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How to Invest in Themes: BlackRock, JP Morgan, ARK Invest, Global X & More

Opto Sessions – Invest in the Next Big Idea

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How GlobalX Selects Themes for Launch

GlobalX uses a bottom up approach to identify which companies are set to benefit from the materialization of a certain trend. The fund looks at high conviction metrics such as total addressable market, penetration level and where it's going to be in 5-10 years. Most thematic ETFs require every single company within the fund to generate at least 50% of their revenue directly from this theme.

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