This post is by Dorothy Neufeld from Visual Capitalist

See this visualization first on the Voronoi app.

This bar graphic shows the top performing investment themes in 2023.

The Top Performing Investment Themes of 2023

This was originally posted on Advisor Channel. Sign up to the free mailing list to get beautiful visualizations on financial markets that help advisors and their clients. While the S&P 500 rebounded over 24% in 2023, many investment themes soared even higher. In many ways, the year was defined by breakthrough announcements in AI and the resurgence of Bitcoin. At the same time, investors looked to nuclear energy ETFs thanks to nuclear’s growing role as a low carbon energy source and the war in Ukraine. This graphic shows the best performing investment themes last year, based on data from Trackinsight.

Blockchain ETFs Lead the Pack

With 82% returns, blockchain ETFs outperformed all other themes in the U.S. due to the sharp rise in the bitcoin price over the year. These ETFs hold mainly bitcoin mining firms, since ETFs investing directly in bitcoin were not yet approved by regulators in 2023. However, as of January 2024, U.S. regulators have approved 11 spot bitcoin ETFs for trading, which drew in $10 billion in assets in their first 20 days alone. Below, we show the top performing themes across U.S. ETFs in 2023:
Theme2023 Performance
Next Generation Internet80%
Nuclear Energy50%
Cloud Computing49%
AI/Big Data49%
Gig Economy48%
Digital Infrastructure & Connectivity43%
As we can see, next generation internet ETFs—which include companies focused on the (Read more…)