Companies leading AI development and deployment
Companies leading AI development and deployment
Thematic investing focuses on long-term structural trends reshaping the economy and society. The approach gained institutional credibility through ARK Invest (founded by Cathie Wood in 2014), which focused on disruptive innovation themes like genomics, AI, and autonomous vehicles. Earlier thematic approaches can be traced to Peter Drucker's work on megatrends and technological discontinuities. Academic support comes from Schumpeter's theory of creative destruction and Clayton Christensen's research on disruptive innovation.
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Higher-risk profile — expect large swings and deep drawdowns in pursuit of outsized returns.
Stocks currently selected by this strategy's screen, ordered by how many of its criteria they meet.
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Backtested KPIs are estimates derived from historical data and do not guarantee future returns. Markets carry risk of loss.
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