Thematic Research
US Reindustrialization: Reshoring and Nearshoring
In recent years, the trend of deglobalization and “reshoring”—bringing manufacturing production back home to the US—has gained momentum. This shift is accelerating due to the Biden administration’s investments, tax incentives, and a tougher stance on China’s...
Thematic Research: Data Center Upgrades for an AI World
The surge in AI demand is driving the need for massive investments into data centers which are requiring more energy than ever before driving demand for liquid cooling. In 2023, the market was valued at approximately $3.4-4.5 billion projected to reach $7.8-12.8...
MLOps: A Growing AI Thematic Winner
MLOps stands for Machine Learning Operations. MLOps is a core function of Machine Learning engineering, focused on streamlining the process of taking machine learning models to production, and then maintaining and monitoring them. MLOps is a collaborative function,...
Artificial Intelligence (AI) Thematic Analysis
Artificial Intelligence (AI) is a theme that has been around for awhile but it certainly stole the show in Q1 and is advancing rapidly with new applications and the potential to disrupt nearly every industry as a major inflection point is near. New/improved search...
Antibody Drug Conjugates (ADCs) Platforms Could See Resurgence of Interest with Potential M&A Deal
Thematic Snapshot – Antibody Drug Conjugates (ADCs) Biotech M&A has been an intriguing area recently, as outlined in the Quarterly Brief, and one potential deal – Merck’s $20B+ buy of SeaGen – could spark a rally or resurgence of interest in a growing sector of...
Thematic Breakdown: Robotic Process Automation (RPA)
With RPA, software users create software robots, or “bots”, that can learn, mimic, and then execute rules-based business processes. RPA automation enables users to create bots by observing human digital actions. Show your bots what to do, then let them do the work....
Simulation Software Market Set to Take Off with Growth in EVs, ‘Industry 4.0’
Ansys (ANSS) shares holding up well recently and trading in a narrow range under new highs with the 55-EMA and low-end of monthly value support yesterday. ANSS has traded in a narrow 10-week handle since earnings in November and poised to clear a bigger 50-week cup...
Carbon Capture and Storage – A Call Option for the Fossil Fuel Industry within the Energy Transition
The energy transition has come sharply into focus in 2021 as climate risks increase and opportunity for growth of green energy explodes. The term refers to the global energy sector’s shift away from fossil fuels and towards more renewable and low-emission sources of...
Climate Change, Federal Stimulus Should be Long-Term Drivers for HVAC Industry
Record heat has made headlines across the globe over the last two months with the Pacific Northwest, Boston and New York, and Western Canada all shattering temperature records in early July. Concerns over global heat increases have been growing over the last decade....
Digital Documents: Remote Work Driving Significant Adoption
The “Future of Work” theme is being driven by increased mobility and the ability to now work remotely from just about anywhere on the planet as companies undergo significant digital transformations. One of the stronger sub-themes is Digital Documents which includes...