Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
3,905 +261 +7% $2.09T 264
E-Commerce
3,892 +283 +8% $1.33T 240
Digital Payments & Fintech
3,828 +270 +8% $1.21T 148
SaaS & Enterprise Software
3,819 +261 +7% $1.63T 266
Cloud Computing
3,807 +269 +8% $1.86T 64
Oil & Gas
3,796 +180 +5% $1.25T 361
Streaming & Digital Media
3,788 +255 +7% $1.41T 120
E-Commerce
Marketplaces
3,758 +263 +8% $1.21T 106
Medical Devices & Diagnostics
3,616 +206 +6% $1.17T 342
Social Media & Creator Economy
3,584 +246 +7% $1.34T 45
Internet of Things
3,578 +217 +6% $643B 99
Immunotherapy & Oncology
3,531 +233 +7% $1.08T 388
Semiconductors
3,514 +174 +5% $984B 178
Housing & Home Improvement
3,462 +172 +5% $491B 223
Defense Modernization
3,344 +212 +7% $605B 163
Video Games & Esports
3,342 +261 +8% $667B 55
GLP-1 & Obesity
3,213 +192 +6% $594B 92
Internet of Things
Wearables
3,192 +221 +7% $467B 21
Cybersecurity
2,884 +150 +5% $270B 85
Pet Economy
2,843 +151 +6% $294B 34
Housing & Home Improvement
Home & Garden Retail
2,773 +127 +5% $232B 30
Sin Stocks
2,773 +80 +3% $278B 78
Genomics & Gene Editing
2,679 +145 +6% $333B 199
Water
2,643 +129 +5% $211B 67
Infrastructure & Construction
2,608 +81 +3% $194B 127
Electric Vehicles
2,570 +84 +3% $195B 124
Robotics & Automation
2,519 +46 +2% $176B 83
Clean Energy
2,465 +47 +2% $126B 134
Health & Wellness
2,444 +89 +4% $144B 78
Digital Health & Telemedicine
2,349 +134 +6% $274B 84
Defense Modernization
Defense Tech & C4ISR
2,345 +36 +2% $188B 53
Robotics & Automation
Industrial Automation
2,327 +67 +3% $132B 16
Energy Efficiency
2,301 +52 +2% $143B 31
Small Business Economy
2,264 +87 +4% $203B 58
Oil & Gas
LNG
2,227 +105 +5% $155B 32
Oil & Gas
Oilfield Services
2,199 -181 -8% $127B 88
Defense Modernization
Munitions Restocking
2,178 +66 +3% $135B 11
Nuclear Energy
2,162 +108 +5% $164B 61
Agriculture & Food Technology
2,127 +65 +3% $131B 79
Data Centers & Digital Infrastructure
2,122 +7 +0.3% $184B 78
Space Economy
2,039 +33 +2% $115B 64
Semiconductors
Analog & Power Semis
2,015 +16 +0.8% $153B 27
Reuse, Repair & Circular Economy
1,994 +20 +1% $110B 68
Sin Stocks
Tobacco & Nicotine
1,984 +38 +2% $143B 13
Quantum Computing
1,909 -15 -0.8% $56.5B 19
Digital Assets
1,882 +126 +7% $102B 160
Electrification & Grid
1,859 +53 +3% $86.5B 59
Copper & Industrial Metals
1,843 -9 -0.5% $96.9B 79
Longevity & Aging Population
1,823 +62 +4% $139B 60
Robotics & Automation
Warehouse & Logistics Robotics
1,806 +66 +4% $73B 3
Sin Stocks
Alcohol
1,774 +34 +2% $62B 24
Genomics & Gene Editing
Gene Therapy
1,722 +57 +3% $66.9B 131
Carbon & Pollution Control
1,667 -4 -0.2% $65.5B 23
Online Travel & Experiences
1,652 +60 +4% $119B 32
Digital Assets
Stablecoin Infrastructure
1,570 +125 +9% $81.2B 9
Artificial Intelligence
Chinese AI
1,543 +11 +0.7% $176B 14
Semiconductors
Semicap & Lithography
1,530 -19 -1% $78.9B 21
Artificial Intelligence
AI Inference Silicon
1,525 -23 -1% $58.7B 7
Artificial Intelligence
Agentic AI
1,475 +93 +7% $124B 13
Housing & Home Improvement
Homebuilders
1,460 -2 -0.1% $62.8B 45
Luxury & Affluent Consumer
1,436 -30 -2% $70.6B 40
Gold & Precious Metals
1,385 +61 +5% $85.7B 133
Gold & Precious Metals
Gold & Silver Miners
1,369 +61 +5% $85.2B 124
Water
Water Infrastructure
1,355 +43 +3% $52.7B 17
Defense Modernization
Drones & Counter-Drone
1,317 -29 -2% $59B 30
GLP-1 & Obesity
Obesity Second-Order Effects
1,310 -24 -2% $52.1B 26
Defense Modernization
Military Shipbuilding
1,277 -46 -3% $53.8B 6
3D Printing & Additive Manufacturing
1,275 +20 +2% $40.7B 20
Agriculture & Food Technology
Precision Agriculture
1,258 +57 +5% $35B 4
Data Centers & Digital Infrastructure
Power for AI
1,256 -31 -2% $33.5B 22
Sin Stocks
Casinos
1,252 -22 -2% $66B 24
Electrification & Grid
Grid Equipment
1,251 -19 -1% $29.1B 10
Artificial Intelligence
AI Memory & HBM
1,215 -20 -2% $47.4B 12
Autonomous Driving
1,208 +65 +6% $56.2B 53
Clean Energy
Hydrogen & Fuel Cells
1,198 +58 +5% $31.3B 13
Electric Vehicles
EV Charging Infrastructure
1,184 +12 +1% $15.6B 21
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,154 +15 +1% $66.1B 19
Future of Education
1,103 +26 +2% $59.6B 77
Internet of Things
Smart Home
1,077 +226 +27% $23.7B 17
Streaming & Digital Media
News Media
1,038 -2 -0.2% $34.9B 26
Electrification & Grid
Energy Storage
1,006 +115 +13% $38.1B 26
Cloud Computing
Edge Computing
1,004 +15 +2% $24.4B 11
Semiconductors
Advanced Packaging
955 +8 +0.8% $41.3B 10
Agriculture & Food Technology
Plant-Based Foods
922 +12 +1% $19.7B 17
Data Centers & Digital Infrastructure
Liquid Cooling
871 +1 +0.1% $14.3B 9
Semiconductors
Photonics & Optical Interconnect
868 +30 +4% $14B 20
Digital Payments & Fintech
Neobanks
798 -4 -0.5% $16.6B 25
Reshoring & American Manufacturing
798 -25 -3% $13B 20
Lithium & Battery Materials
795 +7 +0.9% $10.5B 47
Cybersecurity
Agentic AI Security
742 -3 -0.4% $14.4B 2
Water
Sanitation
742 -17 -2% $12.4B 8
Cannabis
699 +67 +11% $4.5B 52
Critical Minerals & Rare Earths
679 +15 +2% $5.57B 60
Clean Energy
Solar
664 -26 -4% $8.42B 54
E-Commerce
Food Delivery
646 -72 -10% $21.2B 12
Cybersecurity
Identity Security
608 +54 +10% $9.08B 15
Artificial Intelligence
AI Software & Applications
604 +32 +6% $7.51B 85
Electrification & Grid
Transmission Buildout
583 -43 -7% $7.62B 6
Space Economy
Satellite Communications
578 +24 +4% $8.18B 16
Sin Stocks
Firearms
563 +16 +3% $5.19B 12
Sports Betting & iGaming
488 -28 -5% $8.84B 29
Digital Payments & Fintech
Buy Now Pay Later
427 +1 +0.2% $5.05B 13
Digital Assets
Corporate Crypto Treasuries
410 -2 -0.5% $2.58B 63
Nuclear Energy
Uranium Mining & Enrichment
389 +3 +0.8% $2.73B 20
Infrastructure & Construction
Green Building
360 -14 -4% $3.82B 5
Nuclear Energy
Small Modular Reactors
273 +9 +3% $2.42B 12
Space Economy
Launch Services
226 -8 -3% $3.01B 5
Clean Energy
Wind
222 +2 +0.9% $780M 9
Virtual & Augmented Reality
147 -14 -9% $517M 20
Digital Assets
Bitcoin Miners
73 0 0% $317M 40
Autonomous Driving
Ride-Hailing & Shared Mobility
11 0 0% $1.91M 14