Screening Filters & Rationale
Market Cap ($1B - $20B):
- Purpose: Focuses on mid-cap companies with potential for growth and stability.
- Rationale: These companies often balance growth opportunities with established market presence, aligning with moderate to high-risk investment strategies.
Themes (Cloud Computing, Semiconductor Equipment & Materials):
- Purpose: Targets industries with strong growth potential and technological innovation.
- Rationale: Cloud computing and semiconductor sectors are critical drivers of digital transformation and global tech demand.
High Beta:
- Purpose: Identifies stocks with higher volatility for potentially greater returns.
- Rationale: High-beta stocks are suitable for investors seeking to capitalize on market upswings, albeit with higher risk.
Revenue 5-Year CAGR (≥15%):
- Purpose: Ensures selection of companies with consistent and strong revenue growth.
- Rationale: Sustained revenue growth indicates robust business performance and market demand.
EPS 5-Year CAGR (≥15%):
- Purpose: Focuses on companies with strong earnings growth over time.
- Rationale: Consistent EPS growth reflects profitability and operational efficiency, key for long-term value creation.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.