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. ()