Thematic Investing Insights - The next big frontier in thematic investing may extend beyond AI, with potential areas of focus including tokenization and reshoring products [1][2][3] - There is a notable shift from globalization to reshoring, driven by policy and consumer factors, which could influence investment themes in the coming years [4][6] - Infrastructure investments are highlighted as a key area, particularly through ETFs like PAVE, which focus on industrial products and reshoring efforts [6][4] - Electrification is identified as another significant theme, essential for supporting the ongoing AI boom and the broader US economy [7]