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Last 7 days · 129 tickers · 83 themes · Sep 10, 2026, 7:54 AM EDT
Tickers
SAILnoteSep 10INNVnoteSep 10SWMRSep 10CBRSSep 9LITESep 9DPROSep 9MNDYSep 9MMEDSep 9AMBQSep 8VGSep 8DPCSep 8CAVASep 8GLPSep 8ETL.PASep 8VSTSep 8ZSSep 8CIENSep 8PANWSep 8NTSKSep 8FROSep 8TIGRSep 8ARU.AUSep 8MGSep 7AIRSSep 7BSYSep 7AKAMSep 7USep 7GENSep 7QSRSep 7ATISep 7AFRMSep 7LYC.AUSep 7TRMDSep 7FUTUSep 7WOLFSep 7ILU.AUSep 7ZIP.AUSep 70388.HKSep 7BULLSep 7KLARSep 71810.HKSep 7FNSep 7AMATSep 7TWLOSep 6LNGSep 6MNSTSep 6TRGPSep 6NETSep 6HWMSep 6ABNBSep 6PHSep 6VPGSep 6CAPLSep 6AEVASep 6ALNTSep 6PATHSep 6PLSep 6GWRESep 6DOCUSep 6LWLGSep 6ABSISep 6NEO.TOSep 6MLABSep 6QUBTSep 6USARSep 6SNDASep 6EROKSep 6SDRLSep 6BKDSep 6PLUS.LSESep 6NHISep 6INSWSep 6FERGSep 6RPIDSep 6ACMRSep 6LPTHpreSep 6ATENSep 5SEDGSep 5RDWSep 5SHAKSep 5FSLYSep 5DIODSep 5VSHSep 5DKSep 5CHHSep 5EESep 5HPSep 5MTRNSep 5DAVESep 5CWENSep 5DUOLSep 5LBSep 5MTDRSep 5AVGOSep 5SHA0.XETRASep 5MPSep 5AHRSep 5MTSISep 5SIE.XETRASep 5ORCLpreSep 5RRXSep 4MUSASep 4CHYMSep 4SITMSep 4CRLSep 4PRSep 4CWSep 4TPLSep 4SNSep 4SYMSep 4ATOSep 4IFX.XETRASep 4GLEN.LSESep 4MELISep 4PSXSep 4UBERSep 4SHLSSep 4JSE.JOSep 4BRBRSep 4AMS.SWSep 4NGLSep 43933.HKSep 4CRDOSep 4RARESep 4SDGRSep 4LTCSep 4LEUSep 4ABCLSep 4LSCCSep 3
SAILnoteSep 10INNVnoteSep 10SWMRSep 10CBRSSep 9LITESep 9DPROSep 9MNDYSep 9MMEDSep 9AMBQSep 8VGSep 8DPCSep 8CAVASep 8GLPSep 8ETL.PASep 8VSTSep 8ZSSep 8CIENSep 8PANWSep 8NTSKSep 8FROSep 8TIGRSep 8ARU.AUSep 8MGSep 7AIRSSep 7BSYSep 7AKAMSep 7USep 7GENSep 7QSRSep 7ATISep 7AFRMSep 7LYC.AUSep 7TRMDSep 7FUTUSep 7WOLFSep 7ILU.AUSep 7ZIP.AUSep 70388.HKSep 7BULLSep 7KLARSep 71810.HKSep 7FNSep 7AMATSep 7TWLOSep 6LNGSep 6MNSTSep 6TRGPSep 6NETSep 6HWMSep 6ABNBSep 6PHSep 6VPGSep 6CAPLSep 6AEVASep 6ALNTSep 6PATHSep 6PLSep 6GWRESep 6DOCUSep 6LWLGSep 6ABSISep 6NEO.TOSep 6MLABSep 6QUBTSep 6USARSep 6SNDASep 6EROKSep 6SDRLSep 6BKDSep 6PLUS.LSESep 6NHISep 6INSWSep 6FERGSep 6RPIDSep 6ACMRSep 6LPTHpreSep 6ATENSep 5SEDGSep 5RDWSep 5SHAKSep 5FSLYSep 5DIODSep 5VSHSep 5DKSep 5CHHSep 5EESep 5HPSep 5MTRNSep 5DAVESep 5CWENSep 5DUOLSep 5LBSep 5MTDRSep 5AVGOSep 5SHA0.XETRASep 5MPSep 5AHRSep 5MTSISep 5SIE.XETRASep 5ORCLpreSep 5RRXSep 4MUSASep 4CHYMSep 4SITMSep 4CRLSep 4PRSep 4CWSep 4TPLSep 4SNSep 4SYMSep 4ATOSep 4IFX.XETRASep 4GLEN.LSESep 4MELISep 4PSXSep 4UBERSep 4SHLSSep 4JSE.JOSep 4BRBRSep 4AMS.SWSep 4NGLSep 43933.HKSep 4CRDOSep 4RARESep 4SDGRSep 4LTCSep 4LEUSep 4ABCLSep 4LSCCSep 3
Theme tables
Industrial Manf '26: Digital Twin SoftwareSep 10AI '26: Vibe Coding ToolsSep 10Regulatory Testing '26: Compliance SoftwareSep 10AI '26: Data SovereigntySep 10Supply Shock in MidEast Long '26: Urea & NitrogenSep 10Music '26: ConcertsSep 10MedTech Long '26: Consumerized HealthcareSep 10MedTech Long '25: Diagnostic PlatformsSep 10Edge AI Long '26: AI WearablesSep 10MedTech Long '25: Cancer Diagnostics, Platforms & CareSep 10Drones '26: Mission Payload & IntelligenceSep 10Drones '26: Drone OEMs & C-UASSep 10Brokerages & Exchanges '26: Crypto Brokerages & TradingSep 10Buying a House '26: Residential BrokeragesSep 10Agentic Utilities '26: Agentic PaymentsSep 10Modern Warfare '26: IntegratorsSep 10Software '26: Legal TechSep 10Memory '26: CXL / Memory ExpansionSep 10Child Care '24: DaycareSep 10AI '25: Phase 2 DistributionSep 10AI Bottleneck '26: Upstream AI MaterialsSep 9AI '26: Intelligence Infrastructure SupercycleSep 9World Cup '26: SecuritySep 9High Tax Refund '26: Deferred HealthcareSep 9Space Supply Chain '26: Space Traffic Control & SDASep 9Cycle Long '25: Travel Laggards ReboundSep 9Space Supply Chain '26: Satellite BuildersSep 9Stagflation Short '25: Platform Econ Under PressureSep 9Space Supply Chain '26: Ground Systems & Earth StationsSep 9Global Defense '26: China Warfare & DefenseSep 9Modern Warfare '26: ISRSep 9Chips '26: Integrated Device ManufacturersSep 9AI '26: Memory & PackagingSep 8AI '26: Big 7Sep 8Modern Warfare '26: Tier 1 SuppliersSep 8Modern Warfare '26: SubmarinesSep 8Modern Warfare '26: SONAR & Subsea SystemsSep 8Memory '26: Graphics & Mobile MemorySep 8Global Defense '26: U.S. Warfare & DefenseSep 8Biotech '26: Established PharmaSep 8Archetypes '26: U.S. InfluencerSep 7China '24: Chinese Consumer Food/HPCSep 7AI Short '26: AI-Obsolete SoftwareSep 7Recreation '24: CruisesSep 7Supply Shock in MidEast Short '26: Global LogisticsSep 7Packaged Foods '26: Non-Coffee BeveragesSep 7MedTech Long '25: Consumer PlatformsSep 7Modern Warfare '26: Greenland & Arctic DefenseSep 7Data Centers '26: Crpyto-to-AI Compute ConversionSep 7Memory '26: DRAMSep 7Fiscal Spend '26: Citizen SurveillanceSep 7Euro Spend '26: EU Chips Act 2.0Sep 7Memory '26: HBM Inspection, Packaging & BondingSep 7Energy Services '26: Oilfield Services & EquipmentSep 6Chips '26: Processor IPSep 6AI Bottleneck '26: Advanced Chip PackagingSep 6Modern Warfare '26: Lasers & Directed Energy WeaponsSep 6Space Supply Chain '26: Satellite OperatorsSep 6Homebuilding '26: Home Improvement, Installers & DistributionSep 6Grocers '26: C-StoresSep 6Freight Transport '26: VLCCsSep 6Buying a House '26: Home Improvement RetailersSep 5Brokerages & Exchanges '26: Retail & Digital BrokerageSep 5Airplanes '26: Aircraft Components & SystemsSep 5AI '26: Power ComponentsSep 5AI '26: Mizuho Most AI-Resilient SoftwareSep 5Restaurants '26: Fast FoodSep 5Atoms Bits Long '26: SuperalloysSep 5AI '26: AI Insulated REITsSep 5Space Supply Chain '26: Surveillance SatellitesSep 5AI '26: Citizen DevOpsSep 4Edge AI Long '24: Device Connectivity & IoTSep 4Modern Warfare '26: Golden DomeSep 4Edge AI Long '24: Device ComponentsSep 4Modern Warfare '26: Defense Electronics & ComponentsSep 4Quantum Computers '25: Quantum ComputingSep 4MegaTech '26: Micron ComplexSep 4China '24: FinTechSep 4Toys & Hobbies '25: Electronic Toys & HobbiesSep 4Fiscal Spend '26: Critical Infra DefenseSep 4Buying a House '26: Electric & Smart HomeSep 4Brokerages & Exchanges '26: Retail Trading ConsolidationSep 4Space Supply Chain '26: SpaceX EcosystemSep 4
Industrial Manf '26: Digital Twin SoftwareSep 10AI '26: Vibe Coding ToolsSep 10Regulatory Testing '26: Compliance SoftwareSep 10AI '26: Data SovereigntySep 10Supply Shock in MidEast Long '26: Urea & NitrogenSep 10Music '26: ConcertsSep 10MedTech Long '26: Consumerized HealthcareSep 10MedTech Long '25: Diagnostic PlatformsSep 10Edge AI Long '26: AI WearablesSep 10MedTech Long '25: Cancer Diagnostics, Platforms & CareSep 10Drones '26: Mission Payload & IntelligenceSep 10Drones '26: Drone OEMs & C-UASSep 10Brokerages & Exchanges '26: Crypto Brokerages & TradingSep 10Buying a House '26: Residential BrokeragesSep 10Agentic Utilities '26: Agentic PaymentsSep 10Modern Warfare '26: IntegratorsSep 10Software '26: Legal TechSep 10Memory '26: CXL / Memory ExpansionSep 10Child Care '24: DaycareSep 10AI '25: Phase 2 DistributionSep 10AI Bottleneck '26: Upstream AI MaterialsSep 9AI '26: Intelligence Infrastructure SupercycleSep 9World Cup '26: SecuritySep 9High Tax Refund '26: Deferred HealthcareSep 9Space Supply Chain '26: Space Traffic Control & SDASep 9Cycle Long '25: Travel Laggards ReboundSep 9Space Supply Chain '26: Satellite BuildersSep 9Stagflation Short '25: Platform Econ Under PressureSep 9Space Supply Chain '26: Ground Systems & Earth StationsSep 9Global Defense '26: China Warfare & DefenseSep 9Modern Warfare '26: ISRSep 9Chips '26: Integrated Device ManufacturersSep 9AI '26: Memory & PackagingSep 8AI '26: Big 7Sep 8Modern Warfare '26: Tier 1 SuppliersSep 8Modern Warfare '26: SubmarinesSep 8Modern Warfare '26: SONAR & Subsea SystemsSep 8Memory '26: Graphics & Mobile MemorySep 8Global Defense '26: U.S. Warfare & DefenseSep 8Biotech '26: Established PharmaSep 8Archetypes '26: U.S. InfluencerSep 7China '24: Chinese Consumer Food/HPCSep 7AI Short '26: AI-Obsolete SoftwareSep 7Recreation '24: CruisesSep 7Supply Shock in MidEast Short '26: Global LogisticsSep 7Packaged Foods '26: Non-Coffee BeveragesSep 7MedTech Long '25: Consumer PlatformsSep 7Modern Warfare '26: Greenland & Arctic DefenseSep 7Data Centers '26: Crpyto-to-AI Compute ConversionSep 7Memory '26: DRAMSep 7Fiscal Spend '26: Citizen SurveillanceSep 7Euro Spend '26: EU Chips Act 2.0Sep 7Memory '26: HBM Inspection, Packaging & BondingSep 7Energy Services '26: Oilfield Services & EquipmentSep 6Chips '26: Processor IPSep 6AI Bottleneck '26: Advanced Chip PackagingSep 6Modern Warfare '26: Lasers & Directed Energy WeaponsSep 6Space Supply Chain '26: Satellite OperatorsSep 6Homebuilding '26: Home Improvement, Installers & DistributionSep 6Grocers '26: C-StoresSep 6Freight Transport '26: VLCCsSep 6Buying a House '26: Home Improvement RetailersSep 5Brokerages & Exchanges '26: Retail & Digital BrokerageSep 5Airplanes '26: Aircraft Components & SystemsSep 5AI '26: Power ComponentsSep 5AI '26: Mizuho Most AI-Resilient SoftwareSep 5Restaurants '26: Fast FoodSep 5Atoms Bits Long '26: SuperalloysSep 5AI '26: AI Insulated REITsSep 5Space Supply Chain '26: Surveillance SatellitesSep 5AI '26: Citizen DevOpsSep 4Edge AI Long '24: Device Connectivity & IoTSep 4Modern Warfare '26: Golden DomeSep 4Edge AI Long '24: Device ComponentsSep 4Modern Warfare '26: Defense Electronics & ComponentsSep 4Quantum Computers '25: Quantum ComputingSep 4MegaTech '26: Micron ComplexSep 4China '24: FinTechSep 4Toys & Hobbies '25: Electronic Toys & HobbiesSep 4Fiscal Spend '26: Critical Infra DefenseSep 4Buying a House '26: Electric & Smart HomeSep 4Brokerages & Exchanges '26: Retail Trading ConsolidationSep 4Space Supply Chain '26: SpaceX EcosystemSep 4

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  • TENTENTsakos Energy Navigation Limited
    +4.2%Sep 10
  • ORCLORCLOracle Corporation
    +7.2%Sep 10
  • LPTHLPTHLightPath Technologies, Inc.
    -9.7%Sep 10
  • SAILSAILSailPoint, Inc.
    -11.3%Sep 9
  • AVAVAVAVAeroVironment, Inc.
    -4.8%Sep 9
  • INNVINNVInnovage Holding Corp.
    +1.6%Sep 8
  • CIENCIENCiena Corporation
    -10.7%Sep 3
  • PLPLPlanet Labs PBC
    -13.8%Sep 3
  • GWREGWREGuidewire Software, Inc.
    -30.9%Sep 3
  • DOCUDOCUDocuSign, Inc.
    +0.7%Sep 3
  • PATHPATHUiPath Inc.
    -25.2%Sep 3
  • ZSZSZscaler, Inc.
    -9.8%Sep 3
  • FPSFPSForgent Power Solutions, Inc.
    +1.9%Sep 2
  • AVGOAVGOBroadcom Inc.
    -1.2%Sep 2
  • NTSKNTSKNetskope, Inc. Class A Common Stock
    -4.2%Sep 2
  • CRDOCRDOCredo Technology Group Holding Ltd
    -27.9%Sep 1
  • PANWPANWPalo Alto Networks, Inc.
    -9.8%Sep 1
  • MFD.AUMFD.AUMayfield Childcare Limited
    -12.3%Sep 1
  • SAICSAICScience Applications International Corporation
    +0.2%Aug 31
  • FROFROFrontline Plc
    +6.8%Aug 31

Upcoming earnings

Next 14 days · portfolio weight when held

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  • AVIO.MIAVIO.MIAvio S.p.A. · BMO
    Sep 10
  • TENTENTsakos Energy Navigation Limited · BMO
    Sep 10
  • ORCLORCLOracle Corporation · AMC
    3.5% wtSep 10
  • LPTHLPTHLightPath Technologies, Inc. · AMC
    3.5% wtSep 10
  • ADBEADBEAdobe Inc. · AMC
    Sep 10
  • FEIMFEIMFrequency Electronics, Inc. · AMC
    Sep 10
  • FPSFPSForgent Power Solutions, Inc. · BMO
    Sep 15
  • MANUMANUManchester United plc · BMO
    Sep 16

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