Thematic US Economy Outperform Index

Index overview
3 months
  • TickerTOPTIMAL
  • Inception Date05/02/2023
  • WeightingEqual
  • Number of holdings9

The companies that tend to outperform in an economic environment that resembles what we are experiencing today- 1.1% quarterly GPG growth, 4.2% increase in PCE index, and a federal funds rate of 4.75%-5.00%. These companies enjoy strong consumer demand, have high operating leverage, and are able to maintain their gross margins despite rising input costs. Some possible subcategories within this theme are consumer cyclicals, energy and materials, and financial services.


Thematic US Economy Outperform Index

Quick stats

What's inside?
Top 10 holdings
Company% of Index
1Alphabet, Inc. (GOOGL)13.05%
2Apple, Inc. (AAPL)11.78%
3Monster Beverage Corp. (MNST)11.40%
4AMETEK, Inc. (AME)11.15%
5The Sherwin-Williams Co. (SHW)10.99%
6Caterpillar, Inc. (CAT)10.76%
7CVS Health Corp. (CVS)10.46%
8Dover Corp. (DOV)10.30%
9Nucor Corp. (NUE)10.12%


All holdings as of May 31, 2023
CSV download
Alphabet, Inc. (GOOGL)13.05%$1,560.203B2.91%56.74%4.72x
Apple, Inc. (AAPL)11.78%$2,787.912B-2.51%44.26%6.93x
Monster Beverage Corp. (MNST)11.40%$61.358B11.88%52.85%8.35x
AMETEK, Inc. (AME)11.15%$33.435B9.50%35.98%5.66x
The Sherwin-Williams Co. (SHW)10.99%$58.742B8.88%44.48%3.15x
Caterpillar, Inc. (CAT)10.76%$106.034B16.73%35.02%2.42x
CVS Health Corp. (CVS)10.46%$87.217B11.14%15.79%0.47x
Dover Corp. (DOV)10.30%$18.646B1.32%36.10%2.88x
Nucor Corp. (NUE)10.12%$33.177B-16.99%22.94%1.06x
Market data by Xignite

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