The question is whether a company's prosperity equals a good investment, because many of these companies already have valuations priced 10 years ahead :) And to your question - from those taxatively shown in the picture I have: nvda, amzn, vst, ceg; in cybersecurity I have a different horse (S). Certainly in some form the arms industry will continue to be there (but what type is hard to say), then likely after some time quantum computers... However, these "Themes" are more like the "catalysts" and around them there may be better investments in companies connected to them, supplying hardware, infrastructure, etc. - as it is now with AI..