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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)
+2
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
zacks.com · 1d ago
neutralIBM (IBM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
investing.com · 1d ago
bullishMarket Analysis by covering: Alphabet Inc Class A, International Business Machines. Read 's Market Analysis on Investing.com
finance.yahoo.com · 2d ago
bullishWhile CDW has lagged behind its peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
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% |