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 |