13D Themes
View All 13D Indices
We have a range of investment themes offering actionable investments.
Children & Technology
Deep research on parenting, the future of education, and raising kids “phone-free.” Why we are investing in what makes us human as the bull market in the humanities accelerates.
Disruption & Innovation
Starting in 1995, we began to focus our research on innovation and the creative destruction that comes from it. Over the last 25-plus years, we have explored the ramifications of numerous technologies, including open systems, broadband, next generation wireless, IoT, nanotech, big data, cloud computing, 3D-printers, cybersecurity, clean energy systems, blockchain and cryptocurrencies, virtual and augmented reality, Web 3.0, DeFi, robotics, artificial intelligence, quantum computing and communications, genomics, gene editing, gene therapy, and regenerative medicine.
Clean Energy
We have been tracking developments in renewable-energy technologies since June 2003 and have published over 250 articles on the theme during the last 18 years.
Automation
Artificial intelligence, machine learning, robotics, autonomous vehicles, and 3D printers are key component technologies of our automation theme. We have been following automation closely since 2011 and have published over 200 reports focusing on different aspects of the subject.
Genomics/Biotech
We have tracked the potential of personalized medicine and genomic science since 1998, publishing 126 articles.
Quantum Science
We have been studying quantum technologies since 2013, arguing that massive disruption and a global race for quantum supremacy is accelerating. Since then, we have published 22 articles, covering different aspects of the technology, including computing and unhackable communications networks. Quantum computers operate in a fundamentally different way than classical computers, considering the dual behavior of matter.
Blockchain/Web 3.0
We have focused on the investment implications of blockchain-based distributed-ledger technologies since 2014, authoring over 40 articles on the theme.
Next Generation Wireless Networks
We have followed the global wireless industry since the mid-1990s, publishing nearly 150 articles on the theme.
Metals & MiningGold, Silver, Copper, Other EV metals, & their related equities.13D Metals & Mining Index Index
1 stocks
Critical Minerals
Scarcity and China’s supply dominance are driving a new, global, multi-year investment super-cycle to ensure supply.
Global Tech Arms Race
China is challenging the U.S. tech supremacy in almost every technology and surpassing in many that could alter the balance of power.
UraniumUranium is in a structural supply deficit to meet the existing demand, while the world is beginning to realize that nuclear energy is necessary to satisfy growing energy needs and achieve decarbonization targets.13D Uranium Index Index
1 stocks
Automation/AI
Artificial intelligence (AI), machine learning, robotics, the IoT, and 3D printers are key component technologies in an unstoppable megatrend, spurring innovation and enhancing human productivity.
Food and Water ScarcityFood and water scarcity are underrated socioeconomic risks with huge ramifications. The infrastructure and technologies providers that enable increase in yields and water supply present long term investment opportunities.13D Food Security Index Index
1 stocks
Oilfield Servicesare poised for secular growth after many years of underinvestment.13D Oil & Gas Index Index
1 stocks
China's Bull MarketA silent bull market in Chinese value stocks has evolved into a full-blown bull market for both the Hong Kong-listed H-shares and the mainland-listed A-shares.13D China Index Index
1 stocks
EuropeEurope is poised for outperformance as the continent works to build strategic autonomy and attain economic competitiveness.13D Italy Index Index
1 stocks
Vietnam
Dr. Michael Galitzer