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Thematic investing means choosing a global trend you believe in — like clean energy, technology, or healthcare — and investing in the companies and sectors that drive it.
Thematic investing focuses on long-term trends—such as globalisation, energy transition, or rising consumer demand—by investing in sectors linked to those themes.
It allows you to align your portfolio with broader market developments based on your own investment approach. As with any investment, it’s important to carry out your own research and consider how themes align with your objectives.
Thematic investing targets stock sectors, where companies are grouped by industry. Check out the sectors below — each one is a gateway into a different corner of the global economy.
Companies involved in oil, gas, and renewable energy production, influenced by supply, demand, and energy transition trends.
Companies developing software, hardware, and digital services powering the global digital economy.
Companies producing essential everyday goods, typically offering stable demand across market conditions.
Banks, insurers, and financial services firms that support the global flow of capital and economic activity.
Manufacturers of machinery, equipment, and infrastructure products, driven by trade, construction, and automation.
Producers of raw materials like metals, chemicals, and paper, often tied to industrial demand and economic growth.
Companies involved in medical services, equipment, and drug development, supporting treatment and prevention.
Providers of essential services like electricity, gas, and water, often operating in regulated markets.
Brands focused on non-essential goods and services, influenced by consumer spending and economic cycles.
Telecom, media, and entertainment companies driving connectivity and digital content consumption.
Firms that own and manage property assets across residential, commercial, and industrial sectors.
Firms delivering professional services such as consulting, legal, and advisory support.
Access 10,000+ US stocks across major sectors, enabling you to build a diversified portfolio aligned with thematic trends.
Choose a theme
Select a sector or trend you would like exposure to.
Identify relevant stocks
Review companies associated with that theme.
Consider key factors
Assess diversification and risk before investing.
Build your investment
Construct a portfolio aligned with your chosen theme.
No fee, competitive execution direct stock ownership.
Invest in high-cost equities via fractional ownership
Buy and sell stocks on a fast, innovative platform
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What is thematic investing and how does it differ from traditional stock sectors investing?
Thematic investing involves identifying broad economic trends, rational changes, or global events that will impact market prices across multiple stock sectors. Unlike traditional sector-based investing, that simply groups companies by industry classification, thematic approaches look for stocks positioned to benefit from specific structural shifts in the global economy. For example, clean energy investing cuts across traditional energy sector stocks, utilities sector stocks, and the materials sector. Investors can access these themes through a portfolio of individual stocks tailored to offer exposure to the desired trends.
Which stock sectors are currently showing the strongest growth potential based on emerging themes?
Investment themes change and develop, and it is not possible to predict with certainty which stocks will perform best in the future. That said, some stock sectors are well positioned to benefit from emerging themes. The technology sector analysis shows continued strength from AI and robotics stocks, cloud computing, and cybersecurity developments. Healthcare sector outlook remains positive due to innovation in biotechnology and digital health solutions. Energy sector stocks are experiencing a transformation through clean energy investing and sustainable resource management. Communication sector stocks benefit from 5G deployment and digital content expansion. Meanwhile, utilities sector stocks are evolving through grid modernisation and renewable integration. Rather than simply investing in broad sectors, a strategic thematic investing strategy involves identifying which companies within these sectors are best positioned to capitalise on specific trends like smart city investments or fintech investment opportunities.
How can I build a diversified portfolio using thematic investing strategies?
Building a diversified portfolio for thematic investing requires balancing exposure across multiple themes and stock sectors. As with any investment strategy, thematic investing comes with risk, and the value of your investments can fall. Although this risk cannot be eliminated, it is prudent to diversify across themes by identifying 3-5 major themes with different time horizons and economic drivers. For example, an investor could combine near-term opportunities in consumer discretionary stocks with longer-term positions in clean energy investing or smart city investments. Additionally, diversification is possible across geography and company size by including established leaders and newer businesses within each theme. A mix of individual stocks, thematic ETFs, and thematic mutual funds may also help with diversification. One potential risk is potential correlation or overlap between themes; for instance, technology sector analysis may reveal companies that feature in both AI/robotics stocks and fintech investment opportunities.
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