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Thematic Investing

Dynamic Theme Machine

Capture themes as they emerge

The Dynamic Theme Machine is a quantitative thematic strategy that uses artificial intelligence to detect and invest in emerging and established themes. The strategy rotates through themes, buying attractive ones and selling those in decline.

ETF fund information


~100

themes simultaneously detected

~25

themes held in the fund

>100K

texts used to find themes

Why invest in the Dynamic Theme Machine?

Themes can drive equity market returns, but not all themes work all the time. Some themes are attractive while others are fading away. This strategy offers access to attractive themes while avoiding declining ones.

Top themes

The leading themes in the portfolio, ranked by active weight, are:

Digital advertising and media streaming
number 1

Digital advertising and media streaming

Artificial intelligence and cloud technologies
number 2

Artificial intelligence and cloud technologies

Cancer treatments
number 3

Cancer treatments

Mental health and neurology
number 4

Mental health and neurology

Biological research and technology
number 5

Biological research and technology

Other themes

The fund also has exposure to the following themes:

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Genetic medicine

Genetic editing is projected to reach a USD 30 billion market by 2030. In 2023, the US approved its first gene therapy. Genome sequencing costs fell from USD 1,200 in 2015 to USD 500 in 2024.


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Satellite communications

Satellites can now connect directly to mobile phones and in a few years getting data from satellites will be common. The number of successful orbital launches more than doubled from 114 in 2020 to 263 in 2024.


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Immersive gaming

Augmented reality devices keep getting better and are being adopted by consumers. In the last two years Ray-Ban and Meta sold over 2 million smart glasses. Virtual reality still remains in its infancy, though.


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Autonomous vehicles

In the US, the number of driverless taxi rides has more than doubled in the last year to 200,000 per week, showing autonomous vehicle technology is making it into the real world.


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Travel and leisure

More consumers, especially younger ones, prioritize experiences over goods, driving travel and leisure spending. Older generations, including boomers, are also spending more as they retire in good health and with wealth.


The strategy

The investment process of the Dynamic Theme Machine has three parts. First, we detect themes from a vast amount of data, including company earnings calls, news articles and management interviews using a form of AI called natural language processing. Second, we use sentiment analysis – a process which classifies whether a text is positive, negative, or neutral based on the vocabulary choice – to select the most attractive companies. Third, we purchase the selected themes and their beneficiaries using Robeco’s quantitative models.

Portfolio construction is done through Robeco’s quantitative portfolio optimizer and this results in a portfolio of about 25 themes and around 100 stocks. The portfolio has good factor exposures and is risk controlled with a tracking error of about 5% (source: Robeco).

The strategy enables clients to have a balanced exposure to emerging and established themes through the use of AI, proven quantitative models and with supervision from Robeco’s strong quant and thematic teams.

ETF fund information


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Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.
In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.