Strongest Thematic Baskets in Market today:
Shipbuilding: krishna Defense, GRSE, Cochin Shipyard
AI proxies (indirect) - MTAR tech, TD power, Sterlite, Dee Dev
Missile & Radar Systems: Apollo micro, Axiscades, data Patterns
Nuclear: L&T, Walchandnagar, KSB, Kirloskar Oil Engines
Speciality chemicals: Aether industries, Vishnu chemicals, Yasho industries
GLP-1s Proxies: Shaily Engineering, Ajanta Pharma, Onesource