E
Sustained Growth Leaders Portfolio

Index Performance

+7.46%
Sustained Growth Leaders Portfolio
+3.56%
TMLARGE

Overview

Description

Companies with the longest year-over-year growth streaks typically share several core characteristics that enable such sustained expansion. These companies often operate in sectors with stable demand that provide resilience against economic cycles, such as consumer staples, utilities, or essential services. They frequently possess robust operational efficiencies, loyal customer bases, and strong brand recognition that buffer them against market volatility. Additionally, a continued focus on innovation, expansion into emerging markets, and strategic acquisitions can also contribute to their prolonged growth trajectories. Unlike companies with more volatile growth patterns, these consistent performers are usually conservative in financial management, reinvest earnings prudently, and maintain a long-term strategic vision. Their ability to adapt to changing market environments while maintaining their foundational strengths positions them as stable growth leaders. However, the trade-off for such stability can often include slower growth rates and reduced flexibility compared to more agile, high-growth peers. - [[Consumer Staples]]: Companies providing essential products that tend to maintain steady demand regardless of economic conditions. - [[Regulated Utilities]]: Businesses in energy and water sectors with stable cash flows supported by regulatory pricing structures. - [[Essential Service Providers]]: Organizations in healthcare or telecommunications where demand remains constant due to the critical nature of services offered. - [[Emerging Market Expansion]]: Firms with a strategic focus on expanding into underpenetrated or high-growth regions, capturing new customer bases. - [[Innovation-focused Business Models]]: Companies with a continued commitment to research and development, allowing them to consistently stay ahead of competitors through new offerings. This index was generated with help from Thematic Analyst.

  • Inception Date10/23/2024
  • WeightingEqual
  • # of holdings19
What's inside?

Holdings

All holdings as of October 23, 2024
CSV download
Sprouts Farmers Market, Inc. (SFM)5.81%$11.90B11.89%36.28%1.38
Vista Outdoor, Inc. (VSTO)5.78%$2.58B-7.09%32.77%1.08
The Hain Celestial Group, Inc. (HAIN)5.58%$750.20M-3.36%21.66%0.81
Essential Utilities, Inc. (WTRG)5.48%$11.08B-0.53%38.56%8.99
BJ's Wholesale Club Holdings, Inc. (BJ)5.46%$11.40B4.87%18.38%0.71
Walmart, Inc. (WMT)5.45%$669.35B4.77%25.11%0.92
The Southern Co. (SO)5.43%$103.05B12.44%35.53%5.87
PPL Corp. (PPL)5.32%$24.11B3.18%26.16%4.39
Aramark (ARMK)5.23%$10.38B-7.86%5.19%0.82
ALLETE, Inc. (ALE)5.21%$3.71B-33.54%12.89%3.86
Southwest Gas Holdings, Inc. (SWX)5.20%$5.33B-8.62%8.84%1.86
SPAR Group, Inc. (SGRP)5.19%$56.51M-13.11%18.35%0.23
SJW Group (SJW)5.19%$1.92B12.29%43.90%5.01
Church & Dwight Co., Inc. (CHD)5.13%$25.11B3.92%45.09%4.59
Costco Wholesale Corp. (COST)5.13%$398.40B5.02%12.61%1.56
Hormel Foods Corp. (HRL)5.08%$17.10B-2.19%16.88%1.66
American Water Works Co., Inc. (AWK)4.99%$27.69B4.74%46.04%8.77
XWELL, Inc. (XSPA)4.89%$9.20M13.54%30.72%0.26
Life Corp. (8194)4.44%$1.03B5.49%33.09%0.20
Market data by FactSet