HD Construction Equipment · 267270
- Weekly Theme Wrap (Nov 2 – Nov 6)
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Oct 21: 8 Strong Themes — Semiconductor Equipment, Biotechnology
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Feb 12: 8 Strong Themes — Semiconductor Equipment, Holding Companies
- 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 12: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Dec 29: 8 Strong Themes — Robotics (Industrial & Collaborative), Defense & War
- Weekly Theme Wrap (Dec 8 – Dec 12)
- Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma
- Nov 26: 8 Strong Themes — Battery, Lithium
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Oct 23: 8 Strong Themes — Quantum Cryptography & Computing, Power Equipment
- Aug 8: 8 Strong Themes — Semiconductor Equipment, Ukraine Reconstruction
- Weekly Theme Wrap (Jul 21 – Jul 25)
- Jul 24: 8 Strong Themes — Battery, Lithium
- Jul 23: 8 Strong Themes — Steel Pipe, Auto Parts
- Apr 22: 6 Strong Themes — Solar, Wind
- Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)
- Feb 26: 8 Strong Themes — Battery, EV
- Feb 24: 8 Strong Themes — Battery, COVID (Diagnostics)
- Feb 13: 8 Strong Themes — Semiconductor Equipment, EV
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Weekly Theme Wrap (Jan 20 – Jan 24)
- Jan 22: 8 Strong Themes — Quantum Cryptography & Computing, Semiconductor Equipment
- Jan 10: 8 Strong Themes — Autonomous Driving, Ukraine Reconstruction
- Dec 19: 8 Strong Themes — Quantum Cryptography, Political Ties (Yoo Seong-min)
- Nov 26: 8 Strong Themes — Drones, AI & Robotics
- Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 11: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Nov 6: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Nov 5: 8 Strong Themes — Lithium, Beauty & Cosmetics
- Oct 30: 8 Strong Themes — Ukraine Reconstruction, Beauty & Cosmetics
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Oct 8: 7 Strong Themes — GLP-1 & Obesity Drugs, Battery
- Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- May 27: 8 Strong Themes — Nuclear, Korea-Listed Chinese Companies
- Mar 15: 5 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction
- Feb 5: 8 Strong Themes — Superconductors, Auto Parts
- Sep 2023 Theme Wrap — The Monthly Theme Map
- Sep 18: 8 Strong Themes — Beauty & Cosmetics, Construction (Small & Mid Cap)
- Sep 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Beauty & Cosmetics
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 25: 8 Strong Themes — Power Equipment, Electric Cables
- Jul 24: 6 Strong Themes — Battery, Lithium
- Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 26 – Jun 30)
- Jun 30: 8 Strong Themes — Auto Parts, EV
- Jun 26: 8 Strong Themes — Medical Devices, AI & Robotics
- Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food
- Jun 8: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Materials & Components
- Jun 5: 8 Strong Themes — Lithium, Auto Parts
- May 24: 8 Strong Themes — Food, Animal Feed
- Apr 27: 6 Strong Themes — EV, Battery
- Apr 21: 8 Strong Themes — Agriculture, Fertilizers
- Jul 29: 8 Strong Themes — Solar, Wind
- Jul 5: 8 Strong Themes — Water Resources, COVID
- Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment
- Jun 28: 8 Strong Themes — Wind, Nuclear
- Jun 21: 8 Strong Themes — Solar, Shipbuilding / Shipbuilding Equipment
- Jun 17: 7 Strong Themes — Monkeypox, Battery / EV
- Jun 3: 8 Strong Themes — Construction Equipment, Water Resources
- May 30: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Food, Beauty & Cosmetics
- Apr 15: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)
- Apr 22: 4 Strong Themes — COVID (Sputnik V), Biometrics
- Weekly Theme Wrap (Mar 8 – Mar 12)
- Mar 11: 8 Strong Themes — Coupang, Construction Equipment
- Dec 10: 6 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles)
- Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC)
- Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment
- Jul 30: 2 Strong Themes — North Korea, Construction Equipment
- Apr 19: 2 Strong Themes — North Korea, Construction Equipment
- Jan 10: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear
- Oct 25: 5 Strong Themes — Beauty & Cosmetics, Life Insurance