Property & Casualty Insurance
- Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
- Weekly Theme Wrap (Aug 31 – Sep 4)
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Sep 1: 8 Strong Themes — Hair Loss Treatment, Inter-Korean Economic Cooperation
- May 18: 4 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX
- Feb 2026 Theme Wrap — The Monthly Theme Map
- Feb 23: 8 Strong Themes — Life Insurance, MLCC (Multilayer Ceramic Capacitors)
- Weekly Theme Wrap (Feb 19 – Feb 20)
- Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance
- Nov 6: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables
- Weekly Theme Wrap (Jul 7 – Jul 11)
- Jul 10: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Weekly Theme Wrap (Sep 2 – Sep 6)
- Sep 3: 8 Strong Themes — STO (Security Token Offering), NFTs
- Sep 2: 8 Strong Themes — Lithium, Battery
- Weekly Theme Wrap (Aug 19 – Aug 23)
- Aug 19: 8 Strong Themes — Mpox, COVID (Diagnostics, Treatments, Vaccines)
- May 2024 Theme Wrap — The Monthly Theme Map
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Feb 29: 8 Strong Themes — Shipping, OLED Displays
- Weekly Theme Wrap (Feb 13 – Feb 16)
- Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction
- Weekly Theme Wrap (Jan 29 – Feb 2)
- Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
- Jan 2024 Theme Wrap — The Monthly Theme Map
- Jan 31: 7 Strong Themes — Banks, EV
- Jan 30: 8 Strong Themes — Undersea Tunnels & Underground Roads, Holding Companies
- Jan 29: 8 Strong Themes — Holding Companies, Pharma
- Aug 25: 7 Strong Themes — Food, Chicken (Poultry)
- Aug 23: 8 Strong Themes — Quantum Cryptography, Chicken (Poultry)
- Jul 10: 8 Strong Themes — Advertising, Ukraine Reconstruction
- Apr 25: 7 Strong Themes — Rare Earths & Rare Metals, Defense & War
- Apr 20: 7 Strong Themes — Defense & War, Animal Feed
- Feb 27: 4 Strong Themes — AI & Robotics, Space & Aerospace
- Weekly Theme Wrap (Feb 20 – Feb 24)
- Feb 24: 5 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Weekly Theme Wrap (Dec 19 – Dec 23)
- Dec 20: 3 Strong Themes — Banks, Animal Feed
- Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind
- Jul 12: 3 Strong Themes — COVID, Property & Casualty Insurance
- Apr 2022 Theme Wrap — The Monthly Theme Map
- Apr 22: 4 Strong Themes — Animal Feed / Agriculture / Fertilizers / Chicken (Poultry) / Food, AI & Robotics
- Apr 14: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Seafood & Fishing, Water Resources / Steel Pipe
- Apr 6: 8 Strong Themes — Games / Mobile Games, Animal Feed / Fertilizers / Agriculture
- Weekly Theme Wrap (Mar 28 – Apr 1)
- Mar 31: 8 Strong Themes — Electric Cables, 5G / Telecom Equipment
- Mar 22: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, COVID (Diagnostics)
- Dec 17: 8 Strong Themes — Property & Casualty Insurance, Metals (Non-Ferrous)
- Nov 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 22 – Nov 26)
- Nov 24: 7 Strong Themes — Rivian, Battery
- Nov 23: 8 Strong Themes — Smart Grid, Steel (Small & Mid Cap)
- Oct 20: 6 Strong Themes — Agriculture / Animal Feed / Fertilizers, Media & Content / Film
- Oct 6: 7 Strong Themes — Media & Content, Life Insurance
- Sep 2021 Theme Wrap — The Monthly Theme Map
- Sep 28: 8 Strong Themes — Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas), Nuclear
- Sep 8: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery (Materials & Parts)
- Weekly Theme Wrap (Aug 17 – Aug 20)
- Aug 17: 2 Strong Themes — COVID (Moderna) / mRNA / Cold Chain Logistics, Property & Casualty Insurance
- Weekly Theme Wrap (Jul 12 – Jul 16)
- May 13: 6 Strong Themes — Baby & Birth Rate / Infant & Child Products, Life Insurance
- May 6: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Autonomous Driving
- Apr 19: 7 Strong Themes — COVID (Moderna), PCB & Flexible PCB
- Feb 23: 4 Strong Themes — Currency & ATM Systems (incl. CBDC), Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution
- Nov 23: 8 Strong Themes — Shipbuilding / Shipbuilding Equipment, Shipping
- May 15: 6 Strong Themes — Semiconductors, Food
- Apr 10: 4 Strong Themes — Life Insurance, China Consumer (Media, Entertainment, Airlines)
- Weekly Theme Wrap (Dec 9 – Dec 13)
- Dec 12: 4 Strong Themes — Property & Casualty Insurance, Semiconductors
- Nov 27: 3 Strong Themes — Dementia, Property & Casualty Insurance
- Weekly Theme Wrap (Oct 7 – Oct 11)
- Oct 11: 4 Strong Themes — LPG (Liquefied Petroleum Gas), Property & Casualty Insurance
- Weekly Theme Wrap (Nov 12 – Nov 16)
- Nov 12: 3 Strong Themes — Flexible Displays / OLED Displays / Foldable Phones, Property & Casualty Insurance
- Weekly Theme Wrap (Oct 15 – Oct 19)
- Oct 17: 4 Strong Themes — Agriculture / Animal Feed, North Korean Mineral Resources
- Weekly Theme Wrap (Sep 27 – Sep 28)
- Sep 27: 3 Strong Themes — Property & Casualty Insurance, Securities Brokers
- Weekly Theme Wrap (Aug 6 – Aug 10)
- Aug 6: 3 Strong Themes — Property & Casualty Insurance, China Consumer
- Nov 30: 5 Strong Themes — Car Majors, Steel Majors
- Weekly Theme Wrap (Oct 23 – Oct 27)
- Oct 25: 5 Strong Themes — Beauty & Cosmetics, Life Insurance
- Aug 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 31 – Aug 4)
- Aug 1: 3 Strong Themes — Property & Casualty Insurance, Petrochemicals
- Weekly Theme Wrap (Jul 10 – Jul 14)
- Jul 10: 4 Strong Themes — Autonomous Driving, Life Insurance
- Weekly Theme Wrap (Jan 31 – Feb 3)
- Feb 3: 5 Strong Themes — Property & Casualty Insurance, Chicken (Poultry)
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 18: 3 Strong Themes — Petrochemicals, Life Insurance
- Sep 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 12 – Sep 13)
- Sep 12: 1 Strong Theme — Property & Casualty Insurance
- Weekly Theme Wrap (Aug 29 – Sep 2)
- Sep 1: 2 Strong Themes — Beauty & Cosmetics, Property & Casualty Insurance
- Weekly Theme Wrap (Aug 1 – Aug 5)
- Aug 1: 1 Strong Theme — Property & Casualty Insurance
- Weekly Theme Wrap (Mar 28 – Apr 1)
- Mar 2016 Theme Wrap — The Monthly Theme Map
- Mar 28: 2 Strong Themes — Tires, Property & Casualty Insurance
- Weekly Theme Wrap (Feb 29 – Mar 4)
- Mar 2: 2 Strong Themes — Oil Refining / Petrochemicals, Property & Casualty Insurance
- Oct 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 19 – Oct 23)
- Oct 19: 1 Strong Theme — Property & Casualty Insurance
- Weekly Theme Wrap (Jun 29 – Jul 3)
- Jul 1: 2 Strong Themes — Shipbuilding, Property & Casualty Insurance
- Weekly Theme Wrap (Jun 8 – Jun 12)
- Jun 10: 2 Strong Themes — Life Insurance, Property & Casualty Insurance
- Weekly Theme Wrap (May 4 – May 8)
- May 4: 2 Strong Themes — Property & Casualty Insurance, Banks
- Apr 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 13 – Apr 17)
- Apr 14: 3 Strong Themes — Banks, Property & Casualty Insurance