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Watchlist themes
10D theme return · last table update
Watchlist coverage themes sorted by last theme text-table update (20-day window on the home card). Percent is 10D theme return.
83 rows
- US Industrial Manf '26: Steel ProductionNo theme tables yet
- Supply Shock in MidEast Short '26: Global LogisticsNo theme tables yet
- Supply Shock in MidEast Long '26: ChemicalsNo theme tables yet
- Space Supply Chain '26: SatellitesNo theme tables yet
- Renewable Energy '26: Wind EnergyNo theme tables yet
- Renewable Energy '26: Renewable SupermajorsNo theme tables yet
- Optical Connectivity '26: PhotonicsNo theme tables yet
- Modern Warfare '26: Warfare in IranNo theme tables yet
- Modern Warfare '26: European Warfare & DefenseNo theme tables yet
- MedTech Long '25: Aging-Driven Procedures & CareNo theme tables yet
- Humanoid '26: Slop Bowl AutomationNo theme tables yet
- High Tax Refund '26: Recreation & ExperiencesNo theme tables yet
- High Tax Refund '26: Deferred HealthcareNo theme tables yet
- High Tax Refund '26: Debt & Credit PaydownNo theme tables yet
- GLP-1 Long '26: RNA Fat RedistributionNo theme tables yet
- GLP-1 Long '26: Peptide Producers/DesignersNo theme tables yet
- Fiscal Spend '25: SolarNo theme tables yet
- Euro Spend '26: European ShipbuildingNo theme tables yet
- Euro Spend '26: European Energy SovereigntyNo theme tables yet
- Edge AI Long '26: NPU + Mobile InferenceNo theme tables yet
- Cycle '26: Private CreditNo theme tables yet
- AI Power '26: Wide Bandgap & Discrete PowerNo theme tables yet
- AI Power '26: Power EnclosuresNo theme tables yet
- AI Power '26: Passive Components & PlumbingNo theme tables yet
- AI Power '26: Active Power MgmtNo theme tables yet
- AI '26: HBM Inspection, Packaging & BondingNo theme tables yet
- AI '26: Agentic Stablecoin UseNo theme tables yet