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 Jul 9, 2026, 5:31 PM ET. New feed rows appear after the next data publish.