$NU (+0,33%)
Nu is a leader in digital banking in Brazil and Latin America
1. Nu reaches around 53% of the adult population in Brazil.
2. Customer acquisition cost (CAC) of USD 7, and service cost per customer around 85% lower than traditional banks.
$ASML (+6,06%)
World leader in lithography equipment, ASML is a key player in the semiconductor industry.
1. ASML has a worldwide monopoly on systems (extreme ultraviolet lithography)
2.31% ROIC and 51% EBITDA margin above industry standards
$GTT (-0,98%)
Major player in cryogenic technologies applied to the transport and storage of liquefied gases
1. Key market for the energy transition, growing by CAGR 27% 2024-2032
2. Exceptional EBITDA margin of 54.9
3. Portfolio of 3,295 active patents
$SNOW (+1,71%)
Leader in cloud-based data management
1. Premium customer base: 542 customers generating over $1m and high net retention (127% in Q3 FY2025).
2. Multi-cloud architecture with advanced capabilities for secure data collaboration
$JD (+0,59%)
A key player in logistics and technology services for e-commerce
1. Same-day or next-day delivery to over 90% of the Chinese population thanks to its logistics park
2. Attractive valuation (PER 11.52x)
$MNSO (-1,88%)
International retailer specializing in lifestyle and design products
1. Rapid growth in key regions such as Latin America (+18.7%) and North America (+89% by 2024).
2. Innovation: 940 new products introduced every month
$RHM (+0,64%)
European leader in defense and mobility technology.
1. Visibility of revenues: order book of 38.3 billion euros
2. Diversification between defense and civil mobility
$OSIS (+2,49%)
Global Leader in Security, Healthcare and Optoelectronics Technologies
1. Technological advantage with products such as CertScan® or RTT® 110
2, 40% recurring revenue from turnkey solutions and maintenance
$WHD (+3,24%)
Specialized in drilling and pressure control technologies for the oil and gas industry
1. Market leader in the United States
2. Return on Equity > 30
$TGLS (+1,51%)
Company specializing in the manufacture and installation of glass for the construction industry
1. Sector leader in the US where construction will benefit from D. Trump's policies
2. EBITDA margin > 25% and 2-figure growth over the last 3 years
