Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,654 +335 +10% $2.22T 264
Oil & Gas
3,613 +317 +10% $1.47T 361
E-Commerce
3,608 +332 +10% $1.4T 240
Digital Payments & Fintech
3,562 +337 +10% $1.24T 148
SaaS & Enterprise Software
3,527 +325 +10% $1.47T 266
Cloud Computing
3,520 +318 +10% $1.8T 64
E-Commerce
Marketplaces
3,481 +326 +10% $1.27T 106
Streaming & Digital Media
3,478 +305 +10% $1.36T 120
Medical Devices & Diagnostics
3,411 +283 +9% $1.12T 342
Semiconductors
3,360 +282 +9% $1.09T 178
Internet of Things
3,338 +336 +11% $747B 99
Immunotherapy & Oncology
3,300 +278 +9% $1.04T 388
Housing & Home Improvement
3,288 +282 +9% $601B 223
Social Media & Creator Economy
3,278 +295 +10% $1.32T 45
Defense Modernization
3,142 +261 +9% $731B 163
Video Games & Esports
3,010 +293 +11% $611B 55
GLP-1 & Obesity
2,996 +237 +9% $533B 92
Internet of Things
Wearables
2,930 +286 +11% $542B 21
Sin Stocks
2,763 +243 +10% $400B 78
Cybersecurity
2,632 +216 +9% $254B 85
Pet Economy
2,628 +199 +8% $268B 34
Housing & Home Improvement
Home & Garden Retail
2,609 +268 +11% $260B 30
Water
2,569 +281 +12% $249B 67
Electric Vehicles
2,550 +247 +11% $248B 124
Infrastructure & Construction
2,541 +262 +11% $253B 127
Robotics & Automation
2,454 +233 +10% $215B 83
Genomics & Gene Editing
2,437 +186 +8% $288B 199
Oil & Gas
Oilfield Services
2,391 +125 +6% $201B 88
Clean Energy
2,376 +200 +9% $145B 134
Defense Modernization
Defense Tech & C4ISR
2,308 +230 +11% $222B 53
Energy Efficiency
2,261 +218 +11% $183B 31
Robotics & Automation
Industrial Automation
2,254 +213 +10% $161B 16
Health & Wellness
2,253 +175 +8% $119B 78
Digital Health & Telemedicine
2,140 +181 +9% $244B 84
Defense Modernization
Munitions Restocking
2,137 +195 +10% $154B 11
Sin Stocks
Tobacco & Nicotine
2,077 +177 +9% $219B 13
Nuclear Energy
2,074 +189 +10% $174B 61
Data Centers & Digital Infrastructure
2,046 +173 +9% $208B 78
Small Business Economy
2,033 +157 +8% $178B 58
Oil & Gas
LNG
2,024 +194 +11% $130B 32
Agriculture & Food Technology
2,011 +190 +10% $122B 79
Space Economy
2,006 +210 +12% $143B 64
Quantum Computing
1,976 +217 +12% $81.1B 19
Semiconductors
Analog & Power Semis
1,975 +198 +11% $175B 27
Reuse, Repair & Circular Economy
1,895 +127 +7% $130B 68
Copper & Industrial Metals
1,828 +132 +8% $123B 79
Electrification & Grid
1,786 +148 +9% $90.2B 59
Longevity & Aging Population
1,763 +94 +6% $130B 60
Robotics & Automation
Warehouse & Logistics Robotics
1,714 +180 +12% $87.1B 3
Sin Stocks
Alcohol
1,687 +140 +9% $88.4B 24
Carbon & Pollution Control
1,679 +138 +9% $77.8B 23
Digital Assets
1,632 +199 +14% $89.2B 160
Semiconductors
Semicap & Lithography
1,621 +162 +11% $119B 21
Artificial Intelligence
AI Inference Silicon
1,594 +162 +11% $76.3B 7
Genomics & Gene Editing
Gene Therapy
1,568 +127 +9% $55.4B 131
Online Travel & Experiences
1,527 +44 +3% $131B 32
Housing & Home Improvement
Homebuilders
1,507 +165 +12% $86.8B 45
Luxury & Affluent Consumer
1,442 +170 +13% $83.5B 40
Artificial Intelligence
Chinese AI
1,379 +124 +10% $219B 14
Defense Modernization
Military Shipbuilding
1,344 +128 +11% $71B 6
Digital Assets
Stablecoin Infrastructure
1,341 +186 +16% $71.5B 9
Defense Modernization
Drones & Counter-Drone
1,336 +129 +11% $66.2B 30
Gold & Precious Metals
1,310 +70 +6% $83.6B 133
Gold & Precious Metals
Gold & Silver Miners
1,297 +70 +6% $82.9B 124
Data Centers & Digital Infrastructure
Power for AI
1,251 +119 +11% $44.3B 22
Water
Water Infrastructure
1,249 +101 +9% $55.4B 17
3D Printing & Additive Manufacturing
1,243 +119 +11% $50.3B 20
GLP-1 & Obesity
Obesity Second-Order Effects
1,241 +100 +9% $51.1B 26
Sin Stocks
Casinos
1,236 +116 +10% $82.1B 24
Agriculture & Food Technology
Precision Agriculture
1,233 +136 +12% $37.8B 4
Artificial Intelligence
AI Memory & HBM
1,213 +150 +14% $68.7B 12
Autonomous Driving
1,187 +90 +8% $58.8B 53
Electrification & Grid
Grid Equipment
1,162 +143 +14% $32.1B 10
Artificial Intelligence
Agentic AI
1,147 +136 +13% $92.5B 13
Electric Vehicles
EV Charging Infrastructure
1,122 +139 +14% $17.5B 21
Future of Education
1,078 +54 +5% $69.6B 77
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,076 +94 +10% $75.5B 19
Clean Energy
Hydrogen & Fuel Cells
1,067 +88 +9% $31.8B 13
Streaming & Digital Media
News Media
1,019 +54 +6% $32.2B 26
Cloud Computing
Edge Computing
970 +83 +9% $29.4B 11
Electrification & Grid
Energy Storage
928 +37 +4% $34.1B 26
Semiconductors
Advanced Packaging
890 +78 +10% $45.2B 10
Semiconductors
Photonics & Optical Interconnect
824 +11 +1% $15.4B 20
Lithium & Battery Materials
815 +88 +12% $16.2B 47
Agriculture & Food Technology
Plant-Based Foods
805 +38 +5% $18.6B 17
Reshoring & American Manufacturing
788 +80 +11% $15.9B 20
Internet of Things
Smart Home
759 +62 +9% $16B 17
Data Centers & Digital Infrastructure
Liquid Cooling
755 +55 +8% $16B 9
Digital Payments & Fintech
Neobanks
745 +60 +9% $20.5B 25
Clean Energy
Solar
707 +78 +12% $8.94B 54
Water
Sanitation
701 +65 +10% $12.8B 8
E-Commerce
Food Delivery
648 +106 +20% $34.8B 12
Electrification & Grid
Transmission Buildout
648 +54 +9% $9.76B 6
Critical Minerals & Rare Earths
643 +48 +8% $9.34B 60
Cybersecurity
Agentic AI Security
628 +56 +10% $11B 2
Sin Stocks
Firearms
584 +36 +7% $8.22B 12
Artificial Intelligence
AI Software & Applications
573 -6 -1% $7.67B 85
Space Economy
Satellite Communications
559 +54 +11% $10.5B 16
Digital Assets
Corporate Crypto Treasuries
440 +38 +9% $3.26B 63
Sports Betting & iGaming
439 +47 +12% $10.6B 29
Cybersecurity
Identity Security
402 +59 +17% $2.91B 15
Nuclear Energy
Uranium Mining & Enrichment
373 +38 +11% $2.29B 20
Cannabis
371 +34 +10% $4.06B 52
Digital Payments & Fintech
Buy Now Pay Later
350 +26 +8% $5.43B 13
Infrastructure & Construction
Green Building
336 +56 +20% $3.62B 5
Nuclear Energy
Small Modular Reactors
269 +18 +7% $1.92B 12
Space Economy
Launch Services
212 -3 -1% $2.36B 5
Clean Energy
Wind
208 +13 +7% $529M 9
Virtual & Augmented Reality
145 +3 +2% $618M 20
Digital Assets
Bitcoin Miners
90 +36 +67% $104M 40