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Thematic update March 2024


Breadth improved in February with 23 of 48 themes outperforming versus only seven in January. We saw stunning moves of 40% or more for several companies within Bitcoin, Genomics, AI and E-commerce themes. We continue to favor Tech/AI and Demographic themes while avoiding Global Shock/Environmental themes. We upgraded Millennial Spending and downgraded Uranium themes in February.

Ned Davis Research | Thematic | Focus | Monthly

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