Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,153 -42 -1% $1.12T 361
Artificial Intelligence
3,134 +5 +0.2% $1.42T 264
E-Commerce
3,095 -33 -1% $831B 240
Digital Payments & Fintech
3,042 +1 +0% $817B 148
SaaS & Enterprise Software
3,041 -1 -0% $976B 266
Medical Devices & Diagnostics
3,016 +7 +0.2% $785B 342
Cloud Computing
2,984 +3 +0.1% $1.15T 64
E-Commerce
Marketplaces
2,973 -26 -0.9% $732B 106
Streaming & Digital Media
2,939 -9 -0.3% $943B 120
Immunotherapy & Oncology
2,894 +8 +0.3% $883B 388
Semiconductors
2,873 +6 +0.2% $629B 178
Housing & Home Improvement
2,841 +3 +0.1% $447B 223
Internet of Things
2,818 +18 +0.6% $496B 99
Social Media & Creator Economy
2,789 +3 +0.1% $874B 45
Defense Modernization
2,769 +25 +0.9% $601B 163
GLP-1 & Obesity
2,640 -6 -0.2% $477B 92
Video Games & Esports
2,516 +12 +0.5% $380B 55
Internet of Things
Wearables
2,494 +10 +0.4% $357B 21
Sin Stocks
2,374 +50 +2% $316B 78
Pet Economy
2,331 +7 +0.3% $244B 34
Cybersecurity
2,248 -11 -0.5% $190B 85
Housing & Home Improvement
Home & Garden Retail
2,229 -11 -0.5% $218B 30
Electric Vehicles
2,162 -42 -2% $186B 124
Infrastructure & Construction
2,151 +3 +0.1% $153B 127
Oil & Gas
Oilfield Services
2,137 -16 -0.7% $162B 88
Genomics & Gene Editing
2,092 -18 -0.9% $220B 199
Clean Energy
2,039 -30 -1% $117B 134
Robotics & Automation
2,024 +29 +1% $145B 83
Health & Wellness
1,954 -31 -2% $86.2B 78
Water
1,904 0 0% $133B 67
Defense Modernization
Defense Tech & C4ISR
1,891 +21 +1% $158B 53
Robotics & Automation
Industrial Automation
1,889 +43 +2% $115B 16
Energy Efficiency
1,846 +15 +0.8% $129B 31
Nuclear Energy
1,819 +55 +3% $149B 61
Oil & Gas
LNG
1,775 -87 -5% $79.6B 32
Sin Stocks
Tobacco & Nicotine
1,775 +37 +2% $189B 13
Defense Modernization
Munitions Restocking
1,758 +37 +2% $116B 11
Small Business Economy
1,738 -3 -0.2% $118B 58
Quantum Computing
1,714 -22 -1% $84.9B 19
Data Centers & Digital Infrastructure
1,690 +24 +1% $144B 78
Digital Health & Telemedicine
1,674 +15 +0.9% $154B 84
Agriculture & Food Technology
1,646 -32 -2% $85B 79
Reuse, Repair & Circular Economy
1,632 +16 +1% $102B 68
Copper & Industrial Metals
1,582 +14 +0.9% $70.5B 79
Space Economy
1,573 +27 +2% $101B 64
Longevity & Aging Population
1,536 +17 +1% $117B 60
Semiconductors
Analog & Power Semis
1,497 -15 -1% $103B 27
Carbon & Pollution Control
1,468 -5 -0.3% $66.4B 23
Sin Stocks
Alcohol
1,461 +11 +0.8% $73.7B 24
Artificial Intelligence
AI Inference Silicon
1,441 -44 -3% $60.1B 7
Electrification & Grid
1,431 +17 +1% $65.3B 59
Online Travel & Experiences
1,345 +33 +3% $108B 32
Robotics & Automation
Warehouse & Logistics Robotics
1,318 +15 +1% $65.6B 3
Genomics & Gene Editing
Gene Therapy
1,302 -65 -5% $37.2B 131
Digital Assets
1,300 +12 +0.9% $51B 160
Luxury & Affluent Consumer
1,280 +11 +0.9% $64.8B 40
Housing & Home Improvement
Homebuilders
1,189 -7 -0.6% $51.2B 45
Gold & Precious Metals
1,162 +96 +9% $62.2B 133
Gold & Precious Metals
Gold & Silver Miners
1,148 +90 +9% $61.3B 124
Semiconductors
Semicap & Lithography
1,147 +30 +3% $56.9B 21
GLP-1 & Obesity
Obesity Second-Order Effects
1,132 +27 +2% $44.1B 26
3D Printing & Additive Manufacturing
1,112 +31 +3% $36.5B 20
Defense Modernization
Military Shipbuilding
1,048 +1 +0.1% $47B 6
Water
Water Infrastructure
1,029 +25 +2% $35.7B 17
Defense Modernization
Drones & Counter-Drone
1,022 +25 +3% $42.8B 30
Digital Assets
Stablecoin Infrastructure
1,022 +15 +1% $37.2B 9
Data Centers & Digital Infrastructure
Power for AI
1,005 +52 +5% $31.7B 22
Electrification & Grid
Grid Equipment
978 +37 +4% $24.3B 10
Agriculture & Food Technology
Precision Agriculture
973 -9 -0.9% $20.3B 4
Sin Stocks
Casinos
965 +54 +6% $44.2B 24
Cloud Computing
Edge Computing
947 +3 +0.3% $32.9B 11
Streaming & Digital Media
News Media
931 -26 -3% $22.3B 26
Artificial Intelligence
Chinese AI
930 -12 -1% $92.3B 14
Electric Vehicles
EV Charging Infrastructure
904 +5 +0.6% $11.7B 21
Future of Education
896 +4 +0.4% $33.2B 77
Autonomous Driving
879 +11 +1% $43.9B 53
Clean Energy
Hydrogen & Fuel Cells
868 +24 +3% $28B 13
Artificial Intelligence
Agentic AI
853 +4 +0.5% $58.3B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
841 +24 +3% $51B 19
Artificial Intelligence
AI Memory & HBM
827 -12 -1% $25.4B 12
Semiconductors
Advanced Packaging
756 +18 +2% $30.9B 10
Reshoring & American Manufacturing
744 +8 +1% $12.5B 20
Semiconductors
Photonics & Optical Interconnect
728 +29 +4% $11.2B 20
Electrification & Grid
Energy Storage
727 -4 -0.5% $24.3B 26
Agriculture & Food Technology
Plant-Based Foods
698 -18 -3% $16.2B 17
Clean Energy
Solar
672 +15 +2% $8.69B 54
Digital Payments & Fintech
Neobanks
663 +14 +2% $15.2B 25
Data Centers & Digital Infrastructure
Liquid Cooling
636 +1 +0.2% $10.1B 9
Internet of Things
Smart Home
617 +27 +5% $11.4B 17
Water
Sanitation
562 +50 +10% $7.7B 8
Artificial Intelligence
AI Software & Applications
561 +9 +2% $7.18B 85
Sin Stocks
Firearms
555 +25 +5% $8.13B 12
Cybersecurity
Agentic AI Security
546 -20 -4% $12.1B 2
Digital Assets
Corporate Crypto Treasuries
537 -9 -2% $6.11B 63
Electrification & Grid
Transmission Buildout
496 +12 +2% $5.81B 6
Lithium & Battery Materials
492 +15 +3% $9.38B 47
Critical Minerals & Rare Earths
488 +3 +0.6% $4.1B 60
Space Economy
Satellite Communications
452 +12 +3% $7.47B 16
E-Commerce
Food Delivery
430 0 0% $21.8B 12
Sports Betting & iGaming
361 +6 +2% $5.09B 29
Nuclear Energy
Uranium Mining & Enrichment
306 -4 -1% $3.08B 20
Cannabis
292 +2 +0.7% $3.13B 52
Cybersecurity
Identity Security
271 -14 -5% $1.25B 15
Nuclear Energy
Small Modular Reactors
247 +8 +3% $2.99B 12
Infrastructure & Construction
Green Building
237 +25 +12% $1.85B 5
Digital Payments & Fintech
Buy Now Pay Later
234 -21 -8% $2.02B 13
Space Economy
Launch Services
149 -3 -2% $1.08B 5
Virtual & Augmented Reality
142 +26 +22% $557M 20
Clean Energy
Wind
103 +3 +3% $97.9M 9
Digital Assets
Bitcoin Miners
63 -9 -13% $160M 40