Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,170 +17 +0.5% $1.26T 361
Artificial Intelligence
3,114 -20 -0.6% $1.38T 264
E-Commerce
3,081 -14 -0.5% $832B 240
SaaS & Enterprise Software
3,028 -13 -0.4% $969B 266
Digital Payments & Fintech
3,018 -24 -0.8% $751B 148
Medical Devices & Diagnostics
3,008 -8 -0.3% $852B 342
Cloud Computing
2,970 -14 -0.5% $1.14T 64
E-Commerce
Marketplaces
2,943 -30 -1% $732B 106
Streaming & Digital Media
2,935 -4 -0.1% $948B 120
Immunotherapy & Oncology
2,898 +4 +0.1% $949B 388
Semiconductors
2,871 -2 -0.1% $653B 178
Housing & Home Improvement
2,842 +1 +0% $448B 223
Internet of Things
2,780 -38 -1% $454B 99
Social Media & Creator Economy
2,759 -30 -1% $817B 45
Defense Modernization
2,748 -21 -0.8% $614B 163
GLP-1 & Obesity
2,650 +10 +0.4% $509B 92
Video Games & Esports
2,495 -21 -0.8% $367B 55
Internet of Things
Wearables
2,432 -62 -2% $308B 21
Sin Stocks
2,391 +17 +0.7% $338B 78
Pet Economy
2,340 +9 +0.4% $266B 34
Cybersecurity
2,256 +8 +0.4% $190B 85
Housing & Home Improvement
Home & Garden Retail
2,234 +5 +0.2% $212B 30
Oil & Gas
Oilfield Services
2,174 +37 +2% $187B 88
Electric Vehicles
2,154 -8 -0.4% $178B 124
Infrastructure & Construction
2,154 +3 +0.1% $158B 127
Genomics & Gene Editing
2,089 -3 -0.1% $221B 199
Robotics & Automation
2,051 +27 +1% $145B 83
Clean Energy
2,030 -9 -0.4% $110B 134
Water
1,951 +47 +2% $137B 67
Health & Wellness
1,938 -16 -0.8% $82.4B 78
Defense Modernization
Defense Tech & C4ISR
1,923 +32 +2% $164B 53
Robotics & Automation
Industrial Automation
1,906 +17 +0.9% $116B 16
Energy Efficiency
1,892 +46 +2% $138B 31
Nuclear Energy
1,824 +5 +0.3% $156B 61
Sin Stocks
Tobacco & Nicotine
1,807 +32 +2% $202B 13
Oil & Gas
LNG
1,773 -2 -0.1% $90.2B 32
Defense Modernization
Munitions Restocking
1,769 +11 +0.6% $121B 11
Small Business Economy
1,745 +7 +0.4% $126B 58
Quantum Computing
1,726 +12 +0.7% $85.1B 19
Digital Health & Telemedicine
1,714 +40 +2% $166B 84
Agriculture & Food Technology
1,697 +51 +3% $85.9B 79
Data Centers & Digital Infrastructure
1,697 +7 +0.4% $158B 78
Reuse, Repair & Circular Economy
1,652 +20 +1% $99B 68
Copper & Industrial Metals
1,622 +40 +3% $83.7B 79
Space Economy
1,608 +35 +2% $110B 64
Longevity & Aging Population
1,557 +21 +1% $126B 60
Carbon & Pollution Control
1,513 +45 +3% $71.6B 23
Semiconductors
Analog & Power Semis
1,480 -17 -1% $105B 27
Artificial Intelligence
AI Inference Silicon
1,462 +21 +1% $63.6B 7
Sin Stocks
Alcohol
1,461 0 0% $79.5B 24
Electrification & Grid
1,442 +11 +0.8% $63.7B 59
Robotics & Automation
Warehouse & Logistics Robotics
1,342 +24 +2% $67.9B 3
Genomics & Gene Editing
Gene Therapy
1,322 +20 +2% $38.6B 131
Online Travel & Experiences
1,320 -25 -2% $105B 32
Digital Assets
1,284 -16 -1% $47.1B 160
Luxury & Affluent Consumer
1,260 -20 -2% $60.6B 40
Gold & Precious Metals
1,211 +49 +4% $95B 133
Housing & Home Improvement
Homebuilders
1,204 +15 +1% $52.9B 45
Gold & Precious Metals
Gold & Silver Miners
1,202 +54 +5% $94.1B 124
Semiconductors
Semicap & Lithography
1,176 +29 +3% $60.4B 21
GLP-1 & Obesity
Obesity Second-Order Effects
1,144 +12 +1% $45.8B 26
3D Printing & Additive Manufacturing
1,089 -23 -2% $36.6B 20
Defense Modernization
Military Shipbuilding
1,078 +30 +3% $50.9B 6
Water
Water Infrastructure
1,048 +19 +2% $36.3B 17
Defense Modernization
Drones & Counter-Drone
1,029 +7 +0.7% $45.9B 30
Digital Assets
Stablecoin Infrastructure
1,011 -11 -1% $35.2B 9
Data Centers & Digital Infrastructure
Power for AI
1,001 -4 -0.4% $30.8B 22
Sin Stocks
Casinos
982 +17 +2% $45.8B 24
Agriculture & Food Technology
Precision Agriculture
971 -2 -0.2% $21.2B 4
Electrification & Grid
Grid Equipment
969 -9 -0.9% $23.4B 10
Electric Vehicles
EV Charging Infrastructure
940 +36 +4% $14.9B 21
Cloud Computing
Edge Computing
926 -21 -2% $33.8B 11
Future of Education
904 +8 +0.9% $39.3B 77
Streaming & Digital Media
News Media
902 -29 -3% $22.1B 26
Artificial Intelligence
Chinese AI
883 -47 -5% $94.2B 14
Artificial Intelligence
AI Memory & HBM
874 +47 +6% $28.9B 12
Data Centers & Digital Infrastructure
Interconnect & Colocation
872 +31 +4% $61.9B 19
Autonomous Driving
871 -8 -0.9% $41.8B 53
Artificial Intelligence
Agentic AI
869 +16 +2% $62.8B 13
Clean Energy
Hydrogen & Fuel Cells
868 0 0% $27.4B 13
Semiconductors
Advanced Packaging
766 +10 +1% $31B 10
Reshoring & American Manufacturing
745 +1 +0.1% $12.6B 20
Electrification & Grid
Energy Storage
743 +16 +2% $24.2B 26
Agriculture & Food Technology
Plant-Based Foods
724 +26 +4% $18.7B 17
Semiconductors
Photonics & Optical Interconnect
709 -19 -3% $9.61B 20
Clean Energy
Solar
661 -11 -2% $6.98B 54
Data Centers & Digital Infrastructure
Liquid Cooling
653 +17 +3% $10.6B 9
Digital Payments & Fintech
Neobanks
639 -24 -4% $12.5B 25
Internet of Things
Smart Home
604 -13 -2% $12B 17
Water
Sanitation
591 +29 +5% $9.37B 8
Lithium & Battery Materials
572 +80 +16% $10.9B 47
Sin Stocks
Firearms
568 +13 +2% $9.4B 12
Artificial Intelligence
AI Software & Applications
544 -17 -3% $6.37B 85
Cybersecurity
Agentic AI Security
511 -35 -6% $9.05B 2
Critical Minerals & Rare Earths
497 +9 +2% $4.04B 60
Electrification & Grid
Transmission Buildout
493 -3 -0.6% $5.39B 6
Space Economy
Satellite Communications
481 +29 +6% $7.07B 16
Digital Assets
Corporate Crypto Treasuries
458 -79 -15% $4.97B 63
E-Commerce
Food Delivery
420 -10 -2% $19B 12
Sports Betting & iGaming
368 +7 +2% $4.6B 29
Cannabis
305 +13 +4% $3B 52
Nuclear Energy
Uranium Mining & Enrichment
301 -5 -2% $2.61B 20
Cybersecurity
Identity Security
293 +22 +8% $1.62B 15
Digital Payments & Fintech
Buy Now Pay Later
248 +14 +6% $1.99B 13
Nuclear Energy
Small Modular Reactors
242 -5 -2% $2.54B 12
Infrastructure & Construction
Green Building
241 +4 +2% $1.6B 5
Virtual & Augmented Reality
149 +7 +5% $524M 20
Space Economy
Launch Services
141 -8 -5% $1.2B 5
Clean Energy
Wind
117 +14 +14% $134M 9
Digital Assets
Bitcoin Miners
66 +3 +5% $147M 40