THEME: Enhancing Thematic Investing with Semantic Stock Representations and Temporal Dynamics

Hoyoung Lee, Wonbin Ahn, Suhwan Park, Jaehoon Lee, Minjae Kim, Sungdong Yoo, Taeyoon Lim, Woohyung Lim, Yongjae Lee. THEME: Enhancing Thematic Investing with Semantic Stock Representations and Temporal Dynamics. In Meeyoung Cha, Chanyoung Park 0001, Noseong Park, Carl Yang 0001, Senjuti Basu Roy, Jessie Li, Jaap Kamps, Kijung Shin, Bryan Hooi, Lifang He 0001, editors, Proceedings of the 34th ACM International Conference on Information and Knowledge Management, CIKM 2025, Seoul, Republic of Korea, November 10-14, 2025. pages 5797-5804, ACM, 2025. [doi]

Abstract

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