Weekly Theme Wrap (Mar 10 – Mar 14)

March 14, 2025 · #Quantum Cryptography & Computing #Defense & War #Glass Substrates #Cybersecurity #Shipbuilding #Battery #Semiconductor Equipment #Robotics (Industrial & Collaborative) #Semiconductor Materials & Components #AI & Robotics

5 trading days · top 10 themes — most persistent is Quantum Cryptography & Computing at 4 days (weekly avg. +7.9%). Best single day this week: Mar 14, +11.1%.

Trading days5d Most days strong4d weekly avg.+7.9% LeaderKorea Advanced Materials

Average change over the period

Average change of member stocks, by theme · descending
Quantum Cryptography & Computing
+7.9%
Defense & War
+6.7%
Glass Substrates
+4.1%
Cybersecurity
+4.0%
Shipbuilding
+2.9%
Battery
+11.1%
Semiconductor Equipment
+9.5%
Robotics (Industrial & Collaborative)
+8.6%
Semiconductor Materials & Components
+8.2%
AI & Robotics
+7.2%

Five themes stayed strong on 4 days between Mar 10 and Mar 14. Quantum Cryptography & Computing led that group with an average change of 7.9%, led by Korea Advanced Materials.

Defense & War followed at 6.72%, led by Fiberpro. Glass Substrates rose 4.13% and Cybersecurity 4.0%, while Shipbuilding gained 2.87%.

Mar 14 brought one-day bursts. Battery posted the week’s top move at 11.14%, led by Mot, while Semiconductor Equipment rose 9.46% on Hanwha Vision.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Quantum Cryptography & Computing4d+7.9%2025-03-10 (+7.9%)runningKorea Advanced Materials
Defense & War4d+6.7%2025-03-10 (+6.7%)runningFiberpro
Glass Substrates4d+4.1%2025-03-10 (+4.1%)runningCHEMTRONICSCo
Cybersecurity4d+4.0%2025-03-10 (+4.0%)runningHanssak
Shipbuilding4d+2.9%2025-03-10 (+2.9%)runningHanwha Ocean
Battery1d+11.1%2025-03-14 (+11.1%)recurredMot
Semiconductor Equipment1d+9.5%2025-03-14 (+9.5%)recurredHanwha Vision
Robotics (Industrial & Collaborative)1d+8.6%2025-03-14 (+8.6%)recurredSBB Tech
Semiconductor Materials & Components1d+8.2%2025-03-14 (+8.2%)recurredMegatouch
AI & Robotics1d+7.2%2025-03-14 (+7.2%)recurredYujin Robot

What to Watch Next Week

The open question is whether the five themes that were strong on 4 days can extend their run. Hanwha Ocean led Shipbuilding at 2.87%, the smallest gain of that group.

Also in view is whether the Mar 14 moves in Robotics (Industrial & Collaborative), up 8.63%, and AI & Robotics, up 7.18%, repeat. Both were strong on a single day.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1003-1103-1203-1303-14
Quantum Cryptography & Computing+7.9+7.9+7.9+7.9
Defense & War+6.7+6.7+6.7+6.7
Glass Substrates+4.1+4.1+4.1+4.1
Cybersecurity+4.0+4.0+4.0+4.0
Shipbuilding+2.9+2.9+2.9+2.9
Battery+11.1
Semiconductor Equipment+9.5
Robotics (Industrial & Collaborative)+8.6
Semiconductor Materials & Components+8.2
AI & Robotics+7.2
Down UpBlank = not in that day's strong list