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10D % · 50 gainers · 50 losers · Oct 4, 2026, 4:13 AM ET · Theme returns#1Genomics '25: Sequencing Platforms & Instruments+17.73%#2MedTech Long '25: Diagnostic Platforms+14.40%#3Thematic Momo Short '25: Web & Digital Monetization+13.43%#4Memory '26: HBM Testing+12.98%#5Optical Connectivity '26: Photonics Equipment+12.34%#6Optical Connectivity '26: Photonics Substrates & Materials+11.51%#7AI Power '26: Wide Bandgap & Discrete Power+10.88%#8Supply Shock in MidEast Long '26: Oil Tankers+10.79%#9Recreation '24: Cruises+10.52%#10AI Power '26: Power Ecosystem & Enablers+10.13%#11Chips '26: Semi Yield Analytics & Software+9.97%#12AI '24: Semi Mfg Equip+9.84%#13AI Bottleneck '26: Advanced Chip Packaging+9.40%#14MedTech Long '25: Cancer Diagnostics, Platforms & Care+9.38%#15MegaTech '26: Micron Complex+9.09%#16AI '26: Power Components+9.06%#17Memory '26: High Bandwidth Memory+8.97%#18Memory '26: Korean Semis & Memory+8.83%#19Chips '25: Chip Back-End, Packaging & Design+8.75%#20Chips '25: Wafer Processing+8.56%#21AI '25: Chip Mfg & Tooling+8.54%#22AI Bottleneck '25: Active Components+8.42%#23Connectivity '24: Optical Components+8.33%#24AI Bottleneck '26: MLCCs+8.26%#25AI Power '26: Power Enclosures+8.00%#26AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control+7.92%#27Energy Bottleneck '26: US Refiners+7.84%#28AI Bottleneck '25: Passive Electr Components+7.68%#29GLP-1 Short '24: Obesity-Linked MedTech+7.57%#30Thematic Momo Short '25: AI-Enabled Work, CX & Marketplaces+7.11%#31Memory '26: HBM Inspection, Packaging & Bonding+6.98%#32Humanoid '25: Tactile, Magnetic & Motion Sensors+6.93%#33AI Power '26: Active Power Mgmt+6.84%#34AI Bottleneck '26: Midstream AI Materials+6.78%#35AI '26: Data Sovereignty+6.77%#36AI '26: Japan AI Supply Chain+6.67%#37Quantum Computers '25: Quantum Infra & Components+6.39%#38EU Chips Act '26: Equipment & Upstream Materials+6.28%#39Atoms Bits Long '26: Adv Semi Process Materials+6.28%#40Chips '26: Taiwanese Semis+6.22%#41Optical Connectivity '26: Interconnect Electrical & Copper+6.12%#42Chemicals '26: Electronic & Semiconductor Chemicals+5.88%#43MedTech Long '25: Centralized Lab Diagnostics+5.86%#44Edge AI Long '26: NPU + Mobile Inference+5.79%#45AI Power '26: Passive Components & Plumbing+5.75%#46AI '26: Photonics+5.47%#47Humanoid '25: Compute & Edge AI+5.43%#48Genomics '25: Genomics Tools, Reagents & Workflows+5.43%#49TrumpPolicy PreElection Short '24: Green Energy+5.42%#50Fiscal Spend '24: Wire and Cable+5.33%▼1Trump Grift Era '25: Buying Trumpcoin-23.55%▼2Autonomous Vehicles '25: Autonomous Trucking & Freight-16.81%▼3Nuclear '25: Uranium Developers & Emerging Supply-15.52%▼4Cannabis '24: U.S. Cannabis Operators & MSOs-14.94%▼5Buying a House '26: Warranties & Titles-14.65%▼6Global Home Improvement '26: U.S. & Canada Home Improvement-14.31%▼7Data Centers '26: Crypto-to-AI Compute Conversion-13.47%▼8Renewable Energy '26: Long-Duration Energy Storage-12.74%▼9Brokerages & Exchanges '26: Crypto Brokerages & Trading-12.72%▼10Biotech '26: Psychedelic Drugs-12.26%▼11MedTech Long '24: Medical Devices-12.25%▼12Crypto '26: Digital Asset Management, Custody & Institutional Services-12.25%▼13Crypto '26: Bitcoin Mining & Hashrate Infrastructure-12.13%▼14Rare Diseases '25: Gene Therapy & Genetic Med-11.93%▼15Hospitals '26: Mobile Health & Medical Transport-11.25%▼16Trump Grift Era '25: Trump Media-11.17%▼17Nuclear '25: Uranium Miners & Producers-10.92%▼18Alcohol '26: Drink Mixers-10.82%▼19Biotech '24: GLP1-10.57%▼20Atoms Bits Long '26: Tungsten Supply Chain-10.49%▼21Genomics '25: Gene Editing & Genetic Meds-10.47%▼22Crypto '26: Ethereum & Altcoin Treasury Companies-10.44%▼23Rare Earths '25: Advanced Miners-10.32%▼24MedTech Long '25: Elective Aesthetics-10.32%▼25Fiscal Spend '25: Uranium-10.27%▼26Cannabis '24: Int'l Medical Cannabis-10.25%▼27Fiscal Spend '26: Domestic Magnet Supply Chain-10.24%▼28Data Owners '25: Creative IP & Licensed Content Libraries-10.19%▼29Buying a House '26: Home Improvement Retailers-10.19%▼30MedTech Long '25: Neuromodulation & Neurotechnology Devices-10.09%▼31Auto OEMs '24: European Auto OEMs-10.01%▼32Oversupply Risk '26: Lithium-9.81%▼33Buying a House '26: Home Mortgages-9.81%▼34Nuclear '25: SMRs, Microreactors & Advanced Reactors-9.67%▼35Trump Grift Era '25: Trump Bro Invested-9.62%▼36China '24: Tech Hardware & Infra-9.61%▼37Biotech '24: Pharma/Therapeutics-9.54%▼38Gig Economy '25: Digital Casino-9.51%▼39Modern Warfare '26: Greenland Rare Earths-9.51%▼40China '24: FinTech-9.50%▼41Casinos '24: Gaming Solutions-9.45%▼42Supply Shock in MidEast Long '26: Potash & Phosphate-9.33%▼43Crypto '26: Staking, Validators & Blockchain Infrastructure-9.32%▼44MedTech Long '24: Trump-Favorable Regs-9.14%▼45Infra Built in ZIRP '25: RE & PropTech-9.12%▼46GLP-1 Long '24: Pharma-9.07%▼47Rare Earths '25: Rare Earth Refining-9.06%▼48GLP-1 Long '26: RNA Fat Redistribution-9.02%▼49Cannabis '24: Cannabis Picks & Shovels-8.95%▼50Buying a House '24: Pool & Pool Maintenance-8.88%
#1Genomics '25: Sequencing Platforms & Instruments+17.73%#2MedTech Long '25: Diagnostic Platforms+14.40%#3Thematic Momo Short '25: Web & Digital Monetization+13.43%#4Memory '26: HBM Testing+12.98%#5Optical Connectivity '26: Photonics Equipment+12.34%#6Optical Connectivity '26: Photonics Substrates & Materials+11.51%#7AI Power '26: Wide Bandgap & Discrete Power+10.88%#8Supply Shock in MidEast Long '26: Oil Tankers+10.79%#9Recreation '24: Cruises+10.52%#10AI Power '26: Power Ecosystem & Enablers+10.13%#11Chips '26: Semi Yield Analytics & Software+9.97%#12AI '24: Semi Mfg Equip+9.84%#13AI Bottleneck '26: Advanced Chip Packaging+9.40%#14MedTech Long '25: Cancer Diagnostics, Platforms & Care+9.38%#15MegaTech '26: Micron Complex+9.09%#16AI '26: Power Components+9.06%#17Memory '26: High Bandwidth Memory+8.97%#18Memory '26: Korean Semis & Memory+8.83%#19Chips '25: Chip Back-End, Packaging & Design+8.75%#20Chips '25: Wafer Processing+8.56%#21AI '25: Chip Mfg & Tooling+8.54%#22AI Bottleneck '25: Active Components+8.42%#23Connectivity '24: Optical Components+8.33%#24AI Bottleneck '26: MLCCs+8.26%#25AI Power '26: Power Enclosures+8.00%#26AI Bottleneck '26: Precision Gas, Chemical & Vacuum Control+7.92%#27Energy Bottleneck '26: US Refiners+7.84%#28AI Bottleneck '25: Passive Electr Components+7.68%#29GLP-1 Short '24: Obesity-Linked MedTech+7.57%#30Thematic Momo Short '25: AI-Enabled Work, CX & Marketplaces+7.11%#31Memory '26: HBM Inspection, Packaging & Bonding+6.98%#32Humanoid '25: Tactile, Magnetic & Motion Sensors+6.93%#33AI Power '26: Active Power Mgmt+6.84%#34AI Bottleneck '26: Midstream AI Materials+6.78%#35AI '26: Data Sovereignty+6.77%#36AI '26: Japan AI Supply Chain+6.67%#37Quantum Computers '25: Quantum Infra & Components+6.39%#38EU Chips Act '26: Equipment & Upstream Materials+6.28%#39Atoms Bits Long '26: Adv Semi Process Materials+6.28%#40Chips '26: Taiwanese Semis+6.22%#41Optical Connectivity '26: Interconnect Electrical & Copper+6.12%#42Chemicals '26: Electronic & Semiconductor Chemicals+5.88%#43MedTech Long '25: Centralized Lab Diagnostics+5.86%#44Edge AI Long '26: NPU + Mobile Inference+5.79%#45AI Power '26: Passive Components & Plumbing+5.75%#46AI '26: Photonics+5.47%#47Humanoid '25: Compute & Edge AI+5.43%#48Genomics '25: Genomics Tools, Reagents & Workflows+5.43%#49TrumpPolicy PreElection Short '24: Green Energy+5.42%#50Fiscal Spend '24: Wire and Cable+5.33%▼1Trump Grift Era '25: Buying Trumpcoin-23.55%▼2Autonomous Vehicles '25: Autonomous Trucking & Freight-16.81%▼3Nuclear '25: Uranium Developers & Emerging Supply-15.52%▼4Cannabis '24: U.S. Cannabis Operators & MSOs-14.94%▼5Buying a House '26: Warranties & Titles-14.65%▼6Global Home Improvement '26: U.S. & Canada Home Improvement-14.31%▼7Data Centers '26: Crypto-to-AI Compute Conversion-13.47%▼8Renewable Energy '26: Long-Duration Energy Storage-12.74%▼9Brokerages & Exchanges '26: Crypto Brokerages & Trading-12.72%▼10Biotech '26: Psychedelic Drugs-12.26%▼11MedTech Long '24: Medical Devices-12.25%▼12Crypto '26: Digital Asset Management, Custody & Institutional Services-12.25%▼13Crypto '26: Bitcoin Mining & Hashrate Infrastructure-12.13%▼14Rare Diseases '25: Gene Therapy & Genetic Med-11.93%▼15Hospitals '26: Mobile Health & Medical Transport-11.25%▼16Trump Grift Era '25: Trump Media-11.17%▼17Nuclear '25: Uranium Miners & Producers-10.92%▼18Alcohol '26: Drink Mixers-10.82%▼19Biotech '24: GLP1-10.57%▼20Atoms Bits Long '26: Tungsten Supply Chain-10.49%▼21Genomics '25: Gene Editing & Genetic Meds-10.47%▼22Crypto '26: Ethereum & Altcoin Treasury Companies-10.44%▼23Rare Earths '25: Advanced Miners-10.32%▼24MedTech Long '25: Elective Aesthetics-10.32%▼25Fiscal Spend '25: Uranium-10.27%▼26Cannabis '24: Int'l Medical Cannabis-10.25%▼27Fiscal Spend '26: Domestic Magnet Supply Chain-10.24%▼28Data Owners '25: Creative IP & Licensed Content Libraries-10.19%▼29Buying a House '26: Home Improvement Retailers-10.19%▼30MedTech Long '25: Neuromodulation & Neurotechnology Devices-10.09%▼31Auto OEMs '24: European Auto OEMs-10.01%▼32Oversupply Risk '26: Lithium-9.81%▼33Buying a House '26: Home Mortgages-9.81%▼34Nuclear '25: SMRs, Microreactors & Advanced Reactors-9.67%▼35Trump Grift Era '25: Trump Bro Invested-9.62%▼36China '24: Tech Hardware & Infra-9.61%▼37Biotech '24: Pharma/Therapeutics-9.54%▼38Gig Economy '25: Digital Casino-9.51%▼39Modern Warfare '26: Greenland Rare Earths-9.51%▼40China '24: FinTech-9.50%▼41Casinos '24: Gaming Solutions-9.45%▼42Supply Shock in MidEast Long '26: Potash & Phosphate-9.33%▼43Crypto '26: Staking, Validators & Blockchain Infrastructure-9.32%▼44MedTech Long '24: Trump-Favorable Regs-9.14%▼45Infra Built in ZIRP '25: RE & PropTech-9.12%▼46GLP-1 Long '24: Pharma-9.07%▼47Rare Earths '25: Rare Earth Refining-9.06%▼48GLP-1 Long '26: RNA Fat Redistribution-9.02%▼49Cannabis '24: Cannabis Picks & Shovels-8.95%▼50Buying a House '24: Pool & Pool Maintenance-8.88%
About the theme
Built to make thematic markets readable—how themes move prices, and how prices reshape themes. Explore a theme’s performance, who’s in the basket, and what factors sit behind the move. We hope you find it useful. Please contact us with any feedback.
- Themes track one investable story; groups bundle related themes under a macro angle.
- Constituents are chosen from public filings and earnings—not generic LLM keyword lists.
- For construction rules, return math, and data limits, see the methodology page.
Not investment advice. Data may be delayed or revised; thematic labels involve judgment.
