Smec · 099440
- Sep 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 7 – Sep 11)
- Aug 14: 8 Strong Themes — Auto Parts, Battery
- Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Jul 29: 5 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 27: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jun 2: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Feb 10: 8 Strong Themes — FuriosaAI, Venture Capital
- Dec 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 22 – Dec 26)
- Dec 26: 8 Strong Themes — Autonomous Driving, Robotics (Industrial & Collaborative)
- Dec 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Space & Aerospace (Nuri Rocket, Satellites)
- Weekly Theme Wrap (Dec 1 – Dec 5)
- Dec 4: 6 Strong Themes — Construction (Small & Mid Cap), Robotics (Industrial & Collaborative)
- Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics
- Nov 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 24 – Nov 28)
- Nov 27: 8 Strong Themes — EV, Semiconductor Equipment
- Nov 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Nov 10: 8 Strong Themes — Holding Companies, Securities Brokers
- Sep 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 22 – Sep 26)
- Sep 22: 8 Strong Themes — Semiconductor Equipment, GLP-1 & Obesity Drugs
- Sep 9: 8 Strong Themes — Robotics (Industrial & Collaborative), Steel (Small & Mid Cap)
- Sep 5: 8 Strong Themes — Robotics (Industrial & Collaborative), Smart Factory
- Sep 2: 8 Strong Themes — Robotics (Industrial & Collaborative), Smart Factory
- Aug 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Jun 24: 8 Strong Themes — EV, Battery
- Jun 23: 8 Strong Themes — AI & Robotics, Stablecoins
- May 28: 8 Strong Themes — Battery, Holding Companies
- Dec 2024 Theme Wrap — The Monthly Theme Map
- Nov 26: 8 Strong Themes — Drones, AI & Robotics
- Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Nov 13: 6 Strong Themes — Rivian, AI & Robotics
- Oct 17: 8 Strong Themes — Nuclear, GLP-1 & Obesity Drugs
- Oct 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Cancer Immunotherapy
- Sep 26: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs
- Jul 5: 8 Strong Themes — Pharma, Biosimilars
- Mar 22: 7 Strong Themes — Robotics (Industrial & Collaborative), COVID (Diagnostics, Treatments, Vaccines)
- Mar 19: 6 Strong Themes — Superconductors, Robotics (Industrial & Collaborative)
- Feb 28: 8 Strong Themes — Semiconductor Equipment, OLED Displays
- Jan 16: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment
- Jan 10: 8 Strong Themes — Robotics (Industrial & Collaborative), Toss
- Jan 8: 8 Strong Themes — ChatGPT & AI Chatbots, Superconductors
- Nov 15: 8 Strong Themes — Auto Parts, Semiconductor Materials & Components
- Nov 2: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Oct 12: 8 Strong Themes — Battery, EV
- Sep 2023 Theme Wrap — The Monthly Theme Map
- Sep 20: 8 Strong Themes — Shipping, 5G
- Sep 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Beauty & Cosmetics
- Weekly Theme Wrap (Sep 4 – Sep 8)
- Sep 6: 8 Strong Themes — GLP-1 & Obesity Drugs, Pharma
- Sep 5: 8 Strong Themes — Battery, Camera Modules & Parts
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Aug 2023 Theme Wrap — The Monthly Theme Map
- Aug 31: 8 Strong Themes — Robotics (Industrial & Collaborative), Smart Factory
- Aug 29: 8 Strong Themes — Cybersecurity, AI & Robotics
- Aug 24: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Aug 11: 8 Strong Themes — Superconductors, Battery
- Aug 7: 8 Strong Themes — Superconductors, AI & Robotics
- Weekly Theme Wrap (Jul 31 – Aug 4)
- Aug 4: 8 Strong Themes — Beauty & Cosmetics, AI & Robotics
- Jul 28: 8 Strong Themes — Battery, Auto Parts
- May 30: 8 Strong Themes — System Semiconductors, Crypto & Bitcoin
- Mar 30: 8 Strong Themes — System Semiconductors, AI & Robotics
- Mar 16: 6 Strong Themes — AI & Robotics, Battery
- Mar 3: 5 Strong Themes — Battery, EV
- Feb 20: 8 Strong Themes — ChatGPT & AI Chatbots, Battery
- Jan 20: 8 Strong Themes — NFTs, 5G
- Jan 17: 8 Strong Themes — AI & Robotics, Metaverse & VR
- Jan 10: 8 Strong Themes — ChatGPT & AI Chatbots, Smart Factory
- Jan 9: 8 Strong Themes — AI & Robotics, Autonomous Driving
- Aug 12: 8 Strong Themes — Solar, Semiconductors
- Jun 27: 8 Strong Themes — Nuclear, EV Charging
- Jun 7: 8 Strong Themes — Solar, Defense & War
- Jun 2: 6 Strong Themes — Nuclear Plant Decommissioning, AI & Robotics
- Jul 9: 2 Strong Themes — Machine Tools, Crypto & Bitcoin
- May 28: 4 Strong Themes — 5G / Telecom Equipment, North Korea
- Sep 24: 2 Strong Themes — 3D Printing, China Consumer