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Themes
All themes
1032 themes, sorted alphabetically.
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Agentic Utilities '26: Agentic Payments
Agentic Utilities · 8 tickers
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Agentic Utilities '26: Agentic Systems of Action
Agentic Utilities · 15 tickers
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Agentic Utilities '26: Backbone Infra
Agentic Utilities · 8 tickers
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Agentic Utilities '26: CDNs
Agentic Utilities · 5 tickers
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Agentic Utilities '26: Deterministic Telemetry
Agentic Utilities · 15 tickers
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Agentic Utilities '26: Edge Compute & API Layer
Agentic Utilities · 8 tickers
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Agentic Utilities '26: Governance & Zerotrust
Agentic Utilities · 12 tickers
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Agentic Utilities '26: Last Mile Telephony
Agentic Utilities · 9 tickers
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AI '24: AI Software
AI · 9 tickers
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AI '24: Cloud Computing
AI · 6 tickers
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AI '24: DC Infra & Automation
AI · 13 tickers
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AI '24: Digital Consumer Data
AI · 21 tickers
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AI '24: Electronic Components
AI · 18 tickers
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AI '24: Machine Vision
AI · 5 tickers
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AI '24: Manf & Foundries
AI · 11 tickers
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AI '24: Semi Mfg Equip
AI · 17 tickers
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AI '24: Taiwan Phase 1 AI
AI · 20 tickers
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AI '25: AI-Ready Design
AI · 17 tickers
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AI '25: Apps & Edge Deployment
AI · 24 tickers
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AI '25: Chip Mfg & Tooling
AI · 22 tickers
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AI '25: Cloud Platform & Software
AI · 17 tickers
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AI '25: Consumer Attention
AI · 11 tickers
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AI '25: Data Center Interconnects
AI · 14 tickers
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AI '25: Data Center Power & Servers
AI · 22 tickers
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AI '25: Data Owners
AI · 32 tickers
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AI '25: DC Connectivity
AI · 12 tickers
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AI '25: DC Connectivity & Power
AI · 18 tickers
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AI '25: DC Power Infrastructure
AI · 13 tickers
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AI '25: Healthcare Applications
AI · 7 tickers
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AI '25: Japan AI
AI · 3 tickers
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AI '25: Phase 2 Deployment
AI · 21 tickers
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AI '25: Phase 2 Distribution
AI · 16 tickers
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AI '25: Platform Data Flywheel
AI · 18 tickers
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AI '25: Power, Cooling & Electric Infrastructure
AI · 10 tickers
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AI '25: Semis & Memory
AI · 15 tickers
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AI '25: Servers, Storage & Compute Systems
AI · 9 tickers
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AI '26: AI Insulated REITs
AI · 9 tickers
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AI '26: Big 7
AI · 7 tickers
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AI '26: Citizen DevOps
AI · 14 tickers
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AI '26: Data Center Equip Recycler
AI · 5 tickers
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AI '26: Data Sovereignty
AI · 16 tickers
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AI '26: Intelligence Infrastructure Supercycle
AI · 14 tickers
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AI '26: Japan AI Supply Chain
AI · 8 tickers
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AI '26: Light & Copper Connectivity
AI · 14 tickers
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AI '26: Memory & Packaging
AI · 7 tickers
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AI '26: Mizuho Most AI-Resilient Software
AI · 8 tickers
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AI '26: Neoclouds
AI · 12 tickers
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AI '26: ODMs
AI · 11 tickers
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AI '26: Photonics
AI · 22 tickers
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AI '26: Power Components
AI · 16 tickers
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AI '26: Vibe Coding Tools
AI · 12 tickers
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AI Bottleneck '25: Active Components
AI Bottleneck · 14 tickers
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AI Bottleneck '25: Passive Electr Components
AI Bottleneck · 13 tickers
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AI Bottleneck '26: Advanced Chip Packaging
AI Bottleneck · 13 tickers
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AI Bottleneck '26: Downstream AI Materials
AI Bottleneck · 23 tickers
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AI Bottleneck '26: Midstream AI Materials
AI Bottleneck · 26 tickers
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AI Bottleneck '26: MLCCs
AI Bottleneck · 9 tickers
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AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control
AI Bottleneck · 10 tickers
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AI Bottleneck '26: Upstream AI Materials
AI Bottleneck · 32 tickers
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AI Power '26: Active Power Mgmt
AI Power · 13 tickers
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AI Power '26: Passive Components & Plumbing
AI Power · 12 tickers
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AI Power '26: Power Ecosystem & Enablers
AI Power · 12 tickers
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AI Power '26: Power Enclosures
AI Power · 8 tickers
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AI Power '26: Wide Bandgap & Discrete Power
AI Power · 14 tickers
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AI Short '25: Expected AI Losers
AI Short · 28 tickers
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AI Short '26: AI-Obsolete Software
AI Short · 15 tickers
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AI Short '26: Mizuho Least AI-Resilient Software
AI Short · 8 tickers
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AI Short '26: White Collar Income & Credit Stress
AI Short · 10 tickers
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Airplanes '26: Aircraft Components & Systems
Airplanes · 11 tickers
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Airplanes '26: Aircraft Manufacturers
Airplanes · 13 tickers
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Airplanes '26: eVTOL & Urban Air Mobility
Airplanes · 12 tickers
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Airplanes '26: MROs
Airplanes · 7 tickers
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Alcohol '26: Drink Mixers
Alcohol · 4 tickers
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Alcohol '26: Global Brewers
Alcohol · 15 tickers
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Alcohol '26: Global Spirits
Alcohol · 19 tickers
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Alcohol '26: Global Wines
Alcohol · 33 tickers
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Alt & Market Data '24: Commercial Data
Alt & Market Data · 10 tickers
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Alt & Market Data '24: Consumer Data
Alt & Market Data · 12 tickers
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Alt & Market Data '24: Market Data
Alt & Market Data · 12 tickers
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Alt & Market Data '26: Risk Analytics
Alt & Market Data · 8 tickers
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Archetypes '24: Attainable Luxury
Archetypes · 22 tickers
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Archetypes '24: Disaffected Young Men
Archetypes · 17 tickers
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Archetypes '25: Intense Travel Dads
Archetypes · 14 tickers
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Archetypes '25: Trad Wives
Archetypes · 20 tickers
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Archetypes '26: Hobbymaxxers
Archetypes · 16 tickers
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Archetypes '26: Optimizers
Archetypes · 17 tickers
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Archetypes '26: U.S. Influencer
Archetypes · 26 tickers
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Asian Restaurants '26: Hot Pot & Other Chinese Cuisine
Asian Restaurants · 15 tickers
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Asian Restaurants '26: Middle East Locations
Asian Restaurants · 5 tickers
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Asian Restaurants '26: Sushi, Izakaya & Japanese Cuisine
Asian Restaurants · 19 tickers
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Asset Managers '26: Alt Asset Managers
Asset Managers · 15 tickers
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Asset Managers '26: Custodians
Asset Managers · 12 tickers
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Asset Managers '26: Specialized & Boutique
Asset Managers · 12 tickers
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Asset Managers '26: Trad Asset Managers
Asset Managers · 15 tickers
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Asset Managers '26: Wealth & Private Banking
Asset Managers · 14 tickers
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Atoms Bits Long '26: AI Materials
Atoms Bits Long · 6 tickers
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Atoms Bits Long '26: Aluminum, Beryllium & Titanium
Atoms Bits Long · 12 tickers
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Atoms Bits Long '26: Carbon Fiber & Carbon Steel
Atoms Bits Long · 5 tickers
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Atoms Bits Long '26: Construction & Mining Equipment
Atoms Bits Long · 9 tickers
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Atoms Bits Long '26: Electronic Chemicals
Atoms Bits Long · 6 tickers