Jul 2022 Theme Wrap — The Monthly Theme Map
21 trading days · 79 recurring themes · top 15 themes — most persistent is COVID at 13 days (monthly avg. +9.4%). Best single day this month: Jul 14, +16.2%.
Average change over the period
In July 2022, COVID led the theme board, showing strength on 13 days. Its best day came on Jul 14, with a change of 16.19%.
Semiconductors followed with 8 strong days, though its average change was a modest 3.6%. Crypto & Bitcoin posted a 15.21% best day on Jul 25.
The highest average change belonged to Games / Mobile Games at 9.81%, across just 3 strong days. Monkeypox also peaked on Jul 14, at 11.29%.
79 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| COVID | 13d | +9.4% | 2022-07-14 (+16.2%) | CJ Bioscience, SK Bioscience, LabGenomics |
| Semiconductors | 8d | +3.6% | 2022-07-15 (+4.6%) | SFA Semicon, Dongjin Semichem, Ram Technology |
| Crypto & Bitcoin | 7d | +7.1% | 2022-07-25 (+15.2%) | Danal, Vidente, Woori Technology Investment |
| Media & Content | 6d | +6.7% | 2022-07-20 (+8.4%) | IHQ, Bucket Studio, Artist Studio |
| Solar | 6d | +6.7% | 2022-07-29 (+13.4%) | HD Hyundai Energy Solutions, SDN Company, Dae Myoung Energy |
| Monkeypox | 6d | +6.4% | 2022-07-14 (+11.3%) | GC Medical Science, RollingStone, Bioneercorporation |
| Defense & War | 5d | +6.1% | 2022-07-22 (+15.1%) | i3system, Firstec, Pyung Hwa Industrial |
| Battery | 5d | +5.6% | 2022-07-28 (+10.4%) | KG Chemical, Younghwa Tech, E Investment&Development |
| Digital Health & Telehealth | 5d | +3.6% | 2022-07-19 (+5.4%) | Dynamic solution, GC MediAI, Insung Information |
| Rivian | 4d | +6.8% | 2022-07-11 (+11.1%) | Daewon Chemical, Ecocab, Sewon |
| Nuclear | 4d | +6.1% | 2022-07-07 (+9.3%) | Samyoung M-tek C0, Orbitech, Jokwang I.L.I |
| Ukraine Reconstruction (Related) | 4d | +5.5% | 2022-07-01 (+8.6%) | KH Construction, Yooshin Engineering, Hyundai Everdigm |
| Battery / EV | 4d | +4.4% | 2022-07-22 (+5.1%) | Solus Advanced Materials, CTR Mobility, A.f.w |
| iPhone Supply Chain | 4d | +3.9% | 2022-07-21 (+6.4%) | Duk San Neolux, BHCo, YMT |
| Games / Mobile Games | 3d | +9.8% | 2022-07-13 (+10.6%) | Neptune Company, Mobirix |
What to Watch Next Month
Solar closed the month on a continuing streak, with its best change of 13.4% on Jul 29. Digital Health & Telehealth and iPhone Supply Chain also ended July in continuing runs.
The dataset flags 79 recurrent themes, and most of July’s leaders were marked as recurring. Defense & War showed a 15.13% best change on Jul 22.
Theme heatmap
| 07-01 | 07-04 | 07-05 | 07-06 | 07-07 | 07-08 | 07-11 | 07-12 | 07-13 | 07-14 | 07-15 | 07-18 | 07-19 | 07-20 | 07-21 | 07-22 | 07-25 | 07-26 | 07-27 | 07-28 | 07-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COVID | +13.0 | +14.0 | +8.6 | +8.5 | +12.4 | +5.6 | +11.4 | +7.8 | +16.2 | +6.5 | +6.2 | +4.7 | +6.7 | ||||||||
| Semiconductors | +4.2 | +2.2 | +3.7 | +4.6 | +4.4 | +4.5 | +2.7 | +2.6 | |||||||||||||
| Crypto & Bitcoin | +6.6 | +3.5 | +6.7 | +4.7 | +8.3 | +15.2 | +5.0 | ||||||||||||||
| Media & Content | +6.0 | +8.2 | +8.2 | +8.4 | +5.2 | +4.2 | |||||||||||||||
| Solar | +5.1 | +2.9 | +4.4 | +1.6 | +12.7 | +13.4 | |||||||||||||||
| Monkeypox | +7.4 | +3.9 | +7.5 | +11.3 | +5.6 | +2.7 | |||||||||||||||
| Defense & War | +4.4 | +3.1 | +15.1 | +4.7 | +3.0 | ||||||||||||||||
| Battery | +4.4 | +5.3 | +5.2 | +2.7 | +10.4 | ||||||||||||||||
| Digital Health & Telehealth | +4.1 | +5.4 | +2.6 | +2.9 | +3.0 | ||||||||||||||||
| Rivian | +3.3 | +11.1 | +5.2 | +7.4 | |||||||||||||||||
| Nuclear | +5.5 | +9.3 | +4.4 | +5.1 | |||||||||||||||||
| Ukraine Reconstruction (Related) | +8.6 | +6.6 | +2.3 | +4.4 | |||||||||||||||||
| Battery / EV | +3.4 | +5.1 | +4.5 | +4.8 | |||||||||||||||||
| iPhone Supply Chain | +3.5 | +6.4 | +2.0 | +3.6 | |||||||||||||||||
| Games / Mobile Games | +9.1 | +9.7 | +10.6 |