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Recent Events
🛡 European Rearmament
NATO countries rushing to hit 2%+ GDP defense spend; European and US primes benefiting
⚛ Nuclear Revival
AI power demand + net-zero goals sparking a nuclear renaissance
🏗 AI Infrastructure
The picks-and-shovels of the AI capex supercycle — chips, servers, power, cooling
💊 GLP-1 / Obesity Drugs
Weight-loss drug winners and the ripple effects across healthcare
🏭 Tariffs & Reshoring
Companies benefiting from tariffs, CHIPS Act, and manufacturing returning to the US
🔒 Cybersecurity
Geopolitical tensions and AI-powered attacks driving record security spend
🚀 Space Economy
Launch providers, satellite operators, and space infrastructure
⚡ Quantum Computing
Pure-play quantum hardware and software — early stage, high volatility
Sectors & Macro
US Mega Cap
The eight largest US companies by market cap
Semiconductors
Chip designers, manufacturers, and equipment makers
AI & Cloud
Hyperscalers, AI infrastructure, and software platforms
China ADRs
China-based companies listed on US exchanges
Energy
Oil majors, refiners, and energy infrastructure
Gold & Miners
Gold ETFs, senior producers, and royalty companies
European ADRs
Europe's largest companies via US-listed ADRs
Biotech & Pharma
Drug developers, genomics, and med-tech leaders
Banks & Financials
US money-centre banks and diversified financials
Payments & Fintech
Card networks, processors, and digital payment platforms
Defense & Aerospace
Defense primes, aerospace, and government tech
Electric Vehicles
EV manufacturers, charging, and battery supply chain
Consumer Brands
Fast food, retail, and global consumer franchises
Streaming & Media
Streaming platforms, gaming, and entertainment studios
Commodities & Agriculture
Grain traders, fertilisers, and farm equipment
Insurance
P&C insurers, life insurance, and brokers
Recession-Proof
Staples, utilities, and defensives that hold in downturns
Cyclicals (recession sensitive)
Consumer discretionary and financials hit hardest in slowdowns
Inflation Hedges
Hard assets and commodities that benefit from rising prices
High Rate Beneficiaries
Banks, insurers, and money markets that earn more when rates rise
Rate-Sensitive (long duration)
Growth tech and REITs hurt most by high interest rates