The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
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