Get to Know the Assets
Behind the Smart Portfolios

Get to Know the Assets Behind the Smart Portfolios

Closing price of 30 September 2025: €32.50

Performance: September: 30.52% | 2025: 161.28% | Past 12 months: 215.44% | Past 24 months: N/A

Theon International Plc is a European defense technology company specialising in night vision and thermal imaging systems used by armed forces and security agencies worldwide. Its products equip soldiers with enhanced visibility and situational awareness in all conditions. During the month, the company signed a sizeable new contract with OCCAR, the European defense procurement agency, to deliver its next-generation IRIS-C thermal clip-on system for Germany and Belgium. The initial value is about €50 million, with options that could expand the deal to €150 million, and deliveries are scheduled for 2026–2027.

Theon’s advanced products highlight its growing role in advanced thermal and digital optics for European defense forces. eToro’s EuropeDefense Smart Portfolio invests in companies providing critical technologies to enhance Europe’s military readiness.

InTheGame

Closing price of 30 September 2025: $201.70

Performance: September: 17.30% | 2025: 38.40% | Past 12 months: 41.32% | Past 24 months: 69.28%

Electronic Arts Inc. (EA) is one of the world’s largest video game publishers, best known for global franchises such as FIFA, Madden NFL, The Sims, and Battlefield. The company generates revenue from games sales and its expanding live services, including in-game purchases and subscriptions. During September, EA announced it will be taken private in a $55 billion buyout led by Silver Lake, Saudi Arabia’s Public Investment Fund (PIF), and Affinity Partners. The deal, valued with a 25% premium over the stock’s recent price – is among the largest in gaming history and is expected to close in fiscal Q1 2027 pending approvals.

EA remains a cornerstone of the gaming industry with iconic IP and strong digital monetisation. eToro’s InTheGame Smart Portfolio invests in companies shaping the future of gaming and entertainment.

ChinaCar

Closing price of 30 September 2025: $3.85

Performance: September: 44.19% | 2025: 85.99% | Past 12 months: 1443.09% | Past 24 months: 103.70%

MicroVast Holdings, Inc.. is a battery technology company specialising in lithium-ion systems for commercial electric vehicles and energy storage applications. Headquartered in the US but with deep operations in China, MicroVast controls the full battery value chain from design to manufacture. Recently, the company announced a strategic expansion of its Huzhou, China facility, adding about 2 GWh of production capacity under its Phase 3.2 upgrade. The move will support its next-generation NMC 53.5 Ah cell technology, strengthen supply chain control, and help raise margins toward its 32% target.

MicroVast is reinforcing its role as a key enabler of electrification in China, scaling capacity to meet rising EV and energy storage demand. eToro’s ChinaCar Smart Portfolio invests in companies which are advancing the future of mobility, and MicroVast’s battery innovation, manufacturing scale, and integrated supply strategy make it a strong fit within this theme.

Cancer-Med

Closing price of 30 September 2025: $54.71

Performance: September: 15.37% | 2025: -2.63% | Past 12 months: -19.69% | Past 24 months: -19.80%

Exact Sciences Corp. is a US-based diagnostics company best known for Cologuard, its non-invasive colorectal cancer test. The company is expanding into broader cancer detection with the launch of Cancerguard, a new multi-cancer blood test capable of identifying signals from more than 50 cancer types. The test uses tumour DNA fragments and protein biomarkers, with clinical trials showing less than 3% false positives and around 64% sensitivity overall.

Exact Sciences is broadening its innovation in cancer diagnostics, moving beyond colorectal screening into multi-cancer detection. eToro’s Cancer-Med Smart Portfolio invests in companies that are developing breakthrough technologies for earlier detection, monitoring, and treatment of cancer, capturing growth opportunities in the fight against this disease

RemoteWork

Closing price of 30 September 2025: $52.97

Performance: September: 14.11% | 2025: -37.47% | Past 12 months: 0.40% | Past 24 months: -51.21%

Bill Holdings, Inc. is a financial automation company that provides cloud-based billing, payments, and cash flow tools for small- and medium-sized businesses. Its platform helps firms to automate invoicing, collections, and payment processing to drive efficiency and improve cash management. Recently, activist hedge fund Elliott Management disclosed a stake of about 5% in Bill, becoming the second major activist investor after Starboard Value’s earlier 8.5% position. The news lifted shares over 5% and has fuelled speculation about potential strategic actions, including cost optimisation, leadership changes, or even a sale.

Bill remains a key player in B2B financial automation, enabling companies to streamline operations in increasingly digital and distributed environments. eToro's RemoteWork Smart Portfolio invests in companies that are shaping the future of productivity, automation, and remote-enabled business infrastructure.

Any of these Assets and businesses were new to you?

Theon International plc
Electronic Arts Inc.
MicroVast Holdings Inc.
Exact Science Corp.
Bill Holdings Inc.