Weekly Theme Wrap (Jun 19 – Jun 23)

June 23, 2023 · #Semiconductor Equipment #Education & E-Learning #Ukraine Reconstruction #AI & Robotics #Beauty & Cosmetics #Hydrogen (Fuel Cells, Vehicles) #Fertilizers #Wind #Crypto & Bitcoin #Shipbuilding Equipment

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 2 days (weekly avg. +11.3%). Best single day this week: Jun 19, +14.7%.

Trading days5d Most days strong2d weekly avg.+11.3% LeaderGigaVis

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+11.3%
Education & E-Learning
+11.1%
Ukraine Reconstruction
+8.6%
AI & Robotics
+6.7%
Beauty & Cosmetics
+6.2%
Hydrogen (Fuel Cells, Vehicles)
+5.7%
Fertilizers
+4.3%
Wind
+4.2%
Crypto & Bitcoin
+2.7%
Shipbuilding Equipment
+2.4%

Semiconductor Equipment led the week of Jun 19 to Jun 23 with an average change of 11.27%. Its best day was Jun 23 with a change of 12.35%, and GigaVis and Tfe led the theme.

Education & E-Learning came next with an average change of 11.06%, led by Ubion. Ukraine Reconstruction had the highest best-day change of the week, 14.66% on Jun 19.

Every theme on the list was strong on 2 days of the week. At the low end, Crypto & Bitcoin and Shipbuilding Equipment had average changes of 2.68% and 2.36%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment2d+11.3%2023-06-23 (+12.3%)recurredGigaVis, Tfe
Education & E-Learning2d+11.1%2023-06-21 (+14.5%)runningUbion
Ukraine Reconstruction2d+8.6%2023-06-19 (+14.7%)runningDYD, Speco
AI & Robotics2d+6.7%2023-06-19 (+7.3%)recurredSyntekaBio, Elensys
Beauty & Cosmetics2d+6.2%2023-06-23 (+6.7%)recurredKukje Pharma, Manyo Factory
Hydrogen (Fuel Cells, Vehicles)2d+5.7%2023-06-19 (+5.7%)recurredS Connect, Kolon Industries
Fertilizers2d+4.3%2023-06-22 (+5.8%)recurredNousbo, Taekyung BK
Wind2d+4.2%2023-06-19 (+4.8%)runningSpeco
Crypto & Bitcoin2d+2.7%2023-06-22 (+2.8%)runningBitplanet, JCH Systems
Shipbuilding Equipment2d+2.4%2023-06-19 (+2.4%)runningDaechang Solution, Il Seung

What to Watch Next Week

Speco led both Ukraine Reconstruction and Wind, and both themes are marked running this week. One open question is whether that overlap continues next week.

Semiconductor Equipment, AI & Robotics and Beauty & Cosmetics are marked recurred. It remains to be seen whether these themes come back after Jun 23.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-1906-2006-2106-2206-23
Semiconductor Equipment+10.2+12.4
Education & E-Learning+14.5+7.6
Ukraine Reconstruction+14.7+2.5
AI & Robotics+7.3+6.1
Beauty & Cosmetics+5.6+6.7
Hydrogen (Fuel Cells, Vehicles)+5.7+5.7
Fertilizers+2.8+5.8
Wind+4.8+3.6
Crypto & Bitcoin+2.5+2.8
Shipbuilding Equipment+2.4+2.3
Down UpBlank = not in that day's strong list