Themes Most Commonly
Held In Funds’ Top 10
Main themes
Sub themes
3D Printing & Additive Manufacturing
Agriculture & Food Technology
Artificial Intelligence
Autonomous Driving
Cannabis
Carbon & Pollution Control
Clean Energy
Cloud Computing
Copper & Industrial Metals
Critical Minerals & Rare Earths
Cybersecurity
Data Centers & Digital Infrastructure
Defense Modernization
Digital Assets
Digital Health & Telemedicine
Digital Payments & Fintech
E-Commerce
Electric Vehicles
Electrification & Grid
Energy Efficiency
Future of Education
Genomics & Gene Editing
GLP-1 & Obesity
Gold & Precious Metals
Health & Wellness
Housing & Home Improvement
Immunotherapy & Oncology
Infrastructure & Construction
Internet of Things
Lithium & Battery Materials
Longevity & Aging Population
Luxury & Affluent Consumer
Medical Devices & Diagnostics
Nuclear Energy
Oil & Gas
Online Travel & Experiences
Pet Economy
Quantum Computing
Reshoring & American Manufacturing
Reuse, Repair & Circular Economy
Robotics & Automation
SaaS & Enterprise Software
Semiconductors
Sin Stocks
Small Business Economy
Social Media & Creator Economy
Space Economy
Sports Betting & iGaming
Streaming & Digital Media
Video Games & Esports
Virtual & Augmented Reality
Water
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100
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100
| # | Theme |
Holding in top 10 | Growth | Growth % |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Artificial Intelligence
| 1,886 | +61 | +3% | 3,319 | 264 |
|
| 2 |
E-Commerce
| 1,787 | +7 | +0.4% | 3,276 | 240 |
|
| 3 |
Digital Payments & Fintech
| 1,761 | +29 | +2% | 3,225 | 148 |
|
| 4 |
Cloud Computing
| 1,716 | +40 | +2% | 3,202 | 64 |
|
| 5 |
E-Commerce
Marketplaces
| 1,705 | +9 | +0.5% | 3,155 | 106 |
|
| 6 |
Social Media & Creator Economy
| 1,564 | +52 | +3% | 2,983 | 45 |
|
| 7 |
SaaS & Enterprise Software
| 1,516 | +18 | +1% | 3,202 | 266 |
|
| 8 |
Internet of Things
| 1,470 | +12 | +0.8% | 3,002 | 99 |
|
| 9 |
Streaming & Digital Media
| 1,268 | -48 | -4% | 3,173 | 120 |
|
| 10 |
Internet of Things
Wearables
| 1,258 | +10 | +0.8% | 2,644 | 21 |
|
| 11 |
Immunotherapy & Oncology
| 1,225 | -57 | -4% | 3,022 | 388 |
|
| 12 |
Medical Devices & Diagnostics
| 1,224 | -82 | -6% | 3,128 | 342 |
|
| 13 |
Oil & Gas
| 1,204 | +83 | +7% | 3,296 | 361 |
|
| 14 |
Video Games & Esports
| 1,080 | +33 | +3% | 2,717 | 55 |
|
| 15 |
Semiconductors
| 941 | +47 | +5% | 3,078 | 178 |
|
| 16 |
Housing & Home Improvement
| 632 | +11 | +2% | 3,006 | 223 |
|
| 17 |
Defense Modernization
| 603 | -39 | -6% | 2,881 | 163 |
|
| 18 |
GLP-1 & Obesity
| 435 | -20 | -4% | 2,759 | 92 |
|
| 19 |
Sin Stocks
| 310 | -51 | -14% | 2,520 | 78 |
|
| 20 |
Cybersecurity
| 308 | +30 | +11% | 2,416 | 85 |
|
| 21 |
Genomics & Gene Editing
| 295 | +27 | +10% | 2,251 | 199 |
|
| 22 |
Housing & Home Improvement
Home & Garden Retail
| 292 | +13 | +5% | 2,341 | 30 |
|
| 23 |
Electric Vehicles
| 288 | +21 | +8% | 2,303 | 124 |
|
| 24 |
Artificial Intelligence
Chinese AI
| 268 | +19 | +8% | 1,255 | 14 |
|
| 25 |
Water
| 248 | +69 | +39% | 2,288 | 67 |
|
| 26 |
Infrastructure & Construction
| 227 | +5 | +2% | 2,279 | 127 |
|
| 27 |
Pet Economy
| 215 | -30 | -12% | 2,429 | 34 |
|
| 28 |
Digital Health & Telemedicine
| 200 | -7 | -3% | 1,959 | 84 |
|
| 29 |
Data Centers & Digital Infrastructure
| 189 | +1 | +0.5% | 1,873 | 78 |
|
| 30 |
Robotics & Automation
| 176 | +17 | +11% | 2,221 | 83 |
|
| 31 |
Small Business Economy
| 170 | +1 | +0.6% | 1,876 | 58 |
|
| 32 |
Clean Energy
| 159 | +24 | +18% | 2,176 | 134 |
|
| 33 |
Online Travel & Experiences
| 153 | -41 | -21% | 1,483 | 32 |
|
| 34 |
Energy Efficiency
| 151 | -3 | -2% | 2,043 | 31 |
|
| 35 |
Oil & Gas
Oilfield Services
| 149 | +21 | +16% | 2,266 | 88 |
|
| 36 |
Reuse, Repair & Circular Economy
| 148 | +19 | +15% | 1,768 | 68 |
|
| 37 |
Health & Wellness
| 143 | +2 | +1% | 2,078 | 78 |
|
| 38 |
Defense Modernization
Defense Tech & C4ISR
| 138 | -16 | -10% | 2,078 | 53 |
|
| 39 |
Semiconductors
Semicap & Lithography
| 136 | +44 | +48% | 1,459 | 21 |
|
| 40 |
Space Economy
| 133 | +16 | +14% | 1,796 | 64 |
|
| 41 |
Robotics & Automation
Industrial Automation
| 127 | +10 | +9% | 2,041 | 16 |
|
| 42 |
Future of Education
| 121 | -2 | -2% | 1,024 | 77 |
|
| 43 |
Sin Stocks
Tobacco & Nicotine
| 119 | -46 | -28% | 1,900 | 13 |
|
| 44 |
Digital Assets
| 117 | +4 | +4% | 1,433 | 160 |
|
| 45 |
Copper & Industrial Metals
| 116 | +7 | +6% | 1,696 | 79 |
|
| 46 |
Semiconductors
Analog & Power Semis
| 114 | +12 | +12% | 1,777 | 27 |
|
| 47 |
Agriculture & Food Technology
| 112 | -7 | -6% | 1,821 | 79 |
|
| 48 |
Defense Modernization
Munitions Restocking
| 112 | -14 | -11% | 1,942 | 11 |
|
| 49 |
Nuclear Energy
| 107 | -6 | -5% | 1,885 | 61 |
|
| 50 |
Housing & Home Improvement
Homebuilders
| 102 | +8 | +9% | 1,342 | 45 |
|
| 51 |
Sin Stocks
Alcohol
| 100 | -7 | -7% | 1,547 | 24 |
|
| 52 |
Oil & Gas
LNG
| 96 | +15 | +19% | 1,830 | 32 |
|
| 53 |
Artificial Intelligence
AI Memory & HBM
| 94 | +21 | +29% | 1,063 | 12 |
|
| 54 |
Sin Stocks
Casinos
| 93 | +5 | +6% | 1,120 | 24 |
|
| 55 |
Longevity & Aging Population
| 93 | -30 | -24% | 1,669 | 60 |
|
| 56 |
Genomics & Gene Editing
Gene Therapy
| 92 | +10 | +12% | 1,441 | 131 |
|
| 57 |
Gold & Precious Metals
| 90 | +1 | +1% | 1,240 | 133 |
|
| 58 |
Gold & Precious Metals
Gold & Silver Miners
| 90 | +2 | +2% | 1,227 | 124 |
|
| 59 |
Digital Assets
Stablecoin Infrastructure
| 90 | +4 | +5% | 1,155 | 9 |
|
| 60 |
Electrification & Grid
| 87 | -7 | -7% | 1,638 | 59 |
|
| 61 |
Robotics & Automation
Warehouse & Logistics Robotics
| 86 | +13 | +18% | 1,534 | 3 |
|
| 62 |
Streaming & Digital Media
News Media
| 76 | -1 | -1% | 965 | 26 |
|
| 63 |
Autonomous Driving
| 70 | +11 | +19% | 1,097 | 53 |
|
| 64 |
Luxury & Affluent Consumer
| 69 | +5 | +8% | 1,272 | 40 |
|
| 65 |
Semiconductors
Advanced Packaging
| 64 | +3 | +5% | 812 | 10 |
|
| 66 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 62 | +8 | +15% | 982 | 19 |
|
| 67 |
Carbon & Pollution Control
| 61 | -12 | -16% | 1,541 | 23 |
|
| 68 |
Digital Payments & Fintech
Neobanks
| 61 | -3 | -5% | 685 | 25 |
|
| 69 |
Quantum Computing
| 61 | -7 | -10% | 1,759 | 19 |
|
| 70 |
E-Commerce
Food Delivery
| 60 | -5 | -8% | 542 | 12 |
|
| 71 |
Artificial Intelligence
Agentic AI
| 59 | +3 | +5% | 1,011 | 13 |
|
| 72 |
Water
Water Infrastructure
| 53 | 0 | 0% | 1,148 | 17 |
|
| 73 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 51 | -11 | -18% | 1,141 | 26 |
|
| 74 |
Defense Modernization
Drones & Counter-Drone
| 49 | +11 | +29% | 1,207 | 30 |
|
| 75 |
Space Economy
Satellite Communications
| 38 | -2 | -5% | 505 | 16 |
|
| 76 |
Electrification & Grid
Energy Storage
| 36 | -2 | -5% | 891 | 26 |
|
| 77 |
Artificial Intelligence
AI Inference Silicon
| 32 | -20 | -38% | 1,432 | 7 |
|
| 78 |
Semiconductors
Photonics & Optical Interconnect
| 32 | -6 | -16% | 813 | 20 |
|
| 79 |
Data Centers & Digital Infrastructure
Power for AI
| 28 | 0 | 0% | 1,132 | 22 |
|
| 80 |
Agriculture & Food Technology
Precision Agriculture
| 28 | -11 | -28% | 1,097 | 4 |
|
| 81 |
Clean Energy
Solar
| 26 | +9 | +53% | 629 | 54 |
|
| 82 |
Cybersecurity
Agentic AI Security
| 24 | +2 | +9% | 572 | 2 |
|
| 83 |
Defense Modernization
Military Shipbuilding
| 24 | -1 | -4% | 1,216 | 6 |
|
| 84 |
3D Printing & Additive Manufacturing
| 22 | -1 | -4% | 1,124 | 20 |
|
| 85 |
Lithium & Battery Materials
| 22 | +5 | +29% | 727 | 47 |
|
| 86 |
Electric Vehicles
EV Charging Infrastructure
| 21 | +3 | +17% | 983 | 21 |
|
| 87 |
Internet of Things
Smart Home
| 20 | +2 | +11% | 697 | 17 |
|
| 88 |
Electrification & Grid
Transmission Buildout
| 20 | +2 | +11% | 594 | 6 |
|
| 89 |
Critical Minerals & Rare Earths
| 18 | +2 | +13% | 595 | 60 |
|
| 90 |
Cloud Computing
Edge Computing
| 18 | -2 | -10% | 887 | 11 |
|
| 91 |
Artificial Intelligence
AI Software & Applications
| 17 | -3 | -15% | 579 | 85 |
|
| 92 |
Clean Energy
Hydrogen & Fuel Cells
| 17 | -2 | -11% | 979 | 13 |
|
| 93 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 17 | +3 | +21% | 700 | 9 |
|
| 94 |
Water
Sanitation
| 17 | +3 | +21% | 636 | 8 |
|
| 95 |
Electrification & Grid
Grid Equipment
| 15 | -5 | -25% | 1,019 | 10 |
|
| 96 |
Agriculture & Food Technology
Plant-Based Foods
| 15 | +4 | +36% | 767 | 17 |
|
| 97 |
Digital Payments & Fintech
Buy Now Pay Later
| 14 | +4 | +40% | 324 | 13 |
|
| 98 |
Sports Betting & iGaming
| 13 | +3 | +30% | 392 | 29 |
|
| 99 |
Sin Stocks
Firearms
| 12 | -6 | -33% | 548 | 12 |
|
| 100 |
Reshoring & American Manufacturing
| 9 | 0 | 0% | 708 | 20 |
|
| 101 |
Space Economy
Launch Services
| 8 | +4 | +100% | 215 | 5 |
|
| 102 |
Infrastructure & Construction
Green Building
| 7 | +1 | +17% | 280 | 5 |
|
| 103 |
Virtual & Augmented Reality
| 7 | +3 | +75% | 142 | 20 |
|
| 104 |
Digital Assets
Corporate Crypto Treasuries
| 6 | 0 | 0% | 402 | 63 |
|
| 105 |
Cybersecurity
Identity Security
| 5 | +1 | +25% | 343 | 15 |
|
| 106 |
Nuclear Energy
Uranium Mining & Enrichment
| 5 | -2 | -29% | 335 | 20 |
|
| 107 |
Clean Energy
Wind
| 5 | -1 | -17% | 195 | 9 |
|
| 108 |
Nuclear Energy
Small Modular Reactors
| 4 | 0 | 0% | 251 | 12 |
|
| 109 |
Cannabis
| 3 | 0 | 0% | 337 | 52 |
|
| 110 |
Digital Assets
Bitcoin Miners
| 1 | -1 | -50% | 54 | 40 |
|