Quality Score Database

Logitech designs and markets PC peripherals, gaming gear, streaming equipment, and video collaboration devices globally. The company operates an asset-light model with outsourced manufacturing, broad retail and e-commerce distribution, and strong category brands.

Next plc is a leading UK-based apparel and homeware retailer operating the NEXT brand across stores and online, complemented by a B2B Total Platform for partner brands. The company runs an omnichannel model with a nationwide store estate supporting click-and-collect and returns, alongside strong e-commerce, credit services (NextPay), and logistics capabilities.

Compass Group is a global leader in contract food and support services, serving corporate, education, healthcare, and other end-markets across multiple regions. It operates an asset-light, decentralized model that leverages procurement scale, operating know-how, and multi-year on-site contracts.

Unilever PLC is a global fast-moving consumer goods company spanning Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream. Its portfolio includes leading brands such as Dove, Knorr, Hellmann’s, Rexona, Lifebuoy, and Magnum, distributed through both modern and traditional trade across developed and emerging markets. Management is executing a focused strategy to improve growth and returns, including productivity programs and the planned separation of the Ice Cream business announced in 2024–2025.

Marriott International is a global lodging company that franchises and manages hotels across a wide portfolio of brands spanning luxury to select-service. The company operates an asset-light model centered on fee-based revenue from franchise and management contracts. Its Marriott Bonvoy loyalty program and co-brand credit cards support direct distribution and repeat stays.

Skandinaviska Enskilda Banken is a Nordic universal bank focused on large corporates, SMEs, private banking, and transaction services across Sweden and the Baltics. Its moat is anchored in long standing corporate relationships, efficient scale in concentrated markets, and conservative risk management supported by strong capital and liquidity.

Nucor is the largest North American steel producer operating electric arc furnace mini mills with integrated downstream steel products and raw materials businesses. Its cost leadership, vertical integration, and scale-driven commercial reach support durable competitiveness through steel cycles.

Exelon is a regulated electric and gas utility holding company focused on transmission and distribution across several large U.S. metropolitan areas. Its moat is grounded in exclusive service territories, constructive regulation, and scale-driven operational reliability.

Pandora A/S designs, manufactures, and sells affordable jewelry centered on a collectible charms and bracelet ecosystem. The company operates an omnichannel model with owned retail and e-commerce, large-scale production in Thailand, and a global franchise and wholesale network.

Spectris is a UK-based supplier of precision measurement instruments, software, and services used in regulated and industrial applications. Its portfolio includes brands such as Malvern Panalytical, HBK, and Particle Measuring Systems, serving pharma, electronics, automotive, and academic research end-markets. The business model emphasizes high-value instrumentation, application know-how, and lifecycle services, supported by ongoing portfolio optimization and disciplined capital allocation.

AbbVie is a global biopharmaceutical company focused on immunology, oncology, neuroscience, and aesthetics, monetizing patent-protected biologics and targeted therapies through a scaled R and D and commercial platform. Its moat rests on durable intellectual property, clinical development expertise, and broad commercialization capabilities that sustain pricing and share in key indications.

Westinghouse Air Brake Technologies supplies critical rail equipment, digital control systems, and aftermarket services to freight and transit customers worldwide. Its moat rests on large installed base economics, safety qualifications, and long term service relationships in locomotive and braking systems.

SEGRO is a UK-listed REIT focused on modern logistics and urban industrial properties across the UK and Continental Europe. The portfolio includes flagship estates such as Slough Trading Estate and assets near major transport nodes like Heathrow. The company pursues a development-led strategy complemented by active asset management and like-for-like rental growth. Tenant exposure spans third-party logistics, parcel operators, and retailers, with a meaningful share of index-linked leases on the Continent.

Swisscom is Switzerland’s incumbent telecommunications operator, providing mobile, fixed broadband, pay-TV, and ICT services to consumers and enterprises. It also owns Fastweb in Italy, giving it a second core market with fiber and convergent offerings, and it is majority-owned by the Swiss Confederation under a statutory framework.

Ulta Beauty is the largest specialty beauty retailer in the United States, offering a full assortment of cosmetics, skincare, haircare, and fragrance alongside in-store salon services. The company operates an omnichannel model with nationwide stores, e-commerce, and buy-online-pickup-in-store capabilities. Its Ultamate Rewards loyalty program and brand partnerships, including select shop-in-shops with Target, support traffic, data-driven merchandising, and customer retention.

SIG Group AG is a global provider of aseptic carton and flexible packaging systems for beverages and liquid foods. The company designs and supplies high-speed filling machines, carton packs, closures, and related services to branded food and beverage producers worldwide. It operates a global manufacturing and service footprint with a strong presence in Europe, Asia, and the Americas.

Deckers Outdoor Corporation designs, markets, and distributes premium footwear and apparel under brands including UGG, HOKA, Teva, Sanuk, and Koolaburra. The company operates an asset-light model with third-party manufacturing and a global mix of wholesale and direct-to-consumer channels. Growth has been led by HOKA in performance running alongside the established UGG lifestyle franchise. The fiscal year ends in March, and the company emphasizes controlled distribution and brand-led pricing.

Northern Trust is a global custody bank offering asset servicing, fund administration, and wealth management to institutional and high net worth clients. Its moat stems from high switching costs, trusted brand and regulatory standing, and efficient scale in a concentrated custody market.

Tractor Supply Company is the largest U.S. rural lifestyle retailer, operating small-box stores and an e-commerce platform focused on pet, livestock, hardware, and seasonal categories. It also operates Petsense by Tractor Supply, a complementary pet specialty chain.

Thermo Fisher Scientific is a global leader in life sciences tools, diagnostics, and pharma services, offering analytical instruments, reagents, specialty diagnostics, and laboratory consumables. The company also provides manufacturing and clinical research services supporting biopharma development and commercialization. Its diversified portfolio serves pharmaceutical and biotechnology companies, academic and government research, healthcare providers, and industrial customers worldwide.

Experian PLC is a global credit reporting and data analytics company operating consumer and business credit bureaus and decisioning software across the US, UK/EMEA, and Latin America. The firm monetizes proprietary credit files and identity data through data subscriptions, risk scores, fraud prevention, and consumer services, with an asset-light model and high recurring revenue.

Warehouses De Pauw (WDP) is a Belgian regulated real estate company focused on logistics and semi-industrial properties across the Benelux and Central and Eastern Europe. The group pursues a develop-to-hold strategy with predominantly long-term indexed leases and maintains investment-grade funding access.

ONEOK is a U.S. midstream operator focused on natural gas liquids gathering, processing, fractionation, transportation, and storage, with additional refined products and crude oil pipelines and terminals acquired through Magellan Midstream in 2023. The company’s system connects key producing basins such as the Williston, Permian, and Mid-Continent to market centers including Mont Belvieu, Cushing, and the Gulf Coast.

Uber operates a global marketplace for rides, food and package delivery, and freight brokerage, matching consumer demand with independent drivers, couriers, and carriers. Its moat stems from two‑sided network density, brand scale, and data‑driven dispatch that compress wait times and improve unit economics across markets.

DuPont de Nemours is a US-based specialty materials company supplying advanced polymers, electronic materials, and water and safety solutions to diversified end markets. Its moat rests on strong intellectual property, rigorous customer qualifications, and leadership in niche engineered materials.