How to use themes
Pick a story you keep seeing in the news. Open it for a short briefing, the names ClearTape groups under that idea, and related insight cards. Themes help you follow the plot across related names.
AI infrastructure
Chips, chip equipment, cloud platforms, and networking behind generative AI. One shared buildout story across liquid names.
NVDA · AMD · AVGO · TSM · +53 more
Megacap tech
The largest U.S. tech and platform names that often shape the day’s market mood — useful when headlines treat “Big Tech” as a group, including chip and consumer names that trade with that story.
AAPL · MSFT · NVDA · GOOGL · +3 more
Rates & inflation
Stock-index, bond, and financial funds that often reprice when inflation prints, jobs data, or central-bank rate decisions hit. A lens on macro news — not a fixed allocation.
SPY · TLT · IEF · TIP · +12 more
Energy complex
Oil producers, refiners, services, and an energy-sector fund that move with supply, demand, and geopolitics. Helps decode energy headlines without treating them as one stock.
XOM · CVX · COP · SHEL · +26 more
Healthcare innovation
Drug makers, biotech, devices, insurers, and large healthcare firms where news is often company-specific — a trial, a drug price, or a policy change — not one shared outcome.
LLY · MRK · ABBV · PFE · +13 more
Consumer spending
Retailers, brands, and spending-linked names as a read on what households are buying — online, big-box, home improvement, and discretionary demand — plus a consumer discretionary fund.
AMZN · WMT · COST · TGT · +21 more
Banks & credit
Large banks, a card lender, and financial funds where interest rates and lending conditions matter. A way to follow credit-cycle headlines in plain English.
JPM · BAC · WFC · C · +15 more
Broad market pulse
Index and style trackers — large, small, equal-weight, international, and a volatility gauge — for a quick sense of overall risk appetite without picking individual stocks.
SPY · QQQ · DIA · IWM · +29 more
UK & Europe
Household UK and European companies plus a few Europe/UK funds — banks, consumer brands, industrials, and health names that often show up in London and euro-area headlines.
HSBA · ULVR · SHEL · AZN · +40 more
Global champions
Large companies people already know outside the US — Japan, Hong Kong, Canada, Australia, and Europe — plus a world-stock fund. A lens on non-US headlines, not a fixed allocation.
TSM · ASML · SAP · TM · +42 more