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Market cues · 02:26 pm
Themes

Top-down themes, bottom-up value

Each theme pairs a thesis with a curated stock shortlist, ranked by U-Score and MoS. Theme Pulse shows what is moving now; the atlas and library help you drill into the investable story without losing bottom-up valuation discipline.

Theme pulse

Top performing themes

Robust equal-weighted theme returns with breadth and data-coverage checks, so one-stock spikes do not look like broad thematic strength.

As of 09 Jun, 02:21 pm0/10 investable momentumMin guardrail: 5 stocks + 50% coverage
#1
Aerospace Structures & Components
Data thin
+5.1%
robust equal-wt
100%
3/3 valid
U 41
Trust 71
UNIMECH
+10.0%
HAL
+0.8%
#2
Unmanned Aerial Systems (Drones)
Data thin
+4.5%
robust equal-wt
100%
3/3 valid
U 30
Trust 63
PARAS
+7.7%
ZENTEC
+2.4%
#3
Precision Engineering & Engines
Data thin
+4.3%
robust equal-wt
67%
3/3 valid
U 55.3
Trust 75
KRISHNADEF
+7.1%
SIKA
-0.1%
#4
Defence Electronics & Avionics
Data thin
+3.6%
robust equal-wt
75%
4/4 valid
U 44.3
Trust 72
DATAPATTNS
+10.1%
BEL
-0.2%
#5
Agrochemical CDMO & Innovative Intermediates
Data thin
+3.4%
robust equal-wt
100%
3/3 valid
U 36
Trust 65
PIIND
+6.9%
SUMICHEM
+0.4%
#6
Defence & Marine Engineering
Low-score rally
+3.2%
robust equal-wt
88%
24/26 valid
U 43.8
Trust 70
DATAPATTNS
+10.1%
TECHERA
-5.0%
#7
Banking
Low-score rally
+2.9%
robust equal-wt
94%
48/48 valid
U 48.3
Trust 65
FINOPB
+9.5%
CSBBANK
-0.3%
#8
Defence
Low-score rally
+2.5%
robust equal-wt
86%
43/43 valid
U 39.1
Trust 67
DATAPATTNS
+10.1%
MHLXMIRU
-1.4%
#9
Naval Shipbuilding & Submarines
Data thin
+2.4%
robust equal-wt
100%
3/3 valid
U 49
Trust 75
GRSE
+2.9%
MAZDOCK
+1.9%
#10
Missile Systems & Munitions
Data thin
+2.4%
robust equal-wt
100%
3/3 valid
U 43.3
Trust 76
PREMEXPLN
+4.9%
SOLARINDS
+0.8%

Find a theme

Search themes, sectors, aliases, sub-themes, tags, and focus areas.

Find
Curated theme atlas

41 investable narratives, grouped for faster idea discovery

Use this as the map. Every theme below opens either the live theme page or the scanner fallback when the tag still needs coverage. Micro/SME exposure should stay opt-in unless liquidity and governance filters pass.

41
Themes
78
Strongest
4
Groups
Oil & Gas · 78Infrastructure · 74Healthcare & Hospitals · 74Insurance · 73Capital Goods · 72

Core Economic & Infra

#1Capital Goods
Infra and industrial capex
72
High Conviction·12 curated·Open theme
#2Infrastructure
Roads, ports, urban infra
74
High Conviction·12 curated·Open theme
#3Power Sector
Generation and transmission
64
Selective·11 curated·Open theme
#4Renewable Energy
Solar, wind, clean power
62
Selective·11 curated·Open theme
#5Railways
Modernisation and manufacturing
66
Moderate·10 curated·Open theme
#6Water & Wastewater Management
Jal Jeevan, sewage treatment
69
Moderate·12 curated·Open theme
#7Logistics
Ports, warehousing, supply chain
71
Moderate-High·10 curated·Open theme

Energy & Commodity

#8Oil & Gas
Refining and upstream
78
High Conviction·11 curated·Open theme
#9Metals & Mining
Steel, coal, copper
67
Moderate·11 curated·Open theme
#10Steel
Integrated steel
68
Moderate·10 curated·Open theme
#11Cement
Construction materials
70
Moderate·10 curated·Open theme
#12Green Hydrogen
Early-stage energy transition
58
Selective·10 curated·Open theme
#13BESS
Grid storage
64
Moderate-High·11 curated·Open theme

Financial & Defensive

#14Banking
Private and PSU banks
71
High·12 curated·Open theme
#15NBFC
Retail and infra finance
67
Selective·11 curated·Open theme
#16Insurance
Life and general insurance
73
High Conviction·10 curated·Open theme
#17PSU
Government-owned giants
70
Selective·13 curated·Open theme

Consumption & Lifestyle

#18FMCG / Consumption
Staples and brands
63
Moderate·12 curated·Open theme
#19Food Processing
Packaged foods
70
Moderate-High·13 curated·Open theme
#20Consumer Durables
AC, fans, appliances
64
Moderate·11 curated·Open theme
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The first 20 atlas entries are open. Sign in to browse all curated themes and scanner fallbacks. 21 more rows available after sign-in.

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Regular theme library

Open a theme for curated research, live names, and portfolio-builder handoff

Gems & Jewellery

Organised jewellery retail, exports, and gold-linked consumption.

8 stocks
JewelleryAuto-built
Theme score
82
Quality
97
Value
80
Momentum
50
Avg U-Score: 65.3
Deep value names: 6
Investability: Strong
Open theme →

Edtech / Education

Education, publishing, test preparation, and skill development.

6 stocks
EducationAuto-built
Theme score
60
Quality
55
Value
73
Momentum
50
Avg U-Score: 52.2
Deep value names: 4
Investability: Healthy
Open theme →

Shipping

Shipping, shipbuilding, dredging, maritime, and port-linked services.

6 stocks
ShippingAuto-built
Theme score
60
Quality
80
Value
40
Momentum
51
Avg U-Score: 60.0
Deep value names: 3
Investability: Healthy
Open theme →

Water & Wastewater Management

Water treatment, sewage, recycling, pipes, and environmental infra.

9 stocks
WaterAuto-built
Theme score
57
Quality
53
Value
66
Momentum
50
Avg U-Score: 51.6
Deep value names: 5
Investability: Selective
Open theme →

Banking

Banks and lending franchises across public and private ownership.

48 stocks
BankingAuto-built
Theme score
55
Quality
43
Value
74
Momentum
51
Avg U-Score: 48.3
Deep value names: 38
Investability: Selective
Open theme →

Oil & Gas

Refining, upstream, LNG, pipelines, and energy-security plays.

38 stocks
Oil & GasAuto-built
Theme score
50
Quality
54
Value
45
Momentum
51
Avg U-Score: 52.0
Deep value names: 18
Investability: Selective
Open theme →

Food Processing

Packaged food, beverages, dairy, snacks, rice, and marine processing.

11 stocks
Food ProcessingAuto-built
Theme score
48
Quality
47
Value
48
Momentum
50
Avg U-Score: 49.8
Deep value names: 5
Investability: Selective
Open theme →

Auto Components

Auto ancillaries, EV components, safety, electronics, and exports.

46 stocks
Auto ComponentsAuto-built
Theme score
47
Quality
41
Value
52
Momentum
51
Avg U-Score: 47.9
Deep value names: 24
Investability: Selective
Open theme →

Fertilizers & Agrochemicals

Fertilizers, crop protection, agri-inputs, and rural recovery.

10 stocks
AgrochemicalsAuto-built
Theme score
46
Quality
32
Value
62
Momentum
50
Avg U-Score: 45.0
Deep value names: 4
Investability: Selective
Open theme →

Green Hydrogen

Hydrogen optionality across energy, electrolysers, and industrial decarbonisation.

9 stocks
Green HydrogenAuto-built
Theme score
45
Quality
44
Value
43
Momentum
51
Avg U-Score: 48.8
Deep value names: 4
Investability: Selective
Open theme →

Steel

Integrated steel and value-added steel producers.

8 stocks
SteelAuto-built
Theme score
44
Quality
32
Value
55
Momentum
51
Avg U-Score: 44.9
Deep value names: 1
Investability: Stretched
Open theme →

NBFC

Retail, vehicle, gold, MSME, and infrastructure finance companies.

103 stocks
NBFCAuto-built
Theme score
43
Quality
23
Value
65
Momentum
50
Avg U-Score: 42.2
Deep value names: 59
Investability: Stretched
Open theme →

Power

Generation, transmission, equipment, and grid-linked beneficiaries.

189 stocks
PowerAuto-built
Theme score
43
Quality
39
Value
43
Momentum
51
Avg U-Score: 47.2
Deep value names: 92
Investability: Stretched
Open theme →

PSU

Public-sector companies across banks, energy, defence, rail, and infrastructure.

36 stocks
PSUAuto-built
Theme score
43
Quality
39
Value
43
Momentum
51
Avg U-Score: 47.1
Deep value names: 18
Investability: Stretched
Open theme →

EV

Electric vehicle, component, battery, and mobility-adjacent exposure.

97 stocks
EVAuto-built
Theme score
42
Quality
34
Value
48
Momentum
50
Avg U-Score: 45.7
Deep value names: 42
Investability: Stretched
Open theme →

Paper & Packaging

Paper, boards, flexible packaging, and plastic-substitution plays.

32 stocks
PackagingAuto-built
Theme score
42
Quality
35
Value
47
Momentum
50
Avg U-Score: 45.8
Deep value names: 16
Investability: Stretched
Open theme →

AI / IT

IT services and software names that can benefit from AI-led enterprise spending.

179 stocks
ITAuto-built
Theme score
39
Quality
34
Value
38
Momentum
50
Avg U-Score: 45.6
Deep value names: 78
Investability: Stretched
Open theme →

Hospitality & Tourism

Hotels, travel, leisure, and tourism-linked companies.

172 stocks
HospitalityAuto-built
Theme score
39
Quality
30
Value
44
Momentum
50
Avg U-Score: 44.4
Deep value names: 96
Investability: Stretched
Open theme →

Infrastructure

Roads, ports, airports, urban infra, and EPC beneficiaries.

315 stocks
InfrastructureAuto-built
Theme score
39
Quality
25
Value
49
Momentum
50
Avg U-Score: 42.9
Deep value names: 156
Investability: Stretched
Open theme →

Renewable Energy

Solar, wind, clean power, and renewable equipment exposure.

99 stocks
Renewable EnergyAuto-built
Theme score
39
Quality
32
Value
40
Momentum
50
Avg U-Score: 45.1
Deep value names: 47
Investability: Stretched
Open theme →
Sign in for the full theme library

The first 20 live themes are open. Sign in for the complete theme library and portfolio-builder handoff coverage. 28 more rows available after sign-in.

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Secondary discovery

Early fundamental clusters

Hard-filtered sectors or industries where quality, valuation breadth, and either growth or ROCE are clustering together. This is not price momentum; use it as a source of research leads below the main theme map.

83
Signal
HR & Manpower14 names

14-name cohort: avg U-Score 59 · 100% of names have positive MoS · capital-efficient (ROCE 19%)

BLSCRIZACQUESS
Explore →
Themes are curated editorially, not generated by AI. Stock lists update as we revise conviction. All information is for study purposes only — this is a research starting point, not investment advice. Consult your financial advisor before acting.