Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,661 +7 +0.2% $2.4T 264
Oil & Gas
3,614 +28 +0.8% $1.58T 361
E-Commerce
3,594 +10 +0.3% $1.58T 240
Digital Payments & Fintech
3,558 +17 +0.5% $1.35T 148
SaaS & Enterprise Software
3,551 +19 +0.5% $1.66T 266
Cloud Computing
3,538 +12 +0.3% $2.04T 64
Streaming & Digital Media
3,516 +13 +0.4% $1.57T 120
E-Commerce
Marketplaces
3,470 +14 +0.4% $1.44T 106
Medical Devices & Diagnostics
3,383 +10 +0.3% $1.19T 342
Semiconductors
3,378 +4 +0.1% $1.08T 178
Social Media & Creator Economy
3,334 +39 +1% $1.49T 45
Internet of Things
3,330 +11 +0.3% $767B 99
Immunotherapy & Oncology
3,294 +4 +0.1% $1.01T 388
Housing & Home Improvement
3,293 +27 +0.8% $589B 223
Defense Modernization
3,135 +13 +0.4% $701B 163
Video Games & Esports
3,057 +33 +1% $693B 55
GLP-1 & Obesity
2,998 +14 +0.5% $552B 92
Internet of Things
Wearables
2,920 +3 +0.1% $560B 21
Sin Stocks
2,709 -49 -2% $351B 78
Cybersecurity
2,690 +2 +0.1% $273B 85
Pet Economy
2,647 +28 +1% $272B 34
Housing & Home Improvement
Home & Garden Retail
2,631 +50 +2% $264B 30
Water
2,520 +5 +0.2% $237B 67
Electric Vehicles
2,519 +17 +0.7% $244B 124
Genomics & Gene Editing
2,501 +56 +2% $314B 199
Infrastructure & Construction
2,498 -23 -0.9% $232B 127
Robotics & Automation
2,450 -5 -0.2% $198B 83
Oil & Gas
Oilfield Services
2,418 +29 +1% $212B 88
Clean Energy
2,387 +51 +2% $152B 134
Defense Modernization
Defense Tech & C4ISR
2,297 -8 -0.3% $217B 53
Health & Wellness
2,294 +20 +0.9% $133B 78
Robotics & Automation
Industrial Automation
2,228 -38 -2% $149B 16
Energy Efficiency
2,218 -12 -0.5% $165B 31
Digital Health & Telemedicine
2,174 +31 +1% $270B 84
Small Business Economy
2,154 +41 +2% $212B 58
Oil & Gas
LNG
2,100 +66 +3% $157B 32
Defense Modernization
Munitions Restocking
2,096 -15 -0.7% $153B 11
Agriculture & Food Technology
2,078 -21 -1% $144B 79
Data Centers & Digital Infrastructure
2,056 -6 -0.3% $201B 78
Nuclear Energy
2,049 -16 -0.8% $177B 61
Semiconductors
Analog & Power Semis
2,045 +64 +3% $183B 27
Reuse, Repair & Circular Economy
1,974 +47 +2% $136B 68
Sin Stocks
Tobacco & Nicotine
1,973 -74 -4% $171B 13
Space Economy
1,964 -27 -1% $136B 64
Quantum Computing
1,946 -25 -1% $72.4B 19
Copper & Industrial Metals
1,856 -22 -1% $126B 79
Electrification & Grid
1,816 +35 +2% $95.9B 59
Longevity & Aging Population
1,755 +20 +1% $138B 60
Sin Stocks
Alcohol
1,742 +19 +1% $79B 24
Robotics & Automation
Warehouse & Logistics Robotics
1,726 +9 +0.5% $80.1B 3
Carbon & Pollution Control
1,690 +48 +3% $78.8B 23
Digital Assets
1,690 +13 +0.8% $103B 160
Semiconductors
Semicap & Lithography
1,639 -49 -3% $106B 21
Genomics & Gene Editing
Gene Therapy
1,631 +52 +3% $67.4B 131
Online Travel & Experiences
1,581 +40 +3% $148B 32
Artificial Intelligence
Chinese AI
1,528 +54 +4% $239B 14
Artificial Intelligence
AI Inference Silicon
1,506 -20 -1% $65.9B 7
Housing & Home Improvement
Homebuilders
1,490 -8 -0.5% $80.2B 45
Luxury & Affluent Consumer
1,452 +19 +1% $91.1B 40
Digital Assets
Stablecoin Infrastructure
1,394 +8 +0.6% $79.8B 9
Gold & Precious Metals
1,344 -16 -1% $84.8B 133
Gold & Precious Metals
Gold & Silver Miners
1,329 -14 -1% $84.3B 124
Defense Modernization
Military Shipbuilding
1,324 -48 -3% $65.6B 6
Defense Modernization
Drones & Counter-Drone
1,321 -21 -2% $67.2B 30
GLP-1 & Obesity
Obesity Second-Order Effects
1,318 +59 +5% $59.3B 26
Sin Stocks
Casinos
1,307 +30 +2% $92B 24
Artificial Intelligence
Agentic AI
1,305 +71 +6% $121B 13
Artificial Intelligence
AI Memory & HBM
1,303 -21 -2% $72.5B 12
Water
Water Infrastructure
1,283 +4 +0.3% $57.2B 17
Data Centers & Digital Infrastructure
Power for AI
1,260 -10 -0.8% $40.8B 22
3D Printing & Additive Manufacturing
1,238 -8 -0.6% $47.2B 20
Electrification & Grid
Grid Equipment
1,227 +64 +6% $33.6B 10
Agriculture & Food Technology
Precision Agriculture
1,220 -26 -2% $33.8B 4
Autonomous Driving
1,194 -3 -0.3% $67.2B 53
Electric Vehicles
EV Charging Infrastructure
1,146 +22 +2% $19B 21
Future of Education
1,096 0 0% $69.8B 77
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,082 +3 +0.3% $73.6B 19
Clean Energy
Hydrogen & Fuel Cells
1,081 +23 +2% $29.8B 13
Streaming & Digital Media
News Media
1,035 +11 +1% $36B 26
Cloud Computing
Edge Computing
1,000 -2 -0.2% $29.4B 11
Electrification & Grid
Energy Storage
936 +11 +1% $40.2B 26
Semiconductors
Advanced Packaging
903 -3 -0.3% $41B 10
Agriculture & Food Technology
Plant-Based Foods
857 +26 +3% $21.3B 17
Data Centers & Digital Infrastructure
Liquid Cooling
849 +65 +8% $15.9B 9
Semiconductors
Photonics & Optical Interconnect
798 -12 -1% $17B 20
Reshoring & American Manufacturing
798 -7 -0.9% $15.9B 20
Lithium & Battery Materials
790 +1 +0.1% $12.7B 47
Digital Payments & Fintech
Neobanks
784 -2 -0.3% $19.8B 25
Internet of Things
Smart Home
771 -15 -2% $22.6B 17
E-Commerce
Food Delivery
736 +33 +5% $36B 12
Water
Sanitation
727 +14 +2% $12.8B 8
Clean Energy
Solar
703 -5 -0.7% $9.64B 54
Cybersecurity
Agentic AI Security
695 +33 +5% $15.8B 2
Critical Minerals & Rare Earths
651 -14 -2% $7.92B 60
Electrification & Grid
Transmission Buildout
637 -11 -2% $9.25B 6
Sin Stocks
Firearms
559 -14 -2% $6.98B 12
Space Economy
Satellite Communications
554 +4 +0.7% $9.11B 16
Artificial Intelligence
AI Software & Applications
541 -24 -4% $8.04B 85
Cannabis
527 +84 +19% $3.81B 52
Cybersecurity
Identity Security
498 +53 +12% $6.73B 15
Sports Betting & iGaming
498 +37 +8% $11.6B 29
Digital Payments & Fintech
Buy Now Pay Later
429 +57 +15% $7.34B 13
Digital Assets
Corporate Crypto Treasuries
416 -9 -2% $3.05B 63
Nuclear Energy
Uranium Mining & Enrichment
382 +31 +9% $2.66B 20
Infrastructure & Construction
Green Building
339 +6 +2% $4.19B 5
Nuclear Energy
Small Modular Reactors
277 +22 +9% $2.33B 12
Clean Energy
Wind
224 +23 +11% $767M 9
Space Economy
Launch Services
198 -15 -7% $2.4B 5
Virtual & Augmented Reality
169 +11 +7% $720M 20
Digital Assets
Bitcoin Miners
82 +6 +8% $88.6M 40
Autonomous Driving
Ride-Hailing & Shared Mobility
7 +5 +250% $801K 14