Theme

Business Models '24: Serial Acquirers & Compounders☆

15 tickers$223.70B market cap
10D rank10D#348of 1,239 themes/1,239#1of 8 in Business Models/8 Business Models
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As of Oct 2, 2026, 9:55 PM ET

Business Models '24: Serial Acquirers & Compounders Constituents

Constellation Software Inc.CSU.TO
14.0%0.38%6.43%-4.71%0.38%-12.70%13.65%-36.90%-24.80%-34.09%30.37%$44.32B
Bending Spoons S.p.A.BSP
10.0%-1.45%-8.63%-19.13%1.69%-18.40%-18.40%-18.40%-18.40%-20.91%-20.91%$21.45B
Lifco AB (publ)LIFCO-B.ST
9.0%1.13%-0.58%-1.23%1.13%-16.41%-10.38%-12.66%-6.99%-2.04%22.76%$14.51B
Roper Technologies, Inc.ROP
9.0%-2.28%-1.73%-14.00%-1.39%-19.51%2.24%-39.26%-28.02%-35.07%-18.99%$35.76B
Addtech AB (publ.)ADDT-B.ST
8.0%1.78%-2.24%0.37%1.78%-3.74%-7.68%12.02%4.94%16.12%102.29%$8.80B
Indutrade AB (publ)INDT.ST
8.0%1.09%-0.99%0.31%1.09%0.01%0.37%-7.54%10.65%-12.95%-0.53%$9.37B
HEICO CorporationHEI
7.0%-1.29%1.16%-3.58%1.62%-3.75%-2.54%15.35%-2.00%16.33%124.28%$42.14B
Lagercrantz Group AB (publ)LAGR-B.ST
7.0%2.99%0.33%2.09%2.99%2.00%-3.65%11.48%7.85%31.86%115.02%$4.58B
Diploma PLCDPLM.LSE
6.0%1.11%0.85%6.41%1.11%45.37%34.42%101.85%46.79%90.96%185.00%$13.81B
Halma plcHLMA.LSE
6.0%3.93%-0.60%-1.47%3.93%-0.34%-15.81%37.43%0.90%41.24%28.24%$18.00B
Vitec Software Group AB (publ)VIT-B.ST
5.0%-0.80%3.54%-4.90%-0.80%-18.65%3.20%-48.41%-24.36%-44.76%-49.65%$1.07B
Topicus.com Inc.TOI.V
4.0%1.49%2.95%-13.59%1.49%-31.77%-8.01%-39.21%-40.97%-34.81%-39.82%$5.26B
Lumine Group Inc.LMN.V
3.0%2.20%3.43%-8.55%2.20%-20.55%0.96%-48.49%-48.33%-34.33%—$4.02B
Judges Scientific plcJDG.LSE
2.0%-0.28%-5.79%-15.06%-0.28%-36.81%-25.35%-50.71%-42.03%-61.94%-51.29%$318.4M
Teqnion AB (publ)TEQ.ST
2.0%-0.45%-5.99%-8.62%-0.45%-8.75%0.13%5.83%8.46%-6.59%56.90%$302.7M
Theme return—0.53%-0.15%-5.46%0.82%-5.76%1.21%-7.53%-6.94%-3.63%49.70%—
Average6.7%0.64%-0.52%-5.71%1.10%-9.60%-2.46%-7.84%-10.42%-6.07%34.55%$14.91B
Median7.0%1.09%-0.58%-4.71%1.13%-12.70%-2.54%-12.66%-6.99%-12.95%25.50%$9.37B
Std Dev3.1%1.68%3.88%7.02%1.38%18.38%13.61%39.72%24.49%38.50%70.51%$14.37B
Min2.0%-2.28%-8.63%-19.13%-1.39%-36.81%-25.35%-50.71%-48.33%-61.94%-51.29%$302.7M
Max14.0%3.93%6.43%6.41%3.93%45.37%34.42%101.85%46.79%90.96%185.00%$44.32B
% Positive Tickers60.00%46.67%26.67%73.33%20.00%46.67%40.00%40.00%33.33%57.14%
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