Thematic investing means choosing stocks based on global trends. Instead of only looking at market cap or geography, thematic investors pick future leaders.
**AI and technology theme**
Artificial intelligence (AI) is driving automation and data use. Companies like Alphabet (Google), Microsoft, and NVIDIA are developing platforms and chips.
**Green energy theme**
The move toward renewable energy is a priority worldwide. Stocks like Tesla, NextEra Energy, and Enphase are central to solar, wind, and EV growth.
**Other themes**
– Biotechnology: Pfizer, Moderna, Roche.
– E-commerce: Amazon, Alibaba, Shopify.
– Growing in demand.
**Risks of thematic investing**
– Trends can change quickly.
– Lack of diversification.
**Conclusion**
Thematic stocks are a chance to ride future trends. By focusing on AI, renewable energy, biotech, and e-commerce, investors align portfolios with innovation.
