Thematic Investing
Curated theme baskets with tickers, company names, market cap, and performance metrics. Explore thematic investing opportunities across technology, energy, materials, and more.
Top Performing Themes
Ranked by 1-week performance
Vae’s Dream Portfolio
| Ticker | Company | Market Cap |
|---|---|---|
RR
|
Richtech Robotics Inc.... | $800.47M |
BKYI
|
BIO-key International, Inc.... | $7.86M |
|
B
BYAH
|
Park Ha Biological... | $4.91M |
NVDA
|
Nvidia Corp | $4.65T |
ONDS
|
Ondas Inc. Common... | $4.39B |
Energy
| Ticker | Company | Market Cap |
|---|---|---|
WMB
|
Williams Companies Inc. | $82.14B |
SLB
|
SLB Limited | $72.34B |
EPD
|
Enterprise Products Partners... | $71.50B |
KMI
|
Kinder Morgan, Inc. | $67.83B |
EOG
|
EOG Resources, Inc. | $60.84B |
Utilities
| Ticker | Company | Market Cap |
|---|---|---|
SO
|
The Southern Company | $98.34B |
DUK
|
Duke Energy Corporation | $94.37B |
AEP
|
American Electric Power... | $63.97B |
SRE
|
Sempra | $56.79B |
D
|
Dominion Energy, Inc... | $51.38B |
Real Estate & Infrastructure
| Ticker | Company | Market Cap |
|---|---|---|
|
SO
|
The Southern Company | $98.34B |
|
DUK
|
Duke Energy Corporation | $94.37B |
AMT
|
American Tower Corporation | $83.93B |
EQIX
|
Equinix, Inc. Common... | $80.60B |
PWR
|
Quanta Services, Inc. | $70.77B |
Battle Tested
| Ticker | Company | Market Cap |
|---|---|---|
WMT
|
Walmart Inc. Common... | $949.57B |
UPS
|
United Parcel Service,... | $89.92B |
MMM
|
3M Company | $84.59B |
CL
|
Colgate-Palmolive Company | $72.78B |
F
|
Ford Motor Company | $55.30B |
Financials
| Ticker | Company | Market Cap |
|---|---|---|
PNC
|
PNC Financial Services... | $90.28B |
USB
|
U.S. Bancorp | $87.59B |
JPM
|
JPMorgan Chase &... | $824.74B |
|
V
V
|
VISA Inc. | $619.69B |
MA
|
Mastercard Incorporated | $481.38B |
Semiconductors
| Ticker | Company | Market Cap |
|---|---|---|
MRVL
|
Marvell Technology, Inc.... | $70.92B |
NXPI
|
NXP Semiconductors N.V. | $56.91B |
MU
|
Micron Technology, Inc. | $466.95B |
|
NVDA
|
Nvidia Corp | $4.65T |
MCHP
|
Microchip Technology Inc | $41.03B |
Technology
| Ticker | Company | Market Cap |
|---|---|---|
ORCL
|
Oracle Corp | $472.86B |
|
NVDA
|
Nvidia Corp | $4.65T |
GOOGL
|
Alphabet Inc. Class... | $4.08T |
AAPL
|
Apple Inc. | $3.81T |
MSFT
|
Microsoft Corp | $3.58T |
Consumer Discretionary
| Ticker | Company | Market Cap |
|---|---|---|
NKE
|
Nike, Inc. | $96.21B |
RCL
|
Royal Caribbean Group | $87.79B |
MAR
|
Marriott International Class... | $84.61B |
GM
|
General Motors Company | $75.93B |
HLT
|
Hilton Worldwide Holdings... | $69.38B |
Renewable Energy
| Ticker | Company | Market Cap |
|---|---|---|
|
B
BEP
|
Brookfield Renewable Partners... | $9.13B |
ORA
|
Ormat Technologies, Inc. | $7.59B |
|
B
BEPC
|
Brookfield Renewable Corporation... | $7.48B |
ENPH
|
Enphase Energy, Inc. | $4.84B |
ITRI
|
Itron Inc | $4.44B |
Technology
Energy
Materials & Mining
Healthcare
Consumer
Industrial
Financial
Other
Technology
15 symbolsArtificial Intelligence
15 symbolsReal Estate & Infrastructure
15 symbolsEmerging Markets
15 symbolsPricing Power
15 symbolsUtilities
15 symbolsMega Winners
15 symbolsAging Population & Longevity
15 symbolsAlpha Picks
15 symbolsBattle Tested
15 symbolsRelentless Compounders
15 symbolsVolatility Leaders
18 symbolsVae’s Dream Portfolio
18 symbolsInflation Beta Leaders
20 symbolsExplore More Themes
Frequently Asked Questions
What is thematic investing?
Thematic investing focuses on identifying long-term trends and structural shifts that can drive investment returns. Themes represent baskets of stocks grouped by shared characteristics, business models, or exposure to specific trends.
How are themes selected and updated?
Themes are curated based on market trends, sector analysis, and structural shifts. Constituents are reviewed regularly, and themes are updated to reflect changes in market dynamics and company fundamentals.
What does performance represent?
Performance metrics show the return of an equal-weight basket of theme constituents over various time periods (1 day, 1 week, 1 month, 3 months, year-to-date). Individual constituent performance may vary.
How is theme performance calculated?
Theme performance is calculated using an equal-weight methodology, where each constituent has the same weight in the basket. Returns are computed daily based on constituent price movements.
Can I use themes with other TradeVae tools?
Yes. Themes can be used as starting points for further analysis using TradeVae's screening, charting, and research tools. Click through to individual theme pages to explore constituents in detail.