Themes

Stocks by theme.

The stocks behind the themes people follow, from AI chips to homebuilders. Each list is checked by hand against the companies' own annual reports, with a line on why each one belongs.

Today, as of 7:39 PM ET: space stocks rose most, up 2.9% on average, and memory chip stocks fell most, down 3.8%.

Delayed 15+ min. Live for Pro members.

AI chips+2.3%14 stocks, 10 of 14 upCompanies that design or make the chips AI models are trained and run on, and the chips that connect them inside a data center.NVDA, TSM, and AVGO and 11 more
Quantum computing-1.0%9 stocks, 7 of 9 downCompanies whose main business is building quantum computers, the processors inside them, or the software that runs on them.IONQ, QBTS, and RGTI and 6 more
Nuclear and uranium+0.3%20 stocks, 11 of 20 downCompanies that mine uranium, turn it into reactor fuel, build reactors, or run nuclear power plants.CEG, VST, and CCJ and 17 more
Defense+0.6%32 stocks, 19 of 32 upCompanies that sell weapons, aircraft, ships, electronics, and services to the US military and its allies.RTX, BA, and LMT and 29 more
Space+2.9%23 stocks, 20 of 23 upCompanies that build rockets, spacecraft, and satellites, or sell services from their own satellites.SPCX, LMT, and NOC and 20 more
GLP-1 and obesity drugs-1.8%14 stocks, 13 of 14 downCompanies that sell or are developing GLP-1 drugs and other medicines for obesity, like the ones sold as Ozempic, Wegovy, Mounjaro, and Zepbound.LLY, AMGN, and NVO and 11 more
Data centers+2.3%44 stocks, 39 of 44 upCompanies that own and run data centers, rent out AI computing, or make the servers, networking, power, and cooling gear inside them.DELL, ANET, and APH and 41 more
AI power+2.2%13 stocks, 8 of 13 upPower producers and power-equipment makers that sell to data centers, whose demand for electricity has grown with AI.GEV, ETN, and SO and 10 more
EVs and batteries-0.7%13 stocks, 10 of 13 downCompanies that make electric vehicles, the batteries inside them, or the chargers they plug into.TSLA, RIVN, and LI and 10 more
Robotics-0.0%6 stocks, 3 of 6 upCompanies whose main business is building robots: surgical robots, factory and warehouse robots, delivery and service robots, and humanoids.ISRG, TER, and SYM and 3 more
Drones-0.1%12 stocks, 9 of 12 upCompanies that make drones, the systems that stop enemy drones, or the main parts and software they fly on.KTOS, AVAV, and ONDS and 9 more
Cybersecurity+0.7%25 stocks, 17 of 25 upCompanies whose main business is protecting networks, devices, accounts, and data from attack.PANW, CRWD, and FTNT and 22 more
Rare earths+0.0%10 stocks, 6 of 10 upCompanies that mine or process rare earths and other critical minerals, or make the magnets made from them.MP, USAR, and ALM and 7 more
Memory chips-3.8%6 stocks, 4 of 6 downCompanies that make memory chips, the DRAM and flash that hold data while it is used and stored, and the drives built from them.MU, SNDK, and STX and 3 more
AI software-1.6%7 stocks, 6 of 7 downCompanies whose main product is AI software: platforms for building and running AI models, and applications built on them.PLTR, HTFL, and SOUN and 4 more
Solar+2.4%13 stocks, 10 of 13 upCompanies that make solar panels, the inverters and trackers that go with them, or install solar on homes and businesses.FSLR, NXT, and MWH and 10 more
Gold and silver miners+0.5%51 stocks, 34 of 51 upCompanies that mine gold or silver, or earn royalties and streams on others' mines.NEM, AEM, and B and 48 more
Lithium+0.8%6 stocks, 4 of 6 downCompanies that mine lithium or turn it into the chemicals batteries are made from.SQM, ALB, and SGML and 3 more
Bitcoin miners+2.5%14 stocks, 14 of 14 upCompanies whose business is mining bitcoin in large data centers, many of which now also rent their power and buildings to AI companies.IREN, HUT, and WULF and 11 more
Shipping+1.2%29 stocks, 24 of 29 upCompanies that own ships and rent them out: oil and fuel tankers, dry bulk ships for ore and grain, container ships, and gas carriers.FRO, MATX, and CMBT and 26 more
Homebuilders-0.6%11 stocks, 6 of 11 downCompanies that build and sell new homes in the US.DHI, PHM, and LEN and 8 more

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