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Top movers today
1D % · 50 gainers · 50 losers · Oct 9, 2026, 3:29 PM ET · Theme returns
#1Connectivity '24: Comm Towers+9.38%#2Cycle Long '24: Telecom Infra & Utilities+7.25%#3Agentic Utilities '26: Edge Compute & API Layer+6.90%#4Cybersecurity '26: Application, API & DevSecOps Security+5.78%#5Agentic Utilities '26: Last Mile Telephony+5.60%#6Agentic Utilities '26: CDNs+5.14%#7Steel '25: Green & Low Carbon Steel+5.04%#8Cybersecurity '26: Network Security, Firewalls & SASE+4.90%#9Software '26: Consumption-led Pricing+4.81%#10Biotech '26: Psychedelic Drugs+4.81%#11Genomics '25: Synthentic Biology & Biofoundries+4.81%#12Genomics '25: Gene Editing & Genetic Meds+4.67%#13Enterprise Software '24: Developer Tools, DevOps & Observability+4.61%#14Agentic Utilities '26: Governance & Zerotrust+4.26%#15Industry-Specific Software '24: Legal & Professional Services Software+4.26%#16Biotech '25: RNA-Based/Genetic Medicine+4.24%#17Cybersecurity '26: Vulnerability, Exposure & Attack Surface Management+4.21%#18Agentic Utilities '26: Deterministic Telemetry+4.14%#19AI '26: Citizen DevOps+4.13%#20Enterprise Software '24: Cybersecurity Software+4.11%#21AI '26: Vibe Coding Tools+4.05%#22Data Owners '25: Cybersecurity & Threat Intelligence+4.03%#23AI '26: AI Insulated REITs+3.94%#24Cybersecurity '26: Cloud & Workload Security / CNAPP+3.90%#25Resi Real Estate '26: Emerging Market RE Agents+3.89%#26Cybersecurity '26: Endpoint Security, EDR/XDR & Threat Detection+3.86%#27Connectivity '24: Optical Components+3.71%#28Telecom '24: Telecom Towers+3.71%#29Enterprise Software '24: ERP & Enterprise Management Software+3.68%#30Cybersecurity '26: Security Operations, SIEM & Security Analytics+3.55%#31Biotech '24: Oncology+3.48%#32China '25: Chinese SaaS+3.42%#33Diagnostics '26: Infectious Disease Testing+3.41%#34Consumer Behavior '26: Looksmaxxing+3.40%#35City-Specific Businesses '26: Macau Business+3.38%#36AI '25: Phase 2 Deployment+3.38%#37Biotech '26: AI Driven Drug Discovery+3.38%#38Crypto '26: Tokenization, RWA & Onchain Capital Markets+3.34%#39Cybersecurity '26: Identity & Access Security+3.30%#40Oversupply Risk '26: Copper+3.29%#41Autonomous Vehicles '25: Robotaxis & Passenger Autonomy+3.29%#42AI '25: Cloud Platform & Software+3.29%#43Agentic Utilities '26: Backbone Infra+3.28%#44AI '24: Cloud Computing+3.20%#45Genomics '25: Clinical Genomics & Genomics Testing+3.17%#46Software '24: Database Management+3.16%#47Grocers '26: African Grocers+3.14%#48Archetypes '26: Optimizers+3.14%#49Diagnostics '26: Cancer Screening & Early Detection+3.12%#50Atoms Bits Long '26: Energy Bottlenecks+3.10%▼1MedTech Short '25: Vaccine Makers-8.84%▼2Global Telecom '24: North American Telecom-6.93%▼3HaveNots Longs '25: Everyman Subscriptions-4.38%▼4Cannabis '24: Cannabis Picks & Shovels-4.37%▼5Atoms Bits Long '26: Telecom Infrastructure-4.03%▼6BS Jobs '26: Call Center Sprawl-3.94%▼7Telecom '24: Enterprise Connectivity & Network Services-3.50%▼8Supply Shock in MidEast Long '26: Food Commodities-3.33%▼9Telecom '24: Wireless Carriers-3.04%▼10Space Supply Chain '26: Satellite Downstream Data & Apps-2.99%▼11Buying a House '26: Home Mortgages-2.88%▼12Small Themes '26: Insurance Marketing & Lead Gen-2.76%▼13Global Telecom '24: Latin American Telecom-2.53%▼14Tobacco '24: Cigarette Inputs-2.52%▼15Telecom '24: Cable & Broadband Operators-2.50%▼16Stagflation Short '25: Platform Econ Under Pressure-2.47%▼17Quantum Computers '25: Quantum Security & Networking-2.46%▼18Rate Sensitivity '25: Consumer Lending-2.42%▼19Telecom '24: Fiber Broadband Operators-2.41%▼20Buying a House '26: Warranties & Titles-2.34%▼21Freight Transport '26: Dry Bulk-2.31%▼22Atoms Bits Long '26: Construction & Mining Equipment-2.25%▼23Telecom '24: Fiber & Telecom Infrastructure-2.14%▼24Supply Shock in MidEast Long '26: Worldwide SpotRate Shippers-2.09%▼25Supply Shock in MidEast Long '26: Urea & Nitrogen-2.06%▼26Drones '25: Ag Drones-2.04%▼27Global Telecom '24: European Telecom-1.88%▼28Healthcare Short '25: Gov-Sponsored HC Facilities-1.82%▼29Supply Shock in MidEast Short '26: MidEast Hotels & Conventions-1.82%▼30MedTech Short '25: High Val MedTech-1.82%▼31Buying a House '26: Residential Brokerages-1.79%▼32Business Models '24: Dealer / Distributor Networks-1.78%▼33Energy Bottleneck '26: US Refiners-1.77%▼34Supply Shock in MidEast Long '26: Fertilizers-1.77%▼35Buying a House '26: Doors & Windows-1.73%▼36Space Supply Chain '26: China in Space-1.71%▼37Fiscal Spend '25: Biofuels & Grains-1.68%▼38Trump Grift Era '25: Trump Bro Backed Crypto-1.67%▼39Data Owners '25: Creative IP & Licensed Content Libraries-1.60%▼40Fiscal Spend Short '25: Permitting-1.59%▼41Supply Shock in MidEast Short '26: Aftermarket Aircraft Suppliers-1.51%▼42Regional Homebuilders '25: Mid-Atlantic & Northeast Homebuilders-1.51%▼43MedTech Short '25: Heavy China Exposure-1.48%▼44Nuclear '25: Uranium Developers & Emerging Supply-1.48%▼45Nuclear '25: Uranium Miners & Producers-1.47%▼46Fiscal Spend Short '25: Non-Military Govt Contracts-1.46%▼47Regional Homebuilders '25: Texas Homebuilders-1.46%▼48Political Spend '26: Broadcasters-1.46%▼49Connectivity '24: Network Measure & Delivery-1.45%▼50Homebuilding '26: Homebuilders-1.45%
#1Connectivity '24: Comm Towers+9.38%#2Cycle Long '24: Telecom Infra & Utilities+7.25%#3Agentic Utilities '26: Edge Compute & API Layer+6.90%#4Cybersecurity '26: Application, API & DevSecOps Security+5.78%#5Agentic Utilities '26: Last Mile Telephony+5.60%#6Agentic Utilities '26: CDNs+5.14%#7Steel '25: Green & Low Carbon Steel+5.04%#8Cybersecurity '26: Network Security, Firewalls & SASE+4.90%#9Software '26: Consumption-led Pricing+4.81%#10Biotech '26: Psychedelic Drugs+4.81%#11Genomics '25: Synthentic Biology & Biofoundries+4.81%#12Genomics '25: Gene Editing & Genetic Meds+4.67%#13Enterprise Software '24: Developer Tools, DevOps & Observability+4.61%#14Agentic Utilities '26: Governance & Zerotrust+4.26%#15Industry-Specific Software '24: Legal & Professional Services Software+4.26%#16Biotech '25: RNA-Based/Genetic Medicine+4.24%#17Cybersecurity '26: Vulnerability, Exposure & Attack Surface Management+4.21%#18Agentic Utilities '26: Deterministic Telemetry+4.14%#19AI '26: Citizen DevOps+4.13%#20Enterprise Software '24: Cybersecurity Software+4.11%#21AI '26: Vibe Coding Tools+4.05%#22Data Owners '25: Cybersecurity & Threat Intelligence+4.03%#23AI '26: AI Insulated REITs+3.94%#24Cybersecurity '26: Cloud & Workload Security / CNAPP+3.90%#25Resi Real Estate '26: Emerging Market RE Agents+3.89%#26Cybersecurity '26: Endpoint Security, EDR/XDR & Threat Detection+3.86%#27Connectivity '24: Optical Components+3.71%#28Telecom '24: Telecom Towers+3.71%#29Enterprise Software '24: ERP & Enterprise Management Software+3.68%#30Cybersecurity '26: Security Operations, SIEM & Security Analytics+3.55%#31Biotech '24: Oncology+3.48%#32China '25: Chinese SaaS+3.42%#33Diagnostics '26: Infectious Disease Testing+3.41%#34Consumer Behavior '26: Looksmaxxing+3.40%#35City-Specific Businesses '26: Macau Business+3.38%#36AI '25: Phase 2 Deployment+3.38%#37Biotech '26: AI Driven Drug Discovery+3.38%#38Crypto '26: Tokenization, RWA & Onchain Capital Markets+3.34%#39Cybersecurity '26: Identity & Access Security+3.30%#40Oversupply Risk '26: Copper+3.29%#41Autonomous Vehicles '25: Robotaxis & Passenger Autonomy+3.29%#42AI '25: Cloud Platform & Software+3.29%#43Agentic Utilities '26: Backbone Infra+3.28%#44AI '24: Cloud Computing+3.20%#45Genomics '25: Clinical Genomics & Genomics Testing+3.17%#46Software '24: Database Management+3.16%#47Grocers '26: African Grocers+3.14%#48Archetypes '26: Optimizers+3.14%#49Diagnostics '26: Cancer Screening & Early Detection+3.12%#50Atoms Bits Long '26: Energy Bottlenecks+3.10%▼1MedTech Short '25: Vaccine Makers-8.84%▼2Global Telecom '24: North American Telecom-6.93%▼3HaveNots Longs '25: Everyman Subscriptions-4.38%▼4Cannabis '24: Cannabis Picks & Shovels-4.37%▼5Atoms Bits Long '26: Telecom Infrastructure-4.03%▼6BS Jobs '26: Call Center Sprawl-3.94%▼7Telecom '24: Enterprise Connectivity & Network Services-3.50%▼8Supply Shock in MidEast Long '26: Food Commodities-3.33%▼9Telecom '24: Wireless Carriers-3.04%▼10Space Supply Chain '26: Satellite Downstream Data & Apps-2.99%▼11Buying a House '26: Home Mortgages-2.88%▼12Small Themes '26: Insurance Marketing & Lead Gen-2.76%▼13Global Telecom '24: Latin American Telecom-2.53%▼14Tobacco '24: Cigarette Inputs-2.52%▼15Telecom '24: Cable & Broadband Operators-2.50%▼16Stagflation Short '25: Platform Econ Under Pressure-2.47%▼17Quantum Computers '25: Quantum Security & Networking-2.46%▼18Rate Sensitivity '25: Consumer Lending-2.42%▼19Telecom '24: Fiber Broadband Operators-2.41%▼20Buying a House '26: Warranties & Titles-2.34%▼21Freight Transport '26: Dry Bulk-2.31%▼22Atoms Bits Long '26: Construction & Mining Equipment-2.25%▼23Telecom '24: Fiber & Telecom Infrastructure-2.14%▼24Supply Shock in MidEast Long '26: Worldwide SpotRate Shippers-2.09%▼25Supply Shock in MidEast Long '26: Urea & Nitrogen-2.06%▼26Drones '25: Ag Drones-2.04%▼27Global Telecom '24: European Telecom-1.88%▼28Healthcare Short '25: Gov-Sponsored HC Facilities-1.82%▼29Supply Shock in MidEast Short '26: MidEast Hotels & Conventions-1.82%▼30MedTech Short '25: High Val MedTech-1.82%▼31Buying a House '26: Residential Brokerages-1.79%▼32Business Models '24: Dealer / Distributor Networks-1.78%▼33Energy Bottleneck '26: US Refiners-1.77%▼34Supply Shock in MidEast Long '26: Fertilizers-1.77%▼35Buying a House '26: Doors & Windows-1.73%▼36Space Supply Chain '26: China in Space-1.71%▼37Fiscal Spend '25: Biofuels & Grains-1.68%▼38Trump Grift Era '25: Trump Bro Backed Crypto-1.67%▼39Data Owners '25: Creative IP & Licensed Content Libraries-1.60%▼40Fiscal Spend Short '25: Permitting-1.59%▼41Supply Shock in MidEast Short '26: Aftermarket Aircraft Suppliers-1.51%▼42Regional Homebuilders '25: Mid-Atlantic & Northeast Homebuilders-1.51%▼43MedTech Short '25: Heavy China Exposure-1.48%▼44Nuclear '25: Uranium Developers & Emerging Supply-1.48%▼45Nuclear '25: Uranium Miners & Producers-1.47%▼46Fiscal Spend Short '25: Non-Military Govt Contracts-1.46%▼47Regional Homebuilders '25: Texas Homebuilders-1.46%▼48Political Spend '26: Broadcasters-1.46%▼49Connectivity '24: Network Measure & Delivery-1.45%▼50Homebuilding '26: Homebuilders-1.45%

About the theme

Built to make thematic markets readable—how themes move prices, and how prices reshape themes. Explore a theme’s performance, who’s in the basket, and what factors sit behind the move. We hope you find it useful. Please contact us with any feedback.

  • Themes track one investable story; groups bundle related themes under a macro angle.
  • Constituents are chosen from public filings and earnings—not generic LLM keyword lists.
  • For construction rules, return math, and data limits, see the methodology page.

Not investment advice. Data may be delayed or revised; thematic labels involve judgment.

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