Content

Theme Investing 3

Methodology 4

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Highlights of Annual Rebalance 6

Calculation of Investment Styles 7

Highlights of Analysis 8

How to use this Report 34

Artificial Intelligence 36

Patents/IP 38

Medical Tech 40

Video Games 42

Cyber Security 44

Auto Electronics 46

IT Services 48

Virtual Reality 50

FinTech 52

Manufacturing Offshoring 54

Appendix – All Theme Rankings 56

Appendix – Financial Metrics Calculations 58

Appendix - Description 61

Appendix A-1

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