|SECTORS AND THEMES

Theme

A theme or trend from end to end: how it works, the beneficiaries and the losers, the addressable market, and the companies with real exposure from segment revenue.

Run it

“Who benefits from AI power demand?”

Try now in Claude

Try now in ChatGPT

Copy and open Copilot

No Bigdata.com yet? The chat helps you add it. To add it first, with a free account: Claude, ChatGPT or Copilot Cowork.

Or ask in plain words. The skill starts when your request matches it.

Run it

“Who benefits from AI power demand?”

Try now in Claude

Try now in ChatGPT

Copy and open Copilot

No Bigdata.com yet? The chat helps you add it. To add it first, with a free account: Claude, ChatGPT or Copilot Cowork.

Or ask in plain words. The skill starts when your request matches it.

Overview

Short answer

Theme is a sector and theme skill by Bigdata.com. A theme or trend from end to end: how it works, the beneficiaries and the losers, the addressable market, and the companies with real exposure from segment revenue. You give it a theme or trend. You get a cited theme note with an exposure list and signposts.

You give

A theme or trend

You get

A cited theme note with an exposure list and signposts.

Each note is grounded in Bigdata.com content: news, filings, earnings call transcripts and market data, with citations you can open.

01How the theme works
02Beneficiaries and losers
03The addressable market
04Companies with real exposure, ordered by theme revenue share
05The signposts, with thresholds and dates

Try asking

Prompt 01

“Who benefits from AI power demand?”

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Prompt 02

“Research the reshoring theme”

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Prompt 03

“How exposed are we to GLP-1?”

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Open a prompt in Claude or ChatGPT, or copy it. Change the company or the quarter to your own. If Bigdata.com is not connected yet, the assistant helps you add it first.

Related skills

Sectors and themes

Sector

How an industry works: its structure and profit pool, the drivers and metrics that matter, what is priced in, and where a named company sits.

Explore

Risk and quality

Screen

A search for companies that fit your criteria: size, sector, valuation, growth or quality, ranked on what you asked for.

Explore

Macro

Country analysis

One country's economy and markets, or several compared on the same indicators: growth, inflation, rates, currency, fiscal and external balances, politics, and what is priced in.

Explore

Install once, in the tool you use

One install adds every skill and the connection to Bigdata.com. Sign in with your Bigdata.com account; new accounts start with free credits.

Claude

Open the Bigdata.com plugin in the Claude directory (Customize → Plugins → Browse → Partners) and click Install. Sign in with your Bigdata.com account when asked. On Team and Enterprise plans, an admin adds the Bigdata.com connector first.

Open the plugin in Claude

ChatGPT

Go to Settings → Apps, click Add more, choose Bigdata.com and click Connect to sign in with your Bigdata.com account. The skills come with the app. On Business and Enterprise workspaces, an admin enables the app first.

Open in ChatGPT

Copilot Cowork

Open Customize in Microsoft 365 Copilot Cowork, search for Bigdata and click Install. Sign in with your Bigdata.com account when asked.

Open in Copilot Cowork

Claude Code

Create an API key on the Bigdata.com Developer Platform and add the Bigdata.com MCP server with it. Then run /plugins in Claude Code and install the Bigdata plugin from the official marketplace.

claude mcp add --transport http bigdata_com https://mcp.bigdata.com/ --header "x-api-key: YOUR_API_KEY"

Read the Claude Code guide

Skills produce research and analysis, not investment advice. Check every number before you act on it.