STOCK TITAN
Thematic Investing

Stock Theme Performance DELAYED 15 Min

Compare market-cap weighted returns for StockTitan's curated investing themes — AI, EV, crypto, cybersecurity, defense and more — across seven time periods. Themes draw from the entire US market, so emerging leaders count long before they join an index.

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Themes 12▲ 4▼ Best 1D Gold & Precious Metals +2.89% Worst 1D Space & Satellite Stocks -1.16%

1 Day Performance Jun 12 session close

Gold & Precious Metals 42 stocks · led by NEM +2.71%
+2.89%
Renewable Energy 37 stocks · led by TSLA +1.82%
+1.98%
Nuclear & Uranium 32 stocks · led by GEV +3.74%
+1.86%
Semiconductors 48 stocks · led by KLAC +5.55%
+1.75%
Data Center & Digital Infrastructure 42 stocks · led by GEV +3.74%
+1.75%
Cryptocurrency & Blockchain 39 stocks · led by TSLA +1.82%
+1.69%
Water 34 stocks · led by ECL +0.68%
+0.78%
Oil & Gas Stocks 45 stocks · led by CVX +0.75%
+0.50%
Quantum Computing 28 stocks · led by INTC +6.51%
+0.32%
Electric Vehicles 37 stocks · led by TSLA +1.82%
+0.28%
Artificial Intelligence 61 stocks · led by ARM +11.27%
+0.21%
Robotics & Automation 32 stocks · led by TSLA +1.82%
+0.12%
Cybersecurity 29 stocks · led by AMZN -1.23%
-0.22%
Biotech & Pharma 51 stocks · led by LLY -2.41%
-0.49%
Defense & Military Stocks 43 stocks · led by RKLB -10.79%
-1.10%
Space & Satellite Stocks 41 stocks · led by AMZN -1.23%
-1.16%

1 Week Performance

Semiconductors 48 stocks · led by KLAC +31.94%
+10.36%
Cryptocurrency & Blockchain 39 stocks · led by TSLA +3.95%
+2.73%
Renewable Energy 37 stocks · led by TSLA +3.95%
+2.40%
Water 34 stocks · led by ECL +2.88%
+1.57%
Data Center & Digital Infrastructure 42 stocks · led by MRVL +6.16%
+1.45%
Defense & Military Stocks 43 stocks · led by GE +2.23%
+0.97%
Gold & Precious Metals 42 stocks · led by B +1.88%
+0.67%
Biotech & Pharma 51 stocks · led by JNJ +3.48%
+0.50%
Nuclear & Uranium 32 stocks · led by GEV +0.76%
+0.46%
Robotics & Automation 32 stocks · led by TSLA +3.95%
+0.00%
Oil & Gas Stocks 45 stocks · led by XOM -1.94%
-0.14%
Artificial Intelligence 61 stocks · led by AAPL -5.27%
-0.14%
Space & Satellite Stocks 41 stocks · led by AMZN -3.04%
-0.59%
Quantum Computing 28 stocks · led by MSFT -6.22%
-1.05%
Electric Vehicles 37 stocks · led by MSFT -6.22%
-1.32%
Cybersecurity 29 stocks · led by MSFT -6.22%
-3.03%

1 Month Performance

Semiconductors 48 stocks · led by KLAC +37.61%
+10.92%
Data Center & Digital Infrastructure 42 stocks · led by DELL +62.21%
+10.85%
Biotech & Pharma 51 stocks · led by LLY +11.54%
+3.61%
Defense & Military Stocks 43 stocks · led by GE +13.77%
+3.27%
Water 34 stocks · led by ECL +6.33%
+2.77%
Artificial Intelligence 61 stocks · led by GOOGL -10.67%
-0.56%
Cryptocurrency & Blockchain 39 stocks · led by TSLA -8.72%
-1.33%
Oil & Gas Stocks 45 stocks · led by XOM -3.01%
-1.40%
Nuclear & Uranium 32 stocks · led by GEV -11.47%
-4.29%
Cybersecurity 29 stocks · led by GOOGL -10.67%
-5.43%
Space & Satellite Stocks 41 stocks · led by AMZN -11.69%
-5.77%
Quantum Computing 28 stocks · led by GOOGL -10.67%
-6.63%
Renewable Energy 37 stocks · led by TSLA -8.72%
-8.07%
Electric Vehicles 37 stocks · led by GOOGL -10.67%
-8.28%
Robotics & Automation 32 stocks · led by NVDA -9.14%
-8.52%
Gold & Precious Metals 42 stocks · led by NEM -15.74%
-16.58%

1 Quarter Performance

Semiconductors 48 stocks · led by KLAC +79.43%
+62.94%
Data Center & Digital Infrastructure 42 stocks · led by MRVL +218.35%
+61.66%
Artificial Intelligence 61 stocks · led by MU +130.35%
+30.96%
Quantum Computing 28 stocks · led by INTC +172.17%
+22.29%
Cybersecurity 29 stocks · led by GOOGL +18.99%
+16.48%
Robotics & Automation 32 stocks · led by NVDA +13.84%
+11.29%
Electric Vehicles 37 stocks · led by GOOGL +18.99%
+11.28%
Cryptocurrency & Blockchain 39 stocks · led by JPM +13.15%
+8.76%
Space & Satellite Stocks 41 stocks · led by AMZN +14.87%
+8.57%
Renewable Energy 37 stocks · led by TSLA +3.89%
+6.50%
Biotech & Pharma 51 stocks · led by LLY +15.02%
+4.20%
Oil & Gas Stocks 45 stocks · led by SLB +25.63%
+0.73%
Defense & Military Stocks 43 stocks · led by GE +11.88%
+0.10%
Nuclear & Uranium 32 stocks · led by CEG -15.91%
-0.45%
Water 34 stocks · led by ECL -3.20%
-3.16%
Gold & Precious Metals 42 stocks · led by AEM -21.63%
-14.34%

Half Year Performance

Semiconductors 48 stocks · led by KLAC +105.45%
+83.32%
Data Center & Digital Infrastructure 42 stocks · led by MRVL +202.48%
+73.80%
Oil & Gas Stocks 45 stocks · led by XOM +22.98%
+27.91%
Artificial Intelligence 61 stocks · led by MU +272.23%
+27.33%
Quantum Computing 28 stocks · led by INTC +205.47%
+16.70%
Biotech & Pharma 51 stocks · led by AZN +95.33%
+15.18%
Defense & Military Stocks 43 stocks · led by GE +18.23%
+10.76%
Nuclear & Uranium 32 stocks · led by GEV +30.11%
+8.69%
Space & Satellite Stocks 41 stocks · led by AMZN +2.92%
+6.99%
Robotics & Automation 32 stocks · led by NVDA +11.65%
+5.90%
Electric Vehicles 37 stocks · led by NVDA +11.65%
+5.15%
Cybersecurity 29 stocks · led by GOOGL +12.33%
+3.08%
Renewable Energy 37 stocks · led by BE +156.91%
+2.23%
Gold & Precious Metals 42 stocks · led by GFI -15.20%
-0.73%
Water 34 stocks · led by ROP -24.26%
-2.83%
Cryptocurrency & Blockchain 39 stocks · led by TSLA -9.97%
-3.10%

1 Year Performance

Semiconductors 48 stocks · led by MU +746.00%
+172.67%
Data Center & Digital Infrastructure 42 stocks · led by MRVL +309.88%
+156.80%
Artificial Intelligence 61 stocks · led by MU +746.00%
+91.03%
Quantum Computing 28 stocks · led by GOOGL +102.81%
+67.65%
Gold & Precious Metals 42 stocks · led by NEM +88.01%
+64.21%
Cybersecurity 29 stocks · led by GOOGL +102.81%
+44.58%
Electric Vehicles 37 stocks · led by GOOGL +102.81%
+41.78%
Biotech & Pharma 51 stocks · led by LLY +40.12%
+39.54%
Oil & Gas Stocks 45 stocks · led by XOM +34.49%
+35.26%
Renewable Energy 37 stocks · led by TSLA +24.51%
+34.11%
Defense & Military Stocks 43 stocks · led by RKLB +274.23%
+32.62%
Robotics & Automation 32 stocks · led by NVDA +43.66%
+30.88%
Nuclear & Uranium 32 stocks · led by GEV +94.56%
+29.75%
Space & Satellite Stocks 41 stocks · led by AMZN +11.89%
+27.31%
Cryptocurrency & Blockchain 39 stocks · led by TSLA +24.51%
+20.80%
Water 34 stocks · led by ROP -41.19%
-3.18%

YTD Performance

Semiconductors 48 stocks · led by KLAC +109.48%
+88.34%
Data Center & Digital Infrastructure 42 stocks · led by MRVL +229.14%
+88.01%
Artificial Intelligence 61 stocks · led by MU +243.93%
+31.09%
Oil & Gas Stocks 45 stocks · led by XOM +22.16%
+29.91%
Quantum Computing 28 stocks · led by INTC +237.59%
+18.75%
Nuclear & Uranium 32 stocks · led by GEV +43.93%
+11.94%
Biotech & Pharma 51 stocks · led by AZN +94.44%
+11.31%
Cybersecurity 29 stocks · led by GOOGL +14.91%
+7.10%
Defense & Military Stocks 43 stocks · led by RKLB +46.77%
+6.19%
Space & Satellite Stocks 41 stocks · led by AMZN +3.35%
+5.68%
Renewable Energy 37 stocks · led by BE +199.48%
+5.58%
Robotics & Automation 32 stocks · led by NVDA +10.02%
+5.58%
Electric Vehicles 37 stocks · led by GOOGL +14.91%
+5.27%
Water 34 stocks · led by ROP -24.75%
-3.07%
Cryptocurrency & Blockchain 39 stocks · led by TSLA -9.63%
-3.86%
Gold & Precious Metals 42 stocks · led by GFI -16.40%
-4.49%

Stock Theme Performance Overview

In the most recent trading session, 12 out of 16 stock themes closed higher and 4 closed lower. The best-performing theme of that session is Gold & Precious Metals (+2.89%), while Space & Satellite Stocks is lagging (-1.16%).

Latest Session Theme Rankings

Themes ranked by most recent session performance, from best to worst:

  1. Gold & Precious Metals: +2.89% (42 stocks)
  2. Renewable Energy: +1.98% (37 stocks)
  3. Nuclear & Uranium: +1.86% (32 stocks)
  4. Semiconductors: +1.75% (48 stocks)
  5. Data Center & Digital Infrastructure: +1.75% (42 stocks)
  6. Cryptocurrency & Blockchain: +1.69% (39 stocks)
  7. Water: +0.78% (34 stocks)
  8. Oil & Gas Stocks: +0.50% (45 stocks)
  9. Quantum Computing: +0.32% (28 stocks)
  10. Electric Vehicles: +0.28% (37 stocks)
  11. Artificial Intelligence: +0.21% (61 stocks)
  12. Robotics & Automation: +0.12% (32 stocks)
  13. Cybersecurity: -0.22% (29 stocks)
  14. Biotech & Pharma: -0.49% (51 stocks)
  15. Defense & Military Stocks: -1.10% (43 stocks)
  16. Space & Satellite Stocks: -1.16% (41 stocks)

Year-to-Date Theme Performance

Looking at longer-term trends, Semiconductors leads all themes year-to-date with a return of +88.34%, while Gold & Precious Metals is the weakest at -4.49%. Over the past month, Semiconductors has been the strongest performer (+10.92%).

What Is Thematic Investing?

Thematic investing groups companies by their exposure to a long-term trend — artificial intelligence, electrification, cybersecurity, space — rather than by the sector a classification vendor assigns them. A theme can cut across several GICS sectors at once, and StockTitan curates each theme's member list editorially from the entire US market, so emerging leaders count long before they join a major index.

How to Read Theme Performance Charts

Each chart ranks every theme by its market-cap weighted average return for one time period. Bars extend right of the shared zero line for gains and left for losses, with length scaled to the period’s biggest mover — the more vibrant the color, the larger the move. Each row also shows the member count and the stock that contributed most to the move. Because weighting is by market cap, a theme's biggest companies move its reading the most. Click any theme name to see its member stocks, news, and analysis.

This page is for market research and education only. It is not investment advice, a recommendation, or a substitute for your own due diligence.