stockthemes.ai

Thematic equity intelligence

Discover what's moving. See the tickers behind it.

Search above—enter a ticker to see which themes it sits in, or type a keyword to find a theme and browse every constituent in the basket.

Our trending themes and recent commentary below are a good place to start. We determine the themes we like most and tend to them daily.

Get the Field of Themes newsletterCreate Your Own Themes Watchlist

Top movers today
1D % · 50 gainers · 50 losers · Jul 9, 2026, 6:41 PM ET · Theme returns
#1China '24: Semis & ICs+7.51%#2AI '26: Processor IP+7.06%#3Memory '26: HBM Testing+6.84%#4Memory '26: HBM Inspection, Packaging & Bonding+6.81%#5AI '25: Chip Back-End, Packaging & Design+6.78%#6Optical Connectivity '26: AI Optical Transceivers+6.71%#7AI '25: Chip Mfg & Tooling+6.64%#8Memory '26: High Bandwidth Memory+6.59%#9AI '26: Memory & Packaging+6.16%#10Memory '26: DRAM+6.08%#11MegaTech '26: Micron Complex+5.79%#12Connectivity '24: Optical Components+5.73%#13Genomics '25: Genomics Tools & Automation+5.71%#14AI '26: Semi Yield Analytics & Software+5.53%#15Optical Connectivity '26: Photonics Equipment+5.39%#16Space Supply Chain '26: China in Space+5.34%#17Cycle Short '24: Semi Equip-5.23%#18China '26: Semis+5.20%#19AI '24: Semi Mfg Equip+5.18%#20AI '26: Advanced Chip Packaging+5.16%#21EU Chips Act '26: Equipment & Upstream Materials+5.10%#22MedTech Long '25: Centralized Lab Diagnostics+5.05%#23AI '25: Active Components+5.01%#24Optical Connectivity '26: AI Network Systems+4.99%#25Memory '26: CXL / Memory Expansion+4.95%#26AI '26: Light & Copper Connectivity+4.90%#27AI Power '26: Power Ecosystem & Enablers+4.85%#28Humanoid '25: Tactile, Magnetic & Motion Sensors+4.76%#29Thematic Momo Short '25: AI Compute-4.67%#30AI '25: Wafer Processing+4.65%#31Euro Spend '26: EU Chips Act 2.0+4.65%#32Consumer Auto '26: U.S. Leasing and Rentals+4.59%#33US Airlines Short '24: Discount-4.53%#34AI '24: Machine Vision+4.52%#35AI Power '26: Active Power Mgmt+4.48%#36Optical Connectivity '26: Silicon Photonics & Optical Engines+4.47%#37Genomics '25: Molecular Diagnostics & Clinical Genomics+4.42%#38AI '26: Power Components+4.39%#39AI Power '26: Wide Bandgap & Discrete Power+4.35%#40EU Chips Act '26: Photonics, Connectivity & Edge AI+4.32%#41Data Centers '25: Optical & Fiber Systems+4.30%#42AI '26: CPUs+4.29%#43Memory '26: NAND / Flash+4.27%#44Euro Spend '25: Manufacturing & Industrial Automation+4.27%#45Genomics '25: Synthentic Biology & Biofoundries+4.25%#46Rare Diseases '25: Platform Biotechs & Pipelines+4.24%#47AI '26: Taiwanese Semis+4.23%#48Regulatory Testing '26: Food Safety & Testing+4.22%#49Humanoid '25: Power & Energy+4.16%#50Genomics '25: Sequencing Hardware+4.16%▼1Rare Diseases '25: RNA Therapy & Protein Mod-4.17%▼2Beauty '26: Asian Beauty-3.56%▼3Supply Shock in MidEast Long '26: Pure Car & Truck Carriers-3.49%▼4Genomics '25: Gene Editing & Genetic Meds-3.36%▼5Supply Shock in MidEast Long '26: Oil Tankers-2.94%▼6Global Defense '26: European Warfare & Defense-2.82%▼7Connectivity '24: Mission Critical Comms-2.72%▼8Space Supply Chain '26: Satellite Builders-2.59%▼9Global Defense '26: Korean Warfare & Defense-2.47%▼10Asian Restaurants '26: Hot Pot & Other Chinese Cuisine-2.46%▼11Modern Warfare '26: Defense Primes-2.38%▼12Euro Spend '26: European Shipbuilding-2.19%▼13Energy Bottleneck '26: Canadian Oil Sands-2.15%▼14Freight Transport '26: VLCCs-2.07%▼15Supply Shock in MidEast Long '26: Worldwide SpotRate Shippers-2.03%▼16MedTech Long '25: Wearable Health-2.00%▼17Retail Shopping '26: South Korean Retail-2.00%▼18Fiscal Spend '26: Saudi Defense Suppliers-2.00%▼19Space Supply Chain '26: Space Traffic Control & SDA-1.98%▼20China '24: HealthTech-1.98%▼21Passenger Transports '26: Chinese Airlines-1.97%▼22Real Food '25: Functional Protein-1.91%▼23Energy Bottleneck '26: US Integrated Energy Majors-1.90%▼24Video Games '25: Korean Game Makers-1.88%▼25Shipbuilding '26: East Asian Megayards-1.86%▼26Insurance Long '25: Core Insurers-1.79%▼27TrumpPolicy PreElection Long '24: EU Defense-1.78%▼28Natural Disasters Short '24: Reinsurance+1.75%▼29Furniture '26: Premium Furniture Retailers-1.74%▼30TrumpPolicy PreElection Short '24: US Defense+1.72%▼31China '26: Property Service Companies-1.71%▼32Regional Oil '26: Equatorial Margin & Frontiers-1.66%▼33Passenger Transports '26: Asia Pacific-1.64%▼34Regional Oil '26: Gulf of Mexico Deepwater-1.64%▼35Autonomous Vehicle Proliferation '26: Chinese Tires-1.64%▼36Oversupply Risk '26: Lithium-1.61%▼37Real Food '26: Eggs, Cheese & Other Dairy-1.58%▼38Data Owners '25: Creative IP & Licensed Content Libraries-1.55%▼39China '25: Demand Side-1.53%▼40Video & News '24: News & Publications-1.53%▼41Modern Warfare '26: Golden Dome-1.52%▼42Modern Warfare '26: Military Connectivity & Tactical Networks-1.50%▼43Global Defense '26: U.S. Warfare & Defense-1.47%▼44Consumer Attention '24: Chinese Social Media-1.47%▼45NatGas '25: Diversified Energy Producers-1.47%▼46Healthcare Long '25: AI-powered Healthcare IT-1.43%▼47Energy Services '26: Offshore Drillers-1.40%▼48Energy Sovereignty '26: Strait Disruption Asian Beneficiaries-1.37%▼49NatGas '26: Upstream & Land Optionality-1.36%▼50Natural Disasters Long '24: Risk Transfer & Analytics-1.36%
#1China '24: Semis & ICs+7.51%#2AI '26: Processor IP+7.06%#3Memory '26: HBM Testing+6.84%#4Memory '26: HBM Inspection, Packaging & Bonding+6.81%#5AI '25: Chip Back-End, Packaging & Design+6.78%#6Optical Connectivity '26: AI Optical Transceivers+6.71%#7AI '25: Chip Mfg & Tooling+6.64%#8Memory '26: High Bandwidth Memory+6.59%#9AI '26: Memory & Packaging+6.16%#10Memory '26: DRAM+6.08%#11MegaTech '26: Micron Complex+5.79%#12Connectivity '24: Optical Components+5.73%#13Genomics '25: Genomics Tools & Automation+5.71%#14AI '26: Semi Yield Analytics & Software+5.53%#15Optical Connectivity '26: Photonics Equipment+5.39%#16Space Supply Chain '26: China in Space+5.34%#17Cycle Short '24: Semi Equip-5.23%#18China '26: Semis+5.20%#19AI '24: Semi Mfg Equip+5.18%#20AI '26: Advanced Chip Packaging+5.16%#21EU Chips Act '26: Equipment & Upstream Materials+5.10%#22MedTech Long '25: Centralized Lab Diagnostics+5.05%#23AI '25: Active Components+5.01%#24Optical Connectivity '26: AI Network Systems+4.99%#25Memory '26: CXL / Memory Expansion+4.95%#26AI '26: Light & Copper Connectivity+4.90%#27AI Power '26: Power Ecosystem & Enablers+4.85%#28Humanoid '25: Tactile, Magnetic & Motion Sensors+4.76%#29Thematic Momo Short '25: AI Compute-4.67%#30AI '25: Wafer Processing+4.65%#31Euro Spend '26: EU Chips Act 2.0+4.65%#32Consumer Auto '26: U.S. Leasing and Rentals+4.59%#33US Airlines Short '24: Discount-4.53%#34AI '24: Machine Vision+4.52%#35AI Power '26: Active Power Mgmt+4.48%#36Optical Connectivity '26: Silicon Photonics & Optical Engines+4.47%#37Genomics '25: Molecular Diagnostics & Clinical Genomics+4.42%#38AI '26: Power Components+4.39%#39AI Power '26: Wide Bandgap & Discrete Power+4.35%#40EU Chips Act '26: Photonics, Connectivity & Edge AI+4.32%#41Data Centers '25: Optical & Fiber Systems+4.30%#42AI '26: CPUs+4.29%#43Memory '26: NAND / Flash+4.27%#44Euro Spend '25: Manufacturing & Industrial Automation+4.27%#45Genomics '25: Synthentic Biology & Biofoundries+4.25%#46Rare Diseases '25: Platform Biotechs & Pipelines+4.24%#47AI '26: Taiwanese Semis+4.23%#48Regulatory Testing '26: Food Safety & Testing+4.22%#49Humanoid '25: Power & Energy+4.16%#50Genomics '25: Sequencing Hardware+4.16%▼1Rare Diseases '25: RNA Therapy & Protein Mod-4.17%▼2Beauty '26: Asian Beauty-3.56%▼3Supply Shock in MidEast Long '26: Pure Car & Truck Carriers-3.49%▼4Genomics '25: Gene Editing & Genetic Meds-3.36%▼5Supply Shock in MidEast Long '26: Oil Tankers-2.94%▼6Global Defense '26: European Warfare & Defense-2.82%▼7Connectivity '24: Mission Critical Comms-2.72%▼8Space Supply Chain '26: Satellite Builders-2.59%▼9Global Defense '26: Korean Warfare & Defense-2.47%▼10Asian Restaurants '26: Hot Pot & Other Chinese Cuisine-2.46%▼11Modern Warfare '26: Defense Primes-2.38%▼12Euro Spend '26: European Shipbuilding-2.19%▼13Energy Bottleneck '26: Canadian Oil Sands-2.15%▼14Freight Transport '26: VLCCs-2.07%▼15Supply Shock in MidEast Long '26: Worldwide SpotRate Shippers-2.03%▼16MedTech Long '25: Wearable Health-2.00%▼17Retail Shopping '26: South Korean Retail-2.00%▼18Fiscal Spend '26: Saudi Defense Suppliers-2.00%▼19Space Supply Chain '26: Space Traffic Control & SDA-1.98%▼20China '24: HealthTech-1.98%▼21Passenger Transports '26: Chinese Airlines-1.97%▼22Real Food '25: Functional Protein-1.91%▼23Energy Bottleneck '26: US Integrated Energy Majors-1.90%▼24Video Games '25: Korean Game Makers-1.88%▼25Shipbuilding '26: East Asian Megayards-1.86%▼26Insurance Long '25: Core Insurers-1.79%▼27TrumpPolicy PreElection Long '24: EU Defense-1.78%▼28Natural Disasters Short '24: Reinsurance+1.75%▼29Furniture '26: Premium Furniture Retailers-1.74%▼30TrumpPolicy PreElection Short '24: US Defense+1.72%▼31China '26: Property Service Companies-1.71%▼32Regional Oil '26: Equatorial Margin & Frontiers-1.66%▼33Passenger Transports '26: Asia Pacific-1.64%▼34Regional Oil '26: Gulf of Mexico Deepwater-1.64%▼35Autonomous Vehicle Proliferation '26: Chinese Tires-1.64%▼36Oversupply Risk '26: Lithium-1.61%▼37Real Food '26: Eggs, Cheese & Other Dairy-1.58%▼38Data Owners '25: Creative IP & Licensed Content Libraries-1.55%▼39China '25: Demand Side-1.53%▼40Video & News '24: News & Publications-1.53%▼41Modern Warfare '26: Golden Dome-1.52%▼42Modern Warfare '26: Military Connectivity & Tactical Networks-1.50%▼43Global Defense '26: U.S. Warfare & Defense-1.47%▼44Consumer Attention '24: Chinese Social Media-1.47%▼45NatGas '25: Diversified Energy Producers-1.47%▼46Healthcare Long '25: AI-powered Healthcare IT-1.43%▼47Energy Services '26: Offshore Drillers-1.40%▼48Energy Sovereignty '26: Strait Disruption Asian Beneficiaries-1.37%▼49NatGas '26: Upstream & Land Optionality-1.36%▼50Natural Disasters Long '24: Risk Transfer & Analytics-1.36%

Recent commentary

See all commentary

No recent commentary on the feed yet. New notes appear here after they are published from the admin dashboard.