Thematic baskets

as of 2026-08-19

AI Displacement Risk leads the themes over 20 days (+16.8% vs FW 3000) · Crypto Financialization lags (-12.6%) · 26 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.

Basket1d5d20d60dMTDYTD1y
AI Displacement Risk+3.1%+4.0%+16.8%+23.0%+5.0%-9.6%-17.9%
AI Software & Platforms+1.5%+2.7%+14.8%+12.0%+5.1%-14.1%-15.3%
Space Economy-2.6%-4.1%+13.3%-14.8%+12.7%+24.3%+53.1%
Defense & Aerospace-0.9%-1.3%+10.3%+6.9%+6.4%-2.1%-0.6%
Fortress Balance Sheets+0.8%+1.3%+7.6%+10.6%+2.7%-1.8%-2.3%
Cybersecurity-2.7%-3.3%+6.6%+21.3%+5.3%+30.5%+16.5%
GLP-1 Pressure+2.0%+2.1%+4.0%+11.0%+0.2%-6.9%-17.4%
Payments & Fintech+1.3%+2.7%+3.7%+11.1%-0.7%-12.8%-24.7%
US Energy Complex-0.3%+4.1%+3.0%+1.9%+2.9%+28.8%+33.8%
Retail+0.8%-0.3%+2.5%+2.9%-1.3%-7.0%-13.0%
Capital Markets Cycle-0.1%+0.8%+1.8%+5.7%-0.1%-3.2%-7.8%
Hospitals & Providers-0.5%-1.6%+1.6%+11.8%-3.4%+3.1%-4.0%
Housing Chain+2.6%+0.7%+1.5%+8.9%+1.8%-5.3%-22.1%
Homebuilders+3.2%+2.3%+1.2%+12.2%+3.6%-2.8%-17.6%
Travel & Experiences+0.2%-1.4%+0.3%+6.3%-3.2%-5.1%-8.4%
Magnificent Seven+1.0%+0.7%-0.6%-5.3%-0.2%-8.1%-3.0%
Defensives+0.7%+1.9%-1.2%+1.1%-1.0%-3.2%-12.3%
Nuclear Renaissance+2.7%-1.6%-2.0%-15.6%+3.8%-19.9%-22.9%
Reshoring & Industrial Capex-1.4%-3.2%-2.4%-0.5%-3.0%+6.7%+8.1%
Regional Banks-3.0%-2.9%-4.0%+5.8%-4.0%+1.7%+4.5%
Optical Interconnect-5.9%-11.4%-4.4%-26.0%+8.4%+88.3%+236.7%
AI Infrastructure Leaders-3.8%-7.3%-5.8%-3.7%+2.1%+68.7%+108.0%
Power & Grid Buildout-0.4%-4.1%-6.4%-11.6%-2.9%+1.9%-2.3%
Memory & Storage-4.4%+1.8%-9.3%-3.1%+1.7%+170.5%+497.8%
Managed Care & Health Insurers-0.9%-0.7%-10.1%+4.3%-4.3%+15.1%+18.4%
Crypto Financialization+4.3%+0.0%-12.6%-13.8%-5.3%+0.3%-10.8%

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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