Groups
All groups
129 groups · 943 themes · 4,813 tickers
Communication Services
- Consumer AttentionSeems like we're all glued to our screens. Our Consumer Attention group peeks into the digital universe -- from social feeds and streaming to gaming -- to understand where our focus goes and the massive markets that follow.
- EducationFrom digital smarts to campus halls and classic classrooms, our Education group explores the ever-evolving world of learning. We're diving into everything that helps minds grow, from tech tools to trade schools.
- MusicCurious about the rhythm of music markets? Our Music group hits all the right notes, grooving through Asian music trends, artist management, publishing, live concerts, and the booming world of streaming and radio.
- Optical ConnectivityOptical Connectivity tracks the dazzling shift to light-speed photonics, driven by the AI data center boom. This group is all about the 'picks and shovels' powering this revolution, from optical transceivers to co-packaged optics, connecting the future.
- Political SpendThe magnitude of political ads swing states will have to endure this year is seismic. Our Political Spend group tracks the economic buzz around political advertising. We follow ad agencies, polling firms, and broadcasters as they ride the 2026 midterms and 2028 presidential election spending super cycle.
- Video & NewsFrom anime binges to breaking news, classic film channels to streaming sensations, our Video & News group covers the dynamic world of media and entertainment. Get the scoop on how we consume stories today.
- Video GamesStill waiting for GTA 6? Check out our video Games group exploring the global gaming arena, from leading Asian and European developers to crucial infrastructure, premium consoles, and necessary gaming accessories.
Consumer Discretionary
- Asian RestaurantsLooking for some spice? Our Asian Restaurants group dishes out views into the dynamic Chinese, Japanese, and Middle Eastern restaurant markets, covering everything from adobo to zongzi.
- BeautyWant to know how the beauty trend is looking? Our Beauty group explores the dynamic market of beauty retailers, cosmetics, make-up, skincare, and haircare, covering the trends and innovations shaping this vibrant industry.
- FurnitureGet comfy with the furniture market. Our group explores everything from mattress manufacturers to global and premium retailers, plus big box stores, covering diverse economic exposures.
- Global Home ImprovementSpruce up your info on the Global Home Improvement theme. We cover the worldwide market for retailers helping make homes better across the globe.
- HaveNots LongsHaveNots Longs includes companies that keep life affordable for everyone. We track businesses providing essential goods, services, and accessible fun for the value-conscious consumer, especially when budgets are stretched thin.
- HaveNots ShortsHaveNots Shorts tracks companies reliant on aspirational and affluent consumer spending. Think luxury travel, premium finance, and high-end homes. We're watching what happens if the wealth effect fades and discretionary budgets get a little less… discretionary.
- LooksmaxxingDive into Looksmaxxing, where we explore the latest in apparel, accessories, nutrition, and skincare. Discover how these markets are shaping personal aesthetics and well-being. Get ready to glow up!
- LuxuryStay in the know. Understand what luxury companies are trending with Luxury group. It tracks the economic trends shaping high-end automobiles, lavish homes, and unforgettable travel experiences. It's your peek into the premium market's pulse.
- Passenger TransportEver wonder what keeps the world flying? Our Passenger Transport group zeroes in on the bustling airport, airline & passenger rail sectors, exploring the economic engines driving global travel and connecting people across the globe.
- RecreationFrom slope operators and golf courses to cruises and casinos, our Recreation group covers all the fun stuff. It's your ticket to the consumer discretionary market for leisure activities and gear.
- RestaurantsTable for 1? This group serves up the whole shebang: from speedy drive-thrus and chain cafes to upscale dining and the suppliers keeping kitchens stocked. It's a full plate of the diverse restaurant market with the fixings.
- Retail ShoppingWindow shopping for some trending retailers? This group explores the dynamic world of retail. We track everything from physical stores to digital trends and the real estate that houses them. Cha-ching.
- Romantic GiftsGet your freak on by checking out our Romantic Gifts group. An intimate look at the market for delightful presents, from stylish clothes, accessories, and jewelry to fun and unique novelty items. Christmas, Valentine's Day, Mother's Day -- these companies benefit from them all.
- ShoesReady to walk the talk? This group covers everything from athletic sneakers to fancy heels, tracking the global footwear market. Discover trends in consumer spending, retail, and manufacturing across all your favorite shoe styles.
- Sporting GoodsGear up for adventure! Our Sporting Goods group tracks the market for everything from ski and mountain essentials to general sports equipment, reflecting consumer spending on active pursuits.
- Toys & HobbiesWhat toys are kids (and game-friendly adults) crawling towards? Follow with our Toys & Hobbies group. From classic board games and comics to cutting-edge electronic gadgets and musical instruments, we explore the playful side of consumer discretionary spending.
- ViralityWhat makes things click online? Our Virality group dives into the brands drawing buzz, from luxury and cosmetics to travel and resellers, exploring how social media and tech capture today's consumer wallets.
- World CupGet ready for the 2026 World Cup! This group tracks the buzz around travel, security, official merchandise, and the big brands making it all happen. It's more than just soccer; it's a global economic event.
Consumer Staples
- AlcoholAre the Gen Z's drinking yet? Our Alcohol group explores the global market for all things spirited. From craft beers and fine wines to potent spirits and essential drink mixers, we cover the worldwide pour. Bottoms Up!
- GrocersHungry for trends? Our Grocers group tracks grocery markets across North America, Europe, Asia, Africa, Latin America, India, and the Middle East. It's an encompassing look at essential consumer food markets around the world.
- Packaged FoodsFrom your morning brew to late-night munchies, our Packaged Foods group dives into the everyday essentials and delightful treats filling consumer baskets. We cover everything from coffee, meat and energy drinks to salty snacks and sweet confections.
- Real FoodWhat's for dinner? Our Real Food group explores the delicious world of ag food production, from farm-fresh fruits and veggies to all sorts of meats, dairy, seafood and alt proteins. Let's eat!
- Stagflation LongExpecting stagflation and want to navigate? Our Stagflation Long group focuses on resilient essentials: think healthcare, energy, hard assets, and everyday goods. This group is about finding stability when the economy gets crazy.
- Stagflation ShortInflation+Stagnant growth in your predictions? Stagflation Short tracks companies vulnerable to sticky inflation, tariffs, and consumers tightening their belts. This group looks at tech, platform, and discretionary spending under pressure during stagflation.
- TobaccoWhat are we smoking on? We've got the tobacco industry mapped -- from the nitty-gritty cigarette inputs to the buzzy next-gen nicotine and vapes. Explore the big global players and the local players shaping this evolving public market. Cigs in the house anyone?
Energy
- Energy BottleneckFeeling squeezed by energy demand? Our Energy Bottleneck group explores the nitty-gritty of global oil sands, integrated energy giants, and refining operations, keeping an eye on key market exposures.
- Energy ServicesCurious about the backbone of global energy? Our Energy Services group dives into the companies drilling, transporting, and equipping the world's energy infrastructure, essential for keeping the lights on and the world moving.
- Energy SovereigntyWho's powering the planet? Our Energy Sovereignty group explores how nations are securing their energy future, from US hydrocarbon dominance to Europe's independence quest, shaping global oil and gas markets.
- NatGasHow are different parts of the natural gas complex faring? Our NatGas group dives into the market's big shift! Surging LNG exports and hungry AI data centers are creating a demand-pull, driving structurally higher prices across the entire gas value chain, from producers to power generation.
- Regional OilEver wonder where the world's oil is hiding? Regional Oil dives into diverse global hotspots, from US shale plays like Permian and Bakken to deepwater and international frontiers. It's a wild ride through crude production!
- Renewable EnergyWondering how we'll power the future? Our Renewable Energy group explores everything from solar, wind, and nuclear to hydrogen and AI-driven grid tech. We're tracking the massive market shifts shaping a cleaner, more efficient energy landscape.