Themes & Sectors
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The Circular Economy
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Capital & Finance
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Immersive Technologies
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Security & Defence
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Life Sciences
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The Energy Transition
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Inflation Protection
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Retail & Luxury
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Digital & Data
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Blockchain & Web3
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Democratising Society
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The Agrarian Revolution
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Decentralised Living
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Automation & Robotics
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| Maturity | CAGR | Favourite Stock | |
| The Circular Economy | < 10 years | < 5% | Tomra Systems |
| Capital & Finance | < 10 years | < 5% | Burford Capital |
| Immersive Technologies | > 20 years | >10% | Meta |
| Security & Defence | > 20 years | < 5% | Axon |
| Life Sciences | > 20 years | >10% | Cybin |
| The Energy Transition | > 20 years | 5-10% | Cameco |
| Inflation Protection | < 10 years | 5-10% | Wheaton |
| Retail & Luxury | < 10 years | < 5% | Rolls Royce |
| Digital & Data | 10-20 years | >10% | Nokia |
| Blockchain & Web3 | 10-20 years | 5-10% | Bitcoin |
| Democratising Society | < 10 years | < 5% | Man U |
| The Agrarian Revolution | > 20 years | >10% | Deere & Co |
| Decentralised Living | < 10 years | < 5% | Membership Collective Group |
| Automation & Robotics | > 20 years | >10% | Ouster |