Coverage at a glance
What we cover, right now.
As of 9 October 2026, FrontierPicks covers 225 US stocks across 17 themes. The market regime is neutral. 0 stocks carry high or supreme conviction. The most-covered themes are AI datacenter infrastructure, Medtech & diagnostics, AI enterprise software.
Names tracked
225
Themes →
17
High-conviction
0
Last read
The portfolio
14 in the portfolio · 201 watching
What the portfolio holds, with entry dates and returns, against the S&P 500.
By status
- In the portfolio14 · 6%
- Watching201 · 89%
- Recently sold3 · 1%
- Covered7 · 3%
By conviction
Most-tracked themes
Theme map →- AI datacenter infrastructure27
- Medtech & diagnostics27
- AI enterprise software20
- Consumer discretionary rotation19
- Precision biotech & therapeutics16
- Oil, energy & geopolitical16
- AI chips & memory13
- Networking & optical12
- Cybersecurity12
- Semi foundry & equipment10
- Cyclical industrials7
- Crypto exchanges & financials7
- Analog semiconductors5
- Freight & logistics4