Market heatmap

Sector heat map of every group on stockthemes.ai. Tile size reflects average constituent market cap; color shows return for the selected horizon. Click a tile to open its detail page.

Best viewed on desktop — mobile shows a simplified sector list below.

172 groups · 12 sectors

Information Technology+40.20%

Agentic Utilities+50.92%AI+65.91%AI Bottleneck+161.20%AI Short+8.02%Business Services+12.69%Chips+143.74%Connectivity+37.74%Cybersecurity+41.62%Data Owners-10.34%Edge AI Long+57.69%Edge AI Short-58.37%Enterprise Software+0.94%EU Chips Act+68.05%Gig Economy-17.44%Industry-Specific Software-22.46%Infra Built in ZIRP-14.99%MegaTech+98.71%Memory+288.69%Quantum Computers+18.37%Shrinkage Long-10.36%Software+19.00%Travel Services-5.68%Urban Mobility-11.61%

Communication Services-4.40%

Broadcasting & Linear Media-12.08%Consumer Attention-9.98%Education-14.02%Global Broadcasting-11.78%Global Telecom+4.73%Music-23.47%Optical Connectivity+184.61%Political Spend+7.61%Telecom+2.85%Video & News-4.06%Video Games-4.74%

Consumer Discretionary-7.52%

Apparel Sourcing+6.87%Asian Restaurants-16.04%Back to School+20.07%Beauty+0.09%Cannabis-30.66%Consumer Behavior-10.54%Consumer Wellness-18.02%Fashion Accessories+9.56%Fashion Styles-7.00%Furniture-14.49%Global Home Improvement-19.38%HaveNots Longs-11.64%HaveNots Shorts-5.51%Looksmaxxing-13.28%Luxury-5.36%Passenger Transport-4.97%Recreation-6.95%Restaurants-8.01%Retail Shopping+7.23%Retail Tech-7.49%Romantic Gifts-11.67%Shoes-13.21%Sporting Goods-3.31%Toys & Hobbies+8.80%Trending Fashion-10.99%Virality+4.21%Women's Fashion+22.18%World Cup-1.65%

Industrials+11.17%

AI Power+112.91%Airplanes-3.05%Auto Components+9.05%Autonomous Vehicles-34.12%Capital Asset Leasing+16.16%Car Tires+3.98%Data Centers+23.85%Drones+18.12%Euro Spend+17.10%EVs-23.21%Fiscal Spend+20.18%Fiscal Spend Short+12.73%Freight Transport+30.06%Global Airlines-4.81%Global Defense-3.99%H20-4.13%Humanoid+28.06%Industrial Manf+17.67%Modern Warfare+8.47%Oversupply Risk+59.38%Packaging+2.63%Passenger Transports-2.45%Regional Homebuilders-14.01%Regulatory Testing-5.61%Shipbuilding+18.10%Smart Buildings+4.21%Space Supply Chain+26.27%Steel+38.03%Urban Infra-2.88%US Airlines Long+11.60%US Airlines Short-15.57%

Financials+1.48%

Alt & Market Data-14.81%Asset Managers+13.70%Bank Long+16.77%Bank Short-15.53%Brokerages & Exchanges-6.13%Crypto-46.60%Earned Wage Access+7.66%Insurance Long+8.25%Insurance Short+7.34%New Age Financing-19.99%Payments-11.52%Regional Banks+17.16%

Energy+45.24%

Distributed Energy+5.16%Energy Bottleneck+72.34%Energy Services+45.65%Energy Sovereignty+30.79%NatGas+19.90%Nuclear-13.90%Regional Oil+40.50%Renewable Energy+6.54%Solar-5.53%

Materials+10.39%

Atoms Bits Long+47.89%Atoms Bits Short+25.07%Chemicals+10.81%Homebuilding-7.27%Rare Earths-2.82%Supply Shock in MidEast Long+60.98%Supply Shock in MidEast Short-11.23%

Health Care+17.54%

Biotech+36.81%Child Care-11.89%Diagnostics+14.69%Genomics+52.62%GLP-1 Long-20.25%GLP-1 Short+19.06%Healthcare Long-20.14%Healthcare Short-11.68%Hospitals+5.30%MedTech Long+28.62%MedTech Short-43.48%Rare Diseases+21.54%

Consumer Staples+5.47%

Alcohol-13.89%Auto OEMs-20.13%Auto Retail & Services-13.52%General Merchandise Retail+3.88%Global Foods-8.57%Grocers-9.76%Packaged Foods-7.06%Pet Care-15.97%Real Food-12.86%Stagflation Long+17.78%Stagflation Short-0.44%Tobacco-17.20%Wines-13.05%

Real Estate-0.03%

Casinos-16.50%Elder Care+24.74%Global Hotels+5.18%Hotels-3.02%Resi Real Estate-22.47%Return to Office+5.46%

Macro

China-14.60%City-Specific Businesses-7.74%Macro+26.75%Macro Short-21.16%

Other

Archetypes-6.84%BS Jobs-0.92%Business Models-9.32%Buying a House-13.81%Climate Adaptation-0.61%Cycle Long+13.51%Cycle Short+2.66%High Tax Refund-12.21%Natural Disasters Long-3.81%Natural Disasters Short-9.29%Rate Sensitivity-0.84%Small Themes+5.15%Thematic Momo Short+15.29%Trump Grift Era-29.92%TrumpPolicy PreElection Long-3.34%TrumpPolicy PreElection Short-11.12%