Live AI-Powered Thematic Research
Search across 350 investment themes for clear, live, data-driven narratives and discover the value drivers behind 3,122 companies and 181 ETFs
Companies & ETFs in these themes
The listed names and vehicles carried by the themes shown above — open a company to see every role it plays.
Why Northstar?
Signals calibrated to best performance and scored deterministically for cross-thematic comparison
Discover. Engage. Create.
The Northstar Signal
The biggest score moves across 350 themes with the evidence behind them, the week’s best and worst baskets, and one theme worth your time. No tracking pixels — unsubscribe in one click.
The gallery previews the top ten of the active view — search or screen to reach all 350 themes, then follow each into the companies and ETFs that carry it. Every number is deterministic and traceable to its source: each card’s chip shows inception-to-date return versus MSCI World, with pre-July-2026 history reconstructed from current constituents.
Northstar is independent research, not investment advice or a personal recommendation. Capital at risk — investments can fall as well as rise. Past performance is not a reliable indicator of future results. Legal & disclaimers
Why Northstar
Northstar is a living research surface for 350 investable themes — scored deterministically, argued honestly and tracked in the open. One continuous journey, from “what’s next?” to a portfolio you can defend.
01Discover
Every investable theme — from quantum computing to uranium — lives on one surface. Search it in plain language, screen it with preset lenses, or follow the sector constellations until something catches your eye.
02Understand
Every theme is scored on maturity, evidence, commercial proximity, policy, crowding and reflexivity — deterministically, so scores compare cleanly across the whole corpus. Sparklines and trend arrows show conviction building, or breaking.
03Interrogate
Bull, base and bear for every thesis — with the kill criteria that would end it. Claims are falsifiable and carry recorded verdicts, sources are graded by tier, and every theme keeps an audit trail of what changed, when and why.
04Express
Each theme’s investable universe is mapped company by company — role, exposure, conviction — down the value chain to who captures the economics. Then take it to market: mapped ETFs, enriched company profiles, and one-page briefings ready for the meeting.
05Track
Daily performance from inception, benchmarked against MSCI World and our Conviction 10 — drawdowns, attribution and all. Backtest any theme, run your own $100m portfolio, and get the one-page weekly Signal of what moved and why.
06Create
Take a side in the debate room and put your view on the record. Keep watchlists of the themes and companies you believe in, climb the member leaderboard as your calls play out — and when you spot a theme we’re missing, propose it. Accepted ideas become full research projects, credited to you when they ship.
Discover. Engage. Create.
Northstar is independent research, not investment advice. Capital at risk — investments can fall as well as rise.
Two themes side by side on the shared six-signal scorecard.