AI · Humanoid · HBM · K-Beauty and more — 2026 key theme stocks
for Korean and US markets in one view.
KR 10 · US 10 stocks
Companies benefiting from national defense and the defense industry
KR 10 · US 10 stocks
Beneficiaries of Trump policies — defense, LNG, steel, and nuclear
KR 9 · US 10 stocks
REITs, financials, and growth stocks expected to benefit from rate cuts
KR 10 · US 10 stocks
NVDA supply chain (HBM, packaging, materials) and AI infrastructure beneficiaries
KR 8 · US 8 stocks
Tesla supply chain (batteries, materials, parts) beneficiaries
KR 9 · US 8 stocks
Humanoid robot development, manufacturing, and parts supply chain companies
KR 7 · US 8 stocks
Transformers, cables, and power equipment benefiting from AI data center power demand
KR 9 · US 8 stocks
HBM (High Bandwidth Memory) manufacturing, equipment, materials, and packaging beneficiaries
KR 7 · US 8 stocks
GLP-1 obesity and diabetes drug development and CMO beneficiaries
KR 7 · US 10 stocks
Companies benefiting from AI data center construction, power, cooling, and servers
KR 7 · US 6 stocks
AI semiconductor glass substrate materials, manufacturing, and equipment beneficiaries
KR 6 · US 7 stocks
Drone detection, jamming, and interception defense system companies
KR 6 · US 7 stocks
Immersion cooling and heat exchange beneficiaries for AI data center thermal management
KR 7 · US 8 stocks
SMR development, design, and construction companies benefiting from AI power demand
KR 8 · US 8 stocks
Companies benefiting from K-defense export contracts to Poland, Middle East, and Southeast Asia
KR 6 · US 6 stocks
Companies benefiting from surging copper demand due to AI data centers and grid expansion
KR 6 · US 6 stocks
Starlink and LEO satellite communication supply chain and terminal beneficiaries
KR 6 · US 6 stocks
Gold mining, refining, and trading companies benefiting from rising gold prices
KR 8 · US 8 stocks
Cosmetics, travel, and food companies benefiting from China's consumption recovery and stimulus
KR 8 · US 6 stocks
Companies benefiting from KRW weakness and export FX gains during dollar strength
KR 15 · US 10 stocks
Companies benefiting from AI technology development and services
KR 15 · US 13 stocks
Chip design, manufacturing, equipment, and materials companies
KR 12 · US 8 stocks
Battery manufacturing, materials, and equipment companies
KR 10 · US 10 stocks
Biopharmaceutical, healthcare, and drug development companies
KR 8 · US 8 stocks
Robot manufacturing, automation, and AI robotics companies
KR 8 · US 8 stocks
Nuclear power generation, nuclear fuel, and nuclear service companies
KR 9 · US 8 stocks
Electric vehicles, batteries, and charging infrastructure companies
KR 5 · US 11 stocks
Cloud computing, SaaS, and data center companies
KR 8 · US 9 stocks
Aerospace technology, satellite, and drone companies
KR 8 · US 8 stocks
Quantum computers, quantum cryptography, and quantum technology companies
KR 8 · US 8 stocks
Shipbuilding, shipping, and offshore plant companies
KR 6 · US 10 stocks
Cybersecurity solutions and services companies
KR 7 · US 8 stocks
Level-4 autonomous driving, LiDAR, ADAS, and SDV beneficiaries
KR 7 · US 6 stocks
Next-gen solid-state battery development, materials, and manufacturing companies
KR 7 · US 7 stocks
ADC (Antibody-Drug Conjugate) development and CMO beneficiaries
KR 7 · US 7 stocks
Offshore wind power generation, installation, and components companies
KR 6 · US 6 stocks
EV battery recycling, black mass, and lithium extraction beneficiaries
KR 7 · US 8 stocks
NPU, edge AI-equipped devices, chip design, and materials beneficiaries
KR 6 · US 7 stocks
Green hydrogen production, storage, fuel cells, and hydrogen vehicle beneficiaries
KR 6 · US 7 stocks
Alzheimer's and dementia drug development and clinical companies
KR 6 · US 7 stocks
Solar module, materials, inverter, and installation companies
KR 5 · US 6 stocks
Fusion power equipment, materials, and engineering beneficiaries
KR 6 · US 6 stocks
Companies benefiting from carbon capture, utilization, and storage (CCUS) technology
KR 7 · US 6 stocks
Remote care, AI diagnostics, and digital therapeutics (DTx) beneficiaries
KR 5 · US 6 stocks
Continuous glucose monitor (CGM) and blood glucose monitoring device companies
KR 9 · US 5 stocks
Cosmetics and ODM companies benefiting from the global K-Beauty wave
KR 7 · US 5 stocks
Companies benefiting from global K-Food exports — frozen kimbap, Buldak, and K-snacks
KR 6 · US 6 stocks
Laser, RF, and skin treatment medical beauty device companies
KR 6 · US 8 stocks
Casino, airline, and travel companies benefiting from reopening and tourism recovery
KR 7 · US 5 stocks
Companies benefiting from global expansion of K-webtoon, drama, and film IP
KR 8 · US 6 stocks
K-game global exports and mobile/PC game developers
KR 10 · US 6 stocks
Low-PBR, high-dividend companies benefiting from the government's corporate value-up program
KR 7 · US 7 stocks
Silver care, medical, and healthcare companies benefiting from an aging society
KR 8 · US 0 stocks
Construction, real estate, and station-area companies benefiting from Seoul's GTX metro express routes
KR 8 · US 0 stocks
Infant care, education, and medical companies benefiting from government low birth rate policies
KR 10 · US 0 stocks
Holding companies expected to benefit from inheritance tax cuts and conglomerate discount resolution
KR 8 · US 0 stocks
Companies benefiting from new airport construction projects (Gadeokdo, Jeju 2nd airport)