Watchlist tier 1:
- Keyence
- Leadership position in scanners and sensors for automation.
- Netflix
- Leadership position in streaming.
- Taiwan Semiconductor Manufactoring Company
- Leadership position in manufactoring of semiconductors.
- ASML
- Leadership position in photolithography systems.
- Bandai Namco
- Leadership position in leveraging anime franchises.
- Veolia Environnement
- Leadership position in ecological transformation (#2 in waste management, #1 in water technologies).
- Match Group
- Leadership position in online dating
- Duolingo
- Leadership position in language learning
Watchlist tier 2:
- Advanced Micro Devices & Nvidia
- Leadership positions in designing computer chips.
- Iberdrola
- Strong performance in clean energy. Stable and predictable earnings.
- Magnum Ice Cream Company
- A strong brand.
- Saint Gobain
- Baltic Classified Group
- Linde
- Tomra
- Atlas Copco
- Krafton & NetEase
- Both cheap on PE with historically strong execution