DNFCo · 092070
- Oct 8: 8 Strong Themes — Battery, EV
- Sep 17: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War
- Apr 24: 8 Strong Themes — Beauty & Cosmetics, System Semiconductors
- Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components
- Apr 7: 8 Strong Themes — Battery, Defense & War
- Feb 26: 8 Strong Themes — Semiconductor Equipment, 5G
- Feb 12: 8 Strong Themes — Semiconductor Equipment, Holding Companies
- Jan 5: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap)
- Nov 17: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Nov 4: 8 Strong Themes — Battery, Pharma
- Oct 2: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Aug 8: 8 Strong Themes — Semiconductor Equipment, Ukraine Reconstruction
- Jul 2025 Theme Wrap — The Monthly Theme Map
- Jul 11: 8 Strong Themes — Plastic Alternatives & Biodegradables, Battery
- May 28: 8 Strong Themes — Battery, Holding Companies
- Apr 21: 8 Strong Themes — FuriosaAI, Venture Capital
- Mar 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 17 – Mar 21)
- Mar 17: 8 Strong Themes — Beauty & Cosmetics, Defense & War
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Jan 22: 8 Strong Themes — Quantum Cryptography & Computing, Semiconductor Equipment
- Jan 8: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- Jan 3: 8 Strong Themes — Quantum Cryptography, Semiconductor Equipment
- Dec 27: 5 Strong Themes — Quantum Cryptography, System Semiconductors
- Oct 31: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Oct 23: 8 Strong Themes — Dementia, Semiconductor Equipment
- Sep 12: 8 Strong Themes — Nuclear, Robotics (Industrial & Collaborative)
- Jul 4: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- May 7: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 25: 5 Strong Themes — Semiconductor Equipment, Solar
- Apr 24: 8 Strong Themes — Autonomous Driving, Semiconductor Equipment
- Mar 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 18 – Mar 22)
- Mar 20: 8 Strong Themes — Beauty & Cosmetics, Pharma
- Mar 7: 8 Strong Themes — Battery, Battery (Solid-State)
- Feb 28: 8 Strong Themes — Semiconductor Equipment, OLED Displays
- Jan 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Nov 30: 8 Strong Themes — Battery (Solid-State), Political Ties (Han Dong-hoon)
- Nov 15: 8 Strong Themes — Auto Parts, Semiconductor Materials & Components
- Nov 14: 8 Strong Themes — Battery, Auto Parts
- Nov 1: 8 Strong Themes — Semiconductor Equipment, Battery
- Oct 30: 8 Strong Themes — Robotics (Industrial & Collaborative), LPG (Liquefied Petroleum Gas)
- Oct 12: 8 Strong Themes — Battery, EV
- Jul 20: 8 Strong Themes — Semiconductor Equipment, Battery
- Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
- Jun 13: 8 Strong Themes — Semiconductor Equipment, Battery
- Apr 11: 8 Strong Themes — Auto Parts, Semiconductor Materials & Components
- Apr 7: 8 Strong Themes — Battery, Semiconductor Materials & Components
- Mar 29: 8 Strong Themes — Battery, Lithium
- Mar 16: 6 Strong Themes — AI & Robotics, Battery
- Nov 7: 8 Strong Themes — Ukraine Reconstruction (Related), Semiconductor Equipment
- Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays
- Feb 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 8 – Feb 10)
- Feb 9: 5 Strong Themes — Crypto & Bitcoin, Semiconductors
- Dec 17: 6 Strong Themes — Camera Modules & Parts, Crypto & Bitcoin
- Jul 22: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Metals (Non-Ferrous)
- Jul 2: 1 Strong Theme — Semiconductor Materials & Components