Theia Insights

Theia Insights Industry Classification (TIIC) is now LIVE on Nasdaq Data Link! https://lnkd.in/ewicw9Zm TIIC answers the challenging question of "who does what by how much" in the market: > Dynamic, self-learning taxonomy with 250+ major themes and 3000+ micro themes > One-to-many mapping of companies and themes > 40,000+ global companies and 10 + years of history > Real-time capture of emerging themes and industry shifts A highlight version is also integrated into Nasdaq's Equities 360 dataset.

We are excited to welcome Isami Ito as our Chief Commercial Officer!  Isami brings a wealth of experience as a go-to-market leader, with a track record of driving commercial strategy at firms like Unqork, S&P IHS Markit, Digital Asset and GLG. As Theia continues to develop foundational AI technologies for the global investment industry, Isami’s leadership will be instrumental in rooting our innovations in the market and scaling our impact. We’re thrilled to have him on board and we look forward to the adventure ahead!

James Thorne, our CTO at Theia Insights, was interviewed on Korean national radio Arirang TV about DeepSeek-R1. James offered a fascinating dive into the model, explaining how U.S. trade restrictions on advanced AI chips forced DeepSeek to innovate: instead of using all neural pathways like GPT, they had to selectively activate specific weights - a constraint that actually led to more efficient learning. He also dives into their innovative GRPO architecture and the broader implications for AI development. Drawing from his experience at Korea Advanced Institute of Science and Technology, he also shares perspectives on nurturing AI talent globally. Take a listen now! https://lnkd.in/e4cY94XX #DeepSeek #LLM

We are excited to welcome the multi-faceted John Prater to the Theia Insights team as our new software engineer!

Following the wave of our new logo, we’re excited to present our new website https://lnkd.in/ew38w5Dd - a space created to provide clarity, insights, and meaningful content. In the months ahead, we’ll unveil our core products - Dynamic Industry Classification, Thematic Factor Model, Concept2Universe - and share deep research on the rapid evolution of economic trends, industries, and emerging themes. This marks the beginning of an exciting chapter, and we’re thrilled to have you with us on this journey. Stay tuned—there’s much more to come! 🌊

Introducing the new logo of Theia Insights. Feel the waves and see beyond the surface. The truth is inside.

Introducing the new logo of Theia Insights. Feel the waves and see beyond the surface. The truth is inside.

As we approach 2025, let’s look up and outwards in the skies. Forget AI, GLP1, and Bitcoin — space is where the excitement lies! We used our Concept2Universe model to how the Space Exploration landscape has evolved. Theia Insights Concept2Universe model translates your ideas into a comprehensive landscape of relevant public companies. It’s a starting point for investors to explore, benchmark, and trade. A decade ago, space was dominated by big aerospace and defense contractors—think Boeing, Lockheed Martin, Airbus, and major satellite providers. Most activity revolved around orbit, satellite communications, and government-backed projects. But today, with Concept2Universe as our lens, we’ve observed a 260% increase in space-focused companies. They include pure-play ventures like Intuitive Machines, Rocket Lab, and Virgin Galactic, alongside specialized tech firms working on in-orbit servicing, lunar landing, or space manufacturing. We’re also witnessing a geographical expansion in space activities. Players from India, China, and the Middle East are joining the scene, fueling competition and innovation. Even quantum and data-center players like D-Wave, QCi and Equinix are stepping in, showing how space is connecting with other cutting-edge tech. Looking ahead, the opportunities are limitless: - Lunar water mining and asteroid mining could open new frontiers in resource extraction. - Space tourism and orbital fuel depots might reshape tourism and infrastructure. - Emerging niches like debris management and sustainable propulsion address pressing challenges as more objects are launched into orbit. Space exploration has evolved from a serious, niche pursuit to an exciting adventure - teeming with pure-play companies, global newcomers, and frontier technologies. Whether you’re an investor eyeing new growth potential or simply an enthusiast dreaming of Moon bases, there’s never been a better time to keep watching the skies. Stay curious, stay inspired, and remember—this next frontier is more accessible than ever. Theia Insights is here to help you explore, one concept at a time. And we wish you an adventurous and joyous 2025. 🚀 To Infinity and Beyond!

Was great meeting the startups team from Amazon at NeurIPS this morning. A pleasure meeting with some of our mentors from the AWS Generative AI accelerator and some of the wider Amazon team too :)

A huge thank you to The Investment Association for hosting an exceptional event at J.P. Morgan Asset Management's stunning London office. The panels and discussions were truly thought-provoking, showcasing the challenges and opportunities shaping this industry. Unsurprisingly, AI and innovation took centre stage in most conversations. Key themes included how innovators can empower incumbents to achieve more with less, the importance of data quality and explainability, how to leverage technology to help navigate ongoing margin pressures, and the threats coming from new entrants and an increasingly level playing field. At Theia, we’re already working closely with some of the industry's largest and most forward-thinking players. Our AI-driven solutions are built with efficiency and transparency at their core - we offer investment professionals significantly enhanced workflows, tools to create, optimise and analyse portfolios, build thematic baskets with auditable security selection in seconds, uniquely manage risk and offer a different approach to sharing insights with clients. If you’d like to learn more, reach out to our team here on LinkedIn or drop us a note at hello@theiainsights.com. #AI #innovation #assetmanagement #investing