Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,195 +102 +3% $1.07T 361
Artificial Intelligence
3,129 +148 +5% $1.39T 264
E-Commerce
3,128 +163 +5% $857B 240
SaaS & Enterprise Software
3,042 +128 +4% $959B 266
Digital Payments & Fintech
3,041 +129 +4% $823B 148
Medical Devices & Diagnostics
3,009 +115 +4% $798B 342
E-Commerce
Marketplaces
2,999 +165 +6% $762B 106
Cloud Computing
2,981 +194 +7% $1.18T 64
Streaming & Digital Media
2,948 +150 +5% $990B 120
Immunotherapy & Oncology
2,886 +116 +4% $952B 388
Semiconductors
2,867 +90 +3% $603B 178
Housing & Home Improvement
2,838 +85 +3% $448B 223
Internet of Things
2,800 +101 +4% $490B 99
Social Media & Creator Economy
2,786 +162 +6% $870B 45
Defense Modernization
2,744 +81 +3% $603B 163
GLP-1 & Obesity
2,646 +92 +4% $534B 92
Video Games & Esports
2,504 +162 +7% $390B 55
Internet of Things
Wearables
2,484 +91 +4% $353B 21
Pet Economy
2,324 +62 +3% $239B 34
Sin Stocks
2,324 +94 +4% $290B 78
Cybersecurity
2,259 +84 +4% $189B 85
Housing & Home Improvement
Home & Garden Retail
2,240 +100 +5% $224B 30
Electric Vehicles
2,204 +87 +4% $194B 124
Oil & Gas
Oilfield Services
2,153 +5 +0.2% $155B 88
Infrastructure & Construction
2,148 +26 +1% $145B 127
Genomics & Gene Editing
2,110 +50 +2% $253B 199
Clean Energy
2,069 +67 +3% $116B 134
Robotics & Automation
1,995 +54 +3% $134B 83
Health & Wellness
1,985 +45 +2% $89.4B 78
Water
1,904 +62 +3% $130B 67
Defense Modernization
Defense Tech & C4ISR
1,870 +66 +4% $156B 53
Oil & Gas
LNG
1,862 -5 -0.3% $86.4B 32
Robotics & Automation
Industrial Automation
1,846 +49 +3% $106B 16
Energy Efficiency
1,831 +48 +3% $123B 31
Nuclear Energy
1,764 +54 +3% $132B 61
Small Business Economy
1,741 +82 +5% $115B 58
Sin Stocks
Tobacco & Nicotine
1,738 +72 +4% $172B 13
Quantum Computing
1,736 +22 +1% $78.5B 19
Defense Modernization
Munitions Restocking
1,721 +41 +2% $113B 11
Agriculture & Food Technology
1,678 -13 -0.8% $85.5B 79
Data Centers & Digital Infrastructure
1,666 +33 +2% $130B 78
Digital Health & Telemedicine
1,659 +37 +2% $147B 84
Reuse, Repair & Circular Economy
1,616 +28 +2% $98.2B 68
Copper & Industrial Metals
1,568 -26 -2% $57.2B 79
Space Economy
1,546 +60 +4% $99.5B 64
Longevity & Aging Population
1,519 +27 +2% $119B 60
Semiconductors
Analog & Power Semis
1,512 +61 +4% $100B 27
Artificial Intelligence
AI Inference Silicon
1,485 -25 -2% $60B 7
Carbon & Pollution Control
1,473 +15 +1% $65.1B 23
Sin Stocks
Alcohol
1,450 +70 +5% $69.8B 24
Electrification & Grid
1,414 +38 +3% $59.9B 59
Genomics & Gene Editing
Gene Therapy
1,367 +32 +2% $45.8B 131
Online Travel & Experiences
1,312 +93 +8% $113B 32
Robotics & Automation
Warehouse & Logistics Robotics
1,303 +73 +6% $61B 3
Digital Assets
1,288 +69 +6% $49.2B 160
Luxury & Affluent Consumer
1,269 +50 +4% $59.6B 40
Housing & Home Improvement
Homebuilders
1,196 +3 +0.3% $53.3B 45
Semiconductors
Semicap & Lithography
1,117 +35 +3% $52.1B 21
GLP-1 & Obesity
Obesity Second-Order Effects
1,105 +25 +2% $41.1B 26
3D Printing & Additive Manufacturing
1,081 -43 -4% $29.8B 20
Gold & Precious Metals
1,066 -39 -4% $38.6B 133
Gold & Precious Metals
Gold & Silver Miners
1,058 -37 -3% $38.2B 124
Defense Modernization
Military Shipbuilding
1,047 +37 +4% $48.3B 6
Digital Assets
Stablecoin Infrastructure
1,007 +90 +10% $35B 9
Water
Water Infrastructure
1,004 +30 +3% $35.4B 17
Defense Modernization
Drones & Counter-Drone
997 +47 +5% $41B 30
Agriculture & Food Technology
Precision Agriculture
982 +7 +0.7% $20.2B 4
Streaming & Digital Media
News Media
957 +3 +0.3% $26.3B 26
Data Centers & Digital Infrastructure
Power for AI
953 +6 +0.6% $27.3B 22
Cloud Computing
Edge Computing
944 +363 +62% $29.5B 11
Artificial Intelligence
Chinese AI
942 +135 +17% $96.3B 14
Electrification & Grid
Grid Equipment
941 +5 +0.5% $20.6B 10
Sin Stocks
Casinos
911 +25 +3% $40.5B 24
Electric Vehicles
EV Charging Infrastructure
899 +1 +0.1% $11.7B 21
Future of Education
892 +17 +2% $36.4B 77
Autonomous Driving
868 +53 +7% $46.4B 53
Artificial Intelligence
Agentic AI
849 +89 +12% $63.3B 13
Clean Energy
Hydrogen & Fuel Cells
844 +5 +0.6% $25B 13
Artificial Intelligence
AI Memory & HBM
839 +20 +2% $27.5B 12
Data Centers & Digital Infrastructure
Interconnect & Colocation
817 +32 +4% $44.1B 19
Semiconductors
Advanced Packaging
738 -4 -0.5% $26.2B 10
Reshoring & American Manufacturing
736 +5 +0.7% $11.6B 20
Electrification & Grid
Energy Storage
731 +41 +6% $24.4B 26
Agriculture & Food Technology
Plant-Based Foods
716 -22 -3% $16.8B 17
Semiconductors
Photonics & Optical Interconnect
699 +47 +7% $11B 20
Clean Energy
Solar
657 +47 +8% $9.39B 54
Digital Payments & Fintech
Neobanks
649 +15 +2% $15.9B 25
Data Centers & Digital Infrastructure
Liquid Cooling
635 +18 +3% $9.64B 9
Internet of Things
Smart Home
590 +9 +2% $10.9B 17
Cybersecurity
Agentic AI Security
566 +48 +9% $12.1B 2
Artificial Intelligence
AI Software & Applications
552 +6 +1% $8.37B 85
Digital Assets
Corporate Crypto Treasuries
546 -25 -4% $5.94B 63
Sin Stocks
Firearms
530 +36 +7% $7.29B 12
Water
Sanitation
512 +6 +1% $7.6B 8
Critical Minerals & Rare Earths
485 -18 -4% $3.6B 60
Electrification & Grid
Transmission Buildout
484 -31 -6% $5.26B 6
Lithium & Battery Materials
477 +20 +4% $8.38B 47
Space Economy
Satellite Communications
440 +2 +0.5% $7.03B 16
E-Commerce
Food Delivery
430 +69 +19% $25.9B 12
Sports Betting & iGaming
355 +21 +6% $4.84B 29
Nuclear Energy
Uranium Mining & Enrichment
310 -8 -3% $2.94B 20
Cannabis
290 +17 +6% $2.77B 52
Cybersecurity
Identity Security
285 +5 +2% $1.33B 15
Digital Payments & Fintech
Buy Now Pay Later
255 -5 -2% $1.84B 13
Nuclear Energy
Small Modular Reactors
239 -4 -2% $2.85B 12
Infrastructure & Construction
Green Building
212 +3 +1% $1.56B 5
Space Economy
Launch Services
152 -2 -1% $1.01B 5
Virtual & Augmented Reality
116 +15 +15% $359M 20
Clean Energy
Wind
100 -35 -26% $230M 9
Digital Assets
Bitcoin Miners
72 +8 +13% $233M 40