Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,152 +190 +6% $1.41T 361
Artificial Intelligence
2,989 +187 +7% $1.21T 264
E-Commerce
2,980 +224 +8% $827B 240
SaaS & Enterprise Software
2,923 +213 +8% $881B 266
Medical Devices & Diagnostics
2,897 +201 +7% $746B 342
Digital Payments & Fintech
2,881 +232 +9% $832B 148
Semiconductors
2,858 +181 +7% $669B 178
E-Commerce
Marketplaces
2,834 +205 +8% $723B 106
Cloud Computing
2,775 +164 +6% $909B 64
Streaming & Digital Media
2,759 +219 +9% $725B 120
Immunotherapy & Oncology
2,745 +189 +7% $938B 388
Housing & Home Improvement
2,737 +190 +7% $429B 223
Internet of Things
2,692 +188 +8% $559B 99
Defense Modernization
2,665 +171 +7% $590B 163
Social Media & Creator Economy
2,588 +177 +7% $647B 45
GLP-1 & Obesity
2,537 +172 +7% $482B 92
Internet of Things
Wearables
2,390 +172 +8% $396B 21
Video Games & Esports
2,353 +155 +7% $318B 55
Oil & Gas
Oilfield Services
2,272 +47 +2% $204B 88
Pet Economy
2,268 +189 +9% $242B 34
Sin Stocks
2,263 +148 +7% $269B 78
Infrastructure & Construction
2,225 +105 +5% $172B 127
Electric Vehicles
2,209 +147 +7% $198B 124
Cybersecurity
2,150 +156 +8% $194B 85
Housing & Home Improvement
Home & Garden Retail
2,098 +173 +9% $208B 30
Clean Energy
2,069 +67 +3% $113B 134
Genomics & Gene Editing
2,059 +140 +7% $225B 199
Robotics & Automation
2,012 +138 +7% $157B 83
Oil & Gas
LNG
1,996 +59 +3% $128B 32
Health & Wellness
1,924 +112 +6% $90.5B 78
Water
1,857 +75 +4% $127B 67
Defense Modernization
Defense Tech & C4ISR
1,842 +124 +7% $169B 53
Robotics & Automation
Industrial Automation
1,834 +129 +8% $121B 16
Agriculture & Food Technology
1,782 +62 +4% $114B 79
Copper & Industrial Metals
1,768 -15 -0.8% $99.8B 79
Nuclear Energy
1,766 +141 +9% $142B 61
Energy Efficiency
1,757 +138 +9% $130B 31
Quantum Computing
1,751 +43 +3% $92.5B 19
Defense Modernization
Munitions Restocking
1,707 +120 +8% $122B 11
Data Centers & Digital Infrastructure
1,702 +92 +6% $127B 78
Sin Stocks
Tobacco & Nicotine
1,668 +101 +6% $151B 13
Artificial Intelligence
AI Inference Silicon
1,659 +83 +5% $97.2B 7
Small Business Economy
1,641 +140 +9% $103B 58
Reuse, Repair & Circular Economy
1,602 +72 +5% $109B 68
Digital Health & Telemedicine
1,586 +163 +11% $131B 84
Carbon & Pollution Control
1,545 +29 +2% $80.3B 23
Space Economy
1,486 +83 +6% $94.1B 64
Longevity & Aging Population
1,475 +115 +8% $110B 60
Electrification & Grid
1,461 +45 +3% $63.9B 59
Semiconductors
Analog & Power Semis
1,440 +113 +9% $93B 27
Sin Stocks
Alcohol
1,365 +84 +7% $62.7B 24
3D Printing & Additive Manufacturing
1,296 +62 +5% $75.2B 20
Genomics & Gene Editing
Gene Therapy
1,283 +99 +8% $40.6B 131
Luxury & Affluent Consumer
1,252 +63 +5% $70.4B 40
Robotics & Automation
Warehouse & Logistics Robotics
1,205 +90 +8% $63.7B 3
Semiconductors
Semicap & Lithography
1,178 +92 +8% $67.5B 21
Online Travel & Experiences
1,145 +62 +6% $93.2B 32
Housing & Home Improvement
Homebuilders
1,142 +59 +5% $52.4B 45
Gold & Precious Metals
1,136 -9 -0.8% $52.5B 133
Gold & Precious Metals
Gold & Silver Miners
1,125 -7 -0.6% $51.8B 124
GLP-1 & Obesity
Obesity Second-Order Effects
1,093 +55 +5% $38.1B 26
Agriculture & Food Technology
Precision Agriculture
1,067 +50 +5% $24.2B 4
Data Centers & Digital Infrastructure
Power for AI
1,014 +61 +6% $32.6B 22
Water
Water Infrastructure
1,013 +28 +3% $33.8B 17
Defense Modernization
Military Shipbuilding
1,005 +67 +7% $51.1B 6
Electrification & Grid
Grid Equipment
998 +43 +5% $27.2B 10
Electric Vehicles
EV Charging Infrastructure
982 +32 +3% $15.6B 21
Streaming & Digital Media
News Media
977 +41 +4% $27.3B 26
Sin Stocks
Casinos
970 +26 +3% $48.2B 24
Artificial Intelligence
Chinese AI
953 +162 +20% $95.4B 14
Artificial Intelligence
AI Memory & HBM
907 +91 +11% $49.2B 12
Defense Modernization
Drones & Counter-Drone
899 +71 +9% $34.8B 30
Clean Energy
Hydrogen & Fuel Cells
893 +56 +7% $27.5B 13
Future of Education
861 +54 +7% $31.3B 77
Agriculture & Food Technology
Plant-Based Foods
780 +47 +6% $25.7B 17
Reshoring & American Manufacturing
778 +10 +1% $13.5B 20
Autonomous Driving
774 +30 +4% $40.5B 53
Data Centers & Digital Infrastructure
Interconnect & Colocation
759 +29 +4% $33.2B 19
Semiconductors
Advanced Packaging
734 +32 +5% $28.4B 10
Data Centers & Digital Infrastructure
Liquid Cooling
711 -4 -0.6% $11.7B 9
Electrification & Grid
Energy Storage
662 +23 +4% $21.4B 26
Digital Assets
660 +27 +4% $13.3B 160
Artificial Intelligence
Agentic AI
653 +18 +3% $47.6B 13
Internet of Things
Smart Home
639 +69 +12% $11.4B 17
Digital Payments & Fintech
Neobanks
618 +155 +33% $19.9B 25
Clean Energy
Solar
577 -20 -3% $6.36B 54
Electrification & Grid
Transmission Buildout
576 -21 -4% $7.88B 6
Semiconductors
Photonics & Optical Interconnect
575 +7 +1% $8.37B 20
Artificial Intelligence
AI Software & Applications
573 +16 +3% $8.04B 85
Critical Minerals & Rare Earths
548 -4 -0.7% $6.65B 60
Cloud Computing
Edge Computing
540 +26 +5% $10.1B 11
Digital Assets
Corporate Crypto Treasuries
533 +32 +6% $6.93B 63
Water
Sanitation
528 +16 +3% $8.54B 8
Lithium & Battery Materials
504 -11 -2% $8.02B 47
Space Economy
Satellite Communications
449 -1 -0.2% $7.63B 16
Sin Stocks
Firearms
394 +15 +4% $2.82B 12
Cybersecurity
Agentic AI Security
387 +74 +24% $8.02B 2
Nuclear Energy
Uranium Mining & Enrichment
333 +8 +2% $3.93B 20
Sports Betting & iGaming
297 +24 +9% $3.14B 29
Nuclear Energy
Small Modular Reactors
271 +8 +3% $3.82B 12
Cannabis
254 0 0% $2.62B 52
E-Commerce
Food Delivery
252 +48 +24% $10.9B 12
Digital Payments & Fintech
Buy Now Pay Later
250 +5 +2% $3.4B 13
Cybersecurity
Identity Security
210 +11 +6% $966M 15
Infrastructure & Construction
Green Building
191 +25 +15% $2.02B 5
Clean Energy
Wind
140 -21 -13% $304M 9
Space Economy
Launch Services
136 -5 -4% $1.15B 5
Virtual & Augmented Reality
118 -11 -9% $197M 20
Digital Assets
Bitcoin Miners
74 +7 +10% $247M 40
Digital Assets
Stablecoin Infrastructure
9 +1 +13% $349K 9