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  • Gertjan van der Geer says megatrends are shifts that have significant impact and occur over decades. 
  • To avoid getting sucked into hype cycles, several megatrends need to converge to create a fund.  
  • These are the top 10 stocks across the firm’s 12 thematic funds. 

Hopping on trends can be fun and even very profitable. This year, artificial intelligence stole the show and captured investors’ imaginations, causing them to pile into companies that signaled they were incorporating the technology into their businesses. 

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