Mar 2026 Theme Wrap — The Monthly Theme Map
21 trading days · 94 recurring themes · top 15 themes — most persistent is Telecom Equipment at 10 days (monthly avg. +18.6%). Best single day this month: Mar 4, +29.9%.
Average change over the period
Telecom Equipment led March 2026, staying strong on 10 days with an average change of 18.61%. Its best day was Mar 24, at 27.05%.
Nuclear followed with 9 strong days and an average change of 11.84%. Semiconductor Equipment logged 8 days, peaking at 26.73% on Mar 5.
The biggest single-day move came from LPG (Liquefied Petroleum Gas), which hit 29.89% on Mar 4. The data records a recurrent count of 94.
94 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Telecom Equipment | 10d | +18.6% | 2026-03-24 (+27.1%) | Gigalane, LiComm, Mercury |
| Nuclear | 9d | +11.8% | 2026-03-20 (+24.0%) | SNTEnergy, Kangwon Energy, Daewoo Engineering & Construction |
| Semiconductor Equipment | 8d | +14.6% | 2026-03-05 (+26.7%) | Gigalane, The Codi, Dit |
| Optical Communications | 7d | +10.1% | 2026-03-25 (+16.5%) | LiComm, Mercury, Lightron Fiber-optic Devices |
| LPG (Liquefied Petroleum Gas) | 7d | +10.1% | 2026-03-04 (+29.9%) | SK Gas, Kukdong Oil & Chemicals, Joong Ang Enervis |
| Securities Brokers | 7d | +5.8% | 2026-03-05 (+14.8%) | SK Securities, Mirae Asset Securities, Sangsangininvestment&securities |
| 5G | 6d | +16.9% | 2026-03-11 (+28.8%) | Gigalane, Oneul E&m, OE Solutions |
| Solar | 6d | +12.2% | 2026-03-06 (+18.4%) | SK eternix, Agent AI, Shinsung E&g |
| Semiconductor Materials & Components | 6d | +11.0% | 2026-03-25 (+13.2%) | HLB innoVation, Kukjeon, HVM |
| Wind | 6d | +9.4% | 2026-03-20 (+16.1%) | SK oceanplant, SK eternix, Kumyang Green Power |
| Semiconductor Majors (Fabrication) | 6d | +6.5% | 2026-03-05 (+15.0%) | DB HiTek, SK hynix |
| Battery | 5d | +15.0% | 2026-03-05 (+22.7%) | Daesung Hi-Tech, DaejooElectronicMaterials, Sungwoo Hitech |
| Space & Aerospace (Nuri Rocket, Satellites) | 5d | +14.2% | 2026-03-05 (+22.8%) | Sensorview, Kencoa Aerospace, Fiberpro |
| Robotics (Industrial & Collaborative) | 5d | +11.7% | 2026-03-05 (+21.5%) | Il, NRobotics, Pim Korea |
| Shipping | 5d | +10.9% | 2026-03-03 (+23.1%) | STX Green Logis, Korea Line, Pan Ocean |
What to Watch Next Month
Six themes ended the month tagged as continuing, including Semiconductor Equipment, Solar and Shipping. The open question is whether those runs carry into April.
Gigalane appeared among the leaders in three themes: Telecom Equipment, Semiconductor Equipment and 5G. That overlap ties the three groups together in the data.
Theme heatmap
| 03-03 | 03-04 | 03-05 | 03-06 | 03-09 | 03-10 | 03-11 | 03-12 | 03-13 | 03-16 | 03-17 | 03-18 | 03-19 | 03-20 | 03-23 | 03-24 | 03-25 | 03-26 | 03-27 | 03-30 | 03-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Telecom Equipment | +20.2 | +26.7 | +16.8 | +10.4 | +9.6 | +20.6 | +14.6 | +27.0 | +26.2 | +13.9 | |||||||||||
| Nuclear | +18.0 | +14.1 | +7.5 | +11.5 | +7.8 | +5.3 | +11.2 | +24.0 | +7.2 | ||||||||||||
| Semiconductor Equipment | +26.7 | +11.3 | +20.7 | +12.5 | +9.9 | +11.0 | +12.7 | +11.7 | |||||||||||||
| Optical Communications | +10.8 | +5.6 | +10.4 | +10.0 | +14.2 | +16.5 | +3.5 | ||||||||||||||
| LPG (Liquefied Petroleum Gas) | +18.3 | +29.9 | +8.3 | +4.9 | +2.7 | +4.5 | +1.9 | ||||||||||||||
| Securities Brokers | +14.8 | +4.7 | +4.0 | +5.5 | +1.9 | +5.0 | +5.0 | ||||||||||||||
| 5G | +19.8 | +28.8 | +9.4 | +14.9 | +14.3 | +13.9 | |||||||||||||||
| Solar | +18.4 | +17.7 | +7.7 | +11.8 | +12.3 | +5.2 | |||||||||||||||
| Semiconductor Materials & Components | +11.4 | +12.8 | +11.2 | +8.2 | +9.3 | +13.3 | |||||||||||||||
| Wind | +10.8 | +12.0 | +5.2 | +16.1 | +8.0 | +4.3 | |||||||||||||||
| Semiconductor Majors (Fabrication) | +15.0 | +8.6 | +1.5 | +3.8 | +6.3 | +3.8 | |||||||||||||||
| Battery | +22.7 | +13.8 | +13.7 | +11.0 | +13.7 | ||||||||||||||||
| Space & Aerospace (Nuri Rocket, Satellites) | +11.6 | +22.8 | +11.0 | +14.0 | +11.4 | ||||||||||||||||
| Robotics (Industrial & Collaborative) | +21.5 | +12.2 | +10.2 | +7.7 | +6.9 | ||||||||||||||||
| Shipping | +23.1 | +6.4 | +13.1 | +2.4 | +9.3 |