One category is never the whole story.

• LookthroughEvery ETF and fund unwrapped and merged with your direct holdings, so exposure hidden inside funds shows up.
• Impact AnalysisTwenty named stress scenarios, from concentration unwinding to a rate spike, and how much of the book’s revenue each puts at risk.
• AllocatorPick a theme, browse the stocks and funds that carry it, and preview how a change would reshape the whole book before you trade.
• Positioning ReviewWhere the book’s return came from, split by how widely peers hold each position: crowded names against the ones few advisers own.

Plus theme exposure against the benchmark and peers, performance and risk.

• Peer BenchmarkYour theme weights next to the average RIA your size: where you run heavy, where you run light, and how much you overlap.
• Manager IntelligenceScreen RIAs and hedge funds by holdings, themes, concentration and returns, and rank them by overlap with your portfolio.

Plus Peer Intelligence: one firm against its geography- and AUM-matched peers.

• Cohort FlowsWhat RIAs and hedge funds bought, sold, opened and exited last quarter, from their 13F filings, by theme, size and security type.
• Read against priceBuying the dip, selling the rally, quiet accumulation and early adoption, each read against price and the Strata Score.

• Theme HistoryHow a fund’s theme weights moved filing by filing, and whether each shift came from price drift or the manager actually trading.
• CompareUp to four funds side by side: holdings overlap, theme similarity, fees and risk.
• Similar funds and alternativesThe funds that most resemble this one by theme exposure, whatever their label, and close equivalents that hold substantially the same book.

Plus holdings, risk metrics and a screener across every fund.

• Revenue themesEvery company split into the themes it actually earns from, not a single sector code.
• Strata ScoreA composite of relative value, quality, durability and theme tailwind, with how each pillar has moved.
• EarningsEach earnings call classified, from guidance and demand to pricing and capex, with the evidence quoted.

Plus a stock screener showing how widely RIAs hold each name.

• Theme indexesEach of the 49 themes has its own index, built from the companies actually in the business, not the funds that claim to track it.
• Four-way scorecardEvery theme scored 1 to 5 on momentum, quality, sentiment and valuation, and ranked against the other 48.
• Theme BriefA daily read across all 49 themes: the news that bears on each, reported earnings, score moves and earnings ahead.
• Thematic overlapWhich themes share companies with each other, and how much.