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
| 2,301 | +5 | +0.2% | 3,875 | 264 |
|
| 2 |
Cloud Computing
| 2,275 | -10 | -0.4% | 3,806 | 64 |
|
| 3 |
E-Commerce
| 2,235 | -14 | -0.6% | 3,941 | 240 |
|
| 4 |
Digital Payments & Fintech
| 2,179 | +22 | +1% | 3,835 | 148 |
|
| 5 |
SaaS & Enterprise Software
| 2,174 | +28 | +1% | 3,838 | 266 |
|
| 6 |
E-Commerce
Marketplaces
| 2,164 | +3 | +0.1% | 3,825 | 106 |
|
| 7 |
Social Media & Creator Economy
| 2,022 | +13 | +0.6% | 3,617 | 45 |
|
| 8 |
Streaming & Digital Media
| 1,791 | -35 | -2% | 3,824 | 120 |
|
| 9 |
Video Games & Esports
| 1,701 | +88 | +5% | 3,427 | 55 |
|
| 10 |
Internet of Things
| 1,662 | -19 | -1% | 3,525 | 99 |
|
| 11 |
Internet of Things
Wearables
| 1,486 | -20 | -1% | 3,164 | 21 |
|
| 12 |
Medical Devices & Diagnostics
| 1,266 | -68 | -5% | 3,621 | 342 |
|
| 13 |
Immunotherapy & Oncology
| 1,154 | -88 | -7% | 3,541 | 388 |
|
| 14 |
Oil & Gas
| 1,066 | -115 | -10% | 3,775 | 361 |
|
| 15 |
Semiconductors
| 793 | -139 | -15% | 3,487 | 178 |
|
| 16 |
Housing & Home Improvement
| 656 | +16 | +3% | 3,474 | 223 |
|
| 17 |
Defense Modernization
| 627 | +32 | +5% | 3,394 | 163 |
|
| 18 |
Cybersecurity
| 480 | -74 | -13% | 2,982 | 85 |
|
| 19 |
Genomics & Gene Editing
| 448 | +4 | +0.9% | 2,791 | 199 |
|
| 20 |
GLP-1 & Obesity
| 425 | -62 | -13% | 3,197 | 92 |
|
| 21 |
Pet Economy
| 344 | -32 | -9% | 2,926 | 34 |
|
| 22 |
Housing & Home Improvement
Home & Garden Retail
| 343 | +5 | +1% | 2,787 | 30 |
|
| 23 |
Small Business Economy
| 279 | -4 | -1% | 2,401 | 58 |
|
| 24 |
Artificial Intelligence
Chinese AI
| 261 | -24 | -8% | 1,604 | 14 |
|
| 25 |
Sin Stocks
| 251 | -7 | -3% | 2,799 | 78 |
|
| 26 |
Infrastructure & Construction
| 248 | +20 | +9% | 2,693 | 127 |
|
| 27 |
Health & Wellness
| 224 | -12 | -5% | 2,500 | 78 |
|
| 28 |
Water
| 214 | -32 | -13% | 2,441 | 67 |
|
| 29 |
Digital Health & Telemedicine
| 213 | -5 | -2% | 2,431 | 84 |
|
| 30 |
Digital Assets
| 205 | 0 | 0% | 1,982 | 160 |
|
| 31 |
Reuse, Repair & Circular Economy
| 203 | +13 | +7% | 2,066 | 68 |
|
| 32 |
Nuclear Energy
| 200 | +1 | +0.5% | 2,219 | 61 |
|
| 33 |
Electric Vehicles
| 192 | -27 | -12% | 2,548 | 124 |
|
| 34 |
Data Centers & Digital Infrastructure
| 191 | -16 | -8% | 2,220 | 78 |
|
| 35 |
Clean Energy
| 190 | +25 | +15% | 2,562 | 134 |
|
| 36 |
Robotics & Automation
| 178 | +9 | +5% | 2,570 | 83 |
|
| 37 |
Energy Efficiency
| 169 | +9 | +6% | 2,392 | 31 |
|
| 38 |
Space Economy
| 157 | +51 | +48% | 2,175 | 64 |
|
| 39 |
Digital Assets
Stablecoin Infrastructure
| 157 | -2 | -1% | 1,691 | 9 |
|
| 40 |
Oil & Gas
LNG
| 156 | -27 | -15% | 2,237 | 32 |
|
| 41 |
Defense Modernization
Defense Tech & C4ISR
| 155 | +24 | +18% | 2,424 | 53 |
|
| 42 |
Copper & Industrial Metals
| 153 | +11 | +8% | 1,824 | 79 |
|
| 43 |
Online Travel & Experiences
| 151 | +19 | +14% | 1,679 | 32 |
|
| 44 |
Robotics & Automation
Industrial Automation
| 136 | +11 | +9% | 2,381 | 16 |
|
| 45 |
Agriculture & Food Technology
| 133 | +18 | +16% | 2,234 | 79 |
|
| 46 |
Artificial Intelligence
Agentic AI
| 128 | -20 | -14% | 1,596 | 13 |
|
| 47 |
Future of Education
| 128 | +10 | +8% | 1,128 | 77 |
|
| 48 |
Genomics & Gene Editing
Gene Therapy
| 126 | -3 | -2% | 1,775 | 131 |
|
| 49 |
Gold & Precious Metals
| 124 | +23 | +23% | 1,438 | 133 |
|
| 50 |
Defense Modernization
Munitions Restocking
| 121 | +20 | +20% | 2,239 | 11 |
|
| 51 |
Gold & Precious Metals
Gold & Silver Miners
| 120 | +21 | +21% | 1,424 | 124 |
|
| 52 |
Longevity & Aging Population
| 119 | +16 | +16% | 1,936 | 60 |
|
| 53 |
Semiconductors
Analog & Power Semis
| 117 | -3 | -3% | 2,082 | 27 |
|
| 54 |
E-Commerce
Food Delivery
| 110 | +35 | +47% | 913 | 12 |
|
| 55 |
Oil & Gas
Oilfield Services
| 110 | -24 | -18% | 2,122 | 88 |
|
| 56 |
Sin Stocks
Casinos
| 108 | +15 | +16% | 1,260 | 24 |
|
| 57 |
Robotics & Automation
Warehouse & Logistics Robotics
| 105 | +8 | +8% | 1,897 | 3 |
|
| 58 |
Streaming & Digital Media
News Media
| 100 | -28 | -22% | 1,218 | 26 |
|
| 59 |
Autonomous Driving
| 97 | +31 | +47% | 1,312 | 53 |
|
| 60 |
Housing & Home Improvement
Homebuilders
| 95 | -6 | -6% | 1,480 | 45 |
|
| 61 |
Water
Water Infrastructure
| 80 | -1 | -1% | 1,395 | 17 |
|
| 62 |
Luxury & Affluent Consumer
| 78 | -10 | -11% | 1,564 | 40 |
|
| 63 |
Sin Stocks
Alcohol
| 77 | +4 | +5% | 1,826 | 24 |
|
| 64 |
Electrification & Grid
| 73 | -9 | -11% | 1,878 | 59 |
|
| 65 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 68 | -3 | -4% | 1,232 | 19 |
|
| 66 |
Semiconductors
Semicap & Lithography
| 68 | -1 | -1% | 1,605 | 21 |
|
| 67 |
Artificial Intelligence
AI Inference Silicon
| 66 | +20 | +43% | 1,547 | 7 |
|
| 68 |
Sin Stocks
Tobacco & Nicotine
| 61 | -26 | -30% | 1,991 | 13 |
|
| 69 |
Carbon & Pollution Control
| 60 | +3 | +5% | 1,622 | 23 |
|
| 70 |
Defense Modernization
Drones & Counter-Drone
| 53 | +22 | +71% | 1,405 | 30 |
|
| 71 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| 53 | +40 | +308% | 533 | 14 |
|
| 72 |
Quantum Computing
| 52 | -9 | -15% | 1,951 | 19 |
|
| 73 |
Clean Energy
Hydrogen & Fuel Cells
| 51 | +17 | +50% | 1,274 | 13 |
|
| 74 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 51 | -4 | -7% | 1,283 | 26 |
|
| 75 |
Digital Payments & Fintech
Neobanks
| 49 | +2 | +4% | 770 | 25 |
|
| 76 |
Semiconductors
Advanced Packaging
| 47 | -14 | -23% | 951 | 10 |
|
| 77 |
Artificial Intelligence
AI Memory & HBM
| 45 | -3 | -6% | 1,198 | 12 |
|
| 78 |
Clean Energy
Solar
| 39 | +12 | +44% | 745 | 54 |
|
| 79 |
Internet of Things
Smart Home
| 38 | +4 | +12% | 1,071 | 17 |
|
| 80 |
Space Economy
Satellite Communications
| 37 | -1 | -3% | 585 | 16 |
|
| 81 |
Sports Betting & iGaming
| 36 | +7 | +24% | 539 | 29 |
|
| 82 |
Semiconductors
Photonics & Optical Interconnect
| 35 | +2 | +6% | 912 | 20 |
|
| 83 |
Cybersecurity
Identity Security
| 31 | +1 | +3% | 712 | 15 |
|
| 84 |
Agriculture & Food Technology
Precision Agriculture
| 30 | 0 | 0% | 1,254 | 4 |
|
| 85 |
Artificial Intelligence
AI Software & Applications
| 27 | -2 | -7% | 617 | 85 |
|
| 86 |
Electrification & Grid
Energy Storage
| 26 | -9 | -26% | 931 | 26 |
|
| 87 |
Electric Vehicles
EV Charging Infrastructure
| 26 | -6 | -19% | 1,180 | 21 |
|
| 88 |
3D Printing & Additive Manufacturing
| 24 | +2 | +9% | 1,217 | 20 |
|
| 89 |
Digital Payments & Fintech
Buy Now Pay Later
| 22 | +4 | +22% | 440 | 13 |
|
| 90 |
Reshoring & American Manufacturing
| 22 | -1 | -4% | 786 | 20 |
|
| 91 |
Critical Minerals & Rare Earths
| 20 | +1 | +5% | 648 | 60 |
|
| 92 |
Water
Sanitation
| 20 | 0 | 0% | 779 | 8 |
|
| 93 |
Electrification & Grid
Transmission Buildout
| 19 | +2 | +12% | 622 | 6 |
|
| 94 |
Cybersecurity
Agentic AI Security
| 18 | -22 | -55% | 766 | 2 |
|
| 95 |
Data Centers & Digital Infrastructure
Power for AI
| 18 | -4 | -18% | 1,329 | 22 |
|
| 96 |
Cloud Computing
Edge Computing
| 16 | +4 | +33% | 1,014 | 11 |
|
| 97 |
Defense Modernization
Military Shipbuilding
| 16 | +1 | +7% | 1,288 | 6 |
|
| 98 |
Agriculture & Food Technology
Plant-Based Foods
| 15 | -2 | -12% | 911 | 17 |
|
| 99 |
Electrification & Grid
Grid Equipment
| 14 | -2 | -13% | 1,304 | 10 |
|
| 100 |
Cannabis
| 12 | 0 | 0% | 865 | 52 |
|
| 101 |
Sin Stocks
Firearms
| 11 | +1 | +10% | 556 | 12 |
|
| 102 |
Nuclear Energy
Uranium Mining & Enrichment
| 11 | 0 | 0% | 375 | 20 |
|
| 103 |
Digital Assets
Corporate Crypto Treasuries
| 9 | -1 | -10% | 373 | 63 |
|
| 104 |
Infrastructure & Construction
Green Building
| 9 | +2 | +29% | 370 | 5 |
|
| 105 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 9 | -2 | -18% | 907 | 9 |
|
| 106 |
Lithium & Battery Materials
| 9 | -2 | -18% | 823 | 47 |
|
| 107 |
Nuclear Energy
Small Modular Reactors
| 9 | +1 | +13% | 274 | 12 |
|
| 108 |
Clean Energy
Wind
| 7 | +1 | +17% | 229 | 9 |
|
| 109 |
Space Economy
Launch Services
| 5 | +2 | +67% | 227 | 5 |
|
| 110 |
Digital Assets
Bitcoin Miners
| 3 | 0 | 0% | 81 | 40 |
|
| 111 |
Virtual & Augmented Reality
| 3 | 0 | 0% | 142 | 20 |
|
| 112 |
Digital Assets
Crypto Exchanges
| 2 | +2 | – | 47 | 7 |
|