Sector Consumo cíclico
75 empresas| AmazonAMZN | 270,87 $ | +1,48% | 2.928.955 M$ | 21,9x | n/d | Comprar |
| TeslaTSLA | 379,78 $ | +0,46% | 1.501.178 M$ | 417,3x | n/d | Comprar |
| Home DepotHD | 351,00 $ | −0,68% | 350.189 M$ | 24,6x | 1,3% | Comprar |
| McDonald'sMCD | 282,14 $ | +0,25% | 199.127 M$ | 22,3x | 2,6% | Comprar |
| LVMHMC.PA | 401,60 € | +0,15% | 197.037 M€ | 18,2x | 3,2% | Comprar |
| InditexITX.MC | 59,74 € | −0,67% | 186.091 M€ | 29,0x | 2,0% | Comprar |
| TJX CompaniesTJX | 136,92 $ | −0,88% | 151.256 M$ | 25,4x | 1,3% | Comprar |
| HermèsRMS.PA | 1.353,00 € | +0,56% | 141.707 M€ | 31,3x | 1,0% | Mantener |
| Lowe'sLOW | 231,87 $ | −0,10% | 130.092 M$ | 19,6x | 2,1% | Comprar |
| StarbucksSBUX | 109,95 $ | +0,47% | 125.354 M$ | 49,8x | 2,3% | Mantener |
| BookingBKNG | 159,26 $ | −2,59% | 118.442 M$ | 17,3x | 1,0% | Comprar |
| AirbnbABNB | 186,90 $ | −1,78% | 111.531 M$ | 35,1x | n/d | Comprar |
| Marriott InternationalMAR | 428,26 $ | +2,66% | 110.279 M$ | 42,7x | 0,7% | Mantener |
| CarvanaCVNA | 73,02 $ | −4,25% | 108.939 M$ | 35,1x | n/d | Comprar |
| Royal CaribbeanRCL | 339,85 $ | +0,85% | 90.900 M$ | 20,1x | 1,6% | Comprar |
| Hilton WorldwideHLT | 376,53 $ | +3,49% | 83.780 M$ | 50,8x | 0,2% | Comprar |
| DoorDashDASH | 178,25 $ | −1,50% | 77.713 M$ | 74,0x | n/d | Comprar |
| ProsusPRX.AS | 36,92 € | −1,53% | 77.151 M€ | 8,2x | 0,9% | Comprar |
| Ross StoresROST | 238,95 $ | +0,82% | 76.333 M$ | 28,9x | 0,7% | Comprar |
| General MotorsGM | 88,69 $ | −1,07% | 75.298 M$ | 19,4x | 0,8% | Comprar |
| O'Reilly AutomotiveORLY | 89,39 $ | −0,45% | 71.695 M$ | 27,4x | n/d | Comprar |
| FerrariRACE.MI | 378,15 € | +1,57% | 66.260 M€ | 39,7x | 1,0% | Comprar |
| NikeNKE | 38,67 $ | −3,03% | 57.437 M$ | 18,6x | 4,2% | Mantener |
| eBayEBAY | 123,52 $ | +2,11% | 54.225 M$ | 27,0x | 1,0% | Mantener |
| AutoZoneAZO | 3.217,44 $ | −1,04% | 51.783 M$ | 21,1x | n/d | Comprar |
| Ford MotorF | 12,28 $ | −0,73% | 49.037 M$ | n/d | 4,9% | Comprar |
| Chipotle Mexican GrillCMG | 35,92 $ | +0,50% | 45.438 M$ | 33,6x | n/d | Comprar |
| Yum! BrandsYUM | 160,21 $ | −0,42% | 42.978 M$ | 12,9x | 0,5% | Mantener |
| CarnivalCCL | 30,74 $ | −0,23% | 41.333 M$ | 13,5x | 1,5% | Comprar |
| D. R. HortonDHI | 149,70 $ | −3,80% | 40.634 M$ | 14,8x | 1,2% | Mantener |
| Mercedes-Benz GroupMBG.DE | 41,44 € | +0,18% | 39.336 M€ | 7,3x | 8,4% | Comprar |
| Volkswagen GroupVOW3.DE | 68,66 € | +0,26% | 34.419 M€ | 33,3x | 7,7% | Comprar |
| BMWBMW.DE | 57,76 € | −0,62% | 34.144 M€ | 5,8x | 7,6% | Mantener |
| Williams-SonomaWSM | 261,55 $ | −0,05% | 30.802 M$ | 26,8x | 1,1% | Comprar |
| ExpediaEXPE | 253,77 $ | −2,08% | 30.091 M$ | 14,9x | 0,7% | Mantener |
| AdidasADS.DE | 177,80 € | −0,31% | 30.059 M€ | 19,2x | 1,6% | Comprar |
| Ulta BeautyULTA | 664,41 $ | −0,11% | 28.408 M$ | 24,2x | n/d | Comprar |
| TapestryTPR | 135,62 $ | −0,33% | 26.652 M$ | 17,4x | 1,2% | Comprar |
| Las Vegas SandsLVS | 40,82 $ | +1,59% | 26.439 M$ | 16,7x | 2,9% | Comprar |
| Darden RestaurantsDRI | 228,66 $ | −0,48% | 25.871 M$ | 22,2x | 2,7% | Comprar |
| Casey'sCASY | 698,48 $ | +0,92% | 25.816 M$ | 33,6x | 0,3% | Comprar |
| PulteGroupPHM | 130,60 $ | −3,89% | 24.878 M$ | 14,0x | 0,8% | Comprar |
| Ralph LaurenRL | 399,61 $ | +0,27% | 23.618 M$ | 22,9x | 1,0% | Comprar |
| Smurfit WestrockSW | 44,36 $ | +0,38% | 23.268 M$ | 49,3x | 4,0% | Comprar |
| KeringKER.PA | 189,26 € | −0,13% | 23.213 M€ | n/d | 0,9% | Mantener |
| Packaging Corporation of AmericaPKG | 254,23 $ | −0,07% | 22.651 M$ | 31,3x | 2,2% | Comprar |
| Best BuyBBY | 104,10 $ | −2,05% | 21.833 M$ | 17,3x | 3,7% | Mantener |
| AmcorAMCR | 45,19 $ | +0,11% | 20.871 M$ | 19,4x | 5,8% | Comprar |
| LennarLEN | 86,66 $ | −5,37% | 20.616 M$ | 16,4x | 2,3% | Vender |
| Tractor SupplyTSCO | 37,50 $ | +0,27% | 19.447 M$ | 20,2x | 2,5% | Comprar |
| International PaperIP | 35,13 $ | −1,13% | 18.605 M$ | n/d | 5,3% | Comprar |
| RollinsROL | 38,42 $ | −0,31% | 18.486 M$ | 35,2x | 1,9% | Mantener |
| BallBALL | 66,79 $ | −0,03% | 17.385 M$ | 33,6x | 1,2% | Comprar |
| Genuine PartsGPC | 124,71 $ | −0,75% | 17.193 M$ | 479,7x | 3,4% | Comprar |
| HasbroHAS | 121,82 $ | +0,74% | 17.038 M$ | 18,2x | 2,3% | Comprar |
| NVRNVR | 6.036,42 $ | −4,76% | 15.971 M$ | 16,7x | n/d | Mantener |
| ContinentalCON.DE | 74,08 € | +0,79% | 14.816 M€ | 18,7x | 3,6% | Comprar |
| Avery DennisonAVY | 189,04 $ | +0,53% | 14.275 M$ | 20,5x | 2,1% | Comprar |
| Lululemon AthleticaLULU | 110,37 $ | −1,92% | 12.784 M$ | 9,1x | n/d | Mantener |
| AccorAC.PA | 52,22 € | −0,42% | 12.081 M€ | 45,8x | 2,6% | Comprar |
| MonclerMONC.MI | 44,36 € | −0,38% | 12.065 M€ | 18,8x | 3,2% | Comprar |
| Deckers BrandsDECK | 89,79 $ | −0,71% | 11.985 M$ | 11,9x | n/d | Mantener |
| StellantisSTLAM.MI | 3,80 € | −0,93% | 11.023 M€ | n/d | n/d | Mantener |
| StellantisSTLAP.PA | 3,80 € | −1,02% | 11.023 M€ | n/d | n/d | Comprar |
| Domino'sDPZ | 330,06 $ | −1,23% | 10.858 M$ | 18,2x | 2,3% | Comprar |
| Wynn ResortsWYNN | 87,30 $ | +0,69% | 8.990 M$ | 24,7x | 1,1% | Comprar |
| Norwegian Cruise LineNCLH | 18,51 $ | +0,43% | 8.501 M$ | 10,2x | n/d | Mantener |
| RenaultRNO.PA | 29,26 € | −0,61% | 8.467 M€ | 8,9x | 7,5% | Comprar |
| MGM ResortsMGM | 33,06 $ | +0,46% | 8.365 M$ | 12,7x | n/d | Mantener |
| AptivAPTV | 39,57 $ | −0,85% | 8.010 M$ | 11,1x | n/d | Comprar |
| Porsche SEPAH3.DE | 25,14 € | −0,28% | 7.699 M€ | 83,8x | 6,0% | Mantener |
| ZalandoZAL.DE | 27,40 € | −2,97% | 6.692 M€ | 114,2x | n/d | Comprar |
| Lottomatica GroupLTMC.MI | 28,45 € | +0,14% | 6.541 M€ | 30,3x | 1,5% | Comprar |
| Brunello CucinelliBC.MI | 86,90 € | −1,09% | 5.909 M€ | 42,8x | 1,2% | Comprar |
| FluidraFDR.MC | 19,26 € | −0,77% | 3.617 M€ | 21,9x | n/d | Comprar |