Theme Holding in
top 10
Growth Growth % Funds
holding
Stocks
Artificial Intelligence
1,753 +26 +2% 3,287 264
Digital Payments & Fintech
1,635 +28 +2% 3,148 148
E-Commerce
1,622 -12 -0.7% 3,222 240
Cloud Computing
1,592 +56 +4% 3,133 64
E-Commerce
Marketplaces
1,523 -25 -2% 3,085 106
Oil & Gas
1,495 +142 +10% 3,322 361
SaaS & Enterprise Software
1,468 +102 +7% 3,177 266
Social Media & Creator Economy
1,417 +24 +2% 2,910 45
Internet of Things
1,373 +41 +3% 2,966 99
Streaming & Digital Media
1,233 +15 +1% 3,112 120
Immunotherapy & Oncology
1,179 -94 -7% 3,005 388
Medical Devices & Diagnostics
1,162 -95 -8% 3,095 342
Internet of Things
Wearables
1,155 +24 +2% 2,586 21
Video Games & Esports
1,022 +60 +6% 2,664 55
Defense Modernization
887 +120 +16% 2,879 163
Semiconductors
881 -34 -4% 3,030 178
Housing & Home Improvement
569 -47 -8% 2,940 223
GLP-1 & Obesity
408 -136 -25% 2,753 92
Sin Stocks
328 -19 -5% 2,495 78
Cybersecurity
284 -90 -24% 2,366 85
Pet Economy
251 -62 -20% 2,446 34
Housing & Home Improvement
Home & Garden Retail
244 -19 -7% 2,279 30
Electric Vehicles
242 +42 +21% 2,276 124
Infrastructure & Construction
224 +35 +19% 2,239 127
Oil & Gas
Oilfield Services
223 +45 +25% 2,323 88
Genomics & Gene Editing
212 -41 -16% 2,139 199
Digital Health & Telemedicine
186 +36 +24% 1,843 84
Data Centers & Digital Infrastructure
170 -24 -12% 1,769 78
Small Business Economy
169 +24 +17% 1,805 58
Water
166 +9 +6% 2,076 67
Defense Modernization
Defense Tech & C4ISR
164 +40 +32% 2,028 53
Online Travel & Experiences
164 -8 -5% 1,389 32
Clean Energy
159 +11 +7% 2,134 134
Artificial Intelligence
Chinese AI
155 -10 -6% 979 14
Sin Stocks
Tobacco & Nicotine
139 0 0% 1,870 13
Reuse, Repair & Circular Economy
136 +10 +8% 1,740 68
Robotics & Automation
134 -19 -12% 2,153 83
Energy Efficiency
131 -23 -15% 1,959 31
Agriculture & Food Technology
130 +36 +38% 1,802 79
Defense Modernization
Munitions Restocking
125 +34 +37% 1,871 11
Quantum Computing
117 +26 +29% 1,816 19
Space Economy
117 +12 +11% 1,695 64
Copper & Industrial Metals
114 +14 +14% 1,665 79
Future of Education
113 +9 +9% 938 77
Longevity & Aging Population
113 -21 -16% 1,625 60
Sin Stocks
Alcohol
109 -18 -14% 1,489 24
Oil & Gas
LNG
103 +13 +14% 1,834 32
Robotics & Automation
Industrial Automation
99 -19 -16% 1,986 16
Semiconductors
Analog & Power Semis
98 -9 -8% 1,610 27
Health & Wellness
92 -38 -29% 1,988 78
Nuclear Energy
92 -7 -7% 1,875 61
Gold & Precious Metals
89 -39 -30% 1,235 133
Gold & Precious Metals
Gold & Silver Miners
88 -40 -31% 1,218 124
Artificial Intelligence
AI Inference Silicon
83 -40 -33% 1,590 7
Carbon & Pollution Control
83 +8 +11% 1,586 23
Digital Assets
82 -1 -1% 1,328 160
Electrification & Grid
80 +10 +14% 1,523 59
Sin Stocks
Casinos
79 -6 -7% 1,032 24
Housing & Home Improvement
Homebuilders
79 -11 -12% 1,229 45
Semiconductors
Semicap & Lithography
77 -19 -20% 1,300 21
Streaming & Digital Media
News Media
75 +8 +12% 925 26
Genomics & Gene Editing
Gene Therapy
68 -14 -17% 1,360 131
Digital Payments & Fintech
Neobanks
66 +3 +5% 696 25
Semiconductors
Advanced Packaging
62 -1 -2% 824 10
Robotics & Automation
Warehouse & Logistics Robotics
62 -13 -17% 1,437 3
GLP-1 & Obesity
Obesity Second-Order Effects
60 -5 -8% 1,179 26
Artificial Intelligence
AI Memory & HBM
59 +13 +28% 932 12
Luxury & Affluent Consumer
55 -20 -27% 1,305 40
Digital Assets
Stablecoin Infrastructure
55 -10 -15% 1,058 9
E-Commerce
Food Delivery
52 +2 +4% 431 12
Water
Water Infrastructure
51 -3 -6% 1,112 17
Data Centers & Digital Infrastructure
Interconnect & Colocation
50 -9 -15% 883 19
Defense Modernization
Drones & Counter-Drone
47 +16 +52% 1,125 30
Artificial Intelligence
Agentic AI
44 +7 +19% 909 13
Defense Modernization
Military Shipbuilding
41 +14 +52% 1,179 6
Agriculture & Food Technology
Precision Agriculture
39 +17 +77% 1,045 4
Autonomous Driving
35 +3 +9% 935 53
Cloud Computing
Edge Computing
34 +2 +6% 1,028 11
Space Economy
Satellite Communications
31 0 0% 497 16
Data Centers & Digital Infrastructure
Power for AI
28 -7 -20% 1,065 22
Electric Vehicles
EV Charging Infrastructure
26 0 0% 984 21
Semiconductors
Photonics & Optical Interconnect
26 0 0% 766 20
Electrification & Grid
Energy Storage
25 +7 +39% 783 26
Clean Energy
Hydrogen & Fuel Cells
24 -3 -11% 919 13
Electrification & Grid
Transmission Buildout
20 +3 +18% 536 6
3D Printing & Additive Manufacturing
19 -10 -34% 1,153 20
Electrification & Grid
Grid Equipment
19 -2 -10% 980 10
Agriculture & Food Technology
Plant-Based Foods
18 +7 +64% 759 17
Water
Sanitation
17 -7 -29% 638 8
Internet of Things
Smart Home
17 +1 +6% 643 17
Cybersecurity
Agentic AI Security
16 -4 -20% 550 2
Lithium & Battery Materials
16 +2 +14% 617 47
Clean Energy
Solar
16 -7 -30% 600 54
Critical Minerals & Rare Earths
14 +3 +27% 544 60
Sin Stocks
Firearms
14 +3 +27% 579 12
Data Centers & Digital Infrastructure
Liquid Cooling
13 -3 -19% 688 9
Sports Betting & iGaming
12 0 0% 357 29
Reshoring & American Manufacturing
11 +3 +38% 764 20
Digital Assets
Corporate Crypto Treasuries
10 0 0% 451 63
Artificial Intelligence
AI Software & Applications
9 -5 -36% 546 85
Infrastructure & Construction
Green Building
8 +2 +33% 269 5
Clean Energy
Wind
7 +2 +40% 168 9
Digital Payments & Fintech
Buy Now Pay Later
6 +2 +50% 254 13
Space Economy
Launch Services
5 +1 +25% 155 5
Nuclear Energy
Small Modular Reactors
5 +3 +150% 261 12
Nuclear Energy
Uranium Mining & Enrichment
5 +3 +150% 315 20
Cannabis
3 +1 +50% 347 52
Cybersecurity
Identity Security
3 -3 -50% 301 15
Digital Assets
Bitcoin Miners
2 0 0% 71 40
Virtual & Augmented Reality
1 -4 -80% 126 20