Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,322 +153 +5% $1.41T 361
Artificial Intelligence
3,287 +146 +5% $1.61T 264
E-Commerce
3,222 +137 +4% $928B 240
SaaS & Enterprise Software
3,177 +132 +4% $1.09T 266
Digital Payments & Fintech
3,148 +112 +4% $878B 148
Cloud Computing
3,133 +128 +4% $1.29T 64
Streaming & Digital Media
3,112 +159 +5% $1.03T 120
Medical Devices & Diagnostics
3,095 +111 +4% $813B 342
E-Commerce
Marketplaces
3,085 +132 +4% $826B 106
Semiconductors
3,030 +134 +5% $802B 178
Immunotherapy & Oncology
3,005 +117 +4% $885B 388
Internet of Things
2,966 +145 +5% $552B 99
Housing & Home Improvement
2,940 +88 +3% $449B 223
Social Media & Creator Economy
2,910 +134 +5% $933B 45
Defense Modernization
2,879 +150 +5% $645B 163
GLP-1 & Obesity
2,753 +103 +4% $462B 92
Video Games & Esports
2,664 +124 +5% $432B 55
Internet of Things
Wearables
2,586 +99 +4% $378B 21
Sin Stocks
2,495 +114 +5% $321B 78
Pet Economy
2,446 +89 +4% $257B 34
Cybersecurity
2,366 +71 +3% $204B 85
Oil & Gas
Oilfield Services
2,323 +147 +7% $214B 88
Housing & Home Improvement
Home & Garden Retail
2,279 +80 +4% $202B 30
Electric Vehicles
2,276 +125 +6% $198B 124
Infrastructure & Construction
2,239 +111 +5% $190B 127
Robotics & Automation
2,153 +92 +4% $159B 83
Genomics & Gene Editing
2,139 +56 +3% $208B 199
Clean Energy
2,134 +88 +4% $121B 134
Water
2,076 +124 +6% $150B 67
Defense Modernization
Defense Tech & C4ISR
2,028 +127 +7% $179B 53
Health & Wellness
1,988 +25 +1% $79.4B 78
Robotics & Automation
Industrial Automation
1,986 +83 +4% $121B 16
Energy Efficiency
1,959 +43 +2% $150B 31
Nuclear Energy
1,875 +64 +4% $153B 61
Defense Modernization
Munitions Restocking
1,871 +106 +6% $125B 11
Sin Stocks
Tobacco & Nicotine
1,870 +86 +5% $188B 13
Digital Health & Telemedicine
1,843 +100 +6% $177B 84
Oil & Gas
LNG
1,834 +85 +5% $100B 32
Quantum Computing
1,816 +62 +4% $93.8B 19
Small Business Economy
1,805 +82 +5% $132B 58
Agriculture & Food Technology
1,802 +146 +9% $101B 79
Data Centers & Digital Infrastructure
1,769 +77 +5% $158B 78
Reuse, Repair & Circular Economy
1,740 +96 +6% $109B 68
Space Economy
1,695 +116 +7% $110B 64
Copper & Industrial Metals
1,665 +76 +5% $90.8B 79
Longevity & Aging Population
1,625 +44 +3% $118B 60
Semiconductors
Analog & Power Semis
1,610 +75 +5% $127B 27
Artificial Intelligence
AI Inference Silicon
1,590 +50 +3% $78B 7
Carbon & Pollution Control
1,586 +69 +5% $72.7B 23
Electrification & Grid
1,523 +86 +6% $71.6B 59
Sin Stocks
Alcohol
1,489 +7 +0.5% $69.5B 24
Robotics & Automation
Warehouse & Logistics Robotics
1,437 +70 +5% $66.8B 3
Online Travel & Experiences
1,389 +64 +5% $115B 32
Genomics & Gene Editing
Gene Therapy
1,360 +42 +3% $39.9B 131
Digital Assets
1,328 +58 +5% $53.6B 160
Luxury & Affluent Consumer
1,305 +20 +2% $62.3B 40
Semiconductors
Semicap & Lithography
1,300 +67 +5% $78B 21
Gold & Precious Metals
1,235 +9 +0.7% $75.3B 133
Housing & Home Improvement
Homebuilders
1,229 +13 +1% $52.3B 45
Gold & Precious Metals
Gold & Silver Miners
1,218 +1 +0.1% $74.8B 124
Defense Modernization
Military Shipbuilding
1,179 +95 +9% $60.5B 6
GLP-1 & Obesity
Obesity Second-Order Effects
1,179 +15 +1% $44B 26
3D Printing & Additive Manufacturing
1,153 +51 +5% $39.1B 20
Defense Modernization
Drones & Counter-Drone
1,125 +100 +10% $49.3B 30
Water
Water Infrastructure
1,112 +76 +7% $42B 17
Data Centers & Digital Infrastructure
Power for AI
1,065 +53 +5% $35.3B 22
Digital Assets
Stablecoin Infrastructure
1,058 +73 +7% $39.3B 9
Agriculture & Food Technology
Precision Agriculture
1,045 +96 +10% $25.7B 4
Sin Stocks
Casinos
1,032 +55 +6% $52.7B 24
Cloud Computing
Edge Computing
1,028 +54 +6% $41.5B 11
Electric Vehicles
EV Charging Infrastructure
984 +53 +6% $14.3B 21
Electrification & Grid
Grid Equipment
980 +26 +3% $25.6B 10
Artificial Intelligence
Chinese AI
979 +9 +0.9% $112B 14
Future of Education
938 +33 +4% $41.9B 77
Autonomous Driving
935 +74 +9% $43.3B 53
Artificial Intelligence
AI Memory & HBM
932 +27 +3% $38.8B 12
Streaming & Digital Media
News Media
925 +25 +3% $24.2B 26
Clean Energy
Hydrogen & Fuel Cells
919 +30 +3% $27.9B 13
Artificial Intelligence
Agentic AI
909 +38 +4% $57.7B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
883 +35 +4% $54.6B 19
Semiconductors
Advanced Packaging
824 +39 +5% $33.9B 10
Electrification & Grid
Energy Storage
783 +70 +10% $25.3B 26
Semiconductors
Photonics & Optical Interconnect
766 +22 +3% $13.1B 20
Reshoring & American Manufacturing
764 +40 +6% $13.7B 20
Agriculture & Food Technology
Plant-Based Foods
759 +29 +4% $19.9B 17
Digital Payments & Fintech
Neobanks
696 +33 +5% $14.7B 25
Data Centers & Digital Infrastructure
Liquid Cooling
688 +31 +5% $11.7B 9
Internet of Things
Smart Home
643 +23 +4% $12.5B 17
Water
Sanitation
638 +41 +7% $10.5B 8
Lithium & Battery Materials
617 +30 +5% $11.1B 47
Clean Energy
Solar
600 -27 -4% $5.9B 54
Sin Stocks
Firearms
579 +12 +2% $8.62B 12
Cybersecurity
Agentic AI Security
550 +26 +5% $9.64B 2
Artificial Intelligence
AI Software & Applications
546 +7 +1% $6.41B 85
Critical Minerals & Rare Earths
544 +47 +9% $5.28B 60
Electrification & Grid
Transmission Buildout
536 +24 +5% $8.26B 6
Space Economy
Satellite Communications
497 +22 +5% $8B 16
Digital Assets
Corporate Crypto Treasuries
451 -7 -2% $4.61B 63
E-Commerce
Food Delivery
431 -4 -0.9% $20.7B 12
Sports Betting & iGaming
357 -1 -0.3% $4.99B 29
Cannabis
347 +45 +15% $4.07B 52
Nuclear Energy
Uranium Mining & Enrichment
315 +17 +6% $2.34B 20
Cybersecurity
Identity Security
301 -1 -0.3% $1.52B 15
Infrastructure & Construction
Green Building
269 +7 +3% $2.35B 5
Nuclear Energy
Small Modular Reactors
261 +22 +9% $2.26B 12
Digital Payments & Fintech
Buy Now Pay Later
254 -15 -6% $2.66B 13
Clean Energy
Wind
168 +25 +17% $363M 9
Space Economy
Launch Services
155 +16 +12% $1.23B 5
Virtual & Augmented Reality
126 -20 -14% $259M 20
Digital Assets
Bitcoin Miners
71 -3 -4% $127M 40