Giraffe Research

Giraffe Portfolios

Top Tickers Across Sectors/Regions

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Top 12 by Giraffe Alpha

Assets Displayed: 12

NVDA.US Global Technology Hardware

NVIDIA Corporation Region: US

Giraffe α

50.18

Fund α

48.11

Mkt α

2.07

APP.US Global Enterprise Software

Applovin Region: US

Giraffe α

48.48

Fund α

41.48

Mkt α

7.00

RMS.PA Global Retailers

Hermes International SCA Region: Europe

Giraffe α

48.12

Fund α

45.69

Mkt α

2.43

2020.OL Global Shipping and Freight

2020 Bulkers Ltd. Region: Europe

Giraffe α

47.16

Fund α

36.07

Mkt α

11.09

MU.US Global Technology Hardware

Micron Technology Inc Region: US

Giraffe α

37.42

Fund α

26.40

Mkt α

11.02

000660.KO Global Technology Hardware

SK hynix Inc. Region: APAC Ex-China

Giraffe α

36.63

Fund α

28.92

Mkt α

7.70

WISE.LSE Global Consumer Internet

Wise plc Region: Europe

Giraffe α

34.90

Fund α

19.14

Mkt α

15.75

2330.TW Global Technology Hardware

Taiwan Semiconductor Manufacturing Company Limited Region: APAC Ex-China

Giraffe α

34.22

Fund α

34.26

Mkt α

-0.04

SBSP3.SA Global Utilities

Companhia de Saneamento Básico do Estado de São Paulo - SABESP Region: Latam

Giraffe α

33.96

Fund α

25.35

Mkt α

8.61

LULU.US Global Retailers

Lululemon Region: US

Giraffe α

31.74

Fund α

27.86

Mkt α

3.88

ITRK.LSE Global Industrials

Intertek Group plc Region: Europe

Giraffe α

31.70

Fund α

27.67

Mkt α

4.02

COLPAL.NS Global Consumer Staples

Colgate Palmolive (India) Limited Region: India

Giraffe α

31.67

Fund α

36.34

Mkt α

-4.66