Spółki
Spółki, które śledzimy w tezach
Każda spółka pojawia się u nas z powodu: konkretnego mechanizmu rynkowego opisanego w tezie. Poniżej pełna lista nazw, które przewinęły się przez nasze koszyki, wraz ze średnim wynikiem liczonym od dnia publikacji tezy.
| Spółka | Giełda | Tezy | Śr. wynik |
|---|---|---|---|
| FN Fabrinet |
NYSE | 1 | -25,1% |
| LMT LOCKHEED MARTIN CORP |
NYSE | 1 | -10,9% |
| COHR COHERENT CORP. |
NYSE | 1 | -15,7% |
| PANW Palo Alto Networks Inc |
NASDAQ | 1 | -7,1% |
| RTX RTX Corp |
NYSE | 1 | -7,9% |
| GEV GE Vernova Inc. |
NYSE | 1 | -15,4% |
| STX Seagate Technology Holdings plc |
NASDAQ | 1 | -4,6% |
| TMO THERMO FISHER SCIENTIFIC INC. |
NYSE | 1 | +4,3% |
| WDC WESTERN DIGITAL CORP |
NASDAQ | 1 | -19,1% |
| SYK STRYKER CORP |
NYSE | 1 | -2,6% |
| SPGI S&P Global Inc. |
NYSE | 1 | +6,1% |
| MPC Marathon Petroleum Corp |
NYSE | 1 | +22,9% |
| VLO VALERO ENERGY CORP/TX |
NYSE | 1 | +18,5% |
| PSX Phillips 66 |
NYSE | 1 | +20,5% |
| MCO MOODYS CORP /DE/ |
NYSE | 1 | +1,6% |
| NOC NORTHROP GRUMMAN CORP /DE/ |
NYSE | 1 | -6,6% |
| MDLZ Mondelez International, Inc. |
NASDAQ | 1 | +2,4% |
| LITE Lumentum Holdings Inc. |
NASDAQ | 1 | +5,2% |
| CRH CRH PUBLIC LTD CO |
NYSE | 1 | -1,7% |
| MT ArcelorMittal |
AMS | 1 | +16,1% |
| HEI HEICO CORP |
NYSE | 1 | -10,1% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ |
NYSE | 1 | -10,1% |
| CCJ CAMECO CORP |
NYSE | 1 | +6,4% |
| ADM Archer-Daniels-Midland Co |
NYSE | 1 | 0,0% |
| HSY HERSHEY CO |
NYSE | 1 | +1,5% |
| EQT EQT Corp |
NYSE | 1 | +12,9% |
| NTR Nutrien Ltd. |
NYSE | 1 | +21,5% |
| ZS Zscaler, Inc. |
NASDAQ | 1 | +13,3% |
| OTIS Otis Worldwide Corp |
NYSE | 1 | +0,6% |
| SN SharkNinja, Inc. |
LON | 1 | -5,4% |
| OKTA Okta, Inc. |
NASDAQ | 1 | +14,2% |
| WST WEST PHARMACEUTICAL SERVICES INC |
NYSE | 1 | -3,9% |
| EXE EXPAND ENERGY Corp |
NASDAQ | 1 | +12,2% |
| YPF YPF SOCIEDAD ANONIMA |
NYSE | 1 | +2,4% |
| ZBH ZIMMER BIOMET HOLDINGS, INC. |
NYSE | 1 | +7,7% |
| CF CF Industries Holdings, Inc. |
NYSE | 1 | +13,2% |
| ONTO ONTO INNOVATION INC. |
NYSE | 1 | -11,8% |
| FLUT Flutter Entertainment plc |
NYSE | 1 | -1,6% |
| ULS UL Solutions Inc. |
NYSE | 1 | -2,3% |
| JBS JBS N.V. |
NYSE | 1 | -7,1% |
| AA Alcoa Corp |
NYSE | 1 | +16,5% |
| DKNG DraftKings Inc. |
NASDAQ | 1 | -5,0% |
| HBM Hudbay Minerals Inc. |
NYSE | 1 | +24,8% |
| KNX Knight-Swift Transportation Holdings Inc. |
NYSE | 1 | +5,1% |
| AR ANTERO RESOURCES Corp |
NYSE | 1 | +18,6% |
| SAIL SailPoint, Inc. |
NASDAQ | 1 | +20,0% |
| MP MP Materials Corp. / DE |
NYSE | 1 | +4,4% |
| AVAV AeroVironment Inc |
NASDAQ | 1 | -3,1% |
| RRC RANGE RESOURCES CORP |
NYSE | 1 | +18,3% |
| VIST Vista Energy, S.A.B. de C.V. |
NYSE | 1 | +6,1% |
| CAMT CAMTEK LTD |
NASDAQ | 1 | +2,7% |
| MORN Morningstar, Inc. |
NASDAQ | 1 | +0,3% |
| ICL ICL Group Ltd. |
NYSE | 1 | +21,0% |
| ROAD Construction Partners, Inc. |
NASDAQ | 1 | -4,9% |
| MOS MOSAIC CO |
NYSE | 1 | +20,2% |
| LNTH Lantheus Holdings, Inc. |
NASDAQ | 1 | +0,5% |
| STVN Stevanato Group S.p.A. |
NYSE | 1 | +6,2% |
| SNDR Schneider National, Inc. |
NYSE | 1 | +1,5% |
| GVA GRANITE CONSTRUCTION INC |
NYSE | 1 | -2,6% |
| PRM Perimeter Solutions, Inc. |
NYSE | 1 | +3,8% |
| USAR USA Rare Earth, Inc. |
NASDAQ | 1 | -4,7% |
| CENX CENTURY ALUMINUM CO |
NASDAQ | 1 | +9,7% |
| BCO BRINKS CO |
NYSE | 1 | -2,3% |
| MEOH METHANEX CORP |
NASDAQ | 1 | +2,5% |
| PAM Pampa Energy Inc. |
NYSE | 1 | -1,7% |
| TGS GAS TRANSPORTER OF THE SOUTH INC |
NYSE | 1 | -4,7% |
| STNG Scorpio Tankers Inc. |
NYSE | 1 | 0,0% |
| SRAD Sportradar Group AG |
NASDAQ | 1 | -0,3% |
| TLX Telix Pharmaceuticals Ltd |
ASX | 1 | -6,5% |
| HAFN Hafnia Ltd |
NYSE | 1 | 0,0% |
| LEU CENTRUS ENERGY CORP |
NYSEAMERICAN | 1 | +4,1% |
| NATL NCR Atleos Corp |
NYSE | 1 | -0,7% |
| SBLK Star Bulk Carriers Corp. |
NASDAQ | 1 | +19,6% |
| TRMD TORM plc |
NASDAQ | 1 | 0,0% |
| EEFT EURONET WORLDWIDE, INC. |
NASDAQ | 1 | +5,3% |
| CC Chemours Co |
NYSE | 1 | -2,9% |
| WERN WERNER ENTERPRISES INC |
NASDAQ | 1 | +2,2% |
| ANDE Andersons, Inc. |
NASDAQ | 1 | 0,0% |
| MTX MINERALS TECHNOLOGIES INC |
ETR | 1 | -7,6% |
| GENI Genius Sports Ltd |
NYSE | 1 | -6,6% |
| NEO NEOGENOMICS INC |
TSE | 1 | -24,6% |
| ENR ENERGIZER HOLDINGS, INC. |
ETR | 1 | -11,7% |
| REX REX AMERICAN RESOURCES Corp |
NYSE | 1 | 0,0% |
| WLFC WILLIS LEASE FINANCE CORP |
NASDAQ | 1 | -75,2% |
| GNK GENCO SHIPPING & TRADING LTD |
NYSE | 1 | +10,2% |
| GPRE Green Plains Inc. |
NASDAQ | 1 | 0,0% |
| HTLD HEARTLAND EXPRESS INC |
NASDAQ | 1 | +0,7% |
| MITK MITEK SYSTEMS INC |
NASDAQ | 1 | +4,6% |
| HSHP Himalaya Shipping Ltd. |
NYSE | 1 | +18,6% |
| ASC Ardmore Shipping Corp |
NYSE | 1 | 0,0% |
| SHIP Seanergy Maritime Holdings Corp. |
NASDAQ | 1 | +17,2% |
| MOVE Corvex, Inc. |
SWX | 1 | -8,1% |
| IDN Intellicheck, Inc. |
NASDAQ | 1 | -2,1% |
| LRE LEAD REAL ESTATE CO., LTD |
LON | 1 | +2,5% |
| 0522 ASMPT |
HKG | 1 | -11,7% |
| AFM Alphamin Resources Corp. |
CVE | 1 | 0,0% |
| ANTO Antofagasta plc |
LON | 1 | +6,9% |
| AAC Ares Acquisition Corp III |
ASX | 1 | -1,5% |
| BESI BE Semiconductor Industries |
AMS | 1 | -17,0% |
| BARN Barry Callebaut AG |
SWX | 1 | -5,3% |
| BITTI Bittium |
HEL | 1 | -12,7% |
| BBD.B Bombardier |
TSE | 1 | -6,7% |
| CS Capstone Copper |
TSE | 1 | +14,9% |
| LISN Chocoladefabriken Lindt & Sprüngli AG |
SWX | 1 | -10,3% |
| 0189 Dongyue Group |
HKG | 1 | -2,8% |
| DRO DroneShield Limited |
ASX | 1 | -18,2% |
| 2383 Elite Material Co., Ltd. |
TPE | 1 | +15,8% |
| EXENS Exosens |
EPA | 1 | -9,0% |
| 4901 FUJIFILM Holdings Corporation |
TYO | 1 | -2,7% |
| 6406 Fujitec Co., Ltd. |
TYO | 1 | +4,4% |
| GXI Gerresheimer AG |
ETR | 1 | +2,9% |
| 009540 HD Korea Shipbuilding & Offshore Engineering |
KRX | 1 | +3,4% |
| HAG HENSOLDT AG |
ETR | 1 | +5,4% |
| 042660 Hanwha Ocean |
KRX | 1 | +4,9% |
| 6324 Harmonic Drive Systems Inc. |
TYO | 1 | -20,8% |
| 9509 Hokkaido Electric Power Company |
TYO | 1 | +13,2% |
| 6213 ITEQ Corporation |
TPE | 1 | +95,1% |
| KNEBV KONE Oyj |
HEL | 1 | +5,4% |
| 9508 Kyushu Electric Power Company |
TYO | 1 | +22,2% |
| 373220 LG Energy Solution |
KRX | 1 | +8,9% |
| 688017 Leader Harmonious Drive Systems Co., Ltd. |
SHA | 1 | -23,8% |
| LONN Lonza Group AG |
SWX | 1 | -0,4% |
| LUN Lundin Mining |
TSE | 1 | +2,9% |
| LYC Lynas Rare Earths |
ASX | 1 | -3,9% |
| 2337 Macronix International |
TPE | 1 | +2,5% |
| MLX Metals X Limited |
ASX | 1 | +19,6% |
| BEEF3 Minerva S.A. |
BVMF | 1 | +7,9% |
| 7011 Mitsubishi Heavy Industries |
TYO | 1 | +1,0% |
| 7003 Mitsui E&S |
TYO | 1 | +1,5% |
| NKT NKT A/S |
CPH | 1 | +4,0% |
| 6268 Nabtesco Corporation |
TYO | 1 | -10,8% |
| 2408 Nanya Technology |
TPE | 1 | +13,1% |
| NEX Nexans S.A. |
EPA | 1 | +3,1% |
| 600989 Ningxia Baofeng Energy Group |
SHA | 1 | +2,1% |
| 3110 Nitto Boseki Co., Ltd. |
TYO | 1 | +11,3% |
| NHY Norsk Hydro ASA |
OSL | 1 | +2,1% |
| PRY Prysmian S.p.A. |
BIT | 1 | -2,6% |
| RHM Rheinmetall AG |
ETR | 1 | +3,7% |
| ROI Rosenbauer International |
VIE | 1 | -0,0% |
| 010950 S-Oil Corporation |
KRX | 1 | +23,8% |
| 096770 SK Innovation |
KRX | 1 | +18,2% |
| SSAB-B SSAB AB |
STO | 1 | +8,3% |
| SAF Safran |
EPA | 1 | -7,6% |
| SZG Salzgitter AG |
ETR | 1 | +23,5% |
| 010140 Samsung Heavy Industries |
KRX | 1 | +2,2% |
| 006400 Samsung SDI |
KRX | 1 | +25,5% |
| 1211 Saudi Arabian Mining Company (Ma'aden) |
TADAWUL | 1 | +14,6% |
| SCHP Schindler Holding |
SWX | 1 | +0,6% |
| SFZN Siegfried Holding AG |
SWX | 1 | -11,7% |
| SLX Silex Systems |
ASX | 1 | +1,8% |
| 6762 TDK Corporation |
TYO | 1 | -12,1% |
| 6481 THK Co., Ltd. |
TYO | 1 | -9,9% |
| 6274 Taiwan Union Technology Corporation |
TPE | 1 | +1,2% |
| 9503 The Kansai Electric Power Company |
TYO | 1 | +25,3% |
| THEON Theon International |
AMS | 1 | -11,1% |
| 9501 Tokyo Electric Power Company Holdings |
TYO | 1 | +9,2% |
| 2344 Winbond Electronics |
TPE | 1 | +10,1% |
| YAR Yara International |
OSL | 1 | -1,3% |
| YPSN Ypsomed Holding |
SWX | 1 | +9,7% |
| 000960 Yunnan Tin Co., Ltd. |
SHE | 1 | +3,5% |
| 600160 Zhejiang Juhua |
SHA | 1 | -12,3% |
| 603379 Zhejiang Sanmei Chemical Industry |
SHA | 1 | -10,4% |
| VOE voestalpine AG |
VIE | 1 | +7,0% |
Jak czytać tę listę
Średni wynik to zmiana kursu liczona od dnia publikacji tezy, w walucie notowania, bez uwzględnienia dywidend. Jeśli spółka pojawiła się w kilku tezach, uśredniamy jej wyniki z każdej z nich osobno, bo każda miała inną datę wejścia.
To nie jest lista rekomendacji ani portfel. Spółka trafia do koszyka jako beneficjent opisanego mechanizmu, a nie dlatego, że uważamy ją za tanią albo modną.