Sample Themes
Artificial Intelligence
Covers the development and deployment of AI technologies through specialized hardware, software, and infrastructure, including cloud computing, analytics, and humanoid robotics.
Robotics and Automation
Covers robotics and automation technologies including sensors, actuators, autonomous mobile robots, and industrial automation systems that enable human-machine collaboration.
Cyber Security
Covers technologies and services providing cybersecurity protection for cloud environments and endpoints, detecting advanced threats and maintaining regulatory compliance.
Next-Generation Energy Storage
Covers advanced energy storage technologies including lithium-ion batteries, solid-state systems, and grid-scale solutions supporting renewable energy transitions.
Medical Technology
Covers healthcare innovation including medical devices, surgical robotics, telemedicine platforms, and wearable health monitors that enhance patient outcomes and care efficiency.
Autonomous Defense
Covers defense technologies including UAVs, autonomous weapons systems, military AI, and intelligent surveillance for enhanced situational awareness and mission success.
IoT Technology
Covers the IoT ecosystem through sensors, connectivity solutions, and data analytics, supporting smart homes and industrial deployments with cloud platforms and integration services.
Renewable Energy
Covers sustainable energy innovations including solar panels, wind turbines, hydroelectric systems, and grid-scale storage solutions enabling reliable clean energy supply.
Aging Population
The Senior Healthcare & Services theme covers companies providing in-home care, specialized medical treatments and devices, dedicated senior living facilities, and senior-focused insurance and financial services. It supports seniors' independence, health, and financial well-being as they age.
Our research and proprietary technology create a range of themes.
1
Research uncovers opportunities.
We use a unique research process to uncover emerging trends and innovations and to assess their investment potential.
2
Evaluate and discover.
We use proprietary technology to help us mine terabytes of data and discover companies to consider for a given theme.
3
Build out themes.
After filtering out companies that don't meet our criteria, a list of highly relevant stocks is generated for each theme.
4
Themes stay up to date.
We periodically review and update our themes to ensure they align to our research.