Thesis Tracker
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Themes group companies by what managers write about them.
48 themes by number of mentions
Gold Mining
68 companies
566
Mining Services
39 companies
308
SaaS
66 companies
303
Medical Devices
26 companies
273
Iron Ore
13 companies
239
Data Centres
24 companies
195
Critical Minerals
63 companies
194
Fintech
26 companies
180
Telecommunications
14 companies
172
Copper Mining
22 companies
171
Enterprise SaaS
27 companies
158
Diversified Mining
10 companies
152
AI Infrastructure
23 companies
143
Buy Now Pay Later
4 companies
143
LNG
7 companies
127
Wealth Management
18 companies
119
Family Safety App
2 companies
116
Logistics Software
3 companies
115
Recurring Revenue
59 companies
113
Operating Leverage
70 companies
112
Funds Management
22 companies
108
Engineering Services
17 companies
105
Consumer Finance
17 companies
104
Share Buyback
54 companies
104
General Insurance
4 companies
103
Rare Earths
20 companies
100
Building Materials
11 companies
99
Healthcare Services
13 companies
98
Infrastructure Services
21 companies
98
Radiopharmaceuticals
3 companies
98
Energy Transition
26 companies
95
Dividend Yield
55 companies
92
Biotechnology
15 companies
89
Capital Management
60 companies
89
Asset Management
19 companies
86
Gaming Technology
4 companies
86
Free Cash Flow
53 companies
85
Regulatory Risk
35 companies
85
Margin Expansion
53 companies
84
Oil and Gas
7 companies
83
Lithium Mining
9 companies
82
M&A
68 companies
80
Gold Exploration
46 companies
79
Base Metals
21 companies
77
Mining Technology
8 companies
76
Enterprise Software
17 companies
75
Payments Technology
7 companies
74
Turnaround
32 companies
74
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