Theme · Quantum Computing
Quantum is pre-revenue, multi-modality, and binary. IBM is the only at-scale incumbent. IonQ (trapped-ion), Rigetti (superconducting), and D-Wave (annealing) are pure-plays on different physical architectures, any of which could be the winning bet, or none of them. The trade is asymmetric: small position, long horizon, large multiples on success.
Quantum Computing · 1d avg
5 tickers tracked
Signals (three independent reads)
Fund momentum
0
Funds steady — no meaningful 13F changes this quarter.
Sentiment trend (7d)
+1
3 articles · 67% bullish · split.
Canon citations
0
No canon documents map directly to this theme.
Parallel readings, not a composite score. Composite scoring lands in v3 once each signal validates against subsequent moves.
Constituents · ranked by today’s perf
News in this theme
thestockmarketwatch.com · 21h ago
bearishThe Dow Jones Industrial Average (^DJI) was up 423.31 (0.83%) points today, closing at 51,654.95. This bullish momentum was mirrored in the derivatives
insidermonkey.com · 1d ago
bullishInternational Business Machines Corporation (NYSE:IBM) produced a useful surprise inside its consulting business: second-quarter segment profit rose 15.1%, although revenue increased just 0.2%.
insidermonkey.com · 2d ago
bullishInternational Business Machines Corporation (NYSE:IBM) isn't a typical growth stock. Investors won't buy IBM because they expect its revenue to suddenly start growing 20% a year.
Top fund exposures to Quantum Computing
Funds holding the most of this theme
| Fund | Positions | % of portfolio |
|---|---|---|
| Baillie GiffordLong-duration tech. Early NVDA and Tesla holder. | 1 | 0.2% |
| Whale Rock CapitalAI + robotics conviction. Tesla, NVIDIA, Meta core. | 1 | 0.1% |