Themes Most Commonly
Held In Funds’ Top 10
Main themes
Sub themes
3D Printing & Additive Manufacturing
Agriculture & Food Technology
Artificial Intelligence
Autonomous Driving
Cannabis
Carbon & Pollution Control
Clean Energy
Cloud Computing
Copper & Industrial Metals
Critical Minerals & Rare Earths
Cybersecurity
Data Centers & Digital Infrastructure
Defense Modernization
Digital Assets
Digital Health & Telemedicine
Digital Payments & Fintech
E-Commerce
Electric Vehicles
Electrification & Grid
Energy Efficiency
Future of Education
Genomics & Gene Editing
GLP-1 & Obesity
Gold & Precious Metals
Health & Wellness
Housing & Home Improvement
Immunotherapy & Oncology
Infrastructure & Construction
Internet of Things
Lithium & Battery Materials
Longevity & Aging Population
Luxury & Affluent Consumer
Medical Devices & Diagnostics
Nuclear Energy
Oil & Gas
Online Travel & Experiences
Pet Economy
Quantum Computing
Reshoring & American Manufacturing
Reuse, Repair & Circular Economy
Robotics & Automation
SaaS & Enterprise Software
Semiconductors
Sin Stocks
Small Business Economy
Social Media & Creator Economy
Space Economy
Sports Betting & iGaming
Streaming & Digital Media
Video Games & Esports
Virtual & Augmented Reality
Water
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100
| # | Theme |
Holding in top 10 | Growth | Growth % |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Oil & Gas
| 1,664 | +63 | +4% | 2,953 | 361 |
|
| 2 |
Artificial Intelligence
| 1,406 | +131 | +10% | 2,779 | 264 |
|
| 3 |
E-Commerce
| 1,317 | +193 | +17% | 2,705 | 240 |
|
| 4 |
Digital Payments & Fintech
| 1,260 | +153 | +14% | 2,571 | 148 |
|
| 5 |
Cloud Computing
| 1,219 | +136 | +13% | 2,580 | 64 |
|
| 6 |
E-Commerce
Marketplaces
| 1,211 | +174 | +17% | 2,568 | 106 |
|
| 7 |
SaaS & Enterprise Software
| 1,098 | +68 | +7% | 2,692 | 266 |
|
| 8 |
Internet of Things
| 1,093 | +166 | +18% | 2,452 | 99 |
|
| 9 |
Immunotherapy & Oncology
| 1,051 | +46 | +5% | 2,489 | 388 |
|
| 10 |
Social Media & Creator Economy
| 1,014 | +151 | +17% | 2,396 | 45 |
|
| 11 |
Streaming & Digital Media
| 1,008 | +188 | +23% | 2,505 | 120 |
|
| 12 |
Medical Devices & Diagnostics
| 951 | +19 | +2% | 2,631 | 342 |
|
| 13 |
Defense Modernization
| 947 | +127 | +15% | 2,536 | 163 |
|
| 14 |
Internet of Things
Wearables
| 931 | +147 | +19% | 2,137 | 21 |
|
| 15 |
Semiconductors
| 750 | +116 | +18% | 2,646 | 178 |
|
| 16 |
Video Games & Esports
| 593 | +58 | +11% | 2,176 | 55 |
|
| 17 |
Housing & Home Improvement
| 510 | +61 | +14% | 2,523 | 223 |
|
| 18 |
GLP-1 & Obesity
| 465 | -1 | -0.2% | 2,343 | 92 |
|
| 19 |
Sin Stocks
| 302 | +24 | +9% | 2,105 | 78 |
|
| 20 |
Electric Vehicles
| 300 | +38 | +15% | 2,100 | 124 |
|
| 21 |
Oil & Gas
Oilfield Services
| 288 | -37 | -11% | 2,195 | 88 |
|
| 22 |
Infrastructure & Construction
| 270 | +70 | +35% | 2,127 | 127 |
|
| 23 |
Genomics & Gene Editing
| 248 | +19 | +8% | 1,836 | 199 |
|
| 24 |
Quantum Computing
| 230 | -55 | -19% | 1,756 | 19 |
|
| 25 |
Pet Economy
| 218 | -5 | -2% | 2,059 | 34 |
|
| 26 |
Artificial Intelligence
AI Inference Silicon
| 205 | +22 | +12% | 1,596 | 7 |
|
| 27 |
Housing & Home Improvement
Home & Garden Retail
| 203 | +8 | +4% | 1,869 | 30 |
|
| 28 |
Data Centers & Digital Infrastructure
| 190 | +26 | +16% | 1,578 | 78 |
|
| 29 |
Cybersecurity
| 180 | -33 | -15% | 1,972 | 85 |
|
| 30 |
Defense Modernization
Defense Tech & C4ISR
| 178 | -18 | -9% | 1,712 | 53 |
|
| 31 |
Robotics & Automation
| 175 | +14 | +9% | 1,872 | 83 |
|
| 32 |
Oil & Gas
LNG
| 174 | -10 | -5% | 1,889 | 32 |
|
| 33 |
Clean Energy
| 173 | +61 | +54% | 1,968 | 134 |
|
| 34 |
Defense Modernization
Munitions Restocking
| 165 | -18 | -10% | 1,604 | 11 |
|
| 35 |
Water
| 160 | +9 | +6% | 1,707 | 67 |
|
| 36 |
Copper & Industrial Metals
| 159 | +28 | +21% | 1,781 | 79 |
|
| 37 |
Reuse, Repair & Circular Economy
| 155 | +13 | +9% | 1,544 | 68 |
|
| 38 |
Robotics & Automation
Industrial Automation
| 130 | +6 | +5% | 1,714 | 16 |
|
| 39 |
Small Business Economy
| 130 | +11 | +9% | 1,448 | 58 |
|
| 40 |
Agriculture & Food Technology
| 128 | +15 | +13% | 1,756 | 79 |
|
| 41 |
Energy Efficiency
| 119 | +13 | +12% | 1,611 | 31 |
|
| 42 |
Sin Stocks
Tobacco & Nicotine
| 116 | -2 | -2% | 1,550 | 13 |
|
| 43 |
Health & Wellness
| 113 | +32 | +40% | 1,796 | 78 |
|
| 44 |
Online Travel & Experiences
| 107 | 0 | 0% | 987 | 32 |
|
| 45 |
Space Economy
| 104 | +12 | +13% | 1,349 | 64 |
|
| 46 |
Electrification & Grid
| 99 | +16 | +19% | 1,388 | 59 |
|
| 47 |
Carbon & Pollution Control
| 98 | +1 | +1% | 1,483 | 23 |
|
| 48 |
Sin Stocks
Alcohol
| 96 | +17 | +22% | 1,228 | 24 |
|
| 49 |
Housing & Home Improvement
Homebuilders
| 88 | +22 | +33% | 1,047 | 45 |
|
| 50 |
Longevity & Aging Population
| 88 | +8 | +10% | 1,283 | 60 |
|
| 51 |
Sin Stocks
Casinos
| 86 | +3 | +4% | 989 | 24 |
|
| 52 |
Nuclear Energy
| 86 | -3 | -3% | 1,603 | 61 |
|
| 53 |
Gold & Precious Metals
| 79 | +8 | +11% | 1,171 | 133 |
|
| 54 |
3D Printing & Additive Manufacturing
| 77 | +30 | +64% | 1,216 | 20 |
|
| 55 |
Gold & Precious Metals
Gold & Silver Miners
| 76 | +7 | +10% | 1,156 | 124 |
|
| 56 |
Digital Health & Telemedicine
| 75 | -12 | -14% | 1,414 | 84 |
|
| 57 |
Streaming & Digital Media
News Media
| 74 | +13 | +21% | 944 | 26 |
|
| 58 |
Genomics & Gene Editing
Gene Therapy
| 71 | +2 | +3% | 1,050 | 131 |
|
| 59 |
Luxury & Affluent Consumer
| 69 | -4 | -5% | 1,255 | 40 |
|
| 60 |
Artificial Intelligence
AI Memory & HBM
| 64 | +19 | +42% | 707 | 12 |
|
| 61 |
Artificial Intelligence
Chinese AI
| 62 | +14 | +29% | 511 | 14 |
|
| 62 |
Future of Education
| 61 | +10 | +20% | 835 | 77 |
|
| 63 |
Semiconductors
Analog & Power Semis
| 54 | -4 | -7% | 1,241 | 27 |
|
| 64 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 54 | +19 | +54% | 746 | 19 |
|
| 65 |
Semiconductors
Semicap & Lithography
| 51 | -5 | -9% | 1,037 | 21 |
|
| 66 |
Robotics & Automation
Warehouse & Logistics Robotics
| 47 | +1 | +2% | 1,063 | 3 |
|
| 67 |
Water
Water Infrastructure
| 47 | -1 | -2% | 967 | 17 |
|
| 68 |
Electrification & Grid
Grid Equipment
| 43 | +2 | +5% | 994 | 10 |
|
| 69 |
Electric Vehicles
EV Charging Infrastructure
| 42 | +6 | +17% | 1,001 | 21 |
|
| 70 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 41 | -2 | -5% | 1,079 | 26 |
|
| 71 |
Data Centers & Digital Infrastructure
Power for AI
| 41 | -1 | -2% | 936 | 22 |
|
| 72 |
Autonomous Driving
| 38 | -6 | -14% | 657 | 53 |
|
| 73 |
Semiconductors
Advanced Packaging
| 35 | -3 | -8% | 641 | 10 |
|
| 74 |
Defense Modernization
Military Shipbuilding
| 33 | -3 | -8% | 874 | 6 |
|
| 75 |
Defense Modernization
Drones & Counter-Drone
| 31 | +7 | +29% | 824 | 30 |
|
| 76 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 28 | -1 | -3% | 719 | 9 |
|
| 77 |
Artificial Intelligence
Agentic AI
| 27 | -6 | -18% | 615 | 13 |
|
| 78 |
Electrification & Grid
Energy Storage
| 26 | +3 | +13% | 552 | 26 |
|
| 79 |
Critical Minerals & Rare Earths
| 25 | -3 | -11% | 546 | 60 |
|
| 80 |
Space Economy
Satellite Communications
| 25 | +9 | +56% | 396 | 16 |
|
| 81 |
Reshoring & American Manufacturing
| 24 | 0 | 0% | 798 | 20 |
|
| 82 |
Artificial Intelligence
AI Software & Applications
| 23 | -2 | -8% | 577 | 85 |
|
| 83 |
Agriculture & Food Technology
Plant-Based Foods
| 22 | +5 | +29% | 685 | 17 |
|
| 84 |
Clean Energy
Solar
| 22 | +8 | +57% | 549 | 54 |
|
| 85 |
Semiconductors
Photonics & Optical Interconnect
| 19 | +4 | +27% | 559 | 20 |
|
| 86 |
Electrification & Grid
Transmission Buildout
| 18 | +4 | +29% | 548 | 6 |
|
| 87 |
Clean Energy
Hydrogen & Fuel Cells
| 17 | +1 | +6% | 759 | 13 |
|
| 88 |
Digital Payments & Fintech
Neobanks
| 17 | -6 | -26% | 311 | 25 |
|
| 89 |
Agriculture & Food Technology
Precision Agriculture
| 17 | +3 | +21% | 1,073 | 4 |
|
| 90 |
Water
Sanitation
| 16 | +2 | +14% | 465 | 8 |
|
| 91 |
Space Economy
Launch Services
| 14 | +1 | +8% | 158 | 5 |
|
| 92 |
Lithium & Battery Materials
| 14 | +1 | +8% | 478 | 47 |
|
| 93 |
Sin Stocks
Firearms
| 13 | +1 | +8% | 428 | 12 |
|
| 94 |
Virtual & Augmented Reality
| 13 | +9 | +225% | 166 | 20 |
|
| 95 |
Nuclear Energy
Small Modular Reactors
| 10 | +5 | +100% | 236 | 12 |
|
| 96 |
Nuclear Energy
Uranium Mining & Enrichment
| 10 | +5 | +100% | 301 | 20 |
|
| 97 |
Internet of Things
Smart Home
| 9 | +7 | +350% | 582 | 17 |
|
| 98 |
Cybersecurity
Agentic AI Security
| 8 | -2 | -20% | 188 | 2 |
|
| 99 |
Digital Assets
| 8 | -7 | -47% | 560 | 160 |
|
| 100 |
Cloud Computing
Edge Computing
| 8 | -1 | -11% | 451 | 11 |
|
| 101 |
Digital Payments & Fintech
Buy Now Pay Later
| 6 | 0 | 0% | 278 | 13 |
|
| 102 |
Digital Assets
Corporate Crypto Treasuries
| 6 | -5 | -45% | 458 | 63 |
|
| 103 |
Clean Energy
Wind
| 4 | +3 | +300% | 113 | 9 |
|
| 104 |
Cannabis
| 3 | 0 | 0% | 242 | 52 |
|
| 105 |
Infrastructure & Construction
Green Building
| 3 | +1 | +50% | 164 | 5 |
|
| 106 |
Sports Betting & iGaming
| 3 | -15 | -83% | 281 | 29 |
|
| 107 |
Cybersecurity
Identity Security
| 2 | +1 | +100% | 138 | 15 |
|
| 108 |
Digital Assets
Bitcoin Miners
| 1 | -1 | -50% | 47 | 40 |
|