THEMATIC
Thematic US Economy Outperform Index

TOPTIMAL

Index Performance

-3.17%
TOPTIMAL
+4.02%
SPY
+7.03%
QQQ
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-10%0%10%20%

Overview

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.

  • TickerTOPTIMAL
  • Inception Date05/02/2023
  • WeightingEqual
  • # of holdings9
What's inside?
Sectors
  • Producer Manufacturing
    32.99%
  • Non-Energy Minerals
    11.60%
  • Retail Trade
    11.51%
  • Technology Services
    11.39%
  • Consumer Non-Durables
    11.11%
  • Process Industries
    10.79%
  • Electronic Technology
    10.61%

Holdings

All holdings as of January 7, 2025
CSV download
Nucor Corp. (NUE)11.60%$28.48B-15.17%10.26%1.23
CVS Health Corp. (CVS)11.51%$57.61B6.12%13.14%0.41
Alphabet, Inc. (GOOGL)11.39%$2.40T15.07%58.67%5.88
Monster Beverage Corp. (MNST)11.11%$50.13B1.34%53.15%6.81
Dover Corp. (DOV)11.07%$25.79B-7.88%38.87%3.53
Caterpillar, Inc. (CAT)11.06%$175.26B-4.19%35.71%3.39
AMETEK, Inc. (AME)10.86%$41.33B5.28%36.04%6.08
The Sherwin-Williams Co. (SHW)10.79%$84.22B0.75%49.13%4.72
Apple, Inc. (AAPL)10.61%$3.66T2.02%46.21%9.11
Market data by FactSet

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