Thematic Investing. Build custom baskets or explore curated ones.

Built or analyze thematic baskets around long-term trends, sectors, and market narratives — then invest in the ideas you want exposure to.
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Sample Themes

Artificial Intelligence

Artificial Intelligence

Covers the development and deployment of AI technologies through specialized hardware, software, and infrastructure, including cloud computing, analytics, and humanoid robotics.

MOMENTUM
TECH & INNOVATION
Robotics and Automation

Robotics and Automation

Covers robotics and automation technologies including sensors, actuators, autonomous mobile robots, and industrial automation systems that enable human-machine collaboration.

MOMENTUM
FINANCE
Cyber Security

Cyber Security

Covers technologies and services providing cybersecurity protection for cloud environments and endpoints, detecting advanced threats and maintaining regulatory compliance.

DATA & REPORTING
Next-Generation Energy Storage

Next-Generation Energy Storage

Covers advanced energy storage technologies including lithium-ion batteries, solid-state systems, and grid-scale solutions supporting renewable energy transitions.

CLIMATE
DATA & REPORTING
Medical Technology

Medical Technology

Covers healthcare innovation including medical devices, surgical robotics, telemedicine platforms, and wearable health monitors that enhance patient outcomes and care efficiency.

DATA & REPORTING
FINANCE
Autonomous Defense

Autonomous Defense

Covers defense technologies including UAVs, autonomous weapons systems, military AI, and intelligent surveillance for enhanced situational awareness and mission success.

CLIMATE
FINANCE
IoT Technology

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.

DATA & REPORTING
Renewable Energy

Renewable Energy

Covers sustainable energy innovations including solar panels, wind turbines, hydroelectric systems, and grid-scale storage solutions enabling reliable clean energy supply.

CLIMATE
ESG
Aging Population

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.

HEALTHCARE
FINANCE

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.

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