Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,654 0 0% $2.24T 264
Oil & Gas
3,586 -27 -0.7% $1.38T 361
E-Commerce
3,584 -24 -0.7% $1.45T 240
Digital Payments & Fintech
3,541 -21 -0.6% $1.25T 148
SaaS & Enterprise Software
3,532 +5 +0.1% $1.55T 266
Cloud Computing
3,526 +6 +0.2% $1.89T 64
Streaming & Digital Media
3,503 +25 +0.7% $1.41T 120
E-Commerce
Marketplaces
3,456 -25 -0.7% $1.33T 106
Semiconductors
3,374 +14 +0.4% $1.11T 178
Medical Devices & Diagnostics
3,373 -38 -1% $1.12T 342
Internet of Things
3,319 -19 -0.6% $727B 99
Social Media & Creator Economy
3,295 +17 +0.5% $1.32T 45
Immunotherapy & Oncology
3,290 -10 -0.3% $1.01T 388
Housing & Home Improvement
3,266 -22 -0.7% $570B 223
Defense Modernization
3,122 -20 -0.6% $728B 163
Video Games & Esports
3,024 +14 +0.5% $639B 55
GLP-1 & Obesity
2,984 -12 -0.4% $511B 92
Internet of Things
Wearables
2,917 -13 -0.4% $520B 21
Sin Stocks
2,758 -5 -0.2% $386B 78
Cybersecurity
2,688 +56 +2% $272B 85
Pet Economy
2,619 -9 -0.3% $260B 34
Housing & Home Improvement
Home & Garden Retail
2,581 -28 -1% $242B 30
Infrastructure & Construction
2,521 -20 -0.8% $238B 127
Water
2,515 -54 -2% $236B 67
Electric Vehicles
2,502 -48 -2% $237B 124
Robotics & Automation
2,455 +1 +0% $202B 83
Genomics & Gene Editing
2,445 +8 +0.3% $301B 199
Oil & Gas
Oilfield Services
2,389 -2 -0.1% $196B 88
Clean Energy
2,336 -40 -2% $137B 134
Defense Modernization
Defense Tech & C4ISR
2,305 -3 -0.1% $235B 53
Health & Wellness
2,274 +21 +0.9% $127B 78
Robotics & Automation
Industrial Automation
2,266 +12 +0.5% $152B 16
Energy Efficiency
2,230 -31 -1% $169B 31
Digital Health & Telemedicine
2,143 +3 +0.1% $238B 84
Small Business Economy
2,113 +80 +4% $196B 58
Defense Modernization
Munitions Restocking
2,111 -26 -1% $162B 11
Agriculture & Food Technology
2,099 +88 +4% $136B 79
Nuclear Energy
2,065 -9 -0.4% $169B 61
Data Centers & Digital Infrastructure
2,062 +16 +0.8% $197B 78
Sin Stocks
Tobacco & Nicotine
2,047 -30 -1% $200B 13
Oil & Gas
LNG
2,034 +10 +0.5% $136B 32
Space Economy
1,991 -15 -0.7% $150B 64
Semiconductors
Analog & Power Semis
1,981 +6 +0.3% $175B 27
Quantum Computing
1,971 -5 -0.3% $80.7B 19
Reuse, Repair & Circular Economy
1,927 +32 +2% $129B 68
Copper & Industrial Metals
1,878 +50 +3% $119B 79
Electrification & Grid
1,781 -5 -0.3% $85.5B 59
Longevity & Aging Population
1,735 -28 -2% $123B 60
Sin Stocks
Alcohol
1,723 +36 +2% $86.5B 24
Robotics & Automation
Warehouse & Logistics Robotics
1,717 +3 +0.2% $80.6B 3
Semiconductors
Semicap & Lithography
1,688 +67 +4% $124B 21
Digital Assets
1,677 +45 +3% $92.5B 160
Carbon & Pollution Control
1,642 -37 -2% $67.9B 23
Genomics & Gene Editing
Gene Therapy
1,579 +11 +0.7% $60.6B 131
Online Travel & Experiences
1,541 +14 +0.9% $145B 32
Artificial Intelligence
AI Inference Silicon
1,526 -68 -4% $65.5B 7
Housing & Home Improvement
Homebuilders
1,498 -9 -0.6% $81.8B 45
Artificial Intelligence
Chinese AI
1,474 +95 +7% $228B 14
Luxury & Affluent Consumer
1,433 -9 -0.6% $89.3B 40
Digital Assets
Stablecoin Infrastructure
1,386 +45 +3% $71.7B 9
Defense Modernization
Military Shipbuilding
1,372 +28 +2% $77.5B 6
Gold & Precious Metals
1,360 +50 +4% $81.9B 133
Gold & Precious Metals
Gold & Silver Miners
1,343 +46 +4% $81.3B 124
Defense Modernization
Drones & Counter-Drone
1,342 +6 +0.4% $74.9B 30
Artificial Intelligence
AI Memory & HBM
1,324 +111 +9% $80.3B 12
Water
Water Infrastructure
1,279 +30 +2% $57.7B 17
Sin Stocks
Casinos
1,277 +41 +3% $89.9B 24
Data Centers & Digital Infrastructure
Power for AI
1,270 +19 +2% $43.7B 22
GLP-1 & Obesity
Obesity Second-Order Effects
1,259 +18 +1% $54.1B 26
3D Printing & Additive Manufacturing
1,246 +3 +0.2% $47.2B 20
Agriculture & Food Technology
Precision Agriculture
1,246 +13 +1% $37.3B 4
Artificial Intelligence
Agentic AI
1,234 +87 +8% $107B 13
Autonomous Driving
1,197 +10 +0.8% $57.3B 53
Electrification & Grid
Grid Equipment
1,163 +1 +0.1% $32.2B 10
Electric Vehicles
EV Charging Infrastructure
1,124 +2 +0.2% $16.8B 21
Future of Education
1,096 +18 +2% $68.5B 77
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,079 +3 +0.3% $69.7B 19
Clean Energy
Hydrogen & Fuel Cells
1,058 -9 -0.8% $30.6B 13
Streaming & Digital Media
News Media
1,024 +5 +0.5% $34.1B 26
Cloud Computing
Edge Computing
1,002 +32 +3% $33.2B 11
Electrification & Grid
Energy Storage
925 -3 -0.3% $31B 26
Semiconductors
Advanced Packaging
906 +16 +2% $49.2B 10
Agriculture & Food Technology
Plant-Based Foods
831 +26 +3% $20B 17
Semiconductors
Photonics & Optical Interconnect
810 -14 -2% $18B 20
Reshoring & American Manufacturing
805 +17 +2% $16.1B 20
Lithium & Battery Materials
789 -26 -3% $12.3B 47
Digital Payments & Fintech
Neobanks
786 +41 +6% $20B 25
Internet of Things
Smart Home
786 +27 +4% $21.5B 17
Data Centers & Digital Infrastructure
Liquid Cooling
784 +29 +4% $15.6B 9
Water
Sanitation
713 +12 +2% $13.8B 8
Clean Energy
Solar
708 +1 +0.1% $9.99B 54
E-Commerce
Food Delivery
703 +55 +8% $35.9B 12
Critical Minerals & Rare Earths
665 +22 +3% $8.25B 60
Cybersecurity
Agentic AI Security
662 +34 +5% $13.9B 2
Electrification & Grid
Transmission Buildout
648 0 0% $8.81B 6
Sin Stocks
Firearms
573 -11 -2% $7.2B 12
Artificial Intelligence
AI Software & Applications
565 -8 -1% $7.84B 85
Space Economy
Satellite Communications
550 -9 -2% $9.33B 16
Sports Betting & iGaming
461 +22 +5% $9.73B 29
Cybersecurity
Identity Security
445 +43 +11% $4.59B 15
Cannabis
443 +72 +19% $3.39B 52
Digital Assets
Corporate Crypto Treasuries
425 -15 -3% $2.64B 63
Digital Payments & Fintech
Buy Now Pay Later
372 +22 +6% $6.04B 13
Nuclear Energy
Uranium Mining & Enrichment
351 -22 -6% $2.23B 20
Infrastructure & Construction
Green Building
333 -3 -0.9% $3.51B 5
Nuclear Energy
Small Modular Reactors
255 -14 -5% $1.94B 12
Space Economy
Launch Services
213 +1 +0.5% $2.21B 5
Clean Energy
Wind
201 -7 -3% $554M 9
Virtual & Augmented Reality
158 +13 +9% $694M 20
Digital Assets
Bitcoin Miners
76 -14 -16% $91.6M 40
Autonomous Driving
Ride-Hailing & Shared Mobility
2 +2 – $23K 14