stockthemes.ai · manifest v0 (live)

Thematic equity intelligence, organized for discovery

Discover and track stock market narratives better than ever before

Read about the methodology and background

Get our Den of Themes newsletter

Browse all themesExplore groups
  • 4,440Public tickers tracked
  • 120Theme groups
  • 855Curated themes
  • $118.7TAggregate market cap (USD)

Trending themes

Theme
1D %
10D %
MTD %
YTD %
1Yr %
LstRpt %
SinceLstRpt %
IranWar %*
LibDay %*
Agentic Utilities '26: Backbone Infra
-3.50%
+23.56%
+30.42%
+50.58%
+77.71%
0.00%
0.00%
+48.45%
+77.71%
Oversupply Risk '26: Offshore Drilling
-1.33%
+11.49%
+6.88%
+80.20%
+157.23%
0.00%
0.00%
+17.16%
+157.23%
NatGas '25: Gas Producers
+1.13%
+10.64%
+4.79%
+31.37%
+43.91%
0.00%
0.00%
+6.73%
+43.91%
Space Supply Chain '26: Surveillance Satellites
+0.33%
+6.73%
+13.24%
+85.63%
+208.49%
0.00%
0.00%
+52.13%
+208.49%
Euro Spend '26: European Biofuels
-0.81%
+3.00%
+0.15%
+38.67%
+61.48%
0.00%
0.00%
+15.35%
+61.48%
Agentic Utilities '26: Edge Compute & API Layer
-1.54%
+2.95%
+20.52%
+39.02%
+21.31%
0.00%
0.00%
+41.39%
+21.31%
S&P 500
-0.67%
+1.38%
+1.81%
+7.69%
+24.76%
—
—
+7.19%
+24.76%
Supply Shock in MidEast Long '26: Fertilizers
-0.33%
+0.28%
-3.44%
+23.67%
+34.75%
0.00%
0.00%
+5.92%
+34.75%
Supply Shock in MidEast Long '26: Chemicals
-1.44%
-0.23%
-6.38%
+34.92%
+17.64%
0.00%
0.00%
+10.51%
+17.64%
Supply Shock in MidEast Long '26: Food Commodities
-1.93%
-0.69%
-0.72%
+29.52%
+39.37%
0.00%
0.00%
+6.17%
+39.37%
Modern Warfare '26: Warfare in Iran
+1.96%
-1.42%
-4.03%
+26.80%
+79.26%
0.00%
0.00%
-0.07%
+79.26%
Atoms Bits Long '26: Aluminum, Beryllium & Titanium
+0.04%
-2.81%
-0.58%
+19.44%
+121.02%
0.00%
0.00%
+1.93%
+121.02%
Supply Shock in MidEast Short '26: Global Logistics
-0.43%
-2.95%
-5.57%
+2.82%
+20.75%
0.00%
0.00%
-8.80%
+20.75%
NatGas '25: Equip & Services
-0.66%
-3.15%
-3.33%
+46.40%
+125.43%
0.00%
0.00%
+11.62%
+125.43%
Supply Shock in MidEast Long '26: Oil Tankers
-1.50%
-6.18%
-2.11%
+62.36%
+99.37%
0.00%
0.00%
+1.14%
+99.37%
AI Short '26: Mizuho Least AI-Resilient Software
-0.35%
-8.93%
-7.50%
-5.76%
-5.37%
0.00%
0.00%
+11.25%
-5.37%

Feed

May 18
BROS — 10 text tables updatedThesis update
Ticker BullBearCase, Ticker BullBearDetails, Ticker DetailedOverview, Ticker EarningsTranscriptSummary, Ticker KeyFactors, Ticker KeyQuestions, Ticker KeyReportedMetrics, Ticker Overview, Ticker TranscriptTidbits, Ticker UpcomingEvents · Via LLM batch approved
May 18
SHAK — 10 text tables updatedThesis update
Ticker BullBearCase, Ticker BullBearDetails, Ticker DetailedOverview, Ticker EarningsTranscriptSummary, Ticker KeyFactors, Ticker KeyQuestions, Ticker KeyReportedMetrics, Ticker Overview, Ticker TranscriptTidbits, Ticker UpcomingEvents · Via LLM batch approved
May 18
SG — 10 text tables updatedThesis update
Ticker BullBearCase, Ticker BullBearDetails, Ticker DetailedOverview, Ticker EarningsTranscriptSummary, Ticker KeyFactors, Ticker KeyQuestions, Ticker KeyReportedMetrics, Ticker Overview, Ticker TranscriptTidbits, Ticker UpcomingEvents · Via LLM batch approved

View full feed