Thematic Investing

Today we will be learning about a new concept - thematic investing. Thematic investing refers to investing in companies within a particular theme that you believe will result in above-market returns in the future.

For example, Cathie Woods analyzes and chooses stocks based on five themes: artificial intelligence, robotics, energy storage, DNA sequencing, and blockchain technology.

For today’s activity, everyone will choose a stock of their choice that has given over 100% returns last year…yea 100% in one year :), and will also write down the theme that the stock lies within.

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Now that we have discussed thematic investing and identified stocks that have had above-market returns in 2020, let’s try and predict the future :) Do some research to pick a one or two stocks that yo

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