Thematic Signals Vol 7, #17

The latest on aging, the CHIPs Act, EVs, and the space economy

In the next few days, the September quarter earnings season will bring its usual frenetic pace. Ahead of that, we wanted to grab you during a quiet moment and share the latest for a few of our investment themes.

Here we go…

Photo by Aaron Burden on Unsplash

Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:

• The U.S. Economy’s Secret Weapon: Seniors With Money to Spend

• An Aging U.S. Population With Fewer Children in 2020

• India’s elderly population will double and overtake the number of children by 2050

• World’s first mass-produced humanoid robot wants to solve China’s aging population problem

CHIPs Act
Capturing the reshoring of the US semiconductor industry and the $52.7 billion poised to be spent on semiconductor manufacturing.

• A year after CHIPS Act passage, firms are starting to take advantage

• Chipmaker GlobalFoundries seeks funding under CHIPS Act

• Micron Initiates Construction on Leading-Edge Memory Manufacturing Fab

• Japan confirms ¥192 billion will flow to help Micron build Hiroshima plant

• Micron begins construction of $2.75 billion semiconductor plant in Gujarat

EV Transition
Capturing the transition to EVs and related infrastructure from combustion engine vehicles.

• IRS Revs Up Tax Credit for Buying EVs

• The Electric: Fast-Charging Silicon Comes to EVs

• EVs Take 21% Share In Germany In Predicted Hangover

• What does the transition to EVs mean for workers?

• EVs Will Hit Detroit Harder Than a UAW Raise

Space Economy
Companies that focus on the launch and operation of satellite networks.

• Spain's PLD Space launches private rocket in milestone for Europe

• SpaceX launches 21 Starlink satellites early Oct. 9 from California

• Amazon launches test satellites for its planned internet service to compete with SpaceX

• India sees local Space Economy Growing to $44 billion by 2033

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Recent Thematic Signals

• Thematic Signals Vol 7, #16 - Confirmation points for cloud, digital infrastructure, and more

• Thematic Signals Vol 7, #15 - September confirmation points for our targeted strategies

• Thematic Signals Vol 7, #14 - The State of the Oil Market with Prairie Operating Co.

• Thematic Signals Vol. 7, #13 - Another round of confirmation for our thematic and targeted exposure strategies

• Thematic Signals Vol. 7, #12 - Chatting LEDs and EV Charging Stations with Orion Energy Systems

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Tematica Thematic Indices

• Foxberry Tematica Research Cybersecurity & Data Privacy Index

• Foxberry Tematica Research Sustainable Future of Food Index

• Tematica BITA Data Privacy and Digital Identity Index

• Tematica BITA Digital Infrastructure & Connectivity Index

• Tematica BITA Big Spenders & Savers Index 

• Tematica Research Thematic Dividend All-Stars Index