The S&P Thematics Dashboard is now live: a new monthly lens into the world of thematic investing, built in collaboration between S&P Dow Jones Indices and Theia Insights.
Built to help investors cut through complexity, the dashboard offers a structured, multi-lens view of the thematic universe: 200+ themes organized by megatrends, regions, sectors, and factors, updated monthly.
It gives you a way to explore:
What themes are gaining or losing traction
How macro conditions, sector dynamics, and style tilts shape performance
Where risks and opportunities may be hiding beneath the surface
At its core is Theia’s thematic classification and analytics engine, quietly powering the structure behind the scenes. But the real value lies in what you can now see connections, shifts, and signals that were previously hard to track.
We’re grateful to the S&P team for the trust and thoughtful partnership in making this public and accessible, and we hope it helps you explore the thematic market with more clarity.