As we analyzed the top 10 themes in 2024, there were really three broad themes that stood out in 2024 - Consumer, Tech Titans and Crypto. In this publication we take a top-down look from the three broad themes to the largest ETFs and stocks that drove their returns. The launch of Bitcoin ETFs, bullish comments by Trump at a crypto conference, and Trump looking to appoint a crypto-friendly SEC chair all helped Bitcoin soar over 100% and make crypto-related the top broad theme for 2024.
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