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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