quantwise 1.2.0 → 1.2.2

package/.claude/skills/theme-detector/references/thematic_etf_catalog.md

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+# Thematic ETF Catalog
+
+This catalog maps market themes to their associated ETFs. The ETF count per theme is used for the `etf_proliferation_score` in lifecycle maturity assessment.
+
+**ETF Proliferation Scoring:**
+| ETF Count | Score |
+|-----------|-------|
+| 0         | 0     |
+| 1         | 20    |
+| 2-3       | 40    |
+| 4-6       | 60    |
+| 7-10      | 80    |
+| >10       | 100   |
+
+Higher ETF proliferation indicates more retail/institutional interest and a potentially more mature (crowded) theme.
+
+---
+
+## AI & Semiconductors
+
+**ETF Count: 11** | Proliferation Score: 100
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| SMH    | VanEck Semiconductor ETF | Semiconductor equities | Large |
+| SOXX   | iShares Semiconductor ETF | Semiconductor equities | Large |
+| SOXQ   | Invesco PHLX Semiconductor ETF | Semiconductor equities | Medium |
+| AIQ    | Global X Artificial Intelligence & Technology ETF | AI & big data | Medium |
+| BOTZ   | Global X Robotics & Artificial Intelligence ETF | AI & robotics | Medium |
+| ROBT   | First Trust Nasdaq Artificial Intelligence & Robotics ETF | AI & robotics | Small |
+| IRBO   | iShares Robotics and Artificial Intelligence Multisector ETF | AI multi-sector | Small |
+| CHAT   | Roundhill Generative AI & Technology ETF | Generative AI | Small |
+| WTAI   | WisdomTree Artificial Intelligence and Innovation Fund | AI innovation | Small |
+| IGPT   | North Shore AI Powered Large Cap Growth ETF | AI large-cap | Small |
+| AIVI   | WisdomTree International AI Enhanced Value Fund | AI value | Small |
+
+---
+
+## Clean Energy & EV
+
+**ETF Count: 9** | Proliferation Score: 80
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| ICLN   | iShares Global Clean Energy ETF | Global clean energy | Large |
+| QCLN   | First Trust NASDAQ Clean Edge Green Energy ETF | Clean energy technology | Medium |
+| TAN    | Invesco Solar ETF | Solar energy | Medium |
+| FAN    | First Trust Global Wind Energy ETF | Wind energy | Small |
+| LIT    | Global X Lithium & Battery Tech ETF | Lithium & batteries | Medium |
+| DRIV   | Global X Autonomous & Electric Vehicles ETF | EVs & autonomous driving | Medium |
+| IDRV   | iShares Self-Driving EV and Tech ETF | EVs & self-driving tech | Small |
+| ACES   | ALPS Clean Energy ETF | US clean energy | Small |
+| PBW    | Invesco WilderHill Clean Energy ETF | Clean energy innovation | Small |
+
+---
+
+## Cybersecurity
+
+**ETF Count: 4** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| CIBR   | First Trust NASDAQ Cybersecurity ETF | Cybersecurity equities | Large |
+| HACK   | ETFMG Prime Cyber Security ETF | Cybersecurity equities | Medium |
+| BUG    | Global X Cybersecurity ETF | Cybersecurity equities | Small |
+| IHAK   | iShares Cybersecurity and Tech ETF | Cybersecurity & tech | Small |
+
+---
+
+## Cloud Computing & SaaS
+
+**ETF Count: 4** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| SKYY   | First Trust Cloud Computing ETF | Cloud computing | Medium |
+| WCLD   | WisdomTree Cloud Computing Fund | Cloud software | Small |
+| CLOU   | Global X Cloud Computing ETF | Cloud computing | Small |
+| CLDL   | Direxion Daily Cloud Computing Bull 2X Shares | Cloud computing (leveraged) | Small |
+
+---
+
+## Biotech & Genomics
+
+**ETF Count: 6** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| XBI    | SPDR S&P Biotech ETF | Biotech equities (equal-weight) | Large |
+| IBB    | iShares Biotechnology ETF | Biotech equities (cap-weight) | Large |
+| ARKG   | ARK Genomic Revolution ETF | Genomics & biotech | Medium |
+| GNOM   | Global X Genomics & Biotechnology ETF | Genomics | Small |
+| IDNA   | iShares Genomics Immunology and Healthcare ETF | Genomics & immunology | Small |
+| LABU   | Direxion Daily S&P Biotech Bull 3X Shares | Biotech (leveraged) | Medium |
+
+---
+
+## Infrastructure & Construction
+
+**ETF Count: 3** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| PAVE   | Global X U.S. Infrastructure Development ETF | US infrastructure | Large |
+| IFRA   | iShares U.S. Infrastructure ETF | US infrastructure equities | Medium |
+| SIMS   | SPDR S&P Kensho Intelligent Structures ETF | Smart infrastructure | Small |
+
+---
+
+## Cannabis
+
+**ETF Count: 3** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| MSOS   | AdvisorShares Pure US Cannabis ETF | US cannabis operators | Medium |
+| MJ     | ETFMG Alternative Harvest ETF | Global cannabis | Small |
+| THCX   | The Cannabis ETF | Cannabis equities | Small |
+
+---
+
+## Blockchain & Crypto
+
+**ETF Count: 5** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| BITO   | ProShares Bitcoin Strategy ETF | Bitcoin futures | Large |
+| BLOK   | Amplify Transformational Data Sharing ETF | Blockchain companies | Medium |
+| BITQ   | Bitwise Crypto Industry Innovators ETF | Crypto industry equities | Small |
+| DAPP   | VanEck Digital Transformation ETF | Digital assets ecosystem | Small |
+| IBIT   | iShares Bitcoin Trust ETF | Spot Bitcoin | Large |
+
+---
+
+## Defense & Aerospace
+
+**ETF Count: 5** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| ITA    | iShares U.S. Aerospace & Defense ETF | Aerospace & defense equities | Large |
+| PPA    | Invesco Aerospace & Defense ETF | Aerospace & defense equities | Medium |
+| ROKT   | SPDR S&P Kensho Final Frontiers ETF | Space & deep sea exploration | Small |
+| UFO    | Procure Space ETF | Space industry | Small |
+| ARKX   | ARK Space Exploration & Innovation ETF | Space exploration & innovation | Small |
+
+---
+
+## Obesity & GLP-1
+
+**ETF Count: 2** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| SLIM   | Themes Obesity & Cardiometabolic ETF | Obesity & cardiometabolic drugs | Small |
+| HRTS   | Tema Cardiovascular and Metabolic ETF | Cardiovascular & metabolic health | Small |
+
+---
+
+## Nuclear Energy
+
+**ETF Count: 3** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| NLR    | VanEck Uranium+Nuclear Energy ETF | Uranium & nuclear energy | Medium |
+| NUKZ   | Range Nuclear Renaissance Index ETF | Nuclear renaissance | Small |
+| NUCL   | Horizons Global Uranium Index ETF | Global uranium | Small |
+
+---
+
+## Water Resources
+
+**ETF Count: 3** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| PHO    | Invesco Water Resources ETF | Water utilities & infrastructure | Medium |
+| FIW    | First Trust Water ETF | Water industry | Medium |
+| CGW    | Invesco S&P Global Water Index ETF | Global water equities | Small |
+
+---
+
+## Robotics & Automation
+
+**ETF Count: 3** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| ROBO   | Robo Global Robotics and Automation Index ETF | Robotics & automation | Medium |
+| ARKQ   | ARK Autonomous Technology & Robotics ETF | Autonomous tech & robotics | Medium |
+| IRBO   | iShares Robotics and Artificial Intelligence Multisector ETF | Robotics & AI (also in AI theme) | Small |
+
+---
+
+## Lithium & Battery Technology
+
+**ETF Count: 2** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| LIT    | Global X Lithium & Battery Tech ETF | Lithium mining & battery tech (also in Clean Energy) | Medium |
+| BATT   | Amplify Lithium & Battery Technology ETF | Battery technology value chain | Small |
+
+---
+
+## Gold & Precious Metals
+
+**ETF Count: 5** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| GDX    | VanEck Gold Miners ETF | Gold mining equities | Large |
+| GDXJ   | VanEck Junior Gold Miners ETF | Junior gold miners | Large |
+| RING   | iShares MSCI Global Gold Miners ETF | Global gold miners | Medium |
+| SGDM   | Sprott Gold Miners ETF | Gold miners (rules-based) | Small |
+| SIL    | Global X Silver Miners ETF | Silver miners | Medium |
+
+---
+
+## Uranium
+
+**ETF Count: 3** | Proliferation Score: 40
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| URA    | Global X Uranium ETF | Uranium mining & nuclear components | Medium |
+| URNM   | Sprott Uranium Miners ETF | Pure-play uranium miners | Medium |
+| URNJ   | Sprott Junior Uranium Miners ETF | Junior uranium miners | Small |
+
+---
+
+## Oil & Gas (Energy)
+
+**ETF Count: 6** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| XLE    | Energy Select Sector SPDR Fund | US energy sector | Large |
+| XOP    | SPDR S&P Oil & Gas Exploration & Production ETF | Oil & gas E&P | Large |
+| OIH    | VanEck Oil Services ETF | Oil services equities | Medium |
+| AMLP   | Alerian MLP ETF | Energy MLPs | Medium |
+| FCG    | First Trust Natural Gas ETF | Natural gas equities | Small |
+| CRAK   | VanEck Oil Refiners ETF | Oil refiners | Small |
+
+---
+
+## Financial Services & Banks
+
+**ETF Count: 5** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| XLF    | Financial Select Sector SPDR Fund | US financial sector | Large |
+| KBE    | SPDR S&P Bank ETF | US bank equities | Medium |
+| KRE    | SPDR S&P Regional Banking ETF | Regional bank equities | Large |
+| IAI    | iShares U.S. Broker-Dealers & Securities Exchanges ETF | Broker-dealers | Small |
+| KBWB   | Invesco KBW Bank ETF | Large-cap bank equities | Medium |
+
+---
+
+## Healthcare & Pharma
+
+**ETF Count: 5** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| XLV    | Health Care Select Sector SPDR Fund | US healthcare sector | Large |
+| IHE    | iShares U.S. Pharmaceuticals ETF | US pharmaceutical equities | Medium |
+| XHS    | SPDR S&P Health Care Services ETF | Healthcare services | Small |
+| IHI    | iShares U.S. Medical Devices ETF | Medical devices | Medium |
+| PPH    | VanEck Pharmaceutical ETF | Pharmaceutical equities | Small |
+
+---
+
+## Real Estate & REITs
+
+**ETF Count: 4** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| VNQ    | Vanguard Real Estate ETF | US REITs | Large |
+| XLRE   | Real Estate Select Sector SPDR Fund | US real estate sector | Large |
+| IYR    | iShares U.S. Real Estate ETF | US real estate equities | Large |
+| MORT   | VanEck Mortgage REIT Income ETF | Mortgage REITs | Small |
+
+---
+
+## Retail & Consumer
+
+**ETF Count: 4** | Proliferation Score: 60
+
+| Ticker | Name | Focus | AUM Tier |
+|--------|------|-------|----------|
+| XLY    | Consumer Discretionary Select Sector SPDR Fund | Consumer discretionary | Large |
+| XRT    | SPDR S&P Retail ETF | Retail equities | Medium |
+| XLP    | Consumer Staples Select Sector SPDR Fund | Consumer staples | Large |
+| IBUY   | Amplify Online Retail ETF | Online retail equities | Small |
+
+---
+
+## Summary Table
+
+| Theme | ETF Count | Proliferation Score |
+|-------|-----------|-------------------|
+| AI & Semiconductors | 11 | 100 |
+| Clean Energy & EV | 9 | 80 |
+| Biotech & Genomics | 6 | 60 |
+| Oil & Gas (Energy) | 6 | 60 |
+| Gold & Precious Metals | 5 | 60 |
+| Defense & Aerospace | 5 | 60 |
+| Blockchain & Crypto | 5 | 60 |
+| Financial Services & Banks | 5 | 60 |
+| Healthcare & Pharma | 5 | 60 |
+| Cloud Computing & SaaS | 4 | 60 |
+| Cybersecurity | 4 | 60 |
+| Real Estate & REITs | 4 | 60 |
+| Retail & Consumer | 4 | 60 |
+| Infrastructure & Construction | 3 | 40 |
+| Cannabis | 3 | 40 |
+| Nuclear Energy | 3 | 40 |
+| Water Resources | 3 | 40 |
+| Robotics & Automation | 3 | 40 |
+| Uranium | 3 | 40 |
+| Obesity & GLP-1 | 2 | 40 |
+| Lithium & Battery Technology | 2 | 40 |
+
+**Notes:**
+- Some ETFs appear in multiple themes (e.g., LIT in both Clean Energy and Lithium, IRBO in both AI and Robotics)
+- AUM Tier: Large (>$1B), Medium ($100M-$1B), Small (<$100M)
+- Leveraged ETFs (LABU, CLDL) included for completeness but not recommended for theme exposure measurement
+- Catalog should be updated quarterly to capture new ETF launches and closures