Holding Companies
- May 26: 8 Strong Themes — Quantum Cryptography & Computing, MLCC (Multilayer Ceramic Capacitors)
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Mar 25: 8 Strong Themes — Telecom Equipment, Defense & War
- Weekly Theme Wrap (Mar 16 – Mar 20)
- Mar 18: 8 Strong Themes — Nuclear, Drones
- Mar 17: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
- Mar 16: 8 Strong Themes — Shipping, Semiconductor Equipment
- Mar 11: 8 Strong Themes — 5G, Telecom Equipment
- Feb 2026 Theme Wrap — The Monthly Theme Map
- Feb 23: 8 Strong Themes — Life Insurance, MLCC (Multilayer Ceramic Capacitors)
- Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance
- Weekly Theme Wrap (Feb 9 – Feb 13)
- Feb 13: 5 Strong Themes — Securities Brokers, STO (Security Token Offering)
- Feb 12: 8 Strong Themes — Semiconductor Equipment, Holding Companies
- Feb 9: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Weekly Theme Wrap (Feb 2 – Feb 6)
- Feb 4: 8 Strong Themes — Solar, Real-Estate Asset Plays
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 28: 8 Strong Themes — Semiconductor Equipment, Battery
- Jan 23: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Jan 20: 8 Strong Themes — Nuclear, Space & Aerospace (Nuri Rocket, Satellites)
- Jan 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Jan 14: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Nov 2025 Theme Wrap — The Monthly Theme Map
- Nov 26: 8 Strong Themes — Battery, Lithium
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Nov 20: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Weekly Theme Wrap (Nov 10 – Nov 14)
- Nov 12: 8 Strong Themes — Cancer Immunotherapy, Battery
- Nov 11: 8 Strong Themes — Holding Companies, Telecom Equipment
- Nov 10: 8 Strong Themes — Holding Companies, Securities Brokers
- Nov 6: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Oct 27: 8 Strong Themes — Pharma, Holding Companies
- Oct 22: 8 Strong Themes — Battery, Petrochemicals
- Sep 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Materials & Components
- Weekly Theme Wrap (Sep 8 – Sep 12)
- Sep 10: 8 Strong Themes — Steel (Small & Mid Cap), Cybersecurity
- Sep 9: 8 Strong Themes — Robotics (Industrial & Collaborative), Steel (Small & Mid Cap)
- Weekly Theme Wrap (Aug 25 – Aug 29)
- Aug 28: 5 Strong Themes — Holding Companies, Shipbuilding Equipment
- Aug 25: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 2025 Theme Wrap — The Monthly Theme Map
- Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables
- Weekly Theme Wrap (Jul 7 – Jul 11)
- Jul 10: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Jul 9: 8 Strong Themes — Securities Brokers, Holding Companies
- Jul 8: 8 Strong Themes — Beauty & Cosmetics, Securities Brokers
- Weekly Theme Wrap (Jun 30 – Jul 4)
- Jul 1: 8 Strong Themes — Holding Companies, Convenience Stores
- Jun 2025 Theme Wrap — The Monthly Theme Map
- Jun 30: 8 Strong Themes — Beauty & Cosmetics, Steel (Small & Mid Cap)
- Weekly Theme Wrap (Jun 23 – Jun 27)
- Jun 27: 8 Strong Themes — Holding Companies, Robotics (Industrial & Collaborative)
- Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
- Jun 24: 8 Strong Themes — EV, Battery
- Weekly Theme Wrap (Jun 16 – Jun 20)
- Jun 16: 8 Strong Themes — AI & Robotics, Defense & War
- Jun 9: 8 Strong Themes — STO (Security Token Offering), NFTs
- Weekly Theme Wrap (Jun 2 – Jun 5)
- Jun 4: 8 Strong Themes — AI & Robotics, Local Currency Vouchers
- May 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 26 – May 30)
- May 29: 8 Strong Themes — Holding Companies, Securities Brokers
- May 28: 8 Strong Themes — Battery, Holding Companies
- May 27: 8 Strong Themes — Cancer Immunotherapy, COVID (Diagnostics, Treatments, Vaccines)
- May 20: 8 Strong Themes — Beauty & Cosmetics, Medical Devices
- May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics
- Weekly Theme Wrap (Apr 7 – Apr 11)
- Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital
- Sep 3: 8 Strong Themes — STO (Security Token Offering), NFTs
- Jul 29: 8 Strong Themes — Pipe Fittings & Valves, Beauty & Cosmetics
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jul 3: 8 Strong Themes — EV, Energy Storage (ESS)
- Jun 7: 8 Strong Themes — Battery, Semiconductor Materials & Components
- May 13: 8 Strong Themes — Electric Cables, Nuclear
- May 10: 8 Strong Themes — Beauty & Cosmetics, Electric Cables
- Weekly Theme Wrap (Apr 22 – Apr 26)
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Mar 20: 8 Strong Themes — Beauty & Cosmetics, Pharma
- Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Feb 19: 8 Strong Themes — AI & Robotics, Telemedicine
- Feb 7: 8 Strong Themes — Superconductors, Battery
- Weekly Theme Wrap (Jan 29 – Feb 2)
- Feb 2: 8 Strong Themes — Auto Parts, Holding Companies
- Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
- Jan 30: 8 Strong Themes — Undersea Tunnels & Underground Roads, Holding Companies
- Jan 29: 8 Strong Themes — Holding Companies, Pharma
- Jan 14: 8 Strong Themes — Agriculture, Battery