|
2025 Q4 |
Jan 15, 2026 |
|
View |
Semiconductors, Logistics, E-commerce, Copper |
000333.SZ, 005930.KS, 0700.HK, 1299.HK, 1698.HK, 2318.HK, 2454.TW, 3064.T, 3656.T, 3690.HK, 3994.T, 4612.T, 600519.SS, 6098.T, 6273.T, 6758.T, 6861.T, 7309.T, 7733.T, 7974.T, 8035.T, 8113.T, 8729.T, ADYEN.AS, ASML, ATCO-A.ST, B3SA3.SA, BN.PA, BNTX, CFR.SW, CPA, CPNG, CRH, CSU.TO, DB1.DE, DEMANT.CO, DIM.PA, DSV.CO, DSY.L, EDEN.PA, EXPN.L, FBK.MI, G24.DE, GMKN.ME, HDB, ICICIGI.NS, IMCD.AS, KGP.L, KNEBV.HE, KSPI.L, LMN.TO, LUN.TO, MC.PA, MELI, MIPS.ST, MNDY, NEX.PA, NVO, NVZMY, PDD, RAT.DE, RIO, ROG.SW, RYA.L, SALM.OL, SAP, SDZ.SW, SE, SEB-A.ST, SHOP.TO, SIMO, SJ.TO, SPOT, TFII, TOI.TO, TPRO.MI, TSM, U11.SI, UL |
E-Commerce, growth, international, Quality, semiconductors, technology, value |
|
2025 Q4 |
Jan 21, 2026 |
|
View |
Value, Logistics, Utilities |
DPW.DE, SSE.L |
dividends, Europe, international, Japan, Logistics, Utilities, value |
|
2025 Q4 |
Jan 26, 2026 |
|
View |
Value, Semiconductors, Logistics, Pharmaceuticals, Specialty Chemicals |
005930.KS, 6301.T, AZN, BABA, BAYRY, CNHI, DASTY, DSV.CO, EXO.MI, IMCD.AS, MBG.DE, NVS, SAND.ST, SDR.L, SKF-B.ST, SNY, SY1.DE, UL, WLN.PA |
Chemicals, Europe, international, Logistics, Pharmaceuticals, semiconductors, value |
|
2025 Q4 |
Jan 29, 2026 |
|
View |
Value, Water, Logistics, Tobacco |
APG, CLAR, CTT.LS, HKHC, PCYO, TPB |
concentrated, inflation, Logistics, SmallCap, Tobacco, value, water |
|
2025 Q4 |
Jan 12, 2026 |
|
View |
AI, Value, Logistics, Capital Markets |
JBHT, KMB, MKTX |
AI, Capital markets, financials, industrials, Logistics, mid cap, Quality, value |
|
2025 Q3 |
Oct 7, 2025 |
|
View |
Value, Small Caps, Cyclicals, Discipline, Logistics |
RLGT |
cyclicals, Freight, Logistics, small caps, Value Investing |
