| AmazonAMZN |
$270.87 |
+1.48% |
$2,928,955M |
21.9x |
n/a |
Buy |
| TeslaTSLA |
$379.78 |
+0.46% |
$1,501,178M |
417.3x |
n/a |
Buy |
| Home DepotHD |
$351.00 |
−0.68% |
$350,189M |
24.6x |
1.3% |
Buy |
| McDonald'sMCD |
$282.14 |
+0.25% |
$199,127M |
22.3x |
2.6% |
Buy |
| LVMHMC.PA |
€401.60 |
+0.15% |
€197,037M |
18.2x |
3.2% |
Buy |
| InditexITX.MC |
€59.74 |
−0.67% |
€186,091M |
29.0x |
2.0% |
Buy |
| TJX CompaniesTJX |
$136.92 |
−0.88% |
$151,256M |
25.4x |
1.3% |
Buy |
| HermèsRMS.PA |
€1,353.00 |
+0.56% |
€141,707M |
31.3x |
1.0% |
Hold |
| Lowe'sLOW |
$231.87 |
−0.10% |
$130,092M |
19.6x |
2.1% |
Buy |
| StarbucksSBUX |
$109.95 |
+0.47% |
$125,354M |
49.8x |
2.3% |
Hold |
| BookingBKNG |
$159.26 |
−2.59% |
$118,442M |
17.3x |
1.0% |
Buy |
| AirbnbABNB |
$186.90 |
−1.78% |
$111,531M |
35.1x |
n/a |
Buy |
| Marriott InternationalMAR |
$428.26 |
+2.66% |
$110,279M |
42.7x |
0.7% |
Hold |
| CarvanaCVNA |
$73.02 |
−4.25% |
$108,939M |
35.1x |
n/a |
Buy |
| Royal CaribbeanRCL |
$339.85 |
+0.85% |
$90,900M |
20.1x |
1.6% |
Buy |
| Hilton WorldwideHLT |
$376.53 |
+3.49% |
$83,780M |
50.8x |
0.2% |
Buy |
| DoorDashDASH |
$178.25 |
−1.50% |
$77,713M |
74.0x |
n/a |
Buy |
| ProsusPRX.AS |
€36.92 |
−1.53% |
€77,151M |
8.2x |
0.9% |
Buy |
| Ross StoresROST |
$238.95 |
+0.82% |
$76,333M |
28.9x |
0.7% |
Buy |
| General MotorsGM |
$88.69 |
−1.07% |
$75,298M |
19.4x |
0.8% |
Buy |
| O'Reilly AutomotiveORLY |
$89.39 |
−0.45% |
$71,695M |
27.4x |
n/a |
Buy |
| FerrariRACE.MI |
€378.15 |
+1.57% |
€66,260M |
39.7x |
1.0% |
Buy |
| NikeNKE |
$38.67 |
−3.03% |
$57,437M |
18.6x |
4.2% |
Hold |
| eBayEBAY |
$123.52 |
+2.11% |
$54,225M |
27.0x |
1.0% |
Hold |
| AutoZoneAZO |
$3,217.44 |
−1.04% |
$51,783M |
21.1x |
n/a |
Buy |
| Ford MotorF |
$12.28 |
−0.73% |
$49,037M |
n/a |
4.9% |
Buy |
| Chipotle Mexican GrillCMG |
$35.92 |
+0.50% |
$45,438M |
33.6x |
n/a |
Buy |
| Yum! BrandsYUM |
$160.21 |
−0.42% |
$42,978M |
12.9x |
0.5% |
Hold |
| CarnivalCCL |
$30.74 |
−0.23% |
$41,333M |
13.5x |
1.5% |
Buy |
| D. R. HortonDHI |
$149.70 |
−3.80% |
$40,634M |
14.8x |
1.2% |
Hold |
| Mercedes-Benz GroupMBG.DE |
€41.44 |
+0.18% |
€39,336M |
7.3x |
8.4% |
Buy |
| Volkswagen GroupVOW3.DE |
€68.66 |
+0.26% |
€34,419M |
33.3x |
7.7% |
Buy |
| BMWBMW.DE |
€57.76 |
−0.62% |
€34,144M |
5.8x |
7.6% |
Hold |
| Williams-SonomaWSM |
$261.55 |
−0.05% |
$30,802M |
26.8x |
1.1% |
Buy |
| ExpediaEXPE |
$253.77 |
−2.08% |
$30,091M |
14.9x |
0.7% |
Hold |
| AdidasADS.DE |
€177.80 |
−0.31% |
€30,059M |
19.2x |
1.6% |
Buy |
| Ulta BeautyULTA |
$664.41 |
−0.11% |
$28,408M |
24.2x |
n/a |
Buy |
| TapestryTPR |
$135.62 |
−0.33% |
$26,652M |
17.4x |
1.2% |
Buy |
| Las Vegas SandsLVS |
$40.82 |
+1.59% |
$26,439M |
16.7x |
2.9% |
Buy |
| Darden RestaurantsDRI |
$228.66 |
−0.48% |
$25,871M |
22.2x |
2.7% |
Buy |
| Casey'sCASY |
$698.48 |
+0.92% |
$25,816M |
33.6x |
0.3% |
Buy |
| PulteGroupPHM |
$130.60 |
−3.89% |
$24,878M |
14.0x |
0.8% |
Buy |
| Ralph LaurenRL |
$399.61 |
+0.27% |
$23,618M |
22.9x |
1.0% |
Buy |
| Smurfit WestrockSW |
$44.36 |
+0.38% |
$23,268M |
49.3x |
4.0% |
Buy |
| KeringKER.PA |
€189.26 |
−0.13% |
€23,213M |
n/a |
0.9% |
Hold |
| Packaging Corporation of AmericaPKG |
$254.23 |
−0.07% |
$22,651M |
31.3x |
2.2% |
Buy |
| Best BuyBBY |
$104.10 |
−2.05% |
$21,833M |
17.3x |
3.7% |
Hold |
| AmcorAMCR |
$45.19 |
+0.11% |
$20,871M |
19.4x |
5.8% |
Buy |
| LennarLEN |
$86.66 |
−5.37% |
$20,616M |
16.4x |
2.3% |
Sell |
| Tractor SupplyTSCO |
$37.50 |
+0.27% |
$19,447M |
20.2x |
2.5% |
Buy |
| International PaperIP |
$35.13 |
−1.13% |
$18,605M |
n/a |
5.3% |
Buy |
| RollinsROL |
$38.42 |
−0.31% |
$18,486M |
35.2x |
1.9% |
Hold |
| BallBALL |
$66.79 |
−0.03% |
$17,385M |
33.6x |
1.2% |
Buy |
| Genuine PartsGPC |
$124.71 |
−0.75% |
$17,193M |
479.7x |
3.4% |
Buy |
| HasbroHAS |
$121.82 |
+0.74% |
$17,038M |
18.2x |
2.3% |
Buy |
| NVRNVR |
$6,036.42 |
−4.76% |
$15,971M |
16.7x |
n/a |
Hold |
| ContinentalCON.DE |
€74.08 |
+0.79% |
€14,816M |
18.7x |
3.6% |
Buy |
| Avery DennisonAVY |
$189.04 |
+0.53% |
$14,275M |
20.5x |
2.1% |
Buy |
| Lululemon AthleticaLULU |
$110.37 |
−1.92% |
$12,784M |
9.1x |
n/a |
Hold |
| AccorAC.PA |
€52.22 |
−0.42% |
€12,081M |
45.8x |
2.6% |
Buy |
| MonclerMONC.MI |
€44.36 |
−0.38% |
€12,065M |
18.8x |
3.2% |
Buy |
| Deckers BrandsDECK |
$89.79 |
−0.71% |
$11,985M |
11.9x |
n/a |
Hold |
| StellantisSTLAP.PA |
€3.80 |
−1.02% |
€11,023M |
n/a |
n/a |
Buy |
| StellantisSTLAM.MI |
€3.80 |
−0.93% |
€11,023M |
n/a |
n/a |
Hold |
| Domino'sDPZ |
$330.06 |
−1.23% |
$10,858M |
18.2x |
2.3% |
Buy |
| Wynn ResortsWYNN |
$87.30 |
+0.69% |
$8,990M |
24.7x |
1.1% |
Buy |
| Norwegian Cruise LineNCLH |
$18.51 |
+0.43% |
$8,501M |
10.2x |
n/a |
Hold |
| RenaultRNO.PA |
€29.26 |
−0.61% |
€8,467M |
8.9x |
7.5% |
Buy |
| MGM ResortsMGM |
$33.06 |
+0.46% |
$8,365M |
12.7x |
n/a |
Hold |
| AptivAPTV |
$39.57 |
−0.85% |
$8,010M |
11.1x |
n/a |
Buy |
| Porsche SEPAH3.DE |
€25.14 |
−0.28% |
€7,699M |
83.8x |
6.0% |
Hold |
| ZalandoZAL.DE |
€27.40 |
−2.97% |
€6,692M |
114.2x |
n/a |
Buy |
| Lottomatica GroupLTMC.MI |
€28.45 |
+0.14% |
€6,541M |
30.3x |
1.5% |
Buy |
| Brunello CucinelliBC.MI |
€86.90 |
−1.09% |
€5,909M |
42.8x |
1.2% |
Buy |
| FluidraFDR.MC |
€19.26 |
−0.77% |
€3,617M |
21.9x |
n/a |
Buy |