THEMATIC
FCF/Share Growth Equal Weighted Index

FCFEQ

$FCFEQ

Index Performance

-2.73%
FCFEQ
-0.28%
DJI
-1.34%
FTW5000
-0.94%
SPY

Overview

Description

Inspired by @JohnHuber72 an Index of >$10B market cap businesses (33 in total) with ≥ 9 periods of positive FCF/share growth over last decade, an FCF/sh CAGR >10%, and average net debt/EBITDA <3.0x

  • TickerFCFEQ
  • Inception Date09/01/2022
  • WeightingEqual
  • # of holdings32
What's inside?

Holdings

All holdings as of September 28, 2023
CSV download
FactSet Research Systems, Inc. (FDS)3.36%$16.601B7.31%50.79%8.78x
VeriSign, Inc. (VRSN)3.28%$20.675B5.71%86.48%16.65x
Cadence Design Systems, Inc. (CDNS)3.25%$62.688B13.88%89.64%16.79x
NVR, Inc. (NVR)3.24%$19.393B-13.42%24.67%2.07x
Gartner, Inc. (IT)3.21%$27.525B9.20%64.47%5.20x
Roper Technologies, Inc. (ROP)3.19%$51.929B16.81%69.69%9.83x
Alibaba Group Holding Ltd. (BABA)3.19%$219.601B7.31%38.15%1.36x
Broadcom Inc. (AVGO)3.17%$337.126B4.87%65.51%11.61x
Thermo Fisher Scientific, Inc. (TMO)3.17%$192.315B-2.58%39.95%5.36x
Wolters Kluwer NV (WKL)3.16%$29.141B14.29%68.49%5.00x
Eurofins Scientific SE (ERF)3.15%$11.000B-0.08%12.28%2.51x
Dollarama, Inc. (DOL)3.14%$19.466B19.63%38.75%5.24x
Accenture Plc (ACN)3.13%$208.846B3.64%32.42%3.15x
Discover Financial Services (DFS)3.13%$21.311B34.96%N/A2.32x
West Pharmaceutical Services, Inc. (WST)3.12%$27.711B-2.26%38.74%9.90x
Rentokil Initial Plc (RTO)3.12%$17.929B25.73%26.31%3.62x
Constellation Software, Inc. (CSU)3.12%$43.197B32.55%21.53%6.10x
Fortinet, Inc. (FTNT)3.12%$45.659B25.50%76.77%11.60x
Mettler-Toledo International, Inc. (MTD)3.11%$24.003B0.38%57.58%7.85x
Infosys Ltd. (INFY)3.10%$73.273B3.37%30.45%3.51x
Intuit, Inc. (INTU)3.09%$142.439B12.34%69.25%10.29x
Ecolab, Inc. (ECL)3.09%$47.849B7.58%39.53%4.20x
CGI, Inc. (GIB.A)3.08%$20.499B11.19%15.96%2.52x
Salesforce, Inc. (CRM)3.08%$197.256B11.44%67.33%6.75x
The Home Depot, Inc. (HD)3.07%$301.840B-2.00%31.47%2.45x
L'Oréal SA (LRLCY)3.06%$217.754B5.37%71.51%4.84x
Charles River Laboratories International, Inc. (CRL)3.05%$9.995B8.92%34.41%3.29x
Novo Nordisk A/S (NOVO.B)3.05%$312.313B31.59%85.53%N/A
M3, Inc. (2413)3.04%$12.464B0.70%60.35%8.61x
LVMH Moët Hennessy Louis Vuitton SE (MC)3.03%$369.884B23.31%68.44%4.64x
Teleflex, Inc. (TFX)3.02%$9.234B5.50%55.13%4.44x
Workday, Inc. (WDAY)2.85%$47.778B15.33%74.68%8.90x
Market data by FactSet