Nu is a leader in digital banking in Brazil and Latin America
1. Nu reaches approximately 53% of Brazil’s adult population.
2. Customer acquisition cost (CAC) is $7, and the cost of service per customer is approximately 85% lower than that of traditional banks
ASML, the global leader in lithography equipment, is a key player in the semiconductor industry.
1. ASML holds a global monopoly on extreme ultraviolet (EUV) lithography systems
2. ROIC of 31% and an EBITDA margin of 51%, both above industry standards
A major player in cryogenic technologies applied to the transport and storage of liquefied gases
1. Key market for the energy transition, growing at a CAGR of 27% from 2024 to 2032
2. Exceptional EBITDA margin of 54.9%
3. Portfolio of 3,295 active patents
Leader in cloud data management
1. Premium customer base: 542 customers generating over $1 million and high net retention (127% in Q3 FY2025).
2. Multi-cloud architecture with advanced capabilities for secure data collaboration
A key player in logistics and technology services for e-commerce
1. Same-day or next-day delivery to over 90% of China’s population thanks to its logistics network
2. Attractive valuation (P/E ratio of 11.52x)
International retailer specializing in lifestyle and design products
1. Rapid growth in key regions such as Latin America (+18.7%) and North America (+89% in 2024).
2. Innovation: 940 new products introduced each month
European leader in defense and technological mobility.
1. Revenue visibility: order backlog of 38.3 billion euros
2. Diversification between defense and civilian mobility
Global leader in security, healthcare, and optoelectronics technologies
1. Technological advantage with products such as CertScan® and RTT® 110
2. 40% of revenue is recurring through turnkey solutions and maintenance
Company specializing in drilling and pressure control technologies for the oil and gas industry
1. Market leader in the United States
2. Return on Equity > 30
Company specializing in the manufacture and installation of glass for the construction industry
1. Industry leader in the U.S., where the construction sector is set to benefit from President Trump’s policies
2. EBITDA margin > 25% and double-digit growth over the past three years
