Thematic Investing
Top Performing Themes
Materials & Mining
Healthcare & Pharmaceuticals
15
symbols-1.2%
18
symbols-0.63%
17
symbols-1.69%Consumer Discretionary
Communication Services
Travel & Leisure
Financials
Explore More Themes
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, Cloud Computing, Software as a Service, and Cybersecurity 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.