Thematic Signals Vol. 7, #13
Another round of confirmation for our thematic and targeted exposure strategies
We’ve officially crossed into summer, but rising temperatures can’t slow down the pace of confirmation points for our thematic and targeted exposure strategies. We could wag our chins a bit further, but with more than a score of items to share, we’ll let you get to it as team Tematica collects the next batch of articles supporting our 19 targeted exposure and income models.
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
Addressing healthcare costs of an aging population through digital transformation
The median age in the U.S. reaches a record high, approaching 40 years old
Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:
Bank of America CEO says 'consumer spending has slowed down'
Apparel Producers Prep for Shrinking Sales as Consumers Cut Back
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
American Airlines, Southwest Airlines disclose data breaches affecting pilots
University of Manchester confirms data theft in recent cyberattack
Dole says February ransomware attack breached data of almost 3,900 US workers
OpenAI Responds to ChatGPT User Account Credentials Found on Dark Web
Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:
Cisco lays groundwork for 800G networks as AI, 5G and video traffic demands grow
Equinix boosts capacity to meet digital transformation demand
Worldwide Spending on the Internet of Things is Forecast to Surpass $1 Trillion in 2026
Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:
Digital Identity, A Centerpiece of the Digital Economy: Problems, Challenges and Solutions
EU Digital Identity Wallet technical specifications out in the next weeks
Apple Vision Pro Signals Another Move Into Digital Identity for Apple
EV Transition
Capturing the transition to EVs and related infrastructure from combustion engine vehicles:
U.S. Federal Government Takes Next Steps On Infrastructure Bill EV Charging
EV Charger Capacity Predicted to Overtake Rooftop Solar in 2023
Ford Qualifies For $9.2 Billion DOE Loan To Build 3 US Battery Factories
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
The Global Luxury Market Is Expected Grow up to 12 Percent This Year
U.S. luxury sales increasingly coming from high-end shoppers
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:
U.S. approves its first lab-grown meat — chicken made by two California companies
Members of Senate ag committee want to increase investment in precision ag
Precision agriculture produces greater conservation and sustainability in the state
Congressional delegation voices support for strong ag research funding
Recent Thematic Signals
Thematic Signals Vol. 7, #12 - Chatting LEDs and EV Charging Stations with Orion Energy Systems
Thematic Signals Vol 7, #11 - More on Lithium battery technology with Flux Power (FLUX)
Thematic Signals Vol 7, #10 - Attacking the Expected Lithium Shortage with Recharge Resources