Coverage at a glance
What we cover, right now.
As of 13 November 2026, FrontierPicks covers 1,125 US stocks across 18 current themes. The market regime is neutral. 2 stocks carry high conviction. The most-covered themes are Consumer brands & retail, Medtech, diagnostics & life-science tools, AI enterprise software.
Stocks covered
1,125
Current themes →
18
High-conviction →
2
Market data through
The portfolio
12stocks in the portfolio
What the portfolio holds, every purchase and sale, and how it compares with the S&P 500.
By status
- In the portfolio12 · 1%
- Watching347 · 31%
- Covered766 · 68%
By conviction
Most-tracked themes
Theme map →- Consumer brands & retail89
- Medtech, diagnostics & life-science tools81
- AI enterprise software78
- M&A & special situations78
- Oncology & immunology58
- Cyclical industrials44
- Fintech, payments & credit43
- Defense & aerospace32
- Rare disease & gene therapy30
- Banks, insurers & capital markets30
- Managed care & health services27
- Travel & leisure26
- Cybersecurity21
- Ad tech & digital advertising18