Themes & Sectors
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List
The Circular Economy
Recycling Goods
Capital & Finance
The evolution of banking and insurance
Immersive Technologies
VR and AR
Security & Defence
Making the world safer
Life Sciences
From genomics to psychedelics
The Energy Transition
Getting to net-zero
Inflation Protection
Shield your portfolio from a downturn
Retail & Luxury
Will consumption stay in fashion?
Digital & Data
Privacy, storage and analytics
Blockchain & Web3
Democratising and decentralising finance
Democratising Society
Equality of opportunity
The Agrarian Revolution
The future of food
Decentralised Living
Humankind’s changing behaviours
Automation & Robotics
The world’s new workforce
| 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 |