Construction Equipment
- Weekly Theme Wrap (Nov 2 – Nov 6)
- Weekly Theme Wrap (Oct 19 – Oct 23)
- 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)
- May 29: 8 Strong Themes — AI & Robotics, Cloud Computing
- May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment
- Apr 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 6 – Apr 10)
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Weekly Theme Wrap (Feb 2 – Feb 6)
- 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
- Dec 29: 8 Strong Themes — Robotics (Industrial & Collaborative), Defense & War
- Weekly Theme Wrap (Dec 8 – Dec 12)
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Weekly Theme Wrap (Nov 17 – Nov 21)
- Nov 21: 5 Strong Themes — Fashion & Clothing, Beauty & Cosmetics
- Oct 23: 8 Strong Themes — Quantum Cryptography & Computing, Power Equipment
- 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
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Feb 24: 8 Strong Themes — Battery, COVID (Diagnostics)
- Feb 13: 8 Strong Themes — Semiconductor Equipment, EV
- 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 2024 Theme Wrap — The Monthly Theme Map
- Nov 26: 8 Strong Themes — Drones, AI & Robotics
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Weekly Theme Wrap (Nov 11 – Nov 15)
- Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Weekly Theme Wrap (Nov 4 – Nov 8)
- Nov 6: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Weekly Theme Wrap (Jul 22 – Jul 26)
- Jul 25: 3 Strong Themes — Ukraine Reconstruction, Advertising
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Mar 15: 5 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Feb 5: 8 Strong Themes — Superconductors, Auto Parts
- Sep 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 11 – Sep 15)
- Sep 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Beauty & Cosmetics
- Weekly Theme Wrap (Jul 24 – Jul 28)
- Jul 25: 8 Strong Themes — Power Equipment, Electric Cables
- Jul 24: 6 Strong Themes — Battery, Lithium
- Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Jun 30: 8 Strong Themes — Auto Parts, EV
- Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food
- Jun 5: 8 Strong Themes — Lithium, Auto Parts
- May 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Apr 27: 6 Strong Themes — EV, Battery
- Apr 12: 8 Strong Themes — Auto Parts, Construction Equipment
- Feb 2023 Theme Wrap — The Monthly Theme Map
- Feb 20: 8 Strong Themes — ChatGPT & AI Chatbots, Battery
- Weekly Theme Wrap (Feb 13 – Feb 17)
- Feb 17: 8 Strong Themes — Rare Earths & Rare Metals, Hair Loss Treatment (Related)
- Feb 14: 7 Strong Themes — System Semiconductors, Ukraine Reconstruction (Related)
- Feb 9: 8 Strong Themes — Battery, Beauty & Cosmetics
- Jan 27: 8 Strong Themes — AI & Robotics, Cloud Computing
- Jan 17: 8 Strong Themes — AI & Robotics, Metaverse & VR
- Weekly Theme Wrap (Nov 14 – Nov 18)
- Nov 18: 8 Strong Themes — Ukraine Reconstruction (Related), Mobile Games
- Oct 26: 4 Strong Themes — Ukraine Reconstruction (Related), Battery (Cell Makers)
- Weekly Theme Wrap (Jun 27 – Jul 1)
- Jun 2022 Theme Wrap — The Monthly Theme Map
- Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment
- Jun 28: 8 Strong Themes — Wind, Nuclear
- Weekly Theme Wrap (Jun 20 – Jun 24)
- Jun 24: 8 Strong Themes — Construction Equipment, Crypto & Bitcoin
- Jun 21: 8 Strong Themes — Solar, Shipbuilding / Shipbuilding Equipment
- Weekly Theme Wrap (Jun 13 – Jun 17)
- Jun 17: 7 Strong Themes — Monkeypox, Battery / EV
- Weekly Theme Wrap (May 30 – Jun 3)
- Jun 3: 8 Strong Themes — Construction Equipment, Water Resources
- May 2022 Theme Wrap — The Monthly Theme Map
- May 31: 8 Strong Themes — Korea-Listed Chinese Companies, Solar / Wind
- May 30: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Food, Beauty & Cosmetics
- Weekly Theme Wrap (May 16 – May 20)
- May 19: 4 Strong Themes — Solar / Wind, Construction Equipment
- May 18: 8 Strong Themes — Animal Feed / Chicken (Poultry), Currency & ATM Systems (incl. CBDC)
- May 17: 8 Strong Themes — Battery / EV, Foldable Phones
- Weekly Theme Wrap (May 9 – May 13)
- May 12: 4 Strong Themes — COVID (Diagnostics), Construction Equipment
- May 10: 6 Strong Themes — Ukraine Reconstruction, Political Ties (Yoon Suk-yeol)
- Weekly Theme Wrap (May 2 – May 6)
- May 3: 8 Strong Themes — Agriculture / Fertilizers, AI & Robotics
- Apr 15: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)
- Weekly Theme Wrap (Nov 8 – Nov 12)
- Nov 9: 6 Strong Themes — NFTs / Games / Music & Entertainment, Crypto & Bitcoin
- Aug 11: 8 Strong Themes — Digital Health & Telehealth, COVID (Diagnostics, Treatments, Vaccines)
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- Apr 22: 4 Strong Themes — COVID (Sputnik V), Biometrics
- Mar 29: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Media & Content
- 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 17: 3 Strong Themes — Defense & War, Construction Equipment
- Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment
- Apr 1: 6 Strong Themes — Seafood & Fishing, Media & Content / Infant & Child Products / Character Merchandise
- Nov 16: 8 Strong Themes — Pharma & Biotech, Nuclear
- Weekly Theme Wrap (Jul 30 – Aug 3)
- Jul 30: 2 Strong Themes — North Korea, Construction Equipment
- Weekly Theme Wrap (Apr 16 – Apr 20)
- Apr 19: 2 Strong Themes — North Korea, Construction Equipment
- Weekly Theme Wrap (Jan 8 – Jan 12)
- Jan 10: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear
- Weekly Theme Wrap (Oct 23 – Oct 27)
- Oct 25: 5 Strong Themes — Beauty & Cosmetics, Life Insurance