Ten megatrends, each starting with the industries that benefit, then the stocks behind them. We sort them into core, enablers, second tier and headwind, deliberately including suppliers and indirect beneficiaries beyond the obvious names.
Assignments classified nightly, as of 17/10/2026.
Per trend the split into core, enabler, second row and headwind, plus the average business model score.
Compute, models and applications shift value creation into software and infrastructure. Winners are not only chip and platform giants but everything that builds, powers, cools and connects data centers.
77 Core · 159 Enabler · 25 Second row · 3 Headwind
Electricity replaces fossil fuels in transport, heat and industry while generation becomes decentralized and volatile. The bottleneck shifts from generation to grids and storage.
92 Core · 92 Enabler · 27 Second row · 66 Headwind
Aging populations in developed and emerging markets drive demand for therapies, medtech, diagnostics and care, while new drug classes reshape entire disease areas.
188 Core · 50 Enabler · 27 Second row · 25 Headwind
Geopolitical bloc formation structurally raises defense budgets in Europe and Asia while space goes commercial. Demand runs from prime contractors deep into electronics, materials and software.
35 Core · 51 Enabler · 6 Second row · 0 Headwind
Supply chains regionalize, labor gets scarce, robots get cheaper. The result is new factories in developed markets and an automation push in production and logistics.
25 Core · 87 Enabler · 34 Second row · 1 Headwind
Attack surfaces grow with every connected machine, regulation demands control over data and infrastructure. Security shifts from a cost center to mandatory spend.
40 Core · 47 Enabler · 1 Second row · 0 Headwind
Payments, investing and credit move onto platforms, assets get tokenized, regulation opens crypto to institutional capital. Whoever runs the rails earns on every transaction.
167 Core · 55 Enabler · 18 Second row · 127 Headwind
Extreme weather, water scarcity and resource dependence force adaptation: resilient infrastructure, efficient agriculture, circular economy and insuring the risks.
58 Core · 56 Enabler · 32 Second row · 0 Headwind
Aging bridges, railways and buildings in developed markets and growing cities in emerging markets demand decades of investment in transport, construction and building technology.
87 Core · 26 Enabler · 34 Second row · 0 Headwind
Growing middle classes in Asia and shifting values in developed markets move spending toward experiences, premium, health and digital platforms.
162 Core · 35 Enabler · 55 Second row · 29 Headwind
Basics
A megatrend is a development that runs for decades and rebuilds whole industries. Four points on how we frame them and how that turns into a list of stocks.
A megatrend runs for decades, changes several industries at once and is hard to reverse. A good quarter or a hype around a single stock is neither. We track ten of them, from artificial intelligence through defense and robotics to water and raw materials.
Every trend starts with the industries it rebuilds, not with a list of stocks. Only from there does it follow which companies qualify at all. That detour is why our lists also hold suppliers almost nobody associates with the trend.
Every assigned stock lands in core, enabler, second row or headwind. Core means the business hangs directly on the trend. Enablers supply the inputs and the technology. The second row benefits indirectly. Headwind means the trend works against the business model, and that belongs in the picture too.
That a company belongs to a megatrend says nothing about whether the stock is cheap, expensive or soundly financed. The scores, the rankings and the stock analysis cover that. Market Jury gives no buy or sell recommendations.
FAQ
What a megatrend is, which ones we track and how an assignment comes about.
How Market Jury worksA megatrend is a development that runs for decades, changes several industries at once and is hard to reverse. Artificial intelligence, ageing societies or the rebuilding of energy supply are examples. Unlike a short-lived market trend, a megatrend is not a mood but a structural shift.
Ten: artificial intelligence, the energy transition and electrification, health and ageing societies, security and defense, automation and robotics, cybersecurity, digital money and financial infrastructure, climate adaptation and water, infrastructure renewal, and new consumption patterns. Each trend has its own page with the stocks assigned to it.
There is no blanket answer, but it can be narrowed down. Every trend page starts with the industries the trend rebuilds and only then names the companies. Anyone wanting to know where long-term demand forms finds the industries there rather than a list of individual names.
Core means the business hangs directly on the trend. Enablers supply the inputs or the technology for it. The second row benefits indirectly, through construction, logistics or energy for instance. Headwind means the trend works against the business model. The split across the four tiers sits as a bar on every trend card.
Nightly, per sub-theme of a trend. Every assignment carries a rationale, a confidence level and a date, many of them an estimated revenue share as well. Because business models change, an assignment is always a snapshot and never a fixed label.
No. An assignment describes how a company stands in relation to a development, not whether the stock is attractively valued right now. Market Jury gives no buy or sell recommendations. For the numbers there are the scores, the rankings and the stock analysis.
You can see the nightly scan without an account. With a free account you see all scores and lists in full and ask the agents yourself, with five credits on the house.
Not investment advice, not a recommendation, not a forecast. The portfolios are virtual, every decision is timestamped and verifiable.