Discover companies by investment theme

Start with a business trend rather than a ticker. Search the language companies use to describe it, verify how each company participates, then investigate the financial importance of that participation.

The flow

1. Define the theme and its vocabulary. Describe the product or service, end market, geography, and research window. Write a small set of related terms and aliases. For data-center liquid cooling, for example, separate cooling equipment, components, installation services, and customers using the equipment.
2. Discover companies through their own disclosures. Run SearchDocuments without ticker across available filings and transcripts. Use short queries for different parts of the theme, date filters, and maxResultsPerCompany: 2 to diversify results. Follow additional relevant terms found in the passages. Record the queries, source window, and coverage limits; a ranked search sample cannot establish the theme's full market size or every participant.
3. Verify how each company participates. Take the returned document IDs to SearchDocument and ReadDocumentLines. Check whether a company sells the relevant product, supplies a component, operates a related service, buys the product, or is only discussing a future opportunity. Separate current commercial activity, announced plans, and incidental mentions. Preserve company and subsidiary identities, statement attribution, source dates, and links.
4. Measure only the exposure that is disclosed. GetRevenueBreakdown gives annual segment, geography, and product figures where tagged. A broad segment can contain unrelated products; do not label its entire revenue as theme revenue. GetCompanyKpis can add verified written-disclosure metrics such as orders or backlog when available. Preserve the metric definition, unit, period, and source. If the company does not disclose a theme-specific amount, keep its exposure qualitative or unknown. Mention counts do not measure sales or materiality.
5. Check the investment context. For supported US candidates, ScreenStocks can narrow a tickers list of up to 200 symbols using size, liquidity, growth, and profitability filters. A bound excludes companies with missing values on that metric, so show those coverage gaps separately. Use GetFinancialStatement, GetGuidance, and GetValuationMultiples to investigate a small shortlist. Match actual reporting spans and distinguish annual, quarterly, YTD, and forward-looking figures; check currencies and GAAP/non-GAAP definitions before comparing.
6. Explain the shortlist and its open questions. Group companies by role in the theme and strength of commercial evidence. Show disclosed exposure beside financial context, explain inclusion criteria, and identify what would demonstrate that the opportunity is becoming meaningful. Keep financial attractiveness separate from the evidence that a company participates in the theme.

Prompt

Find companies with commercial exposure to data-center liquid cooling using filings and available transcripts from the past 12 months. Search related product and use-case terms, then verify each company's role in the source text. Separate equipment makers, component suppliers, service providers, customers, and companies with only announced plans. Build a table with company, role, evidence of current commercial activity, disclosed theme-specific revenue or KPIs where available, actual reporting period, source date, and source link. Do not assign an entire broad segment to liquid cooling or use mention counts as exposure. Select up to five companies for a financial and valuation review, explain the selection criteria, and show undisclosed exposure, incomparable figures, and missing coverage explicitly.

What you get

A company shortlist organized by commercial role, with source-backed exposure and financial context. The open questions show where a promising theme still needs stronger evidence.

Continue with Screen, then deep-dive a name, Value a company in context, or Map customers and suppliers.