Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,169 -1 -0% $1.3T 361
Artificial Intelligence
3,141 +27 +0.9% $1.59T 264
E-Commerce
3,085 +4 +0.1% $979B 240
SaaS & Enterprise Software
3,045 +17 +0.6% $1.05T 266
Digital Payments & Fintech
3,036 +18 +0.6% $858B 148
Cloud Computing
3,005 +35 +1% $1.31T 64
Medical Devices & Diagnostics
2,984 -24 -0.8% $862B 342
E-Commerce
Marketplaces
2,953 +10 +0.3% $878B 106
Streaming & Digital Media
2,953 +18 +0.6% $1.05T 120
Semiconductors
2,896 +25 +0.9% $762B 178
Immunotherapy & Oncology
2,888 -10 -0.3% $932B 388
Housing & Home Improvement
2,852 +10 +0.4% $445B 223
Internet of Things
2,821 +41 +1% $549B 99
Social Media & Creator Economy
2,776 +17 +0.6% $932B 45
Defense Modernization
2,729 -19 -0.7% $603B 163
GLP-1 & Obesity
2,650 0 0% $509B 92
Video Games & Esports
2,540 +45 +2% $415B 55
Internet of Things
Wearables
2,487 +55 +2% $369B 21
Sin Stocks
2,381 -10 -0.4% $338B 78
Pet Economy
2,357 +17 +0.7% $272B 34
Cybersecurity
2,295 +39 +2% $213B 85
Housing & Home Improvement
Home & Garden Retail
2,199 -35 -2% $200B 30
Oil & Gas
Oilfield Services
2,176 +2 +0.1% $190B 88
Electric Vehicles
2,151 -3 -0.1% $192B 124
Infrastructure & Construction
2,128 -26 -1% $169B 127
Genomics & Gene Editing
2,083 -6 -0.3% $232B 199
Robotics & Automation
2,061 +10 +0.5% $152B 83
Clean Energy
2,046 +16 +0.8% $112B 134
Health & Wellness
1,963 +25 +1% $87.5B 78
Water
1,952 +1 +0.1% $143B 67
Energy Efficiency
1,916 +24 +1% $152B 31
Robotics & Automation
Industrial Automation
1,903 -3 -0.2% $119B 16
Defense Modernization
Defense Tech & C4ISR
1,901 -22 -1% $166B 53
Nuclear Energy
1,811 -13 -0.7% $154B 61
Sin Stocks
Tobacco & Nicotine
1,784 -23 -1% $189B 13
Defense Modernization
Munitions Restocking
1,765 -4 -0.2% $117B 11
Quantum Computing
1,754 +28 +2% $89.9B 19
Oil & Gas
LNG
1,749 -24 -1% $92.6B 32
Digital Health & Telemedicine
1,743 +29 +2% $167B 84
Small Business Economy
1,723 -22 -1% $125B 58
Data Centers & Digital Infrastructure
1,692 -5 -0.3% $162B 78
Agriculture & Food Technology
1,656 -41 -2% $87.2B 79
Reuse, Repair & Circular Economy
1,644 -8 -0.5% $103B 68
Copper & Industrial Metals
1,589 -33 -2% $88.4B 79
Longevity & Aging Population
1,581 +24 +2% $127B 60
Space Economy
1,579 -29 -2% $105B 64
Artificial Intelligence
AI Inference Silicon
1,540 +78 +5% $82.9B 7
Semiconductors
Analog & Power Semis
1,535 +55 +4% $121B 27
Carbon & Pollution Control
1,517 +4 +0.3% $73.5B 23
Sin Stocks
Alcohol
1,482 +21 +1% $80.7B 24
Electrification & Grid
1,437 -5 -0.3% $65.4B 59
Robotics & Automation
Warehouse & Logistics Robotics
1,367 +25 +2% $67.7B 3
Online Travel & Experiences
1,325 +5 +0.4% $125B 32
Genomics & Gene Editing
Gene Therapy
1,318 -4 -0.3% $44.4B 131
Luxury & Affluent Consumer
1,285 +25 +2% $62.3B 40
Digital Assets
1,270 -14 -1% $52.2B 160
Semiconductors
Semicap & Lithography
1,233 +57 +5% $68.8B 21
Gold & Precious Metals
1,226 +15 +1% $93.6B 133
Gold & Precious Metals
Gold & Silver Miners
1,217 +15 +1% $92.8B 124
Housing & Home Improvement
Homebuilders
1,216 +12 +1% $53.4B 45
GLP-1 & Obesity
Obesity Second-Order Effects
1,164 +20 +2% $43.9B 26
3D Printing & Additive Manufacturing
1,102 +13 +1% $40.4B 20
Defense Modernization
Military Shipbuilding
1,084 +6 +0.6% $55B 6
Water
Water Infrastructure
1,036 -12 -1% $40.2B 17
Defense Modernization
Drones & Counter-Drone
1,025 -4 -0.4% $45B 30
Data Centers & Digital Infrastructure
Power for AI
1,012 +11 +1% $34.3B 22
Digital Assets
Stablecoin Infrastructure
985 -26 -3% $40.2B 9
Sin Stocks
Casinos
977 -5 -0.5% $58B 24
Cloud Computing
Edge Computing
974 +48 +5% $39.1B 11
Artificial Intelligence
Chinese AI
970 +87 +10% $130B 14
Electrification & Grid
Grid Equipment
954 -15 -2% $25.4B 10
Agriculture & Food Technology
Precision Agriculture
949 -22 -2% $22.4B 4
Electric Vehicles
EV Charging Infrastructure
931 -9 -1% $14.1B 21
Artificial Intelligence
AI Memory & HBM
905 +31 +4% $34.6B 12
Future of Education
905 +1 +0.1% $43.9B 77
Streaming & Digital Media
News Media
900 -2 -0.2% $24.4B 26
Clean Energy
Hydrogen & Fuel Cells
889 +21 +2% $28.1B 13
Artificial Intelligence
Agentic AI
871 +2 +0.2% $59.5B 13
Autonomous Driving
861 -10 -1% $42B 53
Data Centers & Digital Infrastructure
Interconnect & Colocation
848 -24 -3% $57.5B 19
Semiconductors
Advanced Packaging
785 +19 +2% $36.5B 10
Semiconductors
Photonics & Optical Interconnect
744 +35 +5% $12.3B 20
Agriculture & Food Technology
Plant-Based Foods
730 +6 +0.8% $18.4B 17
Reshoring & American Manufacturing
724 -21 -3% $12.9B 20
Electrification & Grid
Energy Storage
713 -30 -4% $22.1B 26
Digital Payments & Fintech
Neobanks
663 +24 +4% $14.3B 25
Data Centers & Digital Infrastructure
Liquid Cooling
657 +4 +0.6% $11.2B 9
Clean Energy
Solar
627 -34 -5% $6.22B 54
Internet of Things
Smart Home
620 +16 +3% $12.2B 17
Water
Sanitation
597 +6 +1% $10.7B 8
Lithium & Battery Materials
587 +15 +3% $11.1B 47
Sin Stocks
Firearms
567 -1 -0.2% $8.27B 12
Artificial Intelligence
AI Software & Applications
539 -5 -0.9% $6.47B 85
Cybersecurity
Agentic AI Security
524 +13 +3% $12.7B 2
Electrification & Grid
Transmission Buildout
512 +19 +4% $6.69B 6
Critical Minerals & Rare Earths
497 0 0% $4.95B 60
Space Economy
Satellite Communications
475 -6 -1% $7.48B 16
Digital Assets
Corporate Crypto Treasuries
458 0 0% $4.84B 63
E-Commerce
Food Delivery
435 +15 +4% $23.3B 12
Sports Betting & iGaming
358 -10 -3% $4.86B 29
Cannabis
302 -3 -1% $3.58B 52
Cybersecurity
Identity Security
302 +9 +3% $1.72B 15
Nuclear Energy
Uranium Mining & Enrichment
298 -3 -1% $1.95B 20
Digital Payments & Fintech
Buy Now Pay Later
269 +21 +8% $2.67B 13
Infrastructure & Construction
Green Building
262 +21 +9% $2.09B 5
Nuclear Energy
Small Modular Reactors
239 -3 -1% $1.87B 12
Virtual & Augmented Reality
146 -3 -2% $601M 20
Clean Energy
Wind
143 +26 +22% $323M 9
Space Economy
Launch Services
139 -2 -1% $1.15B 5
Digital Assets
Bitcoin Miners
74 +8 +12% $155M 40