Cross-Cutting Themes
•2698 stocks
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5Y Price (Market Cap Weighted)
All Stocks (2698)
| Company | Market Cap | Price |
|---|---|---|
|
GSAT
Globalstar, Inc.
Cooperative R&D with U.S. Army evaluating satellite-enabled edge processing; aligns with edge computing.
|
$10.15B |
$80.02
-0.01%
|
|
AM
Antero Midstream Corporation
AM's ownership and operation of midstream infrastructure aligns with infrastructure/real assets investment themes.
|
$10.14B |
$21.29
+0.24%
|
|
GLXY
Galaxy Digital
Galaxy offers investment advisory services related to its digital asset and infrastructure businesses.
|
$10.10B |
$25.84
+5.77%
|
|
GAP
The Gap, Inc.
Gap conducts brand collaborations and licensing-like activity (e.g., Zac Posen Studio by Gap), i.e., Brand Licensing.
|
$10.05B |
$27.05
+3.70%
|
|
JEF
Jefferies Financial Group Inc.
Mutual Funds (Actively Managed) as part of the asset management product lineup.
|
$9.94B |
$48.08
+3.25%
|
|
TEM
Tempus AI, Inc.
Genetic Testing & Personalized Medicine – Tempus provides genetic testing services (Ambry) and hereditary screening, aligning with precision medicine.
|
$9.94B |
$55.87
+2.66%
|
|
CNM
Core & Main, Inc.
Provides turnkey project management, installation, and software integration services, reflecting service offerings beyond simple distribution.
|
$9.93B |
$50.78
-2.29%
|
|
WTFC
Wintrust Financial Corporation
Investment Advisory Services captures the advisory component of Wintrust's wealth management offerings.
|
$9.92B |
$148.09
+1.96%
|
|
BAH
Booz Allen Hamilton Holding Corporation
Booz Allen primarily delivers government-focused management consulting and professional services.
|
$9.92B |
$81.81
-1.06%
|
|
RYAN
Ryan Specialty Holdings, Inc.
Engages in reinsurance underwriting through Ryan Re and strategic carrier alliances.
|
$9.88B |
$37.45
+0.21%
|
|
FRHC
Freedom Holding Corp.
Insurance products include life-oriented offerings (pension annuities) within the insurance segment.
|
$9.84B |
$160.86
-1.11%
|
|
SEIC
SEI Investments Company
SEI's investment in Stratos and seed capital to LSV Global Equity Market Neutral Fund reflect active exposure to alternative investments.
|
$9.77B |
$79.83
+1.14%
|
|
PSO
Pearson plc
Pearson's product suite centers on digital learning platforms and AI-enhanced study tools (e.g., MyLab & Mastering, Connexus) delivered via Education Technology.
|
$9.70B |
$14.66
+0.41%
|
|
MASI
Masimo Corporation
Radius VSM wearables and health monitoring devices are marketed as part of Masimo's monitoring solutions.
|
$9.58B |
$178.42
+0.07%
|
|
AVAV
AeroVironment, Inc.
Geospatial & Mapping Technology: supports mapping/analytics capabilities as part of mission software and autonomous systems.
|
$9.56B |
$191.43
-5.23%
|
|
SKX
Skechers U.S.A., Inc.
Brand licensing / collaborative branding (e.g., co-branded footwear) indicates licensing-based partnerships.
|
$9.44B |
$63.13
|
|
ESI
Element Solutions Inc
ESI's product roster includes advanced materials used in high-performance electronics, aligning with the broad 'Advanced Materials' investable category.
|
$9.44B |
$39.03
+4.64%
|
|
EDU
New Oriental Education & Technology Group Inc.
Core revenue comes from Education Services including test preparation, tutoring, and overseas study consulting.
|
$9.41B |
$59.24
+1.56%
|
|
UMBF
UMB Financial Corporation
Investment advisory and portfolio management services.
|
$9.39B |
$123.54
+2.48%
|
|
GTLS
Chart Industries, Inc.
Carbon Capture & Sequestration: Earthly Labs tech and retrofit orders for industrial decarbonization.
|
$9.36B |
$208.25
+0.28%
|
|
ONB
Old National Bancorp
Investment advisory services are part of ONB's client offerings alongside wealth management.
|
$9.36B |
$23.95
+2.86%
|
|
ICLR
ICON Public Limited Company
ICON operates as a professional services firm delivering outsourced development services.
|
$9.31B |
$119.58
+3.46%
|
|
ZION
Zions Bancorporation, National Association
Investment Advisory Services aligns with wealth management and advisory offerings mentioned in the outlook.
|
$9.26B |
$62.77
+2.00%
|
|
YMM
Full Truck Alliance Co. Ltd.
Geospatial/mapping capabilities underpin routing, cargo recommendations, and proximity-based matching.
|
$9.25B |
$8.89
+0.91%
|
|
CFR
Cullen/Frost Bankers, Inc.
CFR offers investment advisory services as part of its wealth management capabilities.
|
$9.16B |
$143.32
+1.26%
|
|
DOCU
DocuSign, Inc.
DocuSign's Intelligent Agreement Management platform constitutes a Legal Technology product focused on contract lifecycle management.
|
$9.16B |
$45.74
-0.68%
|
|
ADC
Agree Realty Corporation
ADC's investments in real assets (real estate portfolio and development) align with Infrastructure / Real Assets exposure.
|
$9.13B |
$79.47
+0.68%
|
|
TTC
The Toro Company
Spatial mapping and geospatial data use (TerraRad Soil Moisture mapping; GPS RTK) align Geospatial & Mapping Technology.
|
$9.10B |
$92.90
+0.16%
|
|
AOS
A. O. Smith Corporation
Desalination & Water Treatment captures the broader water treatment product/solution portfolio and related services.
|
$9.03B |
$64.80
+2.40%
|
|
ARW
Arrow Electronics, Inc.
Arrow provides professional services including design, engineering, and integration for customers.
|
$9.01B |
$175.17
+1.94%
|
|
AYI
Acuity Brands, Inc.
Edge Computing corresponding to the edge-to-cloud platform in AIS
|
$8.97B |
$292.48
+3.25%
|
|
LEVI
Levi Strauss & Co.
Levi's leverages brand licensing to extend its brand into third-party products and collaborations.
|
$8.94B |
$22.92
+3.20%
|
|
GIL
Gildan Activewear Inc.
Gildan utilizes brand licensing, notably licensing the Champion brand for printwear.
|
$8.93B |
$59.90
+5.10%
|
|
AGCO
AGCO Corporation
AGCO's strategy includes agricultural technology and precision farming solutions (PTx, sensors, data platforms).
|
$8.85B |
$118.60
+2.87%
|
|
APLD
Applied Digital Corporation
Offerings include distributed compute capabilities that align with edge computing concepts for AI workloads.
|
$8.82B |
$31.52
+4.74%
|
|
RZB
Reinsurance Group of America, Incorporated
RZB primarily provides life and health reinsurance services, including mortality/morbidity risk transfer and longevity risk management.
|
$8.81B |
$25.12
-0.20%
|
|
LUMN
Lumen Technologies, Inc.
Dark fiber and fiber infrastructure are monetized via PCF-related projects and wholesale services.
|
$8.79B |
$8.56
+0.65%
|
|
POWL
Powell Industries, Inc.
Powell is positioned in grid modernization and smart grid applications via substation automation and related technologies.
|
$8.74B |
$240.99
+3.51%
|
|
BOKF
BOK Financial Corporation
Investment advisory services supporting asset management and client portfolios.
|
$8.74B |
$138.14
+1.93%
|
|
PRI
Primerica, Inc.
Primerica directly underwrites and sells Term Life insurance, a core product line in its insurance offerings.
|
$8.71B |
$272.89
-0.04%
|
|
GDS
GDS Holdings Limited
Edge Computing: latency-sensitive AI inference supported by strategically located Tier 1 data centers.
|
$8.69B |
$44.62
+3.84%
|
|
WULF
TeraWulf Inc.
Edge computing/HPC data halls provisioned for AI workloads.
|
$8.64B |
$20.65
+6.94%
|
|
FDS
FactSet Research Systems Inc.
FactSet provides professional services and managed services to support clients' deployments and ongoing operations.
|
$8.63B |
$232.66
+0.35%
|
|
CAE
CAE Inc.
CAE provides Education Services and training for pilots, air traffic controllers, maintenance technicians, and military personnel.
|
$8.62B |
$26.89
-0.63%
|
|
SIRI
Sirius XM Holdings Inc.
Direct streaming audio subscriptions through SiriusXM and Pandora (podcasts and on-demand audio) constitute the core streaming service offering.
|
$8.58B |
$25.48
+3.01%
|
|
CIG
Companhia Energética de Minas Gerais
Smart Grid Technology captures its ADMS, smart meters, and digitalization initiatives.
|
$8.42B |
$2.67
+0.57%
|
|
EMN
Eastman Chemical Company
Eastman highlights Advanced Materials and high-value polymers (e.g., auto interlayers, HUD, etc.) as core growth drivers, aligning with this tag.
|
$8.42B |
$73.78
+0.59%
|
|
KNSL
Kinsale Capital Group, Inc.
The company is expanding into homeowners coverage within its personal lines strategy, placing under Homeowners Insurance.
|
$8.39B |
$360.75
+0.48%
|
|
SNEX
StoneX Group Inc.
Investment advisory services capabilities appear via capital markets activity and acquisitions.
|
$8.31B |
$106.02
+1.63%
|
|
AMG
Affiliated Managers Group, Inc.
AMG's growth is driven by liquid alternatives inflows via its affiliate network and platform.
|
$8.30B |
$294.85
-1.52%
|
|
TTEK
Tetra Tech, Inc.
Professional Services encompasses advisory, consulting, and engineering services delivered to clients.
|
$8.24B |
$31.61
-0.06%
|
|
VMI
Valmont Industries, Inc.
Valmont is expanding into Agricultural Technology (Accent 365) with data-driven precision agriculture capabilities.
|
$8.13B |
$412.65
+2.71%
|
|
HUT
Hut 8 Corp.
Engages in edge computing/near-edge compute for AI workloads within its data centers.
|
$8.09B |
$74.85
+5.54%
|
|
MSGS
Madison Square Garden Sports Corp.
Licensing of brand assets (team logos, jersey patches, worldwide partnerships) to monetize the MSG sports brands.
|
$8.08B |
$335.76
+1.47%
|
|
MANH
Manhattan Associates, Inc.
Manhattan's unified platform enables supply chain visibility across orders, inventory, and transportation.
|
$8.00B |
$132.76
+2.20%
|
|
ZWS
Zurn Elkay Water Solutions Corporation
Desalination & Water Treatment category aligns with water purification and treatment capabilities extending beyond traditional plumbing fixtures.
|
$7.99B |
$47.76
+2.69%
|
|
CWEN
Clearway Energy, Inc.
CWEN operates as an energy infrastructure investor, representing real assets infrastructure exposure.
|
$7.98B |
$39.12
-2.26%
|
|
JHG
Janus Henderson Group plc
Active ETFs are a key growth area and part of the firm’s capabilities expansion.
|
$7.96B |
$51.55
-0.01%
|
|
AXS
AXIS Capital Holdings Limited
AXIS Capital engages in reinsurance, including portfolio adjustments and loss portfolio transfers.
|
$7.86B |
$102.03
+1.49%
|
|
DOCN
DigitalOcean Holdings, Inc.
Provision of migration and professional services to help move workloads from hyperscalers aligns with a Professional Services offering.
|
$7.83B |
$85.67
-3.12%
|
|
FLR
Fluor Corporation
Fluor emphasizes modular/prefabricated construction approaches to accelerate project delivery and resource flexibility.
|
$7.83B |
$48.57
+1.44%
|
|
MOS
The Mosaic Company
Mosaic Biosciences represents agricultural biotechnology products aimed at nutrient use efficiency; aligns with Agricultural Technology.
|
$7.80B |
$24.57
-0.63%
|
|
VIRT
Virtu Financial, Inc.
ETF block trading and distribution capabilities are a core monetized service (ETF-related liquidity provision).
|
$7.75B |
$50.64
+0.20%
|
|
QBTS
D-Wave Quantum Inc.
Direct product: annealing quantum computers (Advantage/Advantage2) and Leap cloud service enabling access to QC hardware.
|
$7.59B |
$21.68
+0.74%
|
|
MORN
Morningstar, Inc.
Independent research and investment advisory services component of Morningstar's offerings.
|
$7.58B |
$184.18
+2.03%
|
|
GGAL
Grupo Financiero Galicia S.A.
Asset management includes actively managed mutual funds under the Galicia group.
|
$7.55B |
$45.37
+0.73%
|
|
KNTK
Kinetik Holdings Inc.
MRV plan enables CO2 capture/injection with potential 45Q credits; aligns with carbon capture/sequestration capabilities.
|
$7.54B |
$46.68
-1.48%
|
|
PNFP
Pinnacle Financial Partners, Inc.
Wealth management and investment advisory services generate fee-based revenue and reflect PNFP’s advisory capabilities.
|
$7.53B |
$97.09
+4.25%
|
Showing page 7 of 27 (2698 total stocks)
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