VettaFi's thematic framework maps themes to their corresponding sector and industry classifications. Themes can represent a disruption, a future trend, or a new category within these sectors or industries. In addition, our thematic framework also integrates a broader definition that integrates other growth catalysts.
Medical and technological breakthroughs are disrupting conventional health care notions, improving patient outcomes and driving the transformation from sick care to well care.
E-commerce, online services, and other technologies like EV's and autonomous vehicles have revolutionized the way consumers transact and interact with their environment.
A transition is underway from a reliance on fossil fuels to the utilization of alternative forms of energy and infrastructure that are cleaner and more efficient.
Fintech solutions such as digital payment, online banking, blockchain, and digital currency are some of the disruptive applications decentralizing and democratizing access to financial services.
Disruptive innovations utilizing technologies such as robotics, artificial intelligence, metaverse, digital, cloud, and data solutions are improving productivity and transforming our daily lives.
Digital solutions like streaming, social media, and artificial intelligence are transforming the way we create, consume and engage with media content like music, film, and entertainment.
Technology solutions such as online grocery, rapid delivery and supply chain innovation have disrupted the consumer staple space along with the transition into different product categories such as cannabis and organics.
The REIT sector has expanded to include high tech areas such as data centers, e-commerce logistic centers, and communication towers. Real estate has also been digitally transformed integrating innovations such as online platforms, virtual tours, artificial intelligence, and housing as a service.
Our thematic framework has adopted a broader definition that also accounts for growth drivers like demographic shifts, business model innovation, the physical environment, fundamental themes, megatrends, alternative investment structures, and economic themes. We view this approach to thematic investing to be more reflective of the broad opportunity set now available to thematic investors.
