Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
2,707 +23 +0.9% $1.41T 361
Artificial Intelligence
2,557 +20 +0.8% $931B 264
E-Commerce
2,480 +41 +2% $618B 240
SaaS & Enterprise Software
2,477 +16 +0.7% $725B 266
Medical Devices & Diagnostics
2,420 +7 +0.3% $592B 342
Semiconductors
2,415 +9 +0.4% $517B 178
Cloud Computing
2,377 -1 -0% $754B 64
Digital Payments & Fintech
2,373 -2 -0.1% $609B 148
E-Commerce
Marketplaces
2,359 +63 +3% $535B 106
Defense Modernization
2,313 -5 -0.2% $522B 163
Housing & Home Improvement
2,305 +27 +1% $360B 223
Immunotherapy & Oncology
2,284 +8 +0.4% $760B 388
Streaming & Digital Media
2,283 +34 +2% $621B 120
Internet of Things
2,238 +11 +0.5% $405B 99
Social Media & Creator Economy
2,201 -7 -0.3% $456B 45
GLP-1 & Obesity
2,161 +11 +0.5% $381B 92
Oil & Gas
Oilfield Services
2,073 +56 +3% $246B 88
Video Games & Esports
1,997 -10 -0.5% $231B 55
Infrastructure & Construction
1,956 +7 +0.4% $155B 127
Internet of Things
Wearables
1,949 +38 +2% $266B 21
Sin Stocks
1,928 +10 +0.5% $247B 78
Pet Economy
1,914 -13 -0.7% $209B 34
Electric Vehicles
1,890 +37 +2% $180B 124
Cybersecurity
1,867 +11 +0.6% $160B 85
Clean Energy
1,750 +8 +0.5% $96.9B 134
Robotics & Automation
1,741 +25 +1% $148B 83
Oil & Gas
LNG
1,735 +29 +2% $111B 32
Housing & Home Improvement
Home & Garden Retail
1,730 +11 +0.6% $170B 30
Quantum Computing
1,667 +5 +0.3% $119B 19
Genomics & Gene Editing
1,663 +28 +2% $162B 199
Health & Wellness
1,654 0 0% $72.7B 78
Copper & Industrial Metals
1,627 +34 +2% $111B 79
Agriculture & Food Technology
1,625 +23 +1% $101B 79
Robotics & Automation
Industrial Automation
1,591 +21 +1% $110B 16
Defense Modernization
Defense Tech & C4ISR
1,579 +25 +2% $144B 53
Water
1,564 +15 +1% $115B 67
Energy Efficiency
1,510 +34 +2% $113B 31
Defense Modernization
Munitions Restocking
1,499 +37 +3% $112B 11
Nuclear Energy
1,490 +10 +0.7% $112B 61
Data Centers & Digital Infrastructure
1,458 -12 -0.8% $112B 78
Artificial Intelligence
AI Inference Silicon
1,437 +8 +0.6% $90.4B 7
Sin Stocks
Tobacco & Nicotine
1,432 +1 +0.1% $143B 13
Reuse, Repair & Circular Economy
1,409 +33 +2% $108B 68
Carbon & Pollution Control
1,365 +13 +1% $83.6B 23
Small Business Economy
1,350 +6 +0.4% $82.8B 58
Digital Health & Telemedicine
1,304 +23 +2% $101B 84
Electrification & Grid
1,278 +39 +3% $62.7B 59
Space Economy
1,226 +29 +2% $74.4B 64
Longevity & Aging Population
1,211 +17 +1% $78.1B 60
Luxury & Affluent Consumer
1,176 -11 -0.9% $64.6B 40
Semiconductors
Analog & Power Semis
1,168 +8 +0.7% $76.4B 27
Gold & Precious Metals
1,116 -31 -3% $64.4B 133
Gold & Precious Metals
Gold & Silver Miners
1,106 -35 -3% $63.7B 124
Sin Stocks
Alcohol
1,101 +11 +1% $43.2B 24
3D Printing & Additive Manufacturing
1,077 +2 +0.2% $49.2B 20
Agriculture & Food Technology
Precision Agriculture
1,014 +20 +2% $22.5B 4
GLP-1 & Obesity
Obesity Second-Order Effects
1,006 -14 -1% $36.6B 26
Robotics & Automation
Warehouse & Logistics Robotics
992 +56 +6% $53.4B 3
Semiconductors
Semicap & Lithography
987 +7 +0.7% $53.2B 21
Genomics & Gene Editing
Gene Therapy
971 +24 +3% $24.9B 131
Housing & Home Improvement
Homebuilders
961 -8 -0.8% $44.7B 45
Electrification & Grid
Grid Equipment
929 +10 +1% $28.5B 10
Water
Water Infrastructure
913 +30 +3% $29.5B 17
Online Travel & Experiences
912 +57 +7% $77B 32
Electric Vehicles
EV Charging Infrastructure
890 0 0% $19.5B 21
Data Centers & Digital Infrastructure
Power for AI
879 +14 +2% $32.2B 22
Sin Stocks
Casinos
872 +26 +3% $53B 24
Streaming & Digital Media
News Media
872 +169 +24% $23.3B 26
Defense Modernization
Military Shipbuilding
809 +23 +3% $35.9B 6
Future of Education
771 +31 +4% $24.5B 77
Defense Modernization
Drones & Counter-Drone
759 +14 +2% $27.4B 30
Reshoring & American Manufacturing
749 +36 +5% $17.3B 20
Clean Energy
Hydrogen & Fuel Cells
723 +28 +4% $19.8B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
706 -25 -3% $27.6B 19
Data Centers & Digital Infrastructure
Liquid Cooling
680 +55 +9% $14.5B 9
Artificial Intelligence
AI Memory & HBM
622 +23 +4% $34.1B 12
Agriculture & Food Technology
Plant-Based Foods
622 +15 +2% $18.3B 17
Autonomous Driving
613 +69 +13% $39.1B 53
Semiconductors
Advanced Packaging
597 +6 +1% $20.4B 10
Artificial Intelligence
Agentic AI
576 +55 +11% $42.7B 13
Artificial Intelligence
AI Software & Applications
547 +17 +3% $7.36B 85
Critical Minerals & Rare Earths
542 +3 +0.6% $7.18B 60
Semiconductors
Photonics & Optical Interconnect
531 +12 +2% $9.75B 20
Electrification & Grid
Transmission Buildout
526 +11 +2% $8.56B 6
Digital Assets
515 +32 +7% $12B 160
Electrification & Grid
Energy Storage
487 +75 +18% $17.9B 26
Clean Energy
Solar
480 +46 +11% $5.16B 54
Lithium & Battery Materials
454 -7 -2% $8.3B 47
Artificial Intelligence
Chinese AI
437 +51 +13% $36.2B 14
Cloud Computing
Edge Computing
429 +11 +3% $8.55B 11
Water
Sanitation
428 +1 +0.2% $5.39B 8
Digital Assets
Corporate Crypto Treasuries
412 +26 +7% $7.41B 63
Sin Stocks
Firearms
399 +17 +4% $3.47B 12
Internet of Things
Smart Home
371 +26 +8% $5.68B 17
Space Economy
Satellite Communications
347 +27 +8% $5.17B 16
Digital Payments & Fintech
Neobanks
294 +38 +15% $2.23B 25
Nuclear Energy
Uranium Mining & Enrichment
294 -9 -3% $3.94B 20
Sports Betting & iGaming
286 +15 +6% $5.8B 29
Digital Payments & Fintech
Buy Now Pay Later
255 -9 -3% $3.8B 13
Nuclear Energy
Small Modular Reactors
226 0 0% $3.76B 12
Cannabis
209 +20 +11% $2.44B 52
Cybersecurity
Agentic AI Security
180 +22 +14% $2.44B 2
Infrastructure & Construction
Green Building
160 -12 -7% $1B 5
Space Economy
Launch Services
158 +5 +3% $1.08B 5
Virtual & Augmented Reality
145 +42 +41% $440M 20
Cybersecurity
Identity Security
131 -12 -8% $239M 15
Clean Energy
Wind
65 +17 +35% $80.7M 9
Digital Assets
Bitcoin Miners
30 +5 +20% $12.9M 40