Systems Integration (SI)
- Aug 18: 7 Strong Themes — Systems Integration (SI), Shipbuilding Equipment
- Jun 23: 8 Strong Themes — AI & Robotics, Stablecoins
- Jan 30: 8 Strong Themes — Undersea Tunnels & Underground Roads, Holding Companies
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 19: 8 Strong Themes — Network Integration (NI), Battery
- Oct 17: 7 Strong Themes — Apple Pay, Rare Earths & Rare Metals
- Weekly Theme Wrap (Jun 14 – Jun 18)
- Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung)