Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,644 -17 -0.5% $2.51T 264
Oil & Gas
3,616 +2 +0.1% $1.6T 361
E-Commerce
3,609 +15 +0.4% $1.74T 240
Digital Payments & Fintech
3,558 0 0% $1.53T 148
SaaS & Enterprise Software
3,558 +7 +0.2% $1.87T 266
Cloud Computing
3,538 0 0% $2.24T 64
Streaming & Digital Media
3,533 +17 +0.5% $1.71T 120
E-Commerce
Marketplaces
3,495 +25 +0.7% $1.6T 106
Medical Devices & Diagnostics
3,410 +27 +0.8% $1.33T 342
Internet of Things
3,361 +31 +0.9% $888B 99
Semiconductors
3,340 -38 -1% $1.1T 178
Social Media & Creator Economy
3,338 +4 +0.1% $1.54T 45
Immunotherapy & Oncology
3,298 +4 +0.1% $1.14T 388
Housing & Home Improvement
3,290 -3 -0.1% $601B 223
Defense Modernization
3,132 -3 -0.1% $758B 163
Video Games & Esports
3,081 +24 +0.8% $784B 55
GLP-1 & Obesity
3,021 +23 +0.8% $613B 92
Internet of Things
Wearables
2,971 +51 +2% $669B 21
Cybersecurity
2,734 +44 +2% $310B 85
Sin Stocks
2,693 -16 -0.6% $340B 78
Pet Economy
2,692 +45 +2% $303B 34
Housing & Home Improvement
Home & Garden Retail
2,646 +15 +0.6% $287B 30
Genomics & Gene Editing
2,534 +33 +1% $372B 199
Infrastructure & Construction
2,527 +29 +1% $238B 127
Water
2,514 -6 -0.2% $244B 67
Electric Vehicles
2,486 -33 -1% $217B 124
Robotics & Automation
2,473 +23 +0.9% $222B 83
Clean Energy
2,418 +31 +1% $156B 134
Oil & Gas
Oilfield Services
2,380 -38 -2% $202B 88
Health & Wellness
2,355 +61 +3% $152B 78
Defense Modernization
Defense Tech & C4ISR
2,309 +12 +0.5% $240B 53
Robotics & Automation
Industrial Automation
2,260 +32 +1% $164B 16
Energy Efficiency
2,249 +31 +1% $175B 31
Digital Health & Telemedicine
2,215 +41 +2% $301B 84
Small Business Economy
2,177 +23 +1% $239B 58
Oil & Gas
LNG
2,122 +22 +1% $172B 32
Data Centers & Digital Infrastructure
2,115 +59 +3% $219B 78
Defense Modernization
Munitions Restocking
2,112 +16 +0.8% $168B 11
Agriculture & Food Technology
2,062 -16 -0.8% $152B 79
Nuclear Energy
2,054 +5 +0.2% $181B 61
Space Economy
2,006 +42 +2% $149B 64
Semiconductors
Analog & Power Semis
1,999 -46 -2% $176B 27
Reuse, Repair & Circular Economy
1,974 0 0% $134B 68
Sin Stocks
Tobacco & Nicotine
1,946 -27 -1% $176B 13
Quantum Computing
1,924 -22 -1% $79.7B 19
Copper & Industrial Metals
1,852 -4 -0.2% $120B 79
Electrification & Grid
1,806 -10 -0.6% $92.1B 59
Longevity & Aging Population
1,761 +6 +0.3% $151B 60
Digital Assets
1,756 +66 +4% $113B 160
Sin Stocks
Alcohol
1,740 -2 -0.1% $75.1B 24
Robotics & Automation
Warehouse & Logistics Robotics
1,740 +14 +0.8% $88B 3
Carbon & Pollution Control
1,671 -19 -1% $83.9B 23
Genomics & Gene Editing
Gene Therapy
1,665 +34 +2% $80.1B 131
Online Travel & Experiences
1,592 +11 +0.7% $141B 32
Semiconductors
Semicap & Lithography
1,549 -90 -5% $94.3B 21
Artificial Intelligence
AI Inference Silicon
1,548 +42 +3% $80.5B 7
Artificial Intelligence
Chinese AI
1,532 +4 +0.3% $214B 14
Luxury & Affluent Consumer
1,466 +14 +1% $94.5B 40
Housing & Home Improvement
Homebuilders
1,462 -28 -2% $73.1B 45
Digital Assets
Stablecoin Infrastructure
1,445 +51 +4% $83.3B 9
Artificial Intelligence
Agentic AI
1,382 +77 +6% $140B 13
Defense Modernization
Drones & Counter-Drone
1,346 +25 +2% $74.2B 30
GLP-1 & Obesity
Obesity Second-Order Effects
1,334 +16 +1% $59.6B 26
Gold & Precious Metals
1,324 -20 -1% $72.3B 133
Defense Modernization
Military Shipbuilding
1,323 -1 -0.1% $72.6B 6
Water
Water Infrastructure
1,312 +29 +2% $61.5B 17
Gold & Precious Metals
Gold & Silver Miners
1,308 -21 -2% $71.8B 124
Data Centers & Digital Infrastructure
Power for AI
1,287 +27 +2% $44B 22
Sin Stocks
Casinos
1,274 -33 -3% $79.4B 24
Electrification & Grid
Grid Equipment
1,270 +43 +4% $38B 10
3D Printing & Additive Manufacturing
1,255 +17 +1% $50.2B 20
Artificial Intelligence
AI Memory & HBM
1,235 -68 -5% $62B 12
Agriculture & Food Technology
Precision Agriculture
1,201 -19 -2% $35.3B 4
Electric Vehicles
EV Charging Infrastructure
1,172 +26 +2% $19.9B 21
Autonomous Driving
1,143 -51 -4% $57B 53
Clean Energy
Hydrogen & Fuel Cells
1,140 +59 +5% $32.7B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,139 +57 +5% $75.7B 19
Future of Education
1,077 -19 -2% $64.2B 77
Streaming & Digital Media
News Media
1,040 +5 +0.5% $39.9B 26
Cloud Computing
Edge Computing
989 -11 -1% $30.6B 11
Semiconductors
Advanced Packaging
947 +44 +5% $48.9B 10
Agriculture & Food Technology
Plant-Based Foods
910 +53 +6% $23.6B 17
Electrification & Grid
Energy Storage
891 -45 -5% $31.5B 26
Data Centers & Digital Infrastructure
Liquid Cooling
870 +21 +2% $18.3B 9
Internet of Things
Smart Home
851 +80 +10% $27.4B 17
Semiconductors
Photonics & Optical Interconnect
838 +40 +5% $17.1B 20
Reshoring & American Manufacturing
823 +25 +3% $19B 20
Digital Payments & Fintech
Neobanks
802 +18 +2% $20.1B 25
Lithium & Battery Materials
788 -2 -0.3% $13B 47
Water
Sanitation
759 +32 +4% $14.7B 8
Cybersecurity
Agentic AI Security
745 +50 +7% $17.6B 2
E-Commerce
Food Delivery
718 -18 -2% $28.8B 12
Clean Energy
Solar
690 -13 -2% $9.15B 54
Critical Minerals & Rare Earths
664 +13 +2% $7.84B 60
Cannabis
632 +105 +20% $5.34B 52
Electrification & Grid
Transmission Buildout
626 -11 -2% $8.82B 6
Artificial Intelligence
AI Software & Applications
572 +31 +6% $9.38B 85
Cybersecurity
Identity Security
554 +56 +11% $9.96B 15
Space Economy
Satellite Communications
554 0 0% $9.85B 16
Sin Stocks
Firearms
547 -12 -2% $6.96B 12
Sports Betting & iGaming
516 +18 +4% $12.3B 29
Digital Payments & Fintech
Buy Now Pay Later
426 -3 -0.7% $6.69B 13
Digital Assets
Corporate Crypto Treasuries
412 -4 -1% $3.13B 63
Nuclear Energy
Uranium Mining & Enrichment
386 +4 +1% $2.55B 20
Infrastructure & Construction
Green Building
374 +35 +10% $4.93B 5
Nuclear Energy
Small Modular Reactors
264 -13 -5% $2.24B 12
Space Economy
Launch Services
234 +36 +18% $2.85B 5
Clean Energy
Wind
220 -4 -2% $837M 9
Virtual & Augmented Reality
161 -8 -5% $545M 20
Digital Assets
Bitcoin Miners
73 -9 -11% $424M 40
Autonomous Driving
Ride-Hailing & Shared Mobility
11 +4 +57% $743K 14