January 22, 2026 We’ve built out a database of 382 of the most liquid, US domiciled ETFs across a broad range of thematic categories. This week, we’re using that resource to analyze thematic fund flow trends over the past 1, 3 and 6-month periods. The past six months have underscored how thematic ETF leadership is […]
October 23, 2025 Thematic investing has become a defining feature of modern portfolio construction. Rather than simply owning sectors, investors are targeting structural trends — from artificial intelligence and renewable energy to cybersecurity and space exploration — seeking asymmetric returns tied to long-term technological or policy shifts. Yet beneath the narratives, these themes differ sharply
Thematic Thursday: Putting Thematic ETFs in a Risk on/Risk off Context Read More »
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