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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.
81 rows
- Supply Shock in MidEast Long '26: Energy CommoditiesEnergy CommoditiesSupply Shock in MidEast Long '26No theme tables yet
- Renewable Energy '26: Renewable SupermajorsRenewable SupermajorsRenewable Energy '26No theme tables yet
- New Age Financing '26: Buy Now Pay LaterBuy Now Pay LaterNew Age Financing '26No theme tables yet
- Modern Warfare '26: Warfare in IranWarfare in IranModern Warfare '26No theme tables yet
- Humanoid '26: Slop Bowl AutomationSlop Bowl AutomationHumanoid '26No theme tables yet
- Humanoid '25: Consumer Robots & Smart ChoresConsumer Robots & Smart ChoresHumanoid '25No theme tables yet
- GLP-1 Long '26: RNA Fat RedistributionRNA Fat RedistributionGLP-1 Long '26No theme tables yet
- GLP-1 Long '26: Peptide Producers/DesignersPeptide Producers/DesignersGLP-1 Long '26No theme tables yet
- Euro Spend '26: European ShipbuildingEuropean ShipbuildingEuro Spend '26No theme tables yet
- Euro Spend '26: European Energy SovereigntyEuropean Energy SovereigntyEuro Spend '26No theme tables yet
- Edge AI Long '26: NPU + Mobile InferenceNPU + Mobile InferenceEdge AI Long '26No theme tables yet
- Buying a House '26: Residential BrokeragesResidential BrokeragesBuying a House '26No theme tables yet
- Brokerages & Exchanges '26: Options & Retail DerivativesOptions & Retail DerivativesBrokerages & Exchanges '26No theme tables yet
- Brokerages & Exchanges '26: Global Exchange OperatorsGlobal Exchange OperatorsBrokerages & Exchanges '26No theme tables yet
- Agentic Utilities '26: Agentic PaymentsAgentic PaymentsAgentic Utilities '26No theme tables yet
- AI Power '26: Wide Bandgap & Discrete PowerWide Bandgap & Discrete PowerAI Power '26No theme tables yet
- AI Power '26: Active Power MgmtActive Power MgmtAI Power '26No theme tables yet
- AI '26: Upstream AI MaterialsUpstream AI MaterialsAI '26No theme tables yet
- AI '26: Pure Play FoundriesPure Play FoundriesAI '26No theme tables yet
- AI '26: Processor IPProcessor IPAI '26No theme tables yet
- AI '26: Precision Gas, Chemical & Vacuum ControlPrecision Gas, Chemical & Vacuum ControlAI '26No theme tables yet
- AI '26: HBM TestingHBM TestingAI '26No theme tables yet
- AI '26: HBM Inspection, Packaging & BondingHBM Inspection, Packaging & BondingAI '26No theme tables yet
- AI '25: Nvidia GPU ComplexNvidia GPU ComplexAI '25No theme tables yet