Quality Score Database

Molina Healthcare provides managed care services to Medicaid, Medicare, and Marketplace members through state-awarded contracts and capitated payment models. Its moat is grounded in regulatory contracting expertise, medical cost management at scale, and entrenched positions within state programs that limit the number of approved health plans.

Masco is a manufacturer of branded building products including Behr paints and Delta-branded plumbing fixtures, selling primarily into repair and remodel channels in North America. Its moat rests on strong consumer and professional brands, advantaged retail shelf space, and scale-driven procurement and distribution.

GE HealthCare Technologies develops and manufactures medical imaging, ultrasound, patient monitoring, and diagnostic solutions, complemented by a large global service organization. Its moat rests on a vast installed base, deep clinical and regulatory know-how, and high switching costs embedded in multiyear service and software relationships.

Credit Agricole SA is the listed entity of a universal banking group in France spanning retail banking, corporate and investment banking, insurance, and asset management. Its moat relies on a sticky deposit franchise, dense distribution through regional banks, and scale in bancassurance and asset management.

Dino Polska is a fast-growing Polish grocery retailer operating a dense network of proximity stores focused on small and mid-sized towns. The company emphasizes standardized small-box formats, centralized procurement, and a tightly managed fresh offering. Its expansion strategy leverages logistics density and disciplined capital deployment.

Mid-America Apartment Communities is an internally managed multifamily REIT focused on owning, operating, and developing apartment communities primarily across the Sun Belt. Its moat rests on scale-driven operating efficiency, data-informed pricing, and a broadly diversified footprint that sustains high occupancy and cost advantages in local submarkets.

Eversource Energy is a regulated electric, gas, and transmission utility serving New England with monopoly franchises across distribution networks. Its moat rests on exclusive service territories, long-lived network assets, and supportive regulation that ensures cost recovery and allowed returns.

Man Group is a global active investment manager focused on quantitative and alternative strategies alongside long-only funds. Its moat rests on brand, research scale, and multi-decade performance track records that support institutional distribution and mandate retention.

Banca Generali is an Italian wealth manager and private bank focused on financial advisory, asset management distribution, and banking services to affluent and high net worth clients. Its moat rests on brand trust under the Generali umbrella, a nationwide adviser network, and recurring fee economics on sizable client assets under management.

The Cigna Group is a U.S. health services company that combines a national health insurer with a leading pharmacy benefit manager under the Evernorth brand. Scale, data integration, and long-duration client relationships create switching costs and cost advantages across medical and pharmacy benefits.

Industrivarden AB is a Swedish listed investment company that owns long term stakes in leading Nordic industrials and financials. Its moat stems from an entrenched owner reputation, board influence, and a low cost permanent capital structure that enables patient governance and capital allocation.

Rotork is a UK-based designer and manufacturer of industrial flow-control solutions, best known for electric, pneumatic, and hydraulic actuators used in critical applications. The company serves oil and gas, water and wastewater, power generation, and general industrial end markets. It combines equipment sales with a global aftermarket service network that supports installed-base maintenance and upgrades. Product portfolios include actuators, gearboxes, controls, and digital diagnostics aimed at high reliability and regulatory compliance.

Haleon is a global consumer health company focused on oral health, pain relief, respiratory, digestive health, and vitamins, minerals and supplements. The portfolio includes brands such as Sensodyne, Voltaren, Panadol, Centrum, Poligrip, Theraflu, and Aquafresh, with distribution across pharmacies, mass retail, and e-commerce.

Swissquote is a Swiss online bank and brokerage platform offering multi-asset trading, savings, and investing services to retail and professional clients. Its moat rests on a trusted Swiss banking license, proprietary technology, and a scalable digital model that combines transaction-based revenues with net interest income.

Convatec Group is a UK-based global medical products company focused on advanced wound care, ostomy care, continence and critical care, and infusion devices. It sells consumable-driven therapies to chronic and acute care customers across hospitals, homecare, and retail channels worldwide.

Weyerhaeuser is a timber REIT that owns and manages large-scale timberlands and operates wood products manufacturing tied to North American housing. Its moat stems from low-cost timber basins, decades of forestry know-how, and efficient scale in key regional log markets.

Dominion Energy is a regulated electric and gas utility whose earnings rely primarily on state sanctioned returns on an expanding rate base. Its moat rests on efficient scale and regulatory franchises that protect local monopoly service territories and require long lived, capital intensive infrastructure.

Italgas is Italy’s leading gas distribution operator with a growing presence in Greece following the acquisition of DEPA Infrastructure. The company manages regulated networks, earning returns tied to the regulated asset base under national frameworks. Strategy centers on digitalization of the grid, smart metering, and targeted expansion, supporting efficiency and service quality. Cash flows are predominantly regulated, providing high earnings visibility.

Saab AB is a Swedish defense and security company providing fighter aircraft, sensors, command-and-control, missiles, and naval systems. The company serves governments and allies with long-cycle programs and through-life support across Aeronautics, Dynamics, Surveillance, Kockums, and other divisions.

Verizon Communications is a leading U.S. telecommunications company providing wireless, broadband, and enterprise network services nationwide. Its core business is facilities-based mobile connectivity supported by extensive licensed spectrum and a dense 5G network footprint.

Insulet sells the Omnipod tubeless insulin delivery system with a razor and blade model that blends durable hardware, software, and high frequency consumables. Its moat rests on regulatory know how, clinical data, brand trust with endocrinologists, and entrenched payer and provider relationships that reinforce switching costs.

Kone Oyj is a Finland-based global provider of elevators, escalators, and automatic building doors. The company designs, manufactures, installs, modernizes, and maintains equipment for residential, commercial, and infrastructure buildings worldwide, with a large installed base supporting recurring service revenue.

AXA SA is a global insurance and asset management group offering property and casualty, life and savings, health, and investment management services. Its moat rests on brand trust, underwriting expertise, and scale-driven cost advantages across diversified lines and geographies.

Koninklijke KPN NV is the incumbent telecommunications operator in the Netherlands, providing fixed and mobile connectivity, broadband, TV, and ICT services to consumers and enterprises. The company operates nationwide fiber and mobile networks and also offers wholesale access to third-party service providers.

Camurus AB is a Swedish specialty pharmaceutical company focused on long-acting injectable drug delivery, notably depot buprenorphine for opioid dependence marketed as Buvidal/Brixadi. The company operates an asset-light model leveraging proprietary formulation technology and partnerships for commercialization and manufacturing.