Themes · stock discovery

Find names through structural themes.

30 themes·257 unique tickers·80 cross-theme links·Business Quality + Downside Shield + Reality Check blend

Taxonomy6 layers / 30 themes

Layer-first navigation keeps overlap useful instead of flattening it into one sector tag.

ProvenanceCurated taxonomy

Editorial classification only; live research claims still require cited Dossier evidence.

Board actionEvery row seeds a real Board

The existing Board scoring, lens blend, Deep Dive, Compare, and Library flow stays intact.

Overlap signal

ETN · 3GH · 3NET · 3PLTR · 3TSLA · 3ZS · 3ALB · 2APP · 2CFLT · 2DDOG · 2

Stock discovery

Start with names that connect multiple themes.

257 tickers

ETN3 themes

Curated taxonomy

Layer 1Layer 3Layer 4

Data Center Power & CoolingIndustrial Automation & Factory AIGrid Infrastructure

GH3 themes

Curated taxonomy

Layer 1Layer 2

AI Antibody & Drug DiscoverySynthetic Biology & DNA ManufacturingAI Precision Medicine

NET3 themes

Curated taxonomy

Layer 1Layer 5

Hyperscale Cloud & PlatformsSoftware Infra & Data ToolsCybersecurity

PLTR3 themes

Curated taxonomy

Layer 1Layer 3Layer 5

AI Application LayerDefense Tech & Autonomous SystemsAI-Native Application Companies

TSLA3 themes

Curated taxonomy

Layer 3Layer 4

Embodied AI & Humanoid RoboticsAutonomous Driving StackEnergy Storage & Battery Tech

ZS3 themes

Curated taxonomy

Layer 1Layer 5

AI Application LayerSoftware Infra & Data ToolsCybersecurity

ALB2 themes

Curated taxonomy

Layer 4Layer 6

Energy Storage & Battery TechCritical Minerals & Mining

APP2 themes

Curated taxonomy

Layer 1Layer 5

AI Application LayerAI-Native Application Companies

CFLT2 themes

Curated taxonomy

Layer 5

Software Infra & Data ToolsAI-Native Application Companies

DDOG2 themes

Curated taxonomy

Layer 1Layer 5

Hyperscale Cloud & PlatformsSoftware Infra & Data Tools

DNA2 themes

Curated taxonomy

Layer 2

Synthetic Biology & DNA ManufacturingOncology Frontier

DNLI2 themes

Curated taxonomy

Layer 2

Gene Therapy DeliveryNeurodegeneration & CNS

EMR2 themes

Curated taxonomy

Layer 3Layer 4

Industrial Automation & Factory AIGrid Infrastructure

ENPH2 themes

Curated taxonomy

Layer 4

Energy Storage & Battery TechSolar Manufacturing & Deployment

EOSE2 themes

Curated taxonomy

Layer 1Layer 4

Data Center Power & CoolingEnergy Storage & Battery Tech

FANUY2 themes

Curated taxonomy

Layer 3

Embodied AI & Humanoid RoboticsIndustrial Automation & Factory AI

FLNC2 themes

Curated taxonomy

Layer 1Layer 4

Data Center Power & CoolingEnergy Storage & Battery Tech

GEV2 themes

Curated taxonomy

Layer 1Layer 4

Data Center Power & CoolingGrid Infrastructure

GOOGL2 themes

Curated taxonomy

Layer 1Layer 3

Hyperscale Cloud & PlatformsAutonomous Driving Stack

HUBB2 themes

Curated taxonomy

Layer 3Layer 4

Industrial Automation & Factory AIGrid Infrastructure

ILMN2 themes

Curated taxonomy

Layer 2

Synthetic Biology & DNA ManufacturingSingle-Cell & Spatial Genomics

IONS2 themes

Curated taxonomy

Layer 2

Gene Therapy DeliveryNeurodegeneration & CNS

IREN2 themes

Curated taxonomy

Layer 1Layer 5

AI Compute BottleneckCrypto & Digital Assets Infrastructure

LMT2 themes

Curated taxonomy

Layer 3

Defense Tech & Autonomous SystemsSpace Infrastructure

MBLY2 themes

Curated taxonomy

Layer 3

Embodied AI & Humanoid RoboticsAutonomous Driving Stack

MDB2 themes

Curated taxonomy

Layer 1Layer 5

Hyperscale Cloud & PlatformsSoftware Infra & Data Tools

NVDA2 themes

Curated taxonomy

Layer 1Layer 3

AI Compute BottleneckAutonomous Driving Stack

OKTA2 themes

Curated taxonomy

Layer 1Layer 5

AI Application LayerCybersecurity

OUST2 themes

Curated taxonomy

Layer 3

Embodied AI & Humanoid RoboticsAutonomous Driving Stack

PACB2 themes

Curated taxonomy

Layer 2

Synthetic Biology & DNA ManufacturingSingle-Cell & Spatial Genomics

PWR2 themes

Curated taxonomy

Layer 1Layer 4

Data Center Power & CoolingGrid Infrastructure

PYPL2 themes

Curated taxonomy

Layer 5

Payments & Embedded FinanceCrypto & Digital Assets Infrastructure

QGEN2 themes

Curated taxonomy

Layer 2

Synthetic Biology & DNA ManufacturingSingle-Cell & Spatial Genomics

QURE2 themes

Curated taxonomy

Layer 2

Gene Therapy DeliveryNeurodegeneration & CNS

RTX2 themes

Curated taxonomy

Layer 3

Defense Tech & Autonomous SystemsSpace Infrastructure

SNOW2 themes

Curated taxonomy

Layer 1Layer 5

Hyperscale Cloud & PlatformsSoftware Infra & Data Tools

TPL2 themes

Curated taxonomy

Layer 4Layer 6

Fossil Energy & LNGReal Estate & Hard Real Assets

A1 theme

Curated taxonomy

Layer 2

Single-Cell & Spatial Genomics

ABB.SW1 theme

Curated taxonomy

Layer 3

Industrial Automation & Factory AI

ABBV1 theme

Curated taxonomy

Layer 3

Embodied AI & Humanoid Robotics

ABCL1 theme

Curated taxonomy

Layer 1

AI Antibody & Drug Discovery

ABNB1 theme

Curated taxonomy

Layer 5

AI-Native Application Companies

ABSCI1 theme

Curated taxonomy

Layer 1

AI Antibody & Drug Discovery

ADBE1 theme

Curated taxonomy

Layer 1

AI Application Layer

ADYEY1 theme

Curated taxonomy

Layer 5

Payments & Embedded Finance

AEM1 theme

Curated taxonomy

Layer 6

Precious Metals & Hard Assets

AFRM1 theme

Curated taxonomy

Layer 5

Payments & Embedded Finance

AI1 theme

Curated taxonomy

Layer 1

AI Application Layer

Showing first 48. Search a ticker or layer to narrow the discovery set.

Seed table

Select a theme, score the cohort, then Deep Dive the outliers.

30 shown

Layer	Theme	Research frame	Chokepoints	Tickers	Overlap
Layer 1AI Infrastructure & Compute	AI Compute BottleneckCompanies that own scarce inputs to AI compute capacity.Curated taxonomy	The research question is who controls the constrained components in the AI capacity buildout.	Acceleratorsadvanced foundry and lithographyHBM and memory	NVDAAMDAVGOTSMASMLMUCRDOANETCRWVIREN	NVDA · 2IREN · 2
Layer 1AI Infrastructure & Compute	Data Center Power & CoolingPhysical infrastructure for hyperscale AI data centers.Curated taxonomy	AI capacity is bounded by power delivery, thermal management, electrical gear, and buildout execution.	Power systemscoolingswitchgear	VRTFLNCEOSEETNNVTPWRMODENSGEVSCHN.PA	FLNC · 2EOSE · 2ETN · 3+2 more
Layer 1AI Infrastructure & Compute	Hyperscale Cloud & PlatformsThe cloud platforms running AI workloads at scale.Curated taxonomy	The platform layer monetizes compute through workloads, model distribution, developer surfaces, and enterprise adoption.	Cloud capexmodel hostingenterprise distribution	MSFTAMZNGOOGLMETAORCLIBMSNOWDDOGMDBNET	GOOGL · 2SNOW · 2DDOG · 2+2 more
Layer 1AI Infrastructure & Compute	AI Application LayerCompanies deploying AI to capture end-user value.Curated taxonomy	The application layer tests which incumbents or specialists convert AI capability into pricing power and workflow share.	Workflow ownershipenterprise data accessdistribution	PLTRCRMNOWINTUAIADBEZSOKTADOCNAPP	PLTR · 3ZS · 3OKTA · 2+1 more
Layer 1AI Infrastructure & Compute	AI Antibody & Drug DiscoveryAI-native discovery platforms generating novel candidates.Curated taxonomy	This theme asks which discovery platforms can turn model-assisted biology into durable pipelines, partnerships, and clinical proof.	Wet-lab feedback loopsproprietary datasetscandidate generation	ABCLRXRXSDGRABSCIGHEXAIPRMEBEAMCRSPNTLA	GH · 3
Layer 2Biology & Medicine	Gene Therapy DeliveryCompanies owning the delivery infrastructure for genetic medicines.Curated taxonomy	Delivery is the practical bottleneck that determines whether genetic medicines reach enough tissue safely and repeatably.	Vectorstissue targetingmanufacturing	QURECLPTPTCTSRPTRGNXVRTXIONSDNLICRBUARCT	QURE · 2IONS · 2DNLI · 2
Layer 2Biology & Medicine	Synthetic Biology & DNA ManufacturingPicks-and-shovels for the biology design revolution.Curated taxonomy	The theme tracks tools and manufacturing inputs that make biology programmable, measurable, and scalable.	DNA synthesissequencingautomation	TWSTGHDNACDXSARQTPACBILMNQGENAVAHIDXX	GH · 3DNA · 2PACB · 2+2 more
Layer 2Biology & Medicine	Single-Cell & Spatial GenomicsCellular-resolution biology data generation tools.Curated taxonomy	Resolution in biology creates new datasets, assays, and diagnostic/therapeutic workflows that can compound over time.	Single-cell workflowsspatial imagingsequencing throughput	TXGNSTGBNGOAKYADNAYILMNBIOAQGENPACB	ILMN · 2QGEN · 2PACB · 2
Layer 2Biology & Medicine	AI Precision MedicineAI-driven clinical decision and diagnostic platforms.Curated taxonomy	Precision medicine depends on turning molecular, clinical, and claims data into decisions doctors and payers trust.	Clinical evidencereimbursementdata networks	TEMPSNLNTRAGHCDNAEXASNVTAGDRXVEEVDOCS	GH · 3
Layer 2Biology & Medicine	Obesity & Metabolic HealthGLP-1 economy and metabolic disease treatments.Curated taxonomy	Metabolic health is a large disease market where efficacy, adherence, supply, and reimbursement can reshape care pathways.	Clinical efficacymanufacturing supplypayer coverage	LLYNVOAMGNVKTXALTTERNSTRCZLDPFROG.SWSLRP	single-theme
Layer 2Biology & Medicine	Oncology FrontierNext-gen cancer therapeutics: ADCs, TCEs, and cell therapies.Curated taxonomy	The frontier oncology screen looks for platforms with differentiated mechanisms, clinical durability, and strategic scarcity.	Clinical endpointstoxicitymanufacturing	DNAZAILEGNTGTXIMVTCTLTICVXBCDXARVNKYMR	DNA · 2
Layer 2Biology & Medicine	Neurodegeneration & CNSTreatments for Alzheimer's, Parkinson's, ALS, and Huntington's.Curated taxonomy	CNS is difficult, but validated targets, delivery breakthroughs, and biomarker-driven trials can create outsized evidence gaps.	Biomarkersdelivery across the CNStrial design	BIIBQUREIONSALNYDNLIPRTAANNXATXSCOGTAVDX	QURE · 2IONS · 2DNLI · 2
Layer 3Physical World & Embodied AI	Embodied AI & Humanoid RoboticsRobotics and physical AI deployment.Curated taxonomy	Embodied AI asks which companies can translate perception, control, and hardware into productive physical labor.	Actuationperceptionfleet learning	TSLASYMOUSTMBLYSERVABBVFANUYKION.DEBRKRRNW	TSLA · 3OUST · 2MBLY · 2+1 more
Layer 3Physical World & Embodied AI	Autonomous Driving StackVehicles, perception, sensors, infrastructure for autonomous mobility.Curated taxonomy	The autonomy stack is a layered contest across sensors, compute, maps, vehicle integration, data scale, and regulation.	Training datasensorsedge compute	TSLAMBLYGOOGLOUSTNVDAAPTVQCOMAMBAINDILAZR	TSLA · 3MBLY · 2GOOGL · 2+2 more
Layer 3Physical World & Embodied AI	Industrial Automation & Factory AIIndustrial robotics, smart manufacturing, factory autonomy.Curated taxonomy	Factory AI screens for companies that can automate constrained labor, improve throughput, and own industrial data loops.	Controlssensorsrobotics	ROKEMRETNHUBBIRROPFASTHONFANUYABB.SW	EMR · 2ETN · 3HUBB · 2+1 more
Layer 3Physical World & Embodied AI	Defense Tech & Autonomous SystemsDefense AI, drones, and autonomous weapons platforms.Curated taxonomy	Defense modernization creates demand for autonomy, software, sensors, and resilient production capacity.	Programs of recordautonomy softwaresensors	RTXLMTNOCLDOSGDAVAVKTOSATOMPLTRHII	RTX · 2LMT · 2PLTR · 3
Layer 3Physical World & Embodied AI	Space InfrastructureLaunch, satellites, defense space, and Earth observation.Curated taxonomy	Space infrastructure combines launch cadence, orbital assets, communications, defense demand, and data products.	Launch cadencesatellite networksground systems	RKLBASTSIRDMPLLUNRRTXLMTSATLAROCMAXR	RTX · 2LMT · 2
Layer 4Energy & Power	Nuclear RenaissanceUranium, enrichment, reactors, and components.Curated taxonomy	Nuclear screens for scarce fuel-cycle capacity, long-lived baseload demand, advanced reactors, and component suppliers.	Uraniumenrichmentreactor design	LEUBWXTCCJURANXEOKLOSMRNSCBWASPI	single-theme
Layer 4Energy & Power	Grid InfrastructureTransmission, distribution, grid hardening, and T&D equipment.Curated taxonomy	Grid capacity is a physical constraint on electrification, compute growth, resilience, and industrial reshoring.	Transformersswitchgeartransmission	GEVETNHUBBPWRPNREMRPCGPEGSOATKR	GEV · 2ETN · 3HUBB · 2+2 more
Layer 4Energy & Power	Energy Storage & Battery TechGrid-scale storage, long-duration batteries, and energy management.Curated taxonomy	Storage determines how intermittent power and grid constraints translate into usable capacity.	Battery chemistrygrid interconnectsoftware control	FLNCEOSETSLAENPHSTEMALBPLUGBLDPQSLICY	FLNC · 2EOSE · 2TSLA · 3+2 more
Layer 4Energy & Power	Solar Manufacturing & DeploymentPhotovoltaic supply chain, residential solar, and utility solar.Curated taxonomy	Solar is a scale and margin contest across modules, inverters, trackers, installers, policy, and supply chains.	Modulesinverterstrackers	FSLRENPHSEDGARRYNXTRUNSHLSCSIQJKSDQ	ENPH · 2
Layer 4Energy & Power	Fossil Energy & LNGOil, gas, LNG infrastructure: still the largest energy market.Curated taxonomy	The theme keeps the base energy system visible while tracking cash generation, LNG demand, reserves, and capital discipline.	Resource qualityLNG export capacitymidstream contracts	XOMCVXCOPOXYFANGEQTLNGCTRAPRTPL	TPL · 2
Layer 5Commerce, Finance & Data	Payments & Embedded FinancePayment networks, processing, and embedded fintech.Curated taxonomy	Payments tracks durable transaction rails, software distribution, embedded lending, and take-rate pressure.	Network acceptancemerchant distributionrisk underwriting	VMAPYPLSQADYEYTOSTFOURAFRMBILLFIS	PYPL · 2
Layer 5Commerce, Finance & Data	Crypto & Digital Assets InfrastructureExchanges, miners, payments, stablecoins, and custody.Curated taxonomy	Digital-asset infrastructure screens for leverage to custody, liquidity, mining economics, treasury exposure, and regulation.	Liquidity venuescustodymining power	COINIRENCIFRMARARIOTHOODPYPLBTCSMSTRBKKT	IREN · 2PYPL · 2
Layer 5Commerce, Finance & Data	Software Infra & Data ToolsModern data stack, observability, and developer platforms.Curated taxonomy	Software infrastructure tracks systems that become default paths for data, logs, models, releases, and developer workflows.	Data gravityobservabilitydeveloper adoption	SNOWDDOGMDBESTCGTLBNETDTZSCFLTFROG	SNOW · 2DDOG · 2MDB · 2+3 more
Layer 5Commerce, Finance & Data	CybersecurityNetwork, identity, cloud security, and SecOps.Curated taxonomy	Security spend follows attack surface expansion; the screen looks for durable control points and platform consolidation.	Endpointidentitycloud posture	CRWDPANWFTNTZSOKTASRBRKCYBRNETTENB	ZS · 3OKTA · 2NET · 3
Layer 5Commerce, Finance & Data	AI-Native Application CompaniesNew companies built AI-first versus incumbents adding AI.Curated taxonomy	This screen asks which applications have AI in the product loop rather than as surface-level positioning.	Model-native workflowsuser data loopsdistribution	PLTRAPPDUOLGLBEHUBSDASHABNBCFLTRBLXU	PLTR · 3APP · 2CFLT · 2
Layer 6Real Assets & Store of Value	Precious Metals & Hard AssetsGold, silver, mining, and hard-money preservation.Curated taxonomy	Hard-asset screens track stores of value, miner operating leverage, royalties, and inflation/liquidity sensitivity.	Reservesproduction costsroyalty streams	GOLDGLDPSLVSLVNEMPAASAEMFNVWPMSIL	single-theme
Layer 6Real Assets & Store of Value	Critical Minerals & MiningLithium, copper, rare earths, and processing infrastructure.Curated taxonomy	Critical minerals are upstream constraints on electrification, defense, semiconductors, and battery supply chains.	Ore bodiesprocessingpermitting	ALBLACFCXSCCOMPLYC.AXTROXIDRUSARTMC	ALB · 2
Layer 6Real Assets & Store of Value	Real Estate & Hard Real AssetsReal estate, infrastructure, REITs, and land.Curated taxonomy	Real assets screens for location scarcity, contracted cash flows, inflation sensitivity, and infrastructure demand.	Data centerslogisticstowers	PLDAMTEQIXDLRSPGWELLIRMOTPLLB	TPL · 2