Thematic US Economy Outperform Index
Index overview
0.53%
3 months- TickerTOPTIMAL
- Inception Date05/02/2023
- WeightingEqual
- Number of holdings9
Description
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.
Performance
Thematic US Economy Outperform Index
TOPTIMAL
-5.41%
SPY
-10.26%
QQQ
-11.75%
Quick stats
What's inside?
Top 10 holdings
| Company | % of Index | |
| 1 | Alphabet, Inc. (GOOGL) | 13.05% |
| 2 | Apple, Inc. (AAPL) | 11.78% |
| 3 | Monster Beverage Corp. (MNST) | 11.40% |
| 4 | AMETEK, Inc. (AME) | 11.15% |
| 5 | The Sherwin-Williams Co. (SHW) | 10.99% |
| 6 | Caterpillar, Inc. (CAT) | 10.76% |
| 7 | CVS Health Corp. (CVS) | 10.46% |
| 8 | Dover Corp. (DOV) | 10.30% |
| 9 | Nucor Corp. (NUE) | 10.12% |
Holdings
All holdings as of May 31, 2023
CSV download
| Alphabet, Inc. (GOOGL) | 13.05% | $1,560.203B | 2.91% | 56.74% | 4.72x |
| Apple, Inc. (AAPL) | 11.78% | $2,787.912B | -2.51% | 44.26% | 6.93x |
| Monster Beverage Corp. (MNST) | 11.40% | $61.358B | 11.88% | 52.85% | 8.35x |
| AMETEK, Inc. (AME) | 11.15% | $33.435B | 9.50% | 35.98% | 5.66x |
| The Sherwin-Williams Co. (SHW) | 10.99% | $58.742B | 8.88% | 44.48% | 3.15x |
| Caterpillar, Inc. (CAT) | 10.76% | $106.034B | 16.73% | 35.02% | 2.42x |
| CVS Health Corp. (CVS) | 10.46% | $87.217B | 11.14% | 15.79% | 0.47x |
| Dover Corp. (DOV) | 10.30% | $18.646B | 1.32% | 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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