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
| # | Theme |
Holding in top 10 | Growth | Growth % |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Artificial Intelligence
| 2,283 | +95 | +4% | 3,905 | 264 |
|
| 2 |
Cloud Computing
| 2,233 | +104 | +5% | 3,807 | 64 |
|
| 3 |
SaaS & Enterprise Software
| 2,085 | +120 | +6% | 3,819 | 266 |
|
| 4 |
E-Commerce
| 2,082 | -74 | -3% | 3,892 | 240 |
|
| 5 |
Digital Payments & Fintech
| 2,052 | -33 | -2% | 3,828 | 148 |
|
| 6 |
E-Commerce
Marketplaces
| 1,994 | -72 | -3% | 3,758 | 106 |
|
| 7 |
Social Media & Creator Economy
| 1,981 | +102 | +5% | 3,584 | 45 |
|
| 8 |
Streaming & Digital Media
| 1,751 | +61 | +4% | 3,788 | 120 |
|
| 9 |
Internet of Things
| 1,611 | -146 | -8% | 3,578 | 99 |
|
| 10 |
Video Games & Esports
| 1,571 | +79 | +5% | 3,342 | 55 |
|
| 11 |
Immunotherapy & Oncology
| 1,422 | +210 | +17% | 3,531 | 388 |
|
| 12 |
Internet of Things
Wearables
| 1,409 | -134 | -9% | 3,192 | 21 |
|
| 13 |
Medical Devices & Diagnostics
| 1,378 | +117 | +9% | 3,616 | 342 |
|
| 14 |
Oil & Gas
| 1,077 | -150 | -12% | 3,796 | 361 |
|
| 15 |
Semiconductors
| 939 | +75 | +9% | 3,514 | 178 |
|
| 16 |
GLP-1 & Obesity
| 682 | +108 | +19% | 3,213 | 92 |
|
| 17 |
Housing & Home Improvement
| 620 | -59 | -9% | 3,462 | 223 |
|
| 18 |
Defense Modernization
| 568 | -48 | -8% | 3,344 | 163 |
|
| 19 |
Cybersecurity
| 473 | +7 | +2% | 2,884 | 85 |
|
| 20 |
Genomics & Gene Editing
| 413 | +68 | +20% | 2,679 | 199 |
|
| 21 |
Pet Economy
| 377 | +113 | +43% | 2,843 | 34 |
|
| 22 |
Digital Health & Telemedicine
| 345 | +45 | +15% | 2,349 | 84 |
|
| 23 |
Housing & Home Improvement
Home & Garden Retail
| 316 | -73 | -19% | 2,773 | 30 |
|
| 24 |
Health & Wellness
| 260 | +63 | +32% | 2,444 | 78 |
|
| 25 |
Sin Stocks
| 255 | +13 | +5% | 2,773 | 78 |
|
| 26 |
Small Business Economy
| 247 | +1 | +0.4% | 2,264 | 58 |
|
| 27 |
Water
| 237 | +8 | +3% | 2,643 | 67 |
|
| 28 |
Artificial Intelligence
Chinese AI
| 233 | -1 | -0.4% | 1,543 | 14 |
|
| 29 |
Electric Vehicles
| 221 | +7 | +3% | 2,570 | 124 |
|
| 30 |
Infrastructure & Construction
| 218 | +11 | +5% | 2,608 | 127 |
|
| 31 |
Digital Assets
| 197 | +43 | +28% | 1,882 | 160 |
|
| 32 |
Data Centers & Digital Infrastructure
| 193 | +3 | +2% | 2,122 | 78 |
|
| 33 |
Nuclear Energy
| 181 | +26 | +17% | 2,162 | 61 |
|
| 34 |
Reuse, Repair & Circular Economy
| 172 | +13 | +8% | 1,994 | 68 |
|
| 35 |
Oil & Gas
LNG
| 171 | +17 | +11% | 2,227 | 32 |
|
| 36 |
Clean Energy
| 157 | -4 | -2% | 2,465 | 134 |
|
| 37 |
Online Travel & Experiences
| 151 | +4 | +3% | 1,652 | 32 |
|
| 38 |
Digital Assets
Stablecoin Infrastructure
| 150 | +41 | +38% | 1,570 | 9 |
|
| 39 |
Robotics & Automation
| 143 | -49 | -26% | 2,519 | 83 |
|
| 40 |
Agriculture & Food Technology
| 138 | -8 | -5% | 2,127 | 79 |
|
| 41 |
Artificial Intelligence
Agentic AI
| 134 | +27 | +25% | 1,475 | 13 |
|
| 42 |
Energy Efficiency
| 133 | -8 | -6% | 2,301 | 31 |
|
| 43 |
Future of Education
| 132 | +28 | +27% | 1,103 | 77 |
|
| 44 |
Genomics & Gene Editing
Gene Therapy
| 125 | +26 | +26% | 1,722 | 131 |
|
| 45 |
Copper & Industrial Metals
| 122 | +5 | +4% | 1,843 | 79 |
|
| 46 |
Defense Modernization
Defense Tech & C4ISR
| 118 | -49 | -29% | 2,345 | 53 |
|
| 47 |
Semiconductors
Analog & Power Semis
| 114 | +20 | +21% | 2,015 | 27 |
|
| 48 |
Space Economy
| 113 | -17 | -13% | 2,039 | 64 |
|
| 49 |
Oil & Gas
Oilfield Services
| 112 | -41 | -27% | 2,199 | 88 |
|
| 50 |
Longevity & Aging Population
| 109 | +6 | +6% | 1,823 | 60 |
|
| 51 |
Gold & Precious Metals
| 101 | +38 | +60% | 1,385 | 133 |
|
| 52 |
Housing & Home Improvement
Homebuilders
| 101 | +7 | +7% | 1,460 | 45 |
|
| 53 |
Robotics & Automation
Industrial Automation
| 100 | -42 | -30% | 2,327 | 16 |
|
| 54 |
Gold & Precious Metals
Gold & Silver Miners
| 99 | +37 | +60% | 1,369 | 124 |
|
| 55 |
Sin Stocks
Casinos
| 98 | -2 | -2% | 1,252 | 24 |
|
| 56 |
Defense Modernization
Munitions Restocking
| 97 | -38 | -28% | 2,178 | 11 |
|
| 57 |
Streaming & Digital Media
News Media
| 93 | +11 | +13% | 1,038 | 26 |
|
| 58 |
Electrification & Grid
| 91 | +13 | +17% | 1,859 | 59 |
|
| 59 |
Sin Stocks
Alcohol
| 84 | +20 | +31% | 1,774 | 24 |
|
| 60 |
Sin Stocks
Tobacco & Nicotine
| 76 | +4 | +6% | 1,984 | 13 |
|
| 61 |
Robotics & Automation
Warehouse & Logistics Robotics
| 75 | -17 | -18% | 1,806 | 3 |
|
| 62 |
Artificial Intelligence
AI Inference Silicon
| 74 | -19 | -20% | 1,525 | 7 |
|
| 63 |
Luxury & Affluent Consumer
| 70 | +8 | +13% | 1,436 | 40 |
|
| 64 |
Semiconductors
Advanced Packaging
| 68 | +4 | +6% | 955 | 10 |
|
| 65 |
Carbon & Pollution Control
| 62 | -13 | -17% | 1,667 | 23 |
|
| 66 |
Water
Water Infrastructure
| 61 | +3 | +5% | 1,355 | 17 |
|
| 67 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 60 | -1 | -2% | 1,154 | 19 |
|
| 68 |
Digital Payments & Fintech
Neobanks
| 54 | +6 | +13% | 798 | 25 |
|
| 69 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 50 | -3 | -6% | 1,310 | 26 |
|
| 70 |
Semiconductors
Semicap & Lithography
| 47 | +3 | +7% | 1,530 | 21 |
|
| 71 |
Autonomous Driving
| 45 | +2 | +5% | 1,208 | 53 |
|
| 72 |
E-Commerce
Food Delivery
| 45 | +6 | +15% | 646 | 12 |
|
| 73 |
Quantum Computing
| 45 | -20 | -31% | 1,909 | 19 |
|
| 74 |
Artificial Intelligence
AI Memory & HBM
| 40 | -9 | -18% | 1,215 | 12 |
|
| 75 |
Electrification & Grid
Energy Storage
| 37 | +14 | +61% | 1,006 | 26 |
|
| 76 |
Space Economy
Satellite Communications
| 37 | +8 | +28% | 578 | 16 |
|
| 77 |
Cybersecurity
Agentic AI Security
| 36 | -2 | -5% | 742 | 2 |
|
| 78 |
Defense Modernization
Drones & Counter-Drone
| 35 | -11 | -24% | 1,317 | 30 |
|
| 79 |
Agriculture & Food Technology
Precision Agriculture
| 35 | +5 | +17% | 1,258 | 4 |
|
| 80 |
Internet of Things
Smart Home
| 34 | +6 | +21% | 1,077 | 17 |
|
| 81 |
Cybersecurity
Identity Security
| 32 | +11 | +52% | 608 | 15 |
|
| 82 |
Electric Vehicles
EV Charging Infrastructure
| 28 | -1 | -3% | 1,184 | 21 |
|
| 83 |
Semiconductors
Photonics & Optical Interconnect
| 28 | +2 | +8% | 868 | 20 |
|
| 84 |
3D Printing & Additive Manufacturing
| 27 | -3 | -10% | 1,275 | 20 |
|
| 85 |
Artificial Intelligence
AI Software & Applications
| 26 | +5 | +24% | 604 | 85 |
|
| 86 |
Clean Energy
Hydrogen & Fuel Cells
| 26 | +8 | +44% | 1,198 | 13 |
|
| 87 |
Sports Betting & iGaming
| 26 | +1 | +4% | 488 | 29 |
|
| 88 |
Clean Energy
Solar
| 25 | +7 | +39% | 664 | 54 |
|
| 89 |
Data Centers & Digital Infrastructure
Power for AI
| 22 | -8 | -27% | 1,256 | 22 |
|
| 90 |
Electrification & Grid
Transmission Buildout
| 21 | +8 | +62% | 583 | 6 |
|
| 91 |
Electrification & Grid
Grid Equipment
| 20 | -6 | -23% | 1,251 | 10 |
|
| 92 |
Agriculture & Food Technology
Plant-Based Foods
| 20 | +5 | +33% | 922 | 17 |
|
| 93 |
Critical Minerals & Rare Earths
| 19 | +4 | +27% | 679 | 60 |
|
| 94 |
Reshoring & American Manufacturing
| 16 | -8 | -33% | 798 | 20 |
|
| 95 |
Digital Payments & Fintech
Buy Now Pay Later
| 15 | +2 | +15% | 427 | 13 |
|
| 96 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 15 | 0 | 0% | 871 | 9 |
|
| 97 |
Defense Modernization
Military Shipbuilding
| 15 | -6 | -29% | 1,277 | 6 |
|
| 98 |
Cloud Computing
Edge Computing
| 13 | -1 | -7% | 1,004 | 11 |
|
| 99 |
Water
Sanitation
| 12 | -4 | -25% | 742 | 8 |
|
| 100 |
Nuclear Energy
Uranium Mining & Enrichment
| 11 | +3 | +38% | 389 | 20 |
|
| 101 |
Sin Stocks
Firearms
| 10 | -2 | -17% | 563 | 12 |
|
| 102 |
Digital Assets
Corporate Crypto Treasuries
| 9 | +2 | +29% | 410 | 63 |
|
| 103 |
Lithium & Battery Materials
| 9 | 0 | 0% | 795 | 47 |
|
| 104 |
Nuclear Energy
Small Modular Reactors
| 9 | +2 | +29% | 273 | 12 |
|
| 105 |
Cannabis
| 8 | -1 | -11% | 699 | 52 |
|
| 106 |
Space Economy
Launch Services
| 7 | +3 | +75% | 226 | 5 |
|
| 107 |
Clean Energy
Wind
| 7 | +2 | +40% | 222 | 9 |
|
| 108 |
Infrastructure & Construction
Green Building
| 6 | 0 | 0% | 360 | 5 |
|
| 109 |
Digital Assets
Bitcoin Miners
| 3 | 0 | 0% | 73 | 40 |
|
| 110 |
Virtual & Augmented Reality
| 3 | -1 | -25% | 147 | 20 |
|
| 111 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| – | – | – | 11 | 14 |
|