Well-being	UN Sustainable Development Goals	41	58	47	51
SDG 4: Quality Education	UN Sustainable Development Goals	45	43	48	42
SDG 5: Gender Equality	UN Sustainable Development Goals	36	53	49	43
SDG 6: Clean Water and Sanitation	UN Sustainable Development Goals	41	52	49	45
SDG 7: Affordable and Clean Energy	UN Sustainable Development Goals	42	50	45	40
SDG 8: Decent Work and Economic Growth	UN Sustainable Development Goals	42	53	51	50
SDG 9: Industry, Innovation and Infrastructure	UN Sustainable Development Goals	40	54	52	50
Silver Mining and Production	Natural Resources	29	63	45	39
Solar Energy	Natural Resources	12	24	28	19
Solar Technology	Trending Technologies	35	68	48	49
Sound Pay Practices in Europe	Governance & Inclusion	41	60	58	56
Sound Pay Practices in the United States	Governance & Inclusion	14	57	74	44
Telecommunications	Trending Technologies	47	58	52	59
Uranium Mining and Production	Natural Resources	33	68	43	41
Water Efficiency Leaders	Environment & Climate	40	54	55	49
Water Technology	Trending Technologies	35	58	54	52
Wind Energy	Natural Resources	34	72	27	40
Wood & Timber Industry	Natural Resources	46	36	58	42
Zinc Mining and Production	Natural Resources	46	48	45	37

April 13, 2023. Investment Themes research is updated annually. (Get Obermatt Stock Update)

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