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The IDEA!

The IDEA!
Independent Investment Research
The IDEA!

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Equity Bottom-Up • Thematic (Sector/Industry)

Top Sectors

Industrials
36%
Financials
17%
Communication Services
11%
Consumer Staples
10%
Information Technology
8%
Energy
8%
Materials
6%
Consumer Discretionary
5%
Health Care
0%

Top Verticals

Equity Bottom-Up
87%
Thematic (Sector/Industry)
13%

Top Entities

PostNL NV
156
InPost
139
bpost SA
98
Deutsche Post
87
Koninklijke KPN
74
Allegro.eu
69
Unilever Nigeria
53
Akzo Nobel NV
50
ING Groep NV
49
Sligro Food Group Nv
40

Top Countries

Netherlands
65.8%
Belgium
6.2%
Germany
5.5%
United Kingdom
5%
Nigeria
3.9%
United States
3.4%
Luxembourg
3.4%
Poland
2.3%
Austria
0.9%
Portugal
0.9%
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