Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,319 +1 +0% $2.07T 264
Oil & Gas
3,296 -17 -0.5% $1.39T 361
E-Commerce
3,276 +9 +0.3% $1.25T 240
Digital Payments & Fintech
3,225 -2 -0.1% $1.13T 148
Cloud Computing
3,202 +14 +0.4% $1.62T 64
SaaS & Enterprise Software
3,202 -3 -0.1% $1.34T 266
Streaming & Digital Media
3,173 +20 +0.6% $1.24T 120
E-Commerce
Marketplaces
3,155 +11 +0.3% $1.13T 106
Medical Devices & Diagnostics
3,128 -2 -0.1% $1.06T 342
Semiconductors
3,078 +17 +0.6% $1T 178
Immunotherapy & Oncology
3,022 -6 -0.2% $1.05T 388
Housing & Home Improvement
3,006 -2 -0.1% $538B 223
Internet of Things
3,002 -2 -0.1% $679B 99
Social Media & Creator Economy
2,983 +9 +0.3% $1.2T 45
Defense Modernization
2,881 -3 -0.1% $718B 163
GLP-1 & Obesity
2,759 -12 -0.4% $527B 92
Video Games & Esports
2,717 -3 -0.1% $545B 55
Internet of Things
Wearables
2,644 +9 +0.3% $493B 21
Sin Stocks
2,520 -3 -0.1% $384B 78
Pet Economy
2,429 -34 -1% $275B 34
Cybersecurity
2,416 +19 +0.8% $234B 85
Housing & Home Improvement
Home & Garden Retail
2,341 +6 +0.3% $229B 30
Electric Vehicles
2,303 +3 +0.1% $243B 124
Water
2,288 +168 +8% $232B 67
Infrastructure & Construction
2,279 +22 +1% $218B 127
Oil & Gas
Oilfield Services
2,266 +7 +0.3% $199B 88
Genomics & Gene Editing
2,251 +9 +0.4% $282B 199
Robotics & Automation
2,221 +8 +0.4% $200B 83
Clean Energy
2,176 +46 +2% $131B 134
Defense Modernization
Defense Tech & C4ISR
2,078 +17 +0.8% $206B 53
Health & Wellness
2,078 +23 +1% $114B 78
Energy Efficiency
2,043 -1 -0% $175B 31
Robotics & Automation
Industrial Automation
2,041 +3 +0.1% $150B 16
Digital Health & Telemedicine
1,959 +9 +0.5% $226B 84
Defense Modernization
Munitions Restocking
1,942 +35 +2% $142B 11
Sin Stocks
Tobacco & Nicotine
1,900 -13 -0.7% $216B 13
Nuclear Energy
1,885 -13 -0.7% $174B 61
Small Business Economy
1,876 +25 +1% $165B 58
Data Centers & Digital Infrastructure
1,873 +27 +1% $201B 78
Oil & Gas
LNG
1,830 +19 +1% $126B 32
Agriculture & Food Technology
1,821 +15 +0.8% $111B 79
Space Economy
1,796 +36 +2% $134B 64
Semiconductors
Analog & Power Semis
1,777 +66 +4% $161B 27
Reuse, Repair & Circular Economy
1,768 +15 +0.9% $124B 68
Quantum Computing
1,759 -37 -2% $78.2B 19
Copper & Industrial Metals
1,696 +23 +1% $104B 79
Longevity & Aging Population
1,669 +10 +0.6% $135B 60
Electrification & Grid
1,638 +25 +2% $88.9B 59
Sin Stocks
Alcohol
1,547 +27 +2% $82.5B 24
Carbon & Pollution Control
1,541 -13 -0.8% $69.6B 23
Robotics & Automation
Warehouse & Logistics Robotics
1,534 +39 +3% $82B 3
Online Travel & Experiences
1,483 +1 +0.1% $144B 32
Semiconductors
Semicap & Lithography
1,459 +62 +4% $122B 21
Genomics & Gene Editing
Gene Therapy
1,441 +29 +2% $53.5B 131
Digital Assets
1,433 +46 +3% $79.2B 160
Artificial Intelligence
AI Inference Silicon
1,432 -44 -3% $60.5B 7
Housing & Home Improvement
Homebuilders
1,342 -1 -0.1% $71.7B 45
Luxury & Affluent Consumer
1,272 -17 -1% $72.6B 40
Artificial Intelligence
Chinese AI
1,255 +111 +10% $224B 14
Gold & Precious Metals
1,240 +9 +0.7% $84B 133
Gold & Precious Metals
Gold & Silver Miners
1,227 +8 +0.7% $83.4B 124
Defense Modernization
Military Shipbuilding
1,216 +18 +2% $71.1B 6
Defense Modernization
Drones & Counter-Drone
1,207 +58 +5% $61.5B 30
Digital Assets
Stablecoin Infrastructure
1,155 +56 +5% $63B 9
Water
Water Infrastructure
1,148 +23 +2% $49.7B 17
GLP-1 & Obesity
Obesity Second-Order Effects
1,141 -24 -2% $47.8B 26
Data Centers & Digital Infrastructure
Power for AI
1,132 +4 +0.4% $42.7B 22
3D Printing & Additive Manufacturing
1,124 -16 -1% $48.2B 20
Sin Stocks
Casinos
1,120 +23 +2% $74.4B 24
Autonomous Driving
1,097 +43 +4% $64.7B 53
Agriculture & Food Technology
Precision Agriculture
1,097 -6 -0.5% $31.2B 4
Artificial Intelligence
AI Memory & HBM
1,063 +50 +5% $67.9B 12
Future of Education
1,024 +21 +2% $61.2B 77
Electrification & Grid
Grid Equipment
1,019 -11 -1% $30.5B 10
Artificial Intelligence
Agentic AI
1,011 +32 +3% $84B 13
Electric Vehicles
EV Charging Infrastructure
983 +20 +2% $15.2B 21
Data Centers & Digital Infrastructure
Interconnect & Colocation
982 +70 +8% $73.8B 19
Clean Energy
Hydrogen & Fuel Cells
979 +28 +3% $29.4B 13
Streaming & Digital Media
News Media
965 +23 +2% $29.4B 26
Electrification & Grid
Energy Storage
891 +13 +1% $36.6B 26
Cloud Computing
Edge Computing
887 -38 -4% $27.5B 11
Semiconductors
Photonics & Optical Interconnect
813 +3 +0.4% $17.2B 20
Semiconductors
Advanced Packaging
812 -29 -3% $43.3B 10
Agriculture & Food Technology
Plant-Based Foods
767 +16 +2% $19.6B 17
Lithium & Battery Materials
727 +37 +5% $16.8B 47
Reshoring & American Manufacturing
708 -21 -3% $12.5B 20
Data Centers & Digital Infrastructure
Liquid Cooling
700 +31 +5% $14.3B 9
Internet of Things
Smart Home
697 +25 +4% $16.1B 17
Digital Payments & Fintech
Neobanks
685 +9 +1% $18.3B 25
Water
Sanitation
636 +19 +3% $11.6B 8
Clean Energy
Solar
629 +36 +6% $7.23B 54
Critical Minerals & Rare Earths
595 +10 +2% $7.76B 60
Electrification & Grid
Transmission Buildout
594 +49 +9% $9.37B 6
Artificial Intelligence
AI Software & Applications
579 +7 +1% $7.5B 85
Cybersecurity
Agentic AI Security
572 +5 +0.9% $10.7B 2
Sin Stocks
Firearms
548 -8 -1% $8.58B 12
E-Commerce
Food Delivery
542 +20 +4% $29.8B 12
Space Economy
Satellite Communications
505 -15 -3% $9.22B 16
Digital Assets
Corporate Crypto Treasuries
402 -7 -2% $3.4B 63
Sports Betting & iGaming
392 +19 +5% $8.41B 29
Cybersecurity
Identity Security
343 +1 +0.3% $1.92B 15
Cannabis
337 +2 +0.6% $3.93B 52
Nuclear Energy
Uranium Mining & Enrichment
335 -7 -2% $2.24B 20
Digital Payments & Fintech
Buy Now Pay Later
324 +66 +26% $5.18B 13
Infrastructure & Construction
Green Building
280 +11 +4% $3B 5
Nuclear Energy
Small Modular Reactors
251 -9 -3% $1.99B 12
Space Economy
Launch Services
215 +55 +34% $2.57B 5
Clean Energy
Wind
195 +20 +11% $542M 9
Virtual & Augmented Reality
142 +17 +14% $529M 20
Digital Assets
Bitcoin Miners
54 -11 -17% $64.7M 40