Thematic breadth was resilient in October, with 22 of 48 (46%) themes outperforming the S&P 500. Key drivers were earnings beats from the Tech Titans, better-than-expected economic data and speculation on a Trump victory. Top-performing themes included Blockchain, Bitcoin, FinTech, Travel, Uranium and Cloud. Look for more upgrades from us if the risk-on environment continues after the election.
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