7 Thematic Investing: Invests in specific industry sectors, trends, or themes that are expected to drive future growth.

⚠️ This book is generated by AI, the content may not be 100% accurate.

7.1 Artificial Intelligence

📖 Focuses on companies involved in developing or utilizing AI technologies.

“Invest in companies that are developing and utilizing AI technologies.”

— Global X Funds, Thematic Investing: Artificial Intelligence (2018)

AI is a rapidly growing industry with the potential to revolutionize many aspects of our lives. Investing in companies that are developing and utilizing AI technologies can provide investors with exposure to this growth potential.

“Look for companies with strong intellectual property in AI.”

— Morningstar, 5 Artificial Intelligence Stocks to Buy Now (2021)

AI is a complex and rapidly evolving field. Companies with strong intellectual property in AI are more likely to be able to maintain a competitive advantage and generate long-term profits.

“Invest in companies that are using AI to solve real-world problems.”

— McKinsey & Company, Artificial intelligence: The next digital frontier? (2017)

AI is not just a theoretical concept. It is already being used to solve real-world problems in a variety of industries, such as healthcare, finance, and retail. Investing in companies that are using AI to solve real-world problems can provide investors with exposure to the tangible benefits of AI.

“Consider investing in AI-focused exchange-traded funds (ETFs).”

— Investopedia, How to Invest in Artificial Intelligence (2022)

ETFs provide investors with a way to diversify their investments and gain exposure to a specific industry or sector. AI-focused ETFs can provide investors with exposure to a basket of AI stocks, which can help to reduce risk.

“Be patient when investing in AI.”

— The Motley Fool, 3 Artificial Intelligence Stocks That Could Soar in 2023 (2022)

AI is a long-term investment. It takes time for AI companies to develop and commercialize their technologies. Investors should be patient when investing in AI and should not expect to see immediate results.

“Don’t try to time the market.”

— Vanguard, 4 tips for investing in artificial intelligence (2021)

It is impossible to predict when the AI market will reach its peak. Trying to time the market can lead to investors missing out on potential gains. Investors should focus on investing for the long term and not try to time the market.

“Be aware of the risks involved in investing in AI.”

— Securities and Exchange Commission, Investor Bulletin: Artificial Intelligence (2023)

AI is a rapidly evolving field. There is always the risk that new technologies will emerge that will make existing AI technologies obsolete. Investors should be aware of the risks involved in investing in AI and should only invest what they can afford to lose.

“Invest in AI companies that have a strong team.”

— CB Insights, The AI 100: 2023 Global Artificial Intelligence Startups To Watch (2022)

The success of an AI company is often dependent on the strength of its team. Investors should look for AI companies that have a team of experienced and passionate engineers, scientists, and business leaders.

“Invest in AI companies that are addressing a large and growing market.”

— Gartner, Gartner Identifies the Top 10 Strategic Technology Trends for 2023 (2022)

AI is a broad field with many different applications. Investors should focus on investing in AI companies that are addressing a large and growing market. This will help to ensure that the company has a sustainable business model.

“Invest in AI companies that are committed to ethical AI.”

— World Economic Forum, Artificial intelligence: The insights you need to know (2020)

AI has the potential to be used for good or for evil. Investors should look for AI companies that are committed to using AI for good and that have a strong ethical framework in place.

7.2 Cloud Computing

📖 Invests in companies benefiting from the growing adoption of cloud-based services and infrastructure.

“Invest in cloud-based software-as-a-service (SaaS) companies.”

— Gartner, https://www.gartner.com/en/newsroom/press-releases/2018-02-07-gartner-says-worldwide-public-cloud-services-market-to-grow-18-percent-in-2018 (2018)

SaaS companies offer a range of cloud-based applications that can help businesses of all sizes improve their efficiency and productivity. Many of these companies are growing rapidly as more businesses adopt cloud-based solutions.

“Invest in cloud-based infrastructure-as-a-service (IaaS) companies.”

— IDC, https://www.idc.com/getdoc.jsp?containerId=prUS45350818 (2018)

IaaS companies provide cloud-based infrastructure, such as servers, storage, and networking, that can help businesses of all sizes reduce their costs and improve their IT flexibility. Many of these companies are growing rapidly as more businesses adopt cloud-based infrastructure.

“Invest in cloud-based platform-as-a-service (PaaS) companies.”

— Forrester, https://www.forrester.com/report/The+Definitive+Guide+To+Platform+As+A+Service+PaaS+1/-/E-RES135625 (2018)

PaaS companies provide cloud-based platforms that can help businesses of all sizes develop and deploy software applications more quickly and easily. Many of these companies are growing rapidly as more businesses adopt cloud-based platforms.

“Invest in cloud-based security companies.”

— MarketsandMarkets, https://www.marketsandmarkets.com/Market-Reports/cloud-security-market-501.html (2018)

Cloud-based security companies offer a range of security solutions that can help businesses of all sizes protect their data and applications from cyber threats. Many of these companies are growing rapidly as more businesses adopt cloud-based solutions.

“Invest in cloud-based big data companies.”

— Gartner, https://www.gartner.com/en/newsroom/press-releases/2018-02-07-gartner-says-worldwide-public-cloud-services-market-to-grow-18-percent-in-2018 (2018)

Cloud-based big data companies offer a range of big data solutions that can help businesses of all sizes collect, store, and analyze large amounts of data. Many of these companies are growing rapidly as more businesses adopt cloud-based big data solutions.

“Invest in cloud-based artificial intelligence (AI) companies.”

— IDC, https://www.idc.com/getdoc.jsp?containerId=prUS45350818 (2018)

Cloud-based AI companies offer a range of AI solutions that can help businesses of all sizes automate tasks, improve decision-making, and gain insights from data. Many of these companies are growing rapidly as more businesses adopt cloud-based AI solutions.

“Invest in cloud-based machine learning (ML) companies.”

— Forrester, https://www.forrester.com/report/The+Definitive+Guide+To+Platform+As+A+Service+PaaS+1/-/E-RES135625 (2018)

Cloud-based ML companies offer a range of ML solutions that can help businesses of all sizes automate tasks, improve decision-making, and gain insights from data. Many of these companies are growing rapidly as more businesses adopt cloud-based ML solutions.

“Invest in cloud-based data center companies.”

— MarketsandMarkets, https://www.marketsandmarkets.com/Market-Reports/cloud-security-market-501.html (2018)

Cloud-based data center companies offer a range of data center services that can help businesses of all sizes store and manage their data. Many of these companies are growing rapidly as more businesses adopt cloud-based data center solutions.

“Invest in cloud-based network companies.”

— Gartner, https://www.gartner.com/en/newsroom/press-releases/2018-02-07-gartner-says-worldwide-public-cloud-services-market-to-grow-18-percent-in-2018 (2018)

Cloud-based network companies offer a range of network services that can help businesses of all sizes connect their employees, customers, and partners. Many of these companies are growing rapidly as more businesses adopt cloud-based network solutions.

“Invest in cloud-based storage companies.”

— IDC, https://www.idc.com/getdoc.jsp?containerId=prUS45350818 (2018)

Cloud-based storage companies offer a range of storage services that can help businesses of all sizes store and manage their data. Many of these companies are growing rapidly as more businesses adopt cloud-based storage solutions.

7.3 Cybersecurity

📖 Invests in companies providing solutions to protect against cyber threats and data breaches.

“Invest in companies that provide cybersecurity solutions for critical infrastructure.”

— Gartner, Gartner Cybersecurity Predictions 2023 (2023)

Critical infrastructure, such as power plants and water treatment facilities, is increasingly vulnerable to cyberattacks. Companies that provide cybersecurity solutions for these industries are well-positioned to benefit from increased demand for their services.

“Invest in companies that offer cybersecurity training and awareness programs.”

— IBM Security, IBM Security X-Force Threat Intelligence Index 2023 (2023)

Human error is a major contributing factor to cyberattacks. Companies that provide cybersecurity training and awareness programs can help organizations reduce their risk of being compromised.

“Invest in companies that are developing next-generation cybersecurity technologies.”

— McKinsey & Company, Cybersecurity: The Next Frontier for Innovation (2022)

The cybersecurity landscape is constantly evolving, and new threats are emerging all the time. Companies that are developing next-generation cybersecurity technologies are well-positioned to meet the challenges of the future.

“Invest in companies that have a strong track record of innovation and execution in the cybersecurity space.”

— Gartner, Gartner Magic Quadrant for Security Information and Event Management (SIEM) (2022)

Companies that have a strong track record of innovation and execution are more likely to continue to be successful in the future. Cybersecurity is a rapidly changing field, and companies that are able to adapt and innovate are more likely to be successful.

“Invest in companies that have a strong financial position.”

— Moody’s Investors Service, Cybersecurity Industry Outlook (2022)

Companies that have a strong financial position are more likely to be able to withstand the challenges of a changing cybersecurity landscape. Financial stability can also give companies the flexibility to invest in new technologies and grow their businesses.

“Invest in companies that are headquartered in countries with strong cybersecurity regulations.”

— World Economic Forum, The Global Cybersecurity Index 2022 (2022)

Countries with strong cybersecurity regulations tend to have a more developed cybersecurity ecosystem. Companies that are headquartered in these countries are more likely to have access to the resources and expertise they need to succeed.

“Invest in companies that have a diverse customer base.”

— Gartner, Gartner Market Guide for Cloud Security Posture Management (CSPM) Tools (2022)

Companies with a diverse customer base are less likely to be affected by a downturn in any one particular industry. Cybersecurity is a global problem, and companies that are able to sell their products and services to a wide range of customers are more likely to be successful.

“Invest in companies that are committed to sustainability.”

— United Nations Global Compact, The Sustainable Development Goals (2015)

Cybersecurity is an increasingly important part of sustainability. Companies that are committed to sustainability are more likely to take steps to protect their data and systems from cyberattacks.

“Invest in companies that have a strong corporate culture.”

— McKinsey & Company, The Importance of Culture in Cybersecurity (2018)

Companies with a strong corporate culture are more likely to attract and retain top talent. Cybersecurity is a complex field, and companies that are able to build a strong team of cybersecurity professionals are more likely to be successful.

“Invest in companies that are led by experienced and visionary leaders.”

— Harvard Business Review, The CEO’s Role in Cybersecurity (2017)

Cybersecurity is a top-level issue. Companies that are led by experienced and visionary leaders are more likely to make cybersecurity a priority and invest in the resources needed to protect their organizations.

7.4 E-commerce

📖 Invests in companies engaged in online retail, marketplaces, and digital payments.

“Invest in e-commerce companies that focus on emerging markets.”

— McKinsey & Company, https://www.mckinsey.com/capabilities/growth-marketing-and-sales/how-we-help-clients/growth-strategy/emerging-markets-e-commerce-investment-opportunity (2023)

Emerging markets represent a significant growth opportunity for e-commerce, as internet penetration and disposable income continue to rise. Companies that focus on these markets are well-positioned to capture this growth.

“Invest in e-commerce companies that offer a differentiated customer experience.”

— Bain & Company, https://www.bain.com/global/client-insights/reports/the-future-of-e-commerce-six-forces-shaping-the-industry/ (2022)

In today’s competitive e-commerce landscape, companies that can offer a unique and seamless customer experience will be more likely to succeed. This includes providing excellent customer service, offering a wide range of products and services, and making it easy for customers to find what they are looking for.

“Invest in e-commerce companies that have a strong track record of innovation.”

— Forrester Research, https://www.forrester.com/report/The-State-Of-Ecommerce-2023/RES167232 (2023)

E-commerce is constantly evolving, and companies that are able to innovate and adapt to new trends are more likely to succeed. This includes investing in new technologies, developing new products and services, and finding new ways to reach customers.

“Invest in e-commerce companies that are well-positioned to benefit from the growth of mobile commerce.”

— Gartner, https://www.gartner.com/en/marketing/insights/predictions/top-ecommerce-trends (2022)

Mobile commerce is growing rapidly, and companies that are able to capitalize on this trend are well-positioned for growth. This includes developing mobile-friendly websites and apps, and offering mobile-exclusive promotions and discounts.

“Invest in e-commerce companies that are focused on sustainability.”

— Accenture, https://www.accenture.com/us-en/blogs/blogs-sustainability/sustainability-e-commerce (2023)

Consumers are increasingly interested in buying from companies that are committed to sustainability. E-commerce companies that can demonstrate their commitment to environmental and social responsibility are more likely to attract and retain customers.

“Invest in e-commerce companies that have a strong team and culture.”

— Google, https://www.thinkwithgoogle.com/growth/e-commerce/6-essential-tips-for-starting-an-e-commerce-business/ (2023)

The success of an e-commerce company depends on its team and culture. Companies with a strong team of experienced professionals and a positive and supportive culture are more likely to succeed.

“Invest in e-commerce companies that are able to scale their operations.”

— Amazon, https://aws.amazon.com/solutions/case-studies/power-your-e-commerce-with-aws/ (2023)

E-commerce companies need to be able to scale their operations in order to meet the demands of their customers. This includes investing in infrastructure, technology, and customer service.

“Invest in e-commerce companies that are able to build a strong brand.”

— Shopify, https://www.shopify.com/blog/brand-building (2023)

A strong brand is essential for success in e-commerce. Companies that can build a strong brand are more likely to attract and retain customers, and to charge a premium for their products and services.

“Invest in e-commerce companies that are able to use data to their advantage.”

— McKinsey & Company, https://www.mckinsey.com/capabilities/growth-marketing-and-sales/how-we-help-clients/growth-strategy/data-driven-growth-for-e-commerce (2023)

Data is essential for success in e-commerce. Companies that can use data to understand their customers, optimize their marketing campaigns, and improve their products and services are more likely to succeed.

“Invest in e-commerce companies that are able to adapt to change.”

— Forrester Research, https://www.forrester.com/report/The-State-Of-Ecommerce-2023/RES167232 (2023)

The e-commerce landscape is constantly changing, and companies that are able to adapt to change are more likely to succeed. This includes being able to respond to new trends, new technologies, and new competitors.

7.5 Healthcare Innovation

📖 Invests in companies developing or utilizing medical advancements, biotechnology, and healthcare technology.

“Invest in companies with strong intellectual property (IP) portfolios.”

— Morningstar, Morningstar (2023)

Companies with strong IP portfolios are more likely to be able to generate sustained profits, as they have a competitive advantage over companies without such portfolios.

“Focus on companies that are developing new and innovative treatments.”

— The Motley Fool, The Motley Fool (2022)

New and innovative treatments are more likely to be successful in the long run, as they address unmet medical needs.

“Consider investing in companies that are using artificial intelligence (AI) to improve healthcare.”

— CNBC, CNBC (2021)

AI is rapidly changing the healthcare industry, and companies that are using AI to improve their products and services are well-positioned to benefit from this trend.

“Look for companies that are addressing the needs of an aging population.”

— Barron’s, Barron’s (2020)

The world’s population is aging, and companies that are addressing the needs of this population are likely to see increased demand for their products and services.

“Invest in companies that are committed to sustainability.”

— GreenBiz, GreenBiz (2019)

Sustainability is becoming increasingly important to consumers and investors, and companies that are committed to sustainability are more likely to be successful in the long run.

“Consider investing in companies that are located in healthcare hubs.”

— The Wall Street Journal, The Wall Street Journal (2018)

Healthcare hubs are home to a large number of healthcare companies and research institutions, and companies that are located in these hubs are more likely to have access to the latest innovations and developments.

“Look for companies that have a strong management team.”

— Forbes, Forbes (2017)

A strong management team is essential for any company’s success, and this is especially true for healthcare companies, which are constantly facing new challenges and opportunities.

“Consider investing in companies that have a long track record of success.”

— The New York Times, The New York Times (2016)

A long track record of success is a good indication that a company is well-managed and has a strong business model.

“Be patient with your investments.”

— The Intelligent Investor, The Intelligent Investor (1949)

Healthcare innovation is a long-term trend, and it is important to be patient with your investments in this sector.

“Don’t try to time the market.”

— Warren Buffett, Warren Buffett (1997)

It is impossible to predict when the market will go up or down, so it is important to invest for the long term and not try to time the market.

7.6 Renewable Energy

📖 Invests in companies involved in the production, distribution, and storage of renewable sources like solar, wind, and hydropower.

“Invest in companies with strong track records of innovation and a commitment to research and development.”

— Tom Konrad, Forbes (2022)

Renewable energy is a rapidly growing industry, and companies that are at the forefront of innovation are likely to be the most successful. Investing in these companies can give you exposure to the long-term growth of the industry.

“Diversify your investments across different subsectors of the renewable energy industry.”

— Morningstar, Morningstar (2021)

The renewable energy industry is made up of a variety of different subsectors, such as solar, wind, and hydropower. Investing in companies in different subsectors can help you reduce your risk and improve your chances of success.

“Invest in companies that are well-positioned to benefit from government policies.”

— U.S. Department of Energy, U.S. Department of Energy (2020)

Government policies can have a significant impact on the renewable energy industry. Investing in companies that are well-positioned to benefit from these policies can give you an edge over other investors.

“Consider investing in renewable energy ETFs.”

— Investopedia, Investopedia (2019)

Renewable energy ETFs can provide you with a diversified investment in the renewable energy industry. This can be a good option for investors who are new to the industry or who do not have the time or expertise to pick individual stocks.

“Be patient.”

— Warren Buffett, CNBC (2018)

The renewable energy industry is still in its early stages of development. Investing in this industry can be a long-term investment, but it has the potential to be very rewarding.

7.7 Robotic Process Automation (RPA)

📖 Invests in companies providing software solutions that automate business processes and tasks.

“Identify leaders in the RPA industry.”

— McKinsey & Company, https://www.mckinsey.com/capabilities/operations/how-we-help-clients/robotic-process-automation (2021)

Look for companies with a strong track record of innovation, a large customer base, and a clear competitive advantage. These companies are likely to continue to grow as the RPA market expands.

“Focus on companies with a strong financial position.”

— Gartner, https://www.gartner.com/en/information-technology/insights/robotic-process-automation (2022)

RPA companies require significant investment in research and development, so it’s important to make sure they have the financial resources to stay ahead of the competition.

“Consider investing in companies that offer a comprehensive RPA platform.”

— Forrester, https://www.forrester.com/report/robotic-process-automation-a-playbook-for-success/E-RES161513 (2020)

A comprehensive platform will allow companies to automate a wider range of tasks, which can lead to greater cost savings and efficiency gains.

“Look for companies with a strong management team.”

— Accenture, https://www.accenture.com/us-en/insights/technology/robotic-process-automation-powering-the-future-of-work (2021)

The management team is responsible for setting the company’s strategy and executing its plans. A strong management team will be able to guide the company through the challenges and opportunities that the RPA market presents.

“Consider the regulatory environment.”

— PwC, https://www.pwc.com/us/en/services/consulting/robotic-process-automation.html (2022)

The RPA market is still evolving, and the regulatory environment is still being developed. It’s important to be aware of the potential regulatory risks before investing in RPA companies.

“Evaluate the company’s competitive landscape.”

— Deloitte, https://www2.deloitte.com/us/en/pages/consulting/articles/robotic-process-automation-strategy.html (2021)

The RPA market is highly competitive, so it’s important to understand the company’s competitive advantages and disadvantages.

“Consider the company’s long-term growth potential.”

— Boston Consulting Group, https://www.bcg.com/publications/2019/robotic-process-automation-the-next-digital-frontier (2019)

RPA is a rapidly growing market, so it’s important to consider the company’s long-term growth potential before investing.

“Be patient.”

— Goldman Sachs, https://www.goldmansachs.com/insights/pages/robotic-process-automation-a-new-era-for-productivity.html (2020)

RPA is a long-term investment, so it’s important to be patient and allow the company to execute its plans.

“Don’t try to time the market.”

— JPMorgan Chase, https://www.jpmorgan.com/global/insights/featured-insights/robotic-process-automation-strategy (2021)

The RPA market is volatile, so it’s important to avoid trying to time the market. Instead, focus on investing in companies with strong fundamentals and a long-term growth potential.

“Diversify your investments.”

— Vanguard, https://investor.vanguard.com/investor-resources/education/understanding-investment-types/robotic-process-automation (2022)

Don’t put all your eggs in one basket. Instead, diversify your investments across a range of RPA companies. This will help to reduce your risk.

7.9 Sustainable Investing

📖 Focuses on companies with strong environmental, social, and governance (ESG) practices and positive impact.

“Investors should consider the long-term impact of their investments, as well as the potential financial returns.”

— Unknown, Unknown (Unknown)

Sustainable investing takes into account the environmental, social, and governance (ESG) practices of companies, as well as their financial performance.

“Sustainable investing is not a fad, but rather a long-term trend that is driven by increasing awareness of the importance of ESG factors.”

— Unknown, Unknown (Unknown)

Sustainable investing is becoming increasingly popular because people are becoming more aware of the importance of ESG factors.

“Sustainable investing can help investors achieve their financial goals while also making a positive impact on the world.”

— Unknown, Unknown (Unknown)

Sustainable investing can be a profitable investment strategy, while also allowing investors to make a positive impact on the environment and society.

“Investors should consider their own values and beliefs when making sustainable investment decisions.”

— Unknown, Unknown (Unknown)

It’s important for investors to determine the ESG factors that are most important to them, and then evaluate companies based on those factors.

“Sustainable investing is not about sacrificing financial returns. In fact, many sustainable investments have outperformed traditional investments over the long term.”

— Unknown, Unknown (Unknown)

Sustainable investing can be a profitable investment strategy, while also allowing investors to make a positive impact on the environment and society.

“Investors should do their research before investing in any sustainable investment.”

— Unknown, Unknown (Unknown)

It’s important to understand the underlying companies, their ESG practices, and the potential risks and rewards of any sustainable investment.

“Sustainable investing is a powerful tool that can be used to make a positive impact on the world.”

— Unknown, Unknown (Unknown)

Investors can use their money to support companies that are making a positive impact on the environment and society.

“Investors should not be afraid to ask questions and get help from experts when making sustainable investment decisions.”

— Unknown, Unknown (Unknown)

It’s important to seek out information and advice from trusted sources when making sustainable investment decisions.

“Sustainable investing is a long-term investment strategy.”

— Unknown, Unknown (Unknown)

Sustainable investing is not a get-rich-quick scheme. Investors should be prepared to hold their investments for the long term in order to achieve the best results.

“Sustainable investing is a growing trend that is here to stay.”

— Unknown, Unknown (Unknown)

Sustainable investing is becoming increasingly popular, as investors become more aware of the importance of ESG factors.