Thematic baskets

as of 2026-07-02

Managed Care & Health Insurers leads the themes over 20 days (+25.0% vs FW 3000) · AI Infrastructure Leaders lags (-9.4%) · 19 baskets across 8 categories.

Agent-curated FW 3000 theme baskets — every membership decision dated and documented; equal-weighted, monthly-rebalanced, buy-and-hold between rebalances. Where a listed sector ETF approximates the theme, the basket is cross-checked against it daily. The changelog is part of the product.

Performance table

All baskets, watchlist-style. Click a column to sort; toggle the value between raw return, vs FW 3000, and σ (the move z-scored vs the basket's own trailing year — computed horizons only). Click a name to jump to its members.

Basket1d5d20d60dYTD
Managed Care & Health Insurers-0.1%+3.6%+25.0%+38.8%+32.6%
Housing Chain+0.6%-2.3%+13.5%+3.7%-0.2%
Payments & Fintech+2.5%+7.7%+11.9%+0.2%-15.7%
Regional Banks-1.1%-1.3%+11.4%+0.1%+4.0%
GLP-1 Pressure+1.7%+2.6%+9.8%-8.3%-11.6%
Defensives+2.3%+1.3%+9.1%-8.0%-1.2%
Travel & Experiences+0.3%-2.1%+8.1%+2.6%-0.6%
Cybersecurity+0.4%+12.7%+8.1%+38.3%+24.3%
Fortress Balance Sheets+1.7%+4.5%+5.4%-0.7%-6.9%
Capital Markets Cycle+1.9%+3.3%+4.8%-1.7%-7.2%
Retail+1.7%+0.5%+4.7%-9.9%-8.0%
Defense & Aerospace+3.6%+7.7%+3.6%-8.8%-5.1%
AI Displacement Risk+1.6%+9.3%-1.3%-13.8%-25.5%
Power & Grid Buildout-2.1%-8.2%-3.1%-3.6%+11.6%
Magnificent Seven-1.0%+4.9%-4.3%-0.5%-9.3%
Reshoring & Industrial Capex-0.7%-9.5%-4.4%-0.8%+7.2%
AI Software & Platforms+0.3%+10.0%-5.9%+3.2%-21.8%
US Energy Complex+0.9%-3.2%-7.7%-19.0%+13.5%
AI Infrastructure Leaders-6.9%-12.2%-9.4%+36.4%+80.8%

Performance

Rebased to 0% at the start of the selected window. Click legend entries to toggle. Series before a basket's creation date are a backtest of the membership at creation. Powered by TradingView Lightweight Charts.

Baskets by category

Horizon
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