テーマランキング

市場 → テーマ → 業界 → 個別銘柄のトップダウン分析

更新: 2026-06-14 12:06 JST

首位テーマ

Semiconductors

首位スコア

70.2

テーマ数

分析軸

Theme Engine

検証用ランキングです。投資助言ではありません。

テーマランキング

順位	Theme Name	Tier	Theme Score	Representative ETF	Representative Ticker Count
1	Semiconductors	Tier1 Long-Term	70.2	SOXX, SMH	6
2	Copper	Tier3 Cyclical	67.3	COPX, CPER, PICK	5
3	Cyber Security	Tier1 Long-Term	66.4	CIBR, HACK, BUG	6
4	China Recovery	Tier2 Macro	61.0	FXI, MCHI, KWEB	5
5	Transportation	Tier3 Cyclical	59.5	IYT, XTN	6
6	AI Infrastructure	Tier1 Long-Term	56.0	SMH, SOXX, IGV	7
7	Regional Banks	Tier3 Cyclical	55.9	KRE, KBE	6
8	Inflation	Tier2 Macro	54.6	TIP, DBC, GLD	5
9	Construction	Tier3 Cyclical	53.4	XLI, PKB, ITB	6
10	Healthcare	Tier1 Long-Term	51.5	XLV, VHT, IBB	7
11	Materials	Tier1 Long-Term	50.4	XLB, VAW, PICK	6
12	Financials	Tier1 Long-Term	50.3	XLF, KBE, KRE	6
13	Dollar Weakness	Tier2 Macro	47.0	UUP, EEM, DBC	5
14	Infrastructure	Tier3 Cyclical	46.6	PAVE, IFRA	6
15	Private Credit	Tier1 Long-Term	46.0	BIZD, PSP, KCE	6
16	Cloud Computing	Tier1 Long-Term	44.7	CLOU, WCLD	6
17	Real Estate	Tier3 Cyclical	43.2	XLRE, VNQ	6
18	Data Center Power	Tier1 Long-Term	42.4	XLU, GRID, NLR	7
19	Rate Cuts	Tier2 Macro	41.6	TLT, QQQ, XLRE	5
20	Energy	Tier1 Long-Term	39.4	XLE, XOP, VDE	7
21	Housing	Tier3 Cyclical	36.4	ITB, XHB	6
22	Recession	Tier2 Macro	33.2	XLU, XLP, TLT	5
23	LNG	Tier3 Cyclical	31.7	FCG, UNG, XLE	5
24	Liquidity Expansion	Tier2 Macro	29.4	QQQ, IWM, HYG	5
25	Defense	Tier3 Cyclical	29.2	ITA, PPA, XAR	5
26	Retail	Tier3 Cyclical	29.0	XRT, RTH	6
27	Communication Services	Tier1 Long-Term	26.6	XLC, VOX	6
28	Biotechnology	Tier1 Long-Term	23.3	XBI, IBB	6
29	Utilities	Tier3 Cyclical	19.1	XLU, VPU	6
30	Medical Devices	Tier1 Long-Term	18.7	IHI, XHE	6
31	Software	Tier1 Long-Term	17.1	IGV, PSJ	6
32	Nuclear	Tier3 Cyclical	4.1	NLR, URA, URNM	5
33	Shipping	Tier3 Cyclical	-	BOAT, BDRY	5
34	Small Caps	Tier3 Cyclical	-	IWM, IJR	2