Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,161 +9 +0.3% $1.37T 361
Artificial Intelligence
2,996 +7 +0.2% $1.17T 264
E-Commerce
2,987 +7 +0.2% $891B 240
SaaS & Enterprise Software
2,921 -2 -0.1% $868B 266
Medical Devices & Diagnostics
2,920 +23 +0.8% $804B 342
Digital Payments & Fintech
2,895 +14 +0.5% $857B 148
E-Commerce
Marketplaces
2,848 +14 +0.5% $790B 106
Semiconductors
2,847 -11 -0.4% $672B 178
Cloud Computing
2,777 +2 +0.1% $893B 64
Streaming & Digital Media
2,761 +2 +0.1% $761B 120
Immunotherapy & Oncology
2,756 +11 +0.4% $965B 388
Housing & Home Improvement
2,739 +2 +0.1% $451B 223
Internet of Things
2,709 +17 +0.6% $610B 99
Defense Modernization
2,686 +21 +0.8% $613B 163
Social Media & Creator Economy
2,607 +19 +0.7% $631B 45
GLP-1 & Obesity
2,557 +20 +0.8% $520B 92
Internet of Things
Wearables
2,417 +27 +1% $437B 21
Video Games & Esports
2,328 -25 -1% $288B 55
Sin Stocks
2,275 +12 +0.5% $267B 78
Pet Economy
2,266 -2 -0.1% $250B 34
Oil & Gas
Oilfield Services
2,228 -44 -2% $193B 88
Electric Vehicles
2,224 +15 +0.7% $213B 124
Infrastructure & Construction
2,189 -36 -2% $169B 127
Cybersecurity
2,174 +24 +1% $195B 85
Housing & Home Improvement
Home & Garden Retail
2,097 -1 -0% $219B 30
Genomics & Gene Editing
2,082 +23 +1% $240B 199
Clean Energy
2,079 +10 +0.5% $123B 134
Robotics & Automation
2,001 -11 -0.5% $158B 83
Oil & Gas
LNG
1,987 -9 -0.5% $122B 32
Health & Wellness
1,925 +1 +0.1% $91B 78
Defense Modernization
Defense Tech & C4ISR
1,876 +34 +2% $175B 53
Water
1,866 +9 +0.5% $131B 67
Robotics & Automation
Industrial Automation
1,827 -7 -0.4% $122B 16
Agriculture & Food Technology
1,796 +14 +0.8% $115B 79
Energy Efficiency
1,770 +13 +0.7% $138B 31
Defense Modernization
Munitions Restocking
1,745 +38 +2% $130B 11
Nuclear Energy
1,734 -32 -2% $136B 61
Quantum Computing
1,725 -26 -1% $94.1B 19
Copper & Industrial Metals
1,688 -80 -5% $89.9B 79
Data Centers & Digital Infrastructure
1,684 -18 -1% $131B 78
Sin Stocks
Tobacco & Nicotine
1,669 +1 +0.1% $146B 13
Small Business Economy
1,646 +5 +0.3% $109B 58
Artificial Intelligence
AI Inference Silicon
1,615 -44 -3% $90.2B 7
Reuse, Repair & Circular Economy
1,608 +6 +0.4% $109B 68
Digital Health & Telemedicine
1,602 +16 +1% $148B 84
Carbon & Pollution Control
1,493 -52 -3% $74.5B 23
Semiconductors
Analog & Power Semis
1,491 +51 +4% $114B 27
Longevity & Aging Population
1,488 +13 +0.9% $122B 60
Space Economy
1,485 -1 -0.1% $98.6B 64
Electrification & Grid
1,434 -27 -2% $60.8B 59
Sin Stocks
Alcohol
1,392 +27 +2% $65.1B 24
Genomics & Gene Editing
Gene Therapy
1,343 +60 +5% $47.7B 131
Luxury & Affluent Consumer
1,235 -17 -1% $67.3B 40
Robotics & Automation
Warehouse & Logistics Robotics
1,220 +15 +1% $67B 3
3D Printing & Additive Manufacturing
1,202 -94 -7% $59.3B 20
Housing & Home Improvement
Homebuilders
1,180 +38 +3% $58.4B 45
Semiconductors
Semicap & Lithography
1,173 -5 -0.4% $60.7B 21
Online Travel & Experiences
1,157 +12 +1% $98.7B 32
Gold & Precious Metals
1,127 -9 -0.8% $52.9B 133
Gold & Precious Metals
Gold & Silver Miners
1,115 -10 -0.9% $52B 124
GLP-1 & Obesity
Obesity Second-Order Effects
1,094 +1 +0.1% $40.2B 26
Agriculture & Food Technology
Precision Agriculture
1,037 -30 -3% $23.6B 4
Defense Modernization
Military Shipbuilding
999 -6 -0.6% $51.4B 6
Water
Water Infrastructure
991 -22 -2% $35.6B 17
Data Centers & Digital Infrastructure
Power for AI
987 -27 -3% $33.2B 22
Streaming & Digital Media
News Media
981 +4 +0.4% $29.6B 26
Electrification & Grid
Grid Equipment
978 -20 -2% $27B 10
Electric Vehicles
EV Charging Infrastructure
963 -19 -2% $16.1B 21
Sin Stocks
Casinos
962 -8 -0.8% $47B 24
Defense Modernization
Drones & Counter-Drone
930 +31 +3% $39B 30
Artificial Intelligence
Chinese AI
928 -25 -3% $90.4B 14
Artificial Intelligence
AI Memory & HBM
881 -26 -3% $40.2B 12
Clean Energy
Hydrogen & Fuel Cells
871 -22 -2% $29.1B 13
Future of Education
864 +3 +0.3% $33.1B 77
Autonomous Driving
775 +1 +0.1% $38.8B 53
Data Centers & Digital Infrastructure
Interconnect & Colocation
774 +15 +2% $34B 19
Semiconductors
Advanced Packaging
758 +24 +3% $30.1B 10
Agriculture & Food Technology
Plant-Based Foods
755 -25 -3% $22.8B 17
Reshoring & American Manufacturing
738 -40 -5% $13.2B 20
Artificial Intelligence
Agentic AI
672 +19 +3% $54.8B 13
Data Centers & Digital Infrastructure
Liquid Cooling
668 -43 -6% $11.6B 9
Digital Assets
655 -5 -0.8% $13.6B 160
Electrification & Grid
Energy Storage
653 -9 -1% $19.2B 26
Clean Energy
Solar
631 +54 +9% $7.84B 54
Internet of Things
Smart Home
611 -28 -4% $11.8B 17
Semiconductors
Photonics & Optical Interconnect
600 +25 +4% $9.43B 20
Digital Payments & Fintech
Neobanks
597 -21 -3% $17.8B 25
Electrification & Grid
Transmission Buildout
556 -20 -3% $7.43B 6
Artificial Intelligence
AI Software & Applications
546 -27 -5% $8.04B 85
Cloud Computing
Edge Computing
542 +2 +0.4% $11.6B 11
Water
Sanitation
527 -1 -0.2% $8.17B 8
Critical Minerals & Rare Earths
521 -27 -5% $6.62B 60
Digital Assets
Corporate Crypto Treasuries
515 -18 -3% $7.12B 63
Lithium & Battery Materials
506 +2 +0.4% $7.87B 47
Sin Stocks
Firearms
468 +74 +19% $6.11B 12
Space Economy
Satellite Communications
458 +9 +2% $8.03B 16
Cybersecurity
Agentic AI Security
444 +57 +15% $9.96B 2
E-Commerce
Food Delivery
334 +82 +33% $17B 12
Sports Betting & iGaming
318 +21 +7% $3.74B 29
Nuclear Energy
Uranium Mining & Enrichment
306 -27 -8% $3.27B 20
Cannabis
270 +16 +6% $2.87B 52
Cybersecurity
Identity Security
248 +38 +18% $1.15B 15
Nuclear Energy
Small Modular Reactors
248 -23 -8% $3.18B 12
Digital Payments & Fintech
Buy Now Pay Later
245 -5 -2% $2.63B 13
Infrastructure & Construction
Green Building
214 +23 +12% $2.52B 5
Space Economy
Launch Services
151 +15 +11% $1.44B 5
Clean Energy
Wind
134 -6 -4% $403M 9
Virtual & Augmented Reality
99 -19 -16% $135M 20
Digital Assets
Bitcoin Miners
64 -10 -14% $152M 40
Digital Assets
Stablecoin Infrastructure
6 -3 -33% $285K 9