Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,143 -18 -0.6% $1.34T 361
Artificial Intelligence
3,007 +11 +0.4% $1.18T 264
E-Commerce
3,006 +19 +0.6% $901B 240
SaaS & Enterprise Software
2,935 +14 +0.5% $890B 266
Medical Devices & Diagnostics
2,931 +11 +0.4% $822B 342
Digital Payments & Fintech
2,899 +4 +0.1% $864B 148
E-Commerce
Marketplaces
2,867 +19 +0.7% $802B 106
Semiconductors
2,839 -8 -0.3% $636B 178
Immunotherapy & Oncology
2,770 +14 +0.5% $995B 388
Streaming & Digital Media
2,769 +8 +0.3% $803B 120
Cloud Computing
2,766 -11 -0.4% $923B 64
Housing & Home Improvement
2,740 +1 +0% $443B 223
Internet of Things
2,737 +28 +1% $597B 99
Defense Modernization
2,702 +16 +0.6% $598B 163
Social Media & Creator Economy
2,623 +16 +0.6% $653B 45
GLP-1 & Obesity
2,567 +10 +0.4% $522B 92
Internet of Things
Wearables
2,425 +8 +0.3% $432B 21
Video Games & Esports
2,350 +22 +0.9% $315B 55
Pet Economy
2,289 +23 +1% $247B 34
Sin Stocks
2,240 -35 -2% $268B 78
Oil & Gas
Oilfield Services
2,226 -2 -0.1% $194B 88
Electric Vehicles
2,221 -3 -0.1% $210B 124
Infrastructure & Construction
2,210 +21 +1% $171B 127
Cybersecurity
2,205 +31 +1% $198B 85
Housing & Home Improvement
Home & Garden Retail
2,105 +8 +0.4% $208B 30
Genomics & Gene Editing
2,095 +13 +0.6% $255B 199
Clean Energy
2,094 +15 +0.7% $120B 134
Robotics & Automation
2,003 +2 +0.1% $149B 83
Oil & Gas
LNG
1,968 -19 -1% $121B 32
Health & Wellness
1,955 +30 +2% $96B 78
Water
1,877 +11 +0.6% $133B 67
Defense Modernization
Defense Tech & C4ISR
1,872 -4 -0.2% $168B 53
Robotics & Automation
Industrial Automation
1,842 +15 +0.8% $115B 16
Energy Efficiency
1,799 +29 +2% $132B 31
Agriculture & Food Technology
1,791 -5 -0.3% $116B 79
Quantum Computing
1,741 +16 +0.9% $94.2B 19
Defense Modernization
Munitions Restocking
1,735 -10 -0.6% $121B 11
Nuclear Energy
1,725 -9 -0.5% $128B 61
Data Centers & Digital Infrastructure
1,690 +6 +0.4% $129B 78
Copper & Industrial Metals
1,677 -11 -0.7% $84.2B 79
Sin Stocks
Tobacco & Nicotine
1,652 -17 -1% $150B 13
Small Business Economy
1,649 +3 +0.2% $111B 58
Reuse, Repair & Circular Economy
1,636 +28 +2% $118B 68
Digital Health & Telemedicine
1,625 +23 +1% $150B 84
Artificial Intelligence
AI Inference Silicon
1,593 -22 -1% $81.8B 7
Longevity & Aging Population
1,517 +29 +2% $125B 60
Semiconductors
Analog & Power Semis
1,507 +16 +1% $107B 27
Carbon & Pollution Control
1,490 -3 -0.2% $74.8B 23
Space Economy
1,488 +3 +0.2% $92.1B 64
Electrification & Grid
1,468 +34 +2% $66.6B 59
Genomics & Gene Editing
Gene Therapy
1,370 +27 +2% $53.7B 131
Sin Stocks
Alcohol
1,356 -36 -3% $64.8B 24
Robotics & Automation
Warehouse & Logistics Robotics
1,243 +23 +2% $61.3B 3
Luxury & Affluent Consumer
1,224 -11 -0.9% $63.3B 40
3D Printing & Additive Manufacturing
1,190 -12 -1% $55.9B 20
Online Travel & Experiences
1,173 +16 +1% $101B 32
Housing & Home Improvement
Homebuilders
1,159 -21 -2% $56.5B 45
Semiconductors
Semicap & Lithography
1,149 -24 -2% $54.7B 21
Gold & Precious Metals
1,144 +17 +2% $52.1B 133
Gold & Precious Metals
Gold & Silver Miners
1,133 +18 +2% $51.4B 124
GLP-1 & Obesity
Obesity Second-Order Effects
1,107 +13 +1% $42B 26
Agriculture & Food Technology
Precision Agriculture
1,035 -2 -0.2% $25.8B 4
Defense Modernization
Military Shipbuilding
1,004 +5 +0.5% $51.4B 6
Data Centers & Digital Infrastructure
Power for AI
1,004 +17 +2% $32.9B 22
Electrification & Grid
Grid Equipment
982 +4 +0.4% $26.9B 10
Water
Water Infrastructure
979 -12 -1% $34.8B 17
Streaming & Digital Media
News Media
967 -14 -1% $28.6B 26
Electric Vehicles
EV Charging Infrastructure
953 -10 -1% $15.9B 21
Defense Modernization
Drones & Counter-Drone
942 +12 +1% $37B 30
Sin Stocks
Casinos
927 -35 -4% $45.5B 24
Artificial Intelligence
Chinese AI
920 -8 -0.9% $89.7B 14
Future of Education
900 +36 +4% $36B 77
Clean Energy
Hydrogen & Fuel Cells
872 +1 +0.1% $26.1B 13
Artificial Intelligence
AI Memory & HBM
845 -36 -4% $32.7B 12
Autonomous Driving
827 +52 +7% $46.6B 53
Data Centers & Digital Infrastructure
Interconnect & Colocation
787 +13 +2% $36.8B 19
Agriculture & Food Technology
Plant-Based Foods
773 +18 +2% $22.8B 17
Reshoring & American Manufacturing
740 +2 +0.3% $12.1B 20
Artificial Intelligence
Agentic AI
738 +66 +10% $54.7B 13
Semiconductors
Advanced Packaging
736 -22 -3% $31B 10
Electrification & Grid
Energy Storage
701 +48 +7% $25.6B 26
Digital Assets
691 +36 +5% $15B 160
Data Centers & Digital Infrastructure
Liquid Cooling
650 -18 -3% $11B 9
Semiconductors
Photonics & Optical Interconnect
628 +28 +5% $10B 20
Internet of Things
Smart Home
613 +2 +0.3% $11.2B 17
Digital Payments & Fintech
Neobanks
608 +11 +2% $17.7B 25
Clean Energy
Solar
603 -28 -4% $7B 54
Cloud Computing
Edge Computing
584 +42 +8% $11.4B 11
Electrification & Grid
Transmission Buildout
563 +7 +1% $7.29B 6
Artificial Intelligence
AI Software & Applications
561 +15 +3% $8.6B 85
Digital Assets
Corporate Crypto Treasuries
542 +27 +5% $7.76B 63
Water
Sanitation
539 +12 +2% $8.86B 8
Critical Minerals & Rare Earths
532 +11 +2% $6.06B 60
Lithium & Battery Materials
489 -17 -3% $7.87B 47
Cybersecurity
Agentic AI Security
483 +39 +9% $11.9B 2
Sin Stocks
Firearms
470 +2 +0.4% $6.4B 12
Space Economy
Satellite Communications
461 +3 +0.7% $7.78B 16
E-Commerce
Food Delivery
373 +39 +12% $23.9B 12
Nuclear Energy
Uranium Mining & Enrichment
322 +16 +5% $3.38B 20
Sports Betting & iGaming
317 -1 -0.3% $4.18B 29
Cybersecurity
Identity Security
310 +62 +25% $1.73B 15
Digital Payments & Fintech
Buy Now Pay Later
268 +23 +9% $2.77B 13
Cannabis
266 -4 -1% $2.53B 52
Nuclear Energy
Small Modular Reactors
245 -3 -1% $3.22B 12
Infrastructure & Construction
Green Building
219 +5 +2% $2.28B 5
Clean Energy
Wind
149 +15 +11% $453M 9
Space Economy
Launch Services
133 -18 -12% $1.28B 5
Virtual & Augmented Reality
108 +9 +9% $237M 20
Digital Assets
Bitcoin Miners
70 +6 +9% $276M 40
Digital Assets
Stablecoin Infrastructure
9 +3 +50% $800K 9