Thematic Investing

Explore curated thematic stock lists covering Technology, Energy, Materials & Mining, and all major industries. Each list has symbol, price and market cap.

Top Performing Themes

Space Economy

9 symbols

+2.79%

Ticker

Name

Market Cap$

Rocket Lab Corp

39.72B

Northrop Grumman Corp

105.02B

Lockheed Martin Corp

150.70B

Boeing Co

174.39B

Iridium Communications Inc

2.51B

Trimble Inc

16.48B

National Defense

10 symbols

+2.51%

Ticker

Name

Market Cap$

Lockheed Martin Corp

150.70B

Northrop Grumman Corp

105.02B

General Dynamics Corp

97.53B

Boeing Co

174.39B

RTX Corp

273.64B

L3Harris Technologies Inc

0.00

Aerospace & Defense

17 symbols

+2.24%

Ticker

Name

Market Cap$

Boeing Co

174.39B

RTX Corp

273.64B

Lockheed Martin Corp

150.70B

Northrop Grumman Corp

105.02B

General Dynamics Corp

97.53B

L3Harris Technologies Inc

0.00

Technology

Energy

Materials & Mining

Gold Mining and Precious Metals

Healthcare & Pharmaceuticals

Anti-obesity medication

symbols-0.11%

Medical Instruments & Supplies

symbols-1.24%

Pharmaceutical Retailers

symbols-0.91%

Consumer Discretionary

Food Delivery

symbols-1.46%

US Well-Known Retailers

symbols-1.21%

Discount Stores

symbols+0.46%

Industrials

Communication Services

Travel & Leisure

Financials

Insurance - Property & Casualty

Real Estate

Investment Themes

Explore More Themes

Israeli-Palestinian Conflict

Frequently Asked Questions

What is Thematic Investing and how does it work?

Thematic investing lets you invest in big future trends (like Space Economy, AI, 5G, Anti-obesity drugs) by buying a basket of top stocks in each theme—instead of picking individual stocks.

How are these investment themes created and updated?

Each theme is carefully curated and regularly updated by professional analysts. We select 6–28 highest-conviction stocks per theme based on revenue exposure, growth potential, and market leadership.

Which themes are performing the best right now?

Currently, Space Economy, National Defense, and Aerospace & Defense lead the performance rankings. Aerospace & Defense and National Defense themes are also showing strong positive momentum.

Can I invest in just one theme or combine multiple themes?

Yes! You can invest in a single theme (e.g., only Space Economy) or build your own portfolio by combining multiple themes that match your views (AI + Cybersecurity + Cloud, etc.).

Is thematic investing suitable for beginners?

Absolutely. It’s perfect for beginners because you don’t need deep stock-picking knowledge—just choose the megatrends you believe in, and get instant diversified exposure to the leading companies in each sector.