Thematic investing has grown from a niche strategy to a core allocation for RIAs, but the tools haven’t kept up. SIC, NAICS, and GICS assign a single label to companies that earn revenue across many markets. When a holding spans AI infrastructure, defense, and energy in one ticker, one label isn’t exposure analysis. It’s a blind spot. StrataNova maps ~20,000 companies to themes using revenue segmentation and business fundamentals, not inherited classifications.
Amazon reports revenue across six distinct business segments. GICS assigns it one label: Consumer Discretionary. Microsoft spans cloud infrastructure, productivity software, AI services, and gaming. GICS calls it Information Technology. Every legacy classification system forces a multidimensional enterprise into a single bucket — and that distortion compounds when it flows into your portfolio.
StrataNova solves this with revenue segmentation: each company's theme exposure is proportional to what it actually earns across its business lines. The result is a stratification that reflects operational reality, not historical taxonomy.
Built on the same underlying stratification engine — each product surfaces a different dimension of thematic reality.
Revenue segmentation — not labels, not machine-guessed categories — is the foundation of every analysis.
Most classification systems hand you a fixed set of categories and tell you to work within them. StrataNova is different. If a theme matters to your practice — decarbonization, longevity, reshoring, defense tech — we map it. The 40+ themes in our core taxonomy are a starting point, not a constraint. Clients can propose new themes and we'll build the revenue-segmented methodology to support them.
StrataNova is not a black box. Every thematic exposure score is traceable to the underlying segment filing, earnings disclosure, or revenue data that produced it. If your portfolio shows 14.2% AI exposure, you can follow that number back to the exact companies, the exact business lines, and the exact filings that support it. Your clients can ask why — and you'll have an answer.
StrataNova is accepting a limited number of founding members. Our team will configure the platform around your practice and lock in founding member pricing before public launch.
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