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The IDEA!
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The IDEA!

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Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Industrials
37%
Financials
16%
Consumer Staples
11%
Communication Services
11%
Information Technology
9%
Energy
7%
Materials
5%
Consumer Discretionary
5%
Health Care
0%

Top Verticals

Equity Bottom-Up
86%
Thematic (Sector/Industry)
14%

Top Entities

PostNL NV
128
InPost
118
bpost SA
72
Deutsche Post
64
Koninklijke KPN
57
Unilever Nigeria
42
Allegro.eu
41
Akzo Nobel NV
39
ING Groep NV
32
Sligro Food Group Nv
30

Top Countries

Netherlands
67%
Belgium
6.5%
Germany
5.9%
Nigeria
4.8%
Luxembourg
4.2%
United Kingdom
3.9%
United States
2.5%
Poland
2.3%
Austria
0.6%
Switzerland
0.6%
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