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Research

Three structural theses — the research behind each, not a tracked position. For live tracked performance, see the Themes tab in the main nav.

StocksThemes
01

Software

A Basket of SaaS Winners

Jul 18, 2026
02

Robotics

A Basket of Stocks for the Robotics and Automation Era

May 16, 2026
03

Space

A basket of stocks for the next global theme

Mar 15, 2026