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Themes - Return Year to Date

Overview​

The Themes - Return Year to Date profile organizes the market by narrative instead of classification. Stocks are grouped into MarketAlpha's curated themes, like AI, Blockchain, or Renewables, sized by market capitalization and colored by year-to-date return, so you can see at a glance which stories the market has been paying for this year.

Sectors tell you what a company does; themes tell you why the market cares. A stock can sit in a boring sector yet ride a hot theme, and this map is where that kind of leadership becomes visible.

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Themes are narrative-based classifications curated by MarketAlpha to reflect strategic and emerging trends. The map updates in real time, so today's move is always part of the YTD picture.

Strategy Focus​

  • See which themes lead and lag this year in a single view
  • Track thematic rotation, money moving between narratives
  • Judge whether a hot theme's strength is broad or carried by a few names
  • Find early-stage themes starting to turn green before they hit the headlines
  • Align stock picks with themes that already have the wind behind them

Map Configuration​

  • Main Category: Themes
  • Box Size: Market Capitalization ($)
  • Box Color: Return Year to Date (%)

Metrics Behind the Map​

  • Themes: MarketAlpha's curated, narrative-based classification reflecting strategic and emerging trends.
  • Market Capitalization ($): The total dollar value of a company's outstanding shares, weighting each theme by the real size of its members.
  • Return Year to Date (%): The percentage change from the year open to the current last price, coloring each box by this year's performance.

Practical Use Cases​

  • Run a weekly theme review to keep your watchlists aligned with market narratives
  • Zoom into a leading theme and click its header to open the members in Multi-Charts
  • Spot a theme turning from red toward green as an early rotation signal
  • Compare a theme's YTD color against its members to find the laggards inside a winning story
  • Pair with Themes - Change From Close to see whether today's action confirms the yearly trend