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Theme activity feed

This page lists changes to stockthemes.ai theme baskets: new themes, constituent adds and removes, weight updates, and thesis or research-note refreshes.

Events are generated when our data pipeline publishes an updated manifest—typically after the daily ETL run, with additional updates when intraday jobs refresh holdings or performance.

The homepage shows a short recent slice; here you can browse the full history.

For editorial market notes (not basket changelog entries), see market commentary.

Manifest last published . New feed rows appear after the next data publish.

Aug 23, 09:40 AM
Music '26: Concerts — text tables updatedThesis update
Themes: Music '26: Concerts
Aug 22, 09:39 AM
AI '26: Big 7 — text tables updatedThesis update
Themes: AI '26: Big 7
Aug 20, 05:50 PM
Atoms Bits Long '26: SuperalloysTheme updated
600549.SHG, ELMT, KMT removed; 300034.SHE, 688231.SHG, 301522.SHE, 300855.SHE, MIDHANI.NS, 5471.T, APAM.AS added; +4 more changes
Aug 14, 10:18 PM
Alcohol '26: Global WinesTheme updated
ESME.BE, GBSMF removed; AVG.AU, FWL.NZ, SANTARITA.SN, 603779.SHG, 000869.SHE, DGL.NZ, IWB.MI, VSPT.SN added; +20 more changes
Aug 14, 09:33 PM
Casinos '24: Online Sports BettingTheme updated
GWIN, KIND-SDB.ST, PYTCF, SBET removed; CDRO, EVOK.LSE, KAMBI.ST, ACX.XETRA, SRAD, GENI added; +3 more changes