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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50
100
| # | Theme |
Holding in top 10 | Growth | Growth % |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Artificial Intelligence
| 2,081 | +14 | +0.7% | 3,654 | 264 |
|
| 2 |
Cloud Computing
| 1,991 | +100 | +5% | 3,526 | 64 |
|
| 3 |
E-Commerce
| 1,967 | -28 | -1% | 3,584 | 240 |
|
| 4 |
Digital Payments & Fintech
| 1,935 | -17 | -0.9% | 3,541 | 148 |
|
| 5 |
E-Commerce
Marketplaces
| 1,876 | -31 | -2% | 3,456 | 106 |
|
| 6 |
SaaS & Enterprise Software
| 1,810 | +116 | +7% | 3,532 | 266 |
|
| 7 |
Social Media & Creator Economy
| 1,745 | +17 | +1% | 3,295 | 45 |
|
| 8 |
Internet of Things
| 1,586 | -39 | -2% | 3,319 | 99 |
|
| 9 |
Streaming & Digital Media
| 1,441 | +30 | +2% | 3,503 | 120 |
|
| 10 |
Internet of Things
Wearables
| 1,358 | -34 | -2% | 2,917 | 21 |
|
| 11 |
Video Games & Esports
| 1,318 | +81 | +7% | 3,024 | 55 |
|
| 12 |
Medical Devices & Diagnostics
| 1,191 | -92 | -7% | 3,373 | 342 |
|
| 13 |
Immunotherapy & Oncology
| 1,154 | -61 | -5% | 3,290 | 388 |
|
| 14 |
Oil & Gas
| 1,137 | -144 | -11% | 3,586 | 361 |
|
| 15 |
Semiconductors
| 1,131 | +54 | +5% | 3,374 | 178 |
|
| 16 |
Housing & Home Improvement
| 646 | -102 | -14% | 3,266 | 223 |
|
| 17 |
Defense Modernization
| 633 | +34 | +6% | 3,122 | 163 |
|
| 18 |
GLP-1 & Obesity
| 457 | +16 | +4% | 2,984 | 92 |
|
| 19 |
Cybersecurity
| 445 | +74 | +20% | 2,688 | 85 |
|
| 20 |
Sin Stocks
| 348 | -3 | -0.9% | 2,758 | 78 |
|
| 21 |
Genomics & Gene Editing
| 311 | +50 | +19% | 2,445 | 199 |
|
| 22 |
Housing & Home Improvement
Home & Garden Retail
| 307 | -63 | -17% | 2,581 | 30 |
|
| 23 |
Electric Vehicles
| 270 | -18 | -6% | 2,502 | 124 |
|
| 24 |
Artificial Intelligence
Chinese AI
| 256 | +6 | +2% | 1,474 | 14 |
|
| 25 |
Infrastructure & Construction
| 250 | -33 | -12% | 2,521 | 127 |
|
| 26 |
Water
| 243 | -25 | -9% | 2,515 | 67 |
|
| 27 |
Digital Health & Telemedicine
| 214 | -14 | -6% | 2,143 | 84 |
|
| 28 |
Pet Economy
| 214 | +14 | +7% | 2,619 | 34 |
|
| 29 |
Small Business Economy
| 211 | +29 | +16% | 2,113 | 58 |
|
| 30 |
Robotics & Automation
| 188 | -14 | -7% | 2,455 | 83 |
|
| 31 |
Data Centers & Digital Infrastructure
| 176 | -10 | -5% | 2,062 | 78 |
|
| 32 |
Defense Modernization
Defense Tech & C4ISR
| 175 | +27 | +18% | 2,305 | 53 |
|
| 33 |
Reuse, Repair & Circular Economy
| 172 | +12 | +8% | 1,927 | 68 |
|
| 34 |
Health & Wellness
| 167 | +11 | +7% | 2,274 | 78 |
|
| 35 |
Online Travel & Experiences
| 159 | +10 | +7% | 1,541 | 32 |
|
| 36 |
Space Economy
| 157 | +22 | +16% | 1,991 | 64 |
|
| 37 |
Clean Energy
| 155 | -22 | -12% | 2,336 | 134 |
|
| 38 |
Oil & Gas
Oilfield Services
| 154 | -9 | -6% | 2,389 | 88 |
|
| 39 |
Energy Efficiency
| 149 | -17 | -10% | 2,230 | 31 |
|
| 40 |
Nuclear Energy
| 145 | +16 | +12% | 2,065 | 61 |
|
| 41 |
Robotics & Automation
Industrial Automation
| 139 | -14 | -9% | 2,266 | 16 |
|
| 42 |
Copper & Industrial Metals
| 136 | -16 | -11% | 1,878 | 79 |
|
| 43 |
Defense Modernization
Munitions Restocking
| 133 | +21 | +19% | 2,111 | 11 |
|
| 44 |
Semiconductors
Semicap & Lithography
| 132 | +25 | +23% | 1,688 | 21 |
|
| 45 |
Agriculture & Food Technology
| 130 | +1 | +0.8% | 2,099 | 79 |
|
| 46 |
Sin Stocks
Alcohol
| 130 | +18 | +16% | 1,723 | 24 |
|
| 47 |
Digital Assets
| 128 | -11 | -8% | 1,677 | 160 |
|
| 48 |
Semiconductors
Analog & Power Semis
| 127 | +2 | +2% | 1,981 | 27 |
|
| 49 |
Sin Stocks
Casinos
| 124 | +12 | +11% | 1,277 | 24 |
|
| 50 |
Future of Education
| 122 | -6 | -5% | 1,096 | 77 |
|
| 51 |
Oil & Gas
LNG
| 119 | +16 | +16% | 2,034 | 32 |
|
| 52 |
Housing & Home Improvement
Homebuilders
| 113 | -30 | -21% | 1,498 | 45 |
|
| 53 |
Digital Assets
Stablecoin Infrastructure
| 102 | -6 | -6% | 1,386 | 9 |
|
| 54 |
Sin Stocks
Tobacco & Nicotine
| 100 | -28 | -22% | 2,047 | 13 |
|
| 55 |
Artificial Intelligence
AI Memory & HBM
| 98 | +20 | +26% | 1,324 | 12 |
|
| 56 |
Quantum Computing
| 92 | +16 | +21% | 1,971 | 19 |
|
| 57 |
Robotics & Automation
Warehouse & Logistics Robotics
| 91 | -7 | -7% | 1,717 | 3 |
|
| 58 |
Longevity & Aging Population
| 88 | +2 | +2% | 1,735 | 60 |
|
| 59 |
Artificial Intelligence
Agentic AI
| 87 | +14 | +19% | 1,234 | 13 |
|
| 60 |
Genomics & Gene Editing
Gene Therapy
| 85 | +14 | +20% | 1,579 | 131 |
|
| 61 |
Luxury & Affluent Consumer
| 82 | -1 | -1% | 1,433 | 40 |
|
| 62 |
Gold & Precious Metals
| 80 | -2 | -2% | 1,360 | 133 |
|
| 63 |
Gold & Precious Metals
Gold & Silver Miners
| 80 | -2 | -2% | 1,343 | 124 |
|
| 64 |
Streaming & Digital Media
News Media
| 78 | -2 | -3% | 1,024 | 26 |
|
| 65 |
Semiconductors
Advanced Packaging
| 76 | +17 | +29% | 906 | 10 |
|
| 66 |
Electrification & Grid
| 72 | -9 | -11% | 1,781 | 59 |
|
| 67 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 70 | +1 | +1% | 1,259 | 26 |
|
| 68 |
Artificial Intelligence
AI Inference Silicon
| 65 | -34 | -34% | 1,526 | 7 |
|
| 69 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 63 | -2 | -3% | 1,079 | 19 |
|
| 70 |
Water
Water Infrastructure
| 60 | -1 | -2% | 1,279 | 17 |
|
| 71 |
Digital Payments & Fintech
Neobanks
| 58 | -1 | -2% | 786 | 25 |
|
| 72 |
Defense Modernization
Drones & Counter-Drone
| 57 | +14 | +33% | 1,342 | 30 |
|
| 73 |
E-Commerce
Food Delivery
| 57 | -11 | -16% | 703 | 12 |
|
| 74 |
Autonomous Driving
| 56 | -5 | -8% | 1,197 | 53 |
|
| 75 |
Carbon & Pollution Control
| 55 | -25 | -31% | 1,642 | 23 |
|
| 76 |
Agriculture & Food Technology
Precision Agriculture
| 35 | -5 | -13% | 1,246 | 4 |
|
| 77 |
Space Economy
Satellite Communications
| 34 | -9 | -21% | 550 | 16 |
|
| 78 |
Defense Modernization
Military Shipbuilding
| 31 | +8 | +35% | 1,372 | 6 |
|
| 79 |
3D Printing & Additive Manufacturing
| 30 | +5 | +20% | 1,246 | 20 |
|
| 80 |
Cybersecurity
Agentic AI Security
| 30 | +11 | +58% | 662 | 2 |
|
| 81 |
Electric Vehicles
EV Charging Infrastructure
| 28 | +1 | +4% | 1,124 | 21 |
|
| 82 |
Data Centers & Digital Infrastructure
Power for AI
| 26 | +5 | +24% | 1,270 | 22 |
|
| 83 |
Electrification & Grid
Energy Storage
| 25 | -5 | -17% | 925 | 26 |
|
| 84 |
Semiconductors
Photonics & Optical Interconnect
| 24 | -5 | -17% | 810 | 20 |
|
| 85 |
Clean Energy
Solar
| 24 | +3 | +14% | 708 | 54 |
|
| 86 |
Artificial Intelligence
AI Software & Applications
| 23 | +3 | +15% | 565 | 85 |
|
| 87 |
Cloud Computing
Edge Computing
| 23 | 0 | 0% | 1,002 | 11 |
|
| 88 |
Digital Payments & Fintech
Buy Now Pay Later
| 20 | +2 | +11% | 372 | 13 |
|
| 89 |
Reshoring & American Manufacturing
| 20 | +3 | +18% | 805 | 20 |
|
| 90 |
Critical Minerals & Rare Earths
| 19 | -8 | -30% | 665 | 60 |
|
| 91 |
Clean Energy
Hydrogen & Fuel Cells
| 19 | +1 | +6% | 1,058 | 13 |
|
| 92 |
Water
Sanitation
| 19 | -1 | -5% | 713 | 8 |
|
| 93 |
Cybersecurity
Identity Security
| 18 | +3 | +20% | 445 | 15 |
|
| 94 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 18 | 0 | 0% | 784 | 9 |
|
| 95 |
Electrification & Grid
Grid Equipment
| 16 | +1 | +7% | 1,163 | 10 |
|
| 96 |
Internet of Things
Smart Home
| 16 | -8 | -33% | 786 | 17 |
|
| 97 |
Sports Betting & iGaming
| 14 | -8 | -36% | 461 | 29 |
|
| 98 |
Electrification & Grid
Transmission Buildout
| 14 | -4 | -22% | 648 | 6 |
|
| 99 |
Agriculture & Food Technology
Plant-Based Foods
| 13 | 0 | 0% | 831 | 17 |
|
| 100 |
Sin Stocks
Firearms
| 12 | 0 | 0% | 573 | 12 |
|
| 101 |
Lithium & Battery Materials
| 10 | -6 | -38% | 789 | 47 |
|
| 102 |
Nuclear Energy
Uranium Mining & Enrichment
| 8 | +1 | +14% | 351 | 20 |
|
| 103 |
Cannabis
| 6 | +1 | +20% | 443 | 52 |
|
| 104 |
Nuclear Energy
Small Modular Reactors
| 6 | +1 | +20% | 255 | 12 |
|
| 105 |
Virtual & Augmented Reality
| 6 | 0 | 0% | 158 | 20 |
|
| 106 |
Digital Assets
Corporate Crypto Treasuries
| 4 | -2 | -33% | 425 | 63 |
|
| 107 |
Space Economy
Launch Services
| 4 | -1 | -20% | 213 | 5 |
|
| 108 |
Infrastructure & Construction
Green Building
| 3 | -4 | -57% | 333 | 5 |
|
| 109 |
Clean Energy
Wind
| 3 | -1 | -25% | 201 | 9 |
|
| 110 |
Digital Assets
Bitcoin Miners
| 1 | 0 | 0% | 76 | 40 |
|
| 111 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| – | – | – | 2 | 14 |
|