AI generic long thesem

AI Core semis/semi caps/memory

AI data center equipment –

AI datacenter buildout

AI Energy consumption Utilities

AI Energy consumption – industrials

Uranium sector

AI generic short theme

Weight loss drug – GLP longs

Weight loss/GLP short these

Rare metal opportunity

Defense core longs

Aerospace & aviation + Drone opportunity

Big pharma value

Big pharma growth momentum

medical devices/industrial/surgical

Bioprocessing

Biotech sector