Theme Universe

14 super-sectors · 1868 sub-themes

AI INFRASTRUCTURE

394 companies

Exp 1.00

Artificial Intelligence & Machine Learning · Semiconductors & Electronics · Cloud Computing & Data Infrastructure · +149

HIGH

AUTONOMOUS SYSTEMS

138 companies

Exp 1.00

IoT Robotics & Automation · Manufacturing & Industrial Automation · Intelligence Surveillance & Unmanned Systems · +61

HIGH

BIOPHARMA & DRUG DISCOVERY

533 companies

Exp 1.00

Biotechnology & Genomics · Pharmaceuticals & Drug Development · Oncology & Immunotherapy · +60

HIGH

CLEAN ENERGY & EV

667 companies

Exp 1.00

Electric Vehicles & E-Mobility · Energy Storage & Batteries · Renewable Power Generation · +80

HIGH

DIGITAL BANKING & FINTECH

241 companies

Exp 1.00

FinTech & Digital Payments · Banking & Capital Markets · Digital Assets & Blockchain Finance · +115

HIGH

CONNECTIVITY & NETWORKING

753 companies

Exp 0.71

Network Infrastructure & Wireless · Communications Services & Platforms · Space & Satellites · +23

HIGH

E-COMMERCE & DIGITAL RETAIL

116 companies

Exp 0.70

E-Commerce & Retail · Internet & Digital Platforms · +50

HIGH

DIGITAL HEALTH & TELEMEDICINE

263 companies

Exp 1.00

Digital Health & HealthTech · Medical Devices & Diagnostics · +26

HIGH

SOCIAL & DIGITAL ADVERTISING

531 companies

Exp 0.70

Advertising & Marketing Tech · Streaming & Digital Media · Video Games & Interactive Media · +31

HIGH

DEFENSE & AEROSPACE

222 companies

Exp 1.00

Defense Systems & Military Technology · Aerospace Manufacturing & MRO · Intelligence Surveillance & Unmanned Systems · +33

HIGH

MINING & CRITICAL MINERALS

1,285 companies

Exp 0.70

Metals & Mining · Chemicals Polymers & Advanced Materials · Construction & Engineering · +27

HIGH

OIL & GAS EXPLORATION

512 companies

Exp 0.70

Energy Infrastructure & Services · +20

HIGH

LOGISTICS & SUPPLY CHAIN

710 companies

Exp 0.70

Freight Logistics & Warehousing · Supply Chain & Procurement · Maritime Rail & Smart Transport · +45

HIGH

CONSUMER STAPLES & PACKAGED GOODS

2,929 companies

Exp 0.70

Consumer Goods & Brands · Food Beverage & Restaurants · Health Wellness & Personal Care · +28

HIGH
Top Performing Themes

8 themes

Theme
Type
KG Exposure
1Y Return
6M Momentum
Companies

Edge AI Chips

Semiconductors & Electronics

Semiconductor Design

0.89

3d chip stacking · ai accelerator

+230%

31

Cybersecurity Solutions

Cybersecurity & Data Protection

Cybersecurity Solutions

0.88

content update · crowdstrike falcon

+217%

28

Cloud Security Solutions

Cybersecurity & Data Protection

Cybersecurity Services

0.89

sensitive data · ai-first work platform

+215%

22

AI Computing Hardware

Artificial Intelligence & Machine Learning

Artificial Intelligence

0.87

laion-5b · yfcc100m

+204%

18

Gene Editing Therapies

Biotechnology & Genomics

Genetic Medicine

0.90

aav gene therapy · aav9 vector

+197%

9

Digital Payment Systems

FinTech & Digital Payments

Financial Technology

0.85

local payment method · commerce hub

+197%

28

Electric Vehicle Components

Automotive & Mobility

Automotive Technology

0.86

covid-19 supply · electric suv

+195%

19

Advanced Semiconductor Packaging

Semiconductors & Electronics

Semiconductor Technology

0.90

2-nanometer process node · 3d ic

+193%

11

Emerging Themes

5 themes

Theme
Type
KG Exposure
1Y Return
6M Momentum
Companies

Biotech Pharmaceuticals

Pharmaceuticals & Drug Development

Pharmaceutical Research

0.89

anito-cel · arx517

+58%

50

Cloud Computing Services

Enterprise Software & IT Services

Enterprise Software

0.86

adobe commerce · allocar t

+55%

28

Quantum Computing Hardware

Artificial Intelligence & Machine Learning

Advanced Technologies

0.88

amazon braket · aws supply chain

+54%

14

Electric Vehicle Tech

Automotive & Mobility

Sustainable Transport

0.85

hydrogen fuel cells · lightweight materials

+56%

21

Electric Vehicle Batteries

Energy Storage & Batteries

Energy Storage

0.89

high-performance battery · high-volume manufacturing

+70%

26

Emerging Theme Radar

Themes born, merged, or accelerating in the last 12 months.

Accelerating

Edge AI Chips

Semiconductors & Electronics

31 companies

+230% · 6M Momentum 0.40

Gene Editing Therapies

Biotechnology & Genomics

9 companies

+197% · 6M Momentum 0.50

Biotech Pharmaceuticals

Pharmaceuticals & Drug Development

50 companies

+58% · 6M Momentum 0.41

Cybersecurity Operations

Cybersecurity & Data Protection

9 companies

+40% · 6M Momentum 0.59

Genetic Disorder Therapies

Pharmaceuticals & Drug Development

7 companies

+40% · 6M Momentum 0.59

Fading

Digital Humans

Artificial Intelligence & Machine Learning

7 companies

-19% · 6M Momentum 0.08

Cloud Data Zones

Cloud Computing & Data Infrastructure

7 companies

-19% · 6M Momentum 0.08

Autonomous AI Systems

Artificial Intelligence & Machine Learning

13 companies

-19% · 6M Momentum 0.10

Quality Control Systems

Manufacturing & Industrial Automation

7 companies

-19% · 6M Momentum 0.11

Employee Education Benefits

Insurance & Risk Management

6 companies

-18% · 6M Momentum 0.08