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Turtles all the way down

Turtles all the way down
Independent Research
Turtles all the way down

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Insights
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Equity Bottom-Up

Top Sectors

Health Care
19%
Materials
19%
Information Technology
16%
Financials
12%
Consumer Discretionary
12%
Energy
9%
Consumer Staples
7%
Industrials
5%
Real Estate
2%

Top Verticals

Equity Bottom-Up
100%

Top Entities

Lufax Holding
4
Berry Global Group
4
Dada Nexus
4
Extreme Networks
4
Greentree Hospitality
4
Galecto
4
TK Group
4
111 Inc
4
Track Group Inc
3
JNBY Design
3

Top Countries

United States
48.8%
China
25.6%
Hong Kong
7%
Brazil
4.7%
South Korea
4.7%
United Kingdom
4.7%
Canada
2.3%
Mexico
2.3%
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