Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,318 0 0% $1.91T 264
Oil & Gas
3,313 -9 -0.3% $1.28T 361
E-Commerce
3,267 +36 +1% $1.18T 240
Digital Payments & Fintech
3,227 +13 +0.4% $1.05T 148
SaaS & Enterprise Software
3,205 +6 +0.2% $1.27T 266
Cloud Computing
3,188 +30 +0.9% $1.55T 64
Streaming & Digital Media
3,153 +19 +0.6% $1.2T 120
E-Commerce
Marketplaces
3,144 +29 +0.9% $1.07T 106
Medical Devices & Diagnostics
3,130 -15 -0.5% $1T 342
Semiconductors
3,061 +2 +0.1% $905B 178
Immunotherapy & Oncology
3,028 -3 -0.1% $992B 388
Housing & Home Improvement
3,008 +21 +0.7% $515B 223
Internet of Things
3,004 -17 -0.6% $652B 99
Social Media & Creator Economy
2,974 +7 +0.2% $1.11T 45
Defense Modernization
2,884 -9 -0.3% $676B 163
GLP-1 & Obesity
2,771 +2 +0.1% $518B 92
Video Games & Esports
2,720 +38 +1% $504B 55
Internet of Things
Wearables
2,635 -11 -0.4% $472B 21
Sin Stocks
2,523 -13 -0.5% $385B 78
Pet Economy
2,463 -20 -0.8% $275B 34
Cybersecurity
2,397 -13 -0.5% $214B 85
Housing & Home Improvement
Home & Garden Retail
2,335 +11 +0.5% $223B 30
Electric Vehicles
2,300 +7 +0.3% $224B 124
Oil & Gas
Oilfield Services
2,259 -51 -2% $176B 88
Infrastructure & Construction
2,257 +14 +0.6% $204B 127
Genomics & Gene Editing
2,242 +40 +2% $264B 199
Robotics & Automation
2,213 +16 +0.7% $185B 83
Clean Energy
2,130 +13 +0.6% $119B 134
Water
2,120 0 0% $167B 67
Defense Modernization
Defense Tech & C4ISR
2,061 +7 +0.3% $197B 53
Health & Wellness
2,055 +26 +1% $106B 78
Energy Efficiency
2,044 +24 +1% $171B 31
Robotics & Automation
Industrial Automation
2,038 +13 +0.6% $140B 16
Digital Health & Telemedicine
1,950 +49 +3% $216B 84
Sin Stocks
Tobacco & Nicotine
1,913 -5 -0.3% $230B 13
Defense Modernization
Munitions Restocking
1,907 +6 +0.3% $136B 11
Nuclear Energy
1,898 +3 +0.2% $168B 61
Small Business Economy
1,851 +16 +0.9% $154B 58
Data Centers & Digital Infrastructure
1,846 +36 +2% $187B 78
Oil & Gas
LNG
1,811 -30 -2% $98.9B 32
Agriculture & Food Technology
1,806 -1 -0.1% $102B 79
Quantum Computing
1,796 -67 -4% $84.5B 19
Space Economy
1,760 +29 +2% $121B 64
Reuse, Repair & Circular Economy
1,753 -2 -0.1% $111B 68
Semiconductors
Analog & Power Semis
1,711 +28 +2% $142B 27
Copper & Industrial Metals
1,673 -48 -3% $89.2B 79
Longevity & Aging Population
1,659 +20 +1% $139B 60
Electrification & Grid
1,613 +42 +3% $89.2B 59
Carbon & Pollution Control
1,554 -20 -1% $67.8B 23
Sin Stocks
Alcohol
1,520 -7 -0.5% $77.2B 24
Robotics & Automation
Warehouse & Logistics Robotics
1,495 +22 +1% $77B 3
Online Travel & Experiences
1,482 +48 +3% $146B 32
Artificial Intelligence
AI Inference Silicon
1,476 -45 -3% $64.7B 7
Genomics & Gene Editing
Gene Therapy
1,412 +29 +2% $50.1B 131
Semiconductors
Semicap & Lithography
1,397 +43 +3% $96.7B 21
Digital Assets
1,387 +14 +1% $70.3B 160
Housing & Home Improvement
Homebuilders
1,343 +77 +6% $67.3B 45
Luxury & Affluent Consumer
1,289 -8 -0.6% $66.9B 40
Gold & Precious Metals
1,231 -5 -0.4% $79B 133
Gold & Precious Metals
Gold & Silver Miners
1,219 -5 -0.4% $78.5B 124
Defense Modernization
Military Shipbuilding
1,198 -22 -2% $66.5B 6
GLP-1 & Obesity
Obesity Second-Order Effects
1,165 -21 -2% $48.9B 26
Defense Modernization
Drones & Counter-Drone
1,149 +10 +0.9% $53.3B 30
Artificial Intelligence
Chinese AI
1,144 +96 +9% $175B 14
3D Printing & Additive Manufacturing
1,140 +8 +0.7% $45.2B 20
Data Centers & Digital Infrastructure
Power for AI
1,128 +33 +3% $41.8B 22
Water
Water Infrastructure
1,125 -9 -0.8% $46.3B 17
Agriculture & Food Technology
Precision Agriculture
1,103 +34 +3% $30B 4
Digital Assets
Stablecoin Infrastructure
1,099 +26 +2% $53.8B 9
Sin Stocks
Casinos
1,097 +23 +2% $67.9B 24
Autonomous Driving
1,054 +72 +7% $62B 53
Electrification & Grid
Grid Equipment
1,030 +25 +2% $30.6B 10
Artificial Intelligence
AI Memory & HBM
1,013 +37 +4% $50.1B 12
Future of Education
1,003 +7 +0.7% $57B 77
Artificial Intelligence
Agentic AI
979 +27 +3% $77.2B 13
Electric Vehicles
EV Charging Infrastructure
963 -17 -2% $14B 21
Clean Energy
Hydrogen & Fuel Cells
951 +25 +3% $27.6B 13
Streaming & Digital Media
News Media
942 -4 -0.4% $28.1B 26
Cloud Computing
Edge Computing
925 -78 -8% $29.8B 11
Data Centers & Digital Infrastructure
Interconnect & Colocation
912 +26 +3% $65.7B 19
Electrification & Grid
Energy Storage
878 +68 +8% $38B 26
Semiconductors
Advanced Packaging
841 +13 +2% $40.5B 10
Semiconductors
Photonics & Optical Interconnect
810 +16 +2% $17.5B 20
Agriculture & Food Technology
Plant-Based Foods
751 -10 -1% $17.9B 17
Reshoring & American Manufacturing
729 -38 -5% $12.7B 20
Lithium & Battery Materials
690 +17 +3% $12.5B 47
Digital Payments & Fintech
Neobanks
676 -25 -4% $15.9B 25
Internet of Things
Smart Home
672 +13 +2% $15.2B 17
Data Centers & Digital Infrastructure
Liquid Cooling
669 -8 -1% $12.9B 9
Water
Sanitation
617 -10 -2% $10.8B 8
Clean Energy
Solar
593 +9 +2% $6.65B 54
Critical Minerals & Rare Earths
585 0 0% $6.74B 60
Artificial Intelligence
AI Software & Applications
572 +5 +0.9% $7.57B 85
Cybersecurity
Agentic AI Security
567 +12 +2% $9.5B 2
Sin Stocks
Firearms
556 -15 -3% $8.47B 12
Electrification & Grid
Transmission Buildout
545 -2 -0.4% $8.48B 6
E-Commerce
Food Delivery
522 +74 +17% $30.8B 12
Space Economy
Satellite Communications
520 +8 +2% $9.47B 16
Digital Assets
Corporate Crypto Treasuries
409 -17 -4% $4.12B 63
Sports Betting & iGaming
373 +20 +6% $7.27B 29
Cybersecurity
Identity Security
342 +47 +16% $2.14B 15
Nuclear Energy
Uranium Mining & Enrichment
342 +2 +0.6% $2.34B 20
Cannabis
335 -5 -1% $3.68B 52
Infrastructure & Construction
Green Building
269 +4 +2% $2.44B 5
Nuclear Energy
Small Modular Reactors
260 -6 -2% $2.08B 12
Digital Payments & Fintech
Buy Now Pay Later
258 +7 +3% $3.33B 13
Clean Energy
Wind
175 -4 -2% $518M 9
Space Economy
Launch Services
160 -5 -3% $1.46B 5
Virtual & Augmented Reality
125 -5 -4% $339M 20
Digital Assets
Bitcoin Miners
65 -1 -2% $66.8M 40