Theme Funds
holding
Growth Growth % Total
invested
Stocks
Oil & Gas
3,322 0 0% $1.37T 361
Artificial Intelligence
3,318 +31 +0.9% $1.78T 264
E-Commerce
3,231 +9 +0.3% $1.11T 240
Digital Payments & Fintech
3,214 +66 +2% $1.02T 148
SaaS & Enterprise Software
3,199 +22 +0.7% $1.2T 266
Cloud Computing
3,158 +25 +0.8% $1.42T 64
Medical Devices & Diagnostics
3,145 +50 +2% $919B 342
Streaming & Digital Media
3,134 +22 +0.7% $1.15T 120
E-Commerce
Marketplaces
3,115 +30 +1% $1T 106
Semiconductors
3,059 +29 +1% $887B 178
Immunotherapy & Oncology
3,031 +26 +0.9% $949B 388
Internet of Things
3,021 +55 +2% $655B 99
Housing & Home Improvement
2,987 +47 +2% $503B 223
Social Media & Creator Economy
2,967 +57 +2% $1.04T 45
Defense Modernization
2,893 +14 +0.5% $663B 163
GLP-1 & Obesity
2,769 +16 +0.6% $495B 92
Video Games & Esports
2,682 +18 +0.7% $473B 55
Internet of Things
Wearables
2,646 +60 +2% $480B 21
Sin Stocks
2,536 +41 +2% $365B 78
Pet Economy
2,483 +37 +2% $275B 34
Cybersecurity
2,410 +44 +2% $226B 85
Housing & Home Improvement
Home & Garden Retail
2,324 +45 +2% $218B 30
Oil & Gas
Oilfield Services
2,310 -13 -0.6% $205B 88
Electric Vehicles
2,293 +17 +0.7% $217B 124
Infrastructure & Construction
2,243 +4 +0.2% $193B 127
Genomics & Gene Editing
2,202 +63 +3% $236B 199
Robotics & Automation
2,197 +44 +2% $177B 83
Water
2,120 +44 +2% $164B 67
Clean Energy
2,117 -17 -0.8% $115B 134
Defense Modernization
Defense Tech & C4ISR
2,054 +26 +1% $186B 53
Health & Wellness
2,029 +41 +2% $95.5B 78
Robotics & Automation
Industrial Automation
2,025 +39 +2% $133B 16
Energy Efficiency
2,020 +61 +3% $162B 31
Sin Stocks
Tobacco & Nicotine
1,918 +48 +3% $222B 13
Digital Health & Telemedicine
1,901 +58 +3% $192B 84
Defense Modernization
Munitions Restocking
1,901 +30 +2% $129B 11
Nuclear Energy
1,895 +20 +1% $162B 61
Quantum Computing
1,863 +47 +3% $96.5B 19
Oil & Gas
LNG
1,841 +7 +0.4% $105B 32
Small Business Economy
1,835 +30 +2% $141B 58
Data Centers & Digital Infrastructure
1,810 +41 +2% $180B 78
Agriculture & Food Technology
1,807 +5 +0.3% $101B 79
Reuse, Repair & Circular Economy
1,755 +15 +0.9% $122B 68
Space Economy
1,731 +36 +2% $115B 64
Copper & Industrial Metals
1,721 +56 +3% $97.5B 79
Semiconductors
Analog & Power Semis
1,683 +73 +5% $148B 27
Longevity & Aging Population
1,639 +14 +0.9% $127B 60
Carbon & Pollution Control
1,574 -12 -0.8% $69.4B 23
Electrification & Grid
1,571 +48 +3% $83.8B 59
Sin Stocks
Alcohol
1,527 +38 +3% $73.6B 24
Artificial Intelligence
AI Inference Silicon
1,521 -69 -4% $67.3B 7
Robotics & Automation
Warehouse & Logistics Robotics
1,473 +36 +3% $72.6B 3
Online Travel & Experiences
1,434 +45 +3% $135B 32
Genomics & Gene Editing
Gene Therapy
1,383 +23 +2% $44.4B 131
Digital Assets
1,373 +45 +3% $57.7B 160
Semiconductors
Semicap & Lithography
1,354 +54 +4% $95.1B 21
Luxury & Affluent Consumer
1,297 -8 -0.6% $62.8B 40
Housing & Home Improvement
Homebuilders
1,266 +37 +3% $61.8B 45
Gold & Precious Metals
1,236 +1 +0.1% $84.4B 133
Gold & Precious Metals
Gold & Silver Miners
1,224 +6 +0.5% $83.8B 124
Defense Modernization
Military Shipbuilding
1,220 +41 +3% $64.8B 6
GLP-1 & Obesity
Obesity Second-Order Effects
1,186 +7 +0.6% $47.7B 26
Defense Modernization
Drones & Counter-Drone
1,139 +14 +1% $50.8B 30
Water
Water Infrastructure
1,134 +22 +2% $44.2B 17
3D Printing & Additive Manufacturing
1,132 -21 -2% $44.7B 20
Data Centers & Digital Infrastructure
Power for AI
1,095 +30 +3% $40.1B 22
Sin Stocks
Casinos
1,074 +42 +4% $58.8B 24
Digital Assets
Stablecoin Infrastructure
1,073 +15 +1% $42.7B 9
Agriculture & Food Technology
Precision Agriculture
1,069 +24 +2% $27B 4
Artificial Intelligence
Chinese AI
1,048 +69 +7% $135B 14
Electrification & Grid
Grid Equipment
1,005 +25 +3% $29.1B 10
Cloud Computing
Edge Computing
1,003 -25 -2% $40.9B 11
Future of Education
996 +58 +6% $53B 77
Autonomous Driving
982 +47 +5% $54.7B 53
Electric Vehicles
EV Charging Infrastructure
980 -4 -0.4% $13.3B 21
Artificial Intelligence
AI Memory & HBM
976 +44 +5% $48.7B 12
Artificial Intelligence
Agentic AI
952 +43 +5% $69.3B 13
Streaming & Digital Media
News Media
946 +21 +2% $28.6B 26
Clean Energy
Hydrogen & Fuel Cells
926 +7 +0.8% $26.4B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
886 +3 +0.3% $66.2B 19
Semiconductors
Advanced Packaging
828 +4 +0.5% $38.9B 10
Electrification & Grid
Energy Storage
810 +27 +3% $33B 26
Semiconductors
Photonics & Optical Interconnect
794 +28 +4% $15.7B 20
Reshoring & American Manufacturing
767 +3 +0.4% $13.6B 20
Agriculture & Food Technology
Plant-Based Foods
761 +2 +0.3% $19.6B 17
Digital Payments & Fintech
Neobanks
701 +5 +0.7% $15.6B 25
Data Centers & Digital Infrastructure
Liquid Cooling
677 -11 -2% $12.5B 9
Lithium & Battery Materials
673 +56 +9% $13.3B 47
Internet of Things
Smart Home
659 +16 +2% $13.7B 17
Water
Sanitation
627 -11 -2% $10.7B 8
Critical Minerals & Rare Earths
585 +41 +8% $6.83B 60
Clean Energy
Solar
584 -16 -3% $5.66B 54
Sin Stocks
Firearms
571 -8 -1% $8.57B 12
Artificial Intelligence
AI Software & Applications
567 +21 +4% $7.5B 85
Cybersecurity
Agentic AI Security
555 +5 +0.9% $8.26B 2
Electrification & Grid
Transmission Buildout
547 +11 +2% $8.7B 6
Space Economy
Satellite Communications
512 +15 +3% $8.48B 16
E-Commerce
Food Delivery
448 +17 +4% $25.1B 12
Digital Assets
Corporate Crypto Treasuries
426 -25 -6% $4.15B 63
Sports Betting & iGaming
353 -4 -1% $5.85B 29
Cannabis
340 -7 -2% $3.84B 52
Nuclear Energy
Uranium Mining & Enrichment
340 +25 +8% $2.7B 20
Cybersecurity
Identity Security
295 -6 -2% $1.72B 15
Nuclear Energy
Small Modular Reactors
266 +5 +2% $2.54B 12
Infrastructure & Construction
Green Building
265 -4 -1% $2.51B 5
Digital Payments & Fintech
Buy Now Pay Later
251 -3 -1% $2.85B 13
Clean Energy
Wind
179 +11 +7% $568M 9
Space Economy
Launch Services
165 +10 +6% $1.51B 5
Virtual & Augmented Reality
130 +4 +3% $374M 20
Digital Assets
Bitcoin Miners
66 -5 -7% $100M 40