Sectors & themes

Sectors

Semiconductors 9 Banks - Diversified 7 Drug Manufacturers - General 6 Oil & Gas Integrated 4 Software - Infrastructure 4 Capital Markets 3 Computer Hardware 3 Semiconductor Equipment & Materials 3 Aerospace & Defense 2 Auto Manufacturers 2 Credit Services 2 Discount Stores 2 Farm & Heavy Construction Machinery 2 Insurance - Diversified 2 Internet Content & Information 2 Internet Retail 2 Other Industrial Metals & Mining 2 Software - Application 2 Telecom Services 2

Themes

Artificial Intelligence 26 Star Tech Companies 21 ARK Portfolio 16 Nancy Pelosi Portfolio 16 Semiconductors 14 AI Chip 13 AI PC 13 Donald Trump 13 DeepSeek Beneficiaries 12 5G 11 Fed Rate Cut Beneficiaries 10 Intelligent driving concept stocks 10 Metaverse 10 Robotics 10 SaaS 10 Duan Yongping chicang gainian 9 AI glasses concept stocks 8 Asset Management 8 Autonomous Driving 8 BATMMAAN 8 Cloud Computing 8 Apple Ecosystem 6 Black Friday 6 Infectious Disease 6 SpaceX Ecosystem 6 Streaming Services 6 Brain-Computer Interface 5 CPU Concept 5 ESG Investing 5 Physical AI 5 Quantum Computing 5 Santa Rally 5 Top Retailers 5 Warren Buffett Portfolio 5 AI application software 4 Blockchain 4 CAR-T Therapy 4 Power semiconductor 4 Safe-Haven Assets 4 Smart Home 4 Stargate Concept Stocks 4 Virtual Reality 4 Cancer Research 3 Copper 3 Credit Card Payment 3 Cybersecurity 3 Data Center 3 Data storage stock 3 Digital Payment 3 Dividend Aristocrats 3 Japanese Companies 3 Optical Communication 3 Remote Work 3 Search Engine 3 Stablecoin concept 3 Weight Loss Drugs 3 Wireless Charging 3 China Concept Stocks 2 Defense 2 Electric Vehicles 2 Facial Recognition 2 Mpox (monkeypox) 2 Natural Gas 2 Nuclear Power 2 Shale Oil 2 Singles' Day Sales 2 Solar Power 2 Space 2

For reference only, not investment advice.