Weekly Theme Wrap (Jan 19 – Jan 23)

January 23, 2026 · #Robotics (Industrial & Collaborative) #Space & Aerospace (Nuri Rocket, Satellites) #SpaceX #Securities Brokers #Semiconductor Majors (Fabrication) #Auto Parts #Stablecoins #Battery #Nuclear #Defense & War

5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +20.2%). Best single day this week: Jan 23, +26.2%.

Trading days5d Most days strong3d weekly avg.+20.2% LeaderCP System

Average change over the period

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+20.2%
Space & Aerospace (Nuri Rocket, Satellites)
+13.4%
SpaceX
+7.3%
Securities Brokers
+5.2%
Semiconductor Majors (Fabrication)
+2.6%
Auto Parts
+16.6%
Stablecoins
+15.6%
Battery
+15.4%
Nuclear
+15.2%
Defense & War
+14.3%

Robotics (Industrial & Collaborative) led the Jan 19–23 week with an average change of 20.23%. It was strong on 3 days, with a best day of 24.8% on Jan 21.

Space & Aerospace (Nuri Rocket, Satellites) followed with an average change of 13.41% and a best day of 19.03% on Jan 20. Leader Sensorview also topped SpaceX, which averaged 7.34%.

Shorter bursts came from Stablecoins, with a best day of 26.24% on Jan 23, and Auto Parts, which averaged 16.64%. Both were strong on 2 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Robotics (Industrial & Collaborative)3d+20.2%2026-01-21 (+24.8%)runningCP System, Haisung Aero-Robotics, Hyulim ROBOT
Space & Aerospace (Nuri Rocket, Satellites)3d+13.4%2026-01-20 (+19.0%)runningDuksanhimetal, Sensorview, Contec
SpaceX3d+7.3%2026-01-23 (+7.8%)recurredSensorview, Sphere
Securities Brokers3d+5.2%2026-01-23 (+9.6%)runningBookook Securities, Shinyoung Securities, KIWOOM Securities
Semiconductor Majors (Fabrication)3d+2.6%2026-01-21 (+4.8%)runningDB HiTek
Auto Parts2d+16.6%2026-01-21 (+17.0%)recurredTPC, Korea Movenex
Stablecoins2d+15.6%2026-01-23 (+26.2%)recurredkakaopay, Hecto Financial
Battery2d+15.4%2026-01-22 (+23.6%)recurredCenotec, Hannong Chemicals
Nuclear2d+15.2%2026-01-20 (+22.8%)runningBosung Power Technology, Woori Technology, Incorporation
Defense & War2d+14.3%2026-01-20 (+14.9%)runningWoori Technology, Incorporation

What to Watch Next Week

Five themes logged 3 strong days, including Securities Brokers at an average change of 5.17%. Whether those runs extend past Jan 23 is the first thing to track.

Woori Technology, Incorporation led both Nuclear, averaging 15.22%, and Defense & War, averaging 14.29%. Whether that overlap holds is one to track next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1901-2001-2101-2201-23
Robotics (Industrial & Collaborative)+24.6+11.3+24.8
Space & Aerospace (Nuri Rocket, Satellites)+10.2+19.0+11.0
SpaceX+7.2+7.0+7.8
Securities Brokers+3.4+2.5+9.6
Semiconductor Majors (Fabrication)+0.6+4.8+2.3
Auto Parts+16.3+17.0
Stablecoins+4.9+26.2
Battery+7.2+23.6
Nuclear+7.7+22.8
Defense & War+13.7+14.9
Down UpBlank = not in that day's strong list