Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
3,941 +21 +0.5% $1.75T 240
Artificial Intelligence
3,875 -19 -0.5% $2.61T 264
SaaS & Enterprise Software
3,838 -6 -0.2% $2.13T 266
Digital Payments & Fintech
3,835 -19 -0.5% $1.58T 148
E-Commerce
Marketplaces
3,825 +26 +0.7% $1.6T 106
Streaming & Digital Media
3,824 -20 -0.5% $1.71T 120
Cloud Computing
3,806 -8 -0.2% $2.29T 64
Oil & Gas
3,775 -45 -1% $1.4T 361
Medical Devices & Diagnostics
3,621 -21 -0.6% $1.35T 342
Social Media & Creator Economy
3,617 +18 +0.5% $1.68T 45
Immunotherapy & Oncology
3,541 -27 -0.8% $1.1T 388
Internet of Things
3,525 -44 -1% $779B 99
Semiconductors
3,487 -29 -0.8% $1.17T 178
Housing & Home Improvement
3,474 -36 -1% $589B 223
Video Games & Esports
3,427 +25 +0.7% $871B 55
Defense Modernization
3,394 +13 +0.4% $772B 163
GLP-1 & Obesity
3,197 -34 -1% $562B 92
Internet of Things
Wearables
3,164 -31 -1% $561B 21
Cybersecurity
2,982 +27 +0.9% $331B 85
Pet Economy
2,926 +9 +0.3% $372B 34
Sin Stocks
2,799 -36 -1% $322B 78
Genomics & Gene Editing
2,791 +25 +0.9% $434B 199
Housing & Home Improvement
Home & Garden Retail
2,787 -24 -0.9% $272B 30
Infrastructure & Construction
2,693 +16 +0.6% $240B 127
Robotics & Automation
2,570 -7 -0.3% $218B 83
Clean Energy
2,562 +23 +0.9% $154B 134
Electric Vehicles
2,548 -39 -2% $217B 124
Health & Wellness
2,500 +15 +0.6% $162B 78
Water
2,441 -202 -8% $208B 67
Digital Health & Telemedicine
2,431 +63 +3% $287B 84
Defense Modernization
Defense Tech & C4ISR
2,424 +17 +0.7% $238B 53
Small Business Economy
2,401 +16 +0.7% $287B 58
Energy Efficiency
2,392 +34 +1% $188B 31
Robotics & Automation
Industrial Automation
2,381 +6 +0.3% $164B 16
Defense Modernization
Munitions Restocking
2,239 +16 +0.7% $173B 11
Oil & Gas
LNG
2,237 -46 -2% $167B 32
Agriculture & Food Technology
2,234 +108 +5% $162B 79
Data Centers & Digital Infrastructure
2,220 -7 -0.3% $236B 78
Nuclear Energy
2,219 -4 -0.2% $196B 61
Space Economy
2,175 +73 +3% $154B 64
Oil & Gas
Oilfield Services
2,122 -101 -5% $137B 88
Semiconductors
Analog & Power Semis
2,082 -10 -0.5% $184B 27
Reuse, Repair & Circular Economy
2,066 +17 +0.8% $133B 68
Sin Stocks
Tobacco & Nicotine
1,991 -64 -3% $156B 13
Digital Assets
1,982 +15 +0.8% $137B 160
Quantum Computing
1,951 -25 -1% $71.3B 19
Longevity & Aging Population
1,936 +78 +4% $170B 60
Robotics & Automation
Warehouse & Logistics Robotics
1,897 +37 +2% $95.6B 3
Electrification & Grid
1,878 -29 -2% $84.7B 59
Sin Stocks
Alcohol
1,826 -4 -0.2% $75.5B 24
Copper & Industrial Metals
1,824 -43 -2% $109B 79
Genomics & Gene Editing
Gene Therapy
1,775 -19 -1% $88B 131
Digital Assets
Stablecoin Infrastructure
1,691 +45 +3% $110B 9
Online Travel & Experiences
1,679 +4 +0.2% $131B 32
Carbon & Pollution Control
1,622 -59 -4% $61.8B 23
Semiconductors
Semicap & Lithography
1,605 -25 -2% $105B 21
Artificial Intelligence
Chinese AI
1,604 -33 -2% $228B 14
Artificial Intelligence
Agentic AI
1,596 +13 +0.8% $154B 13
Luxury & Affluent Consumer
1,564 +26 +2% $91.5B 40
Artificial Intelligence
AI Inference Silicon
1,547 +87 +6% $74.8B 7
Housing & Home Improvement
Homebuilders
1,480 -14 -0.9% $79.5B 45
Gold & Precious Metals
1,438 +17 +1% $112B 133
Gold & Precious Metals
Gold & Silver Miners
1,424 +16 +1% $111B 124
Defense Modernization
Drones & Counter-Drone
1,405 +35 +3% $80.9B 30
Water
Water Infrastructure
1,395 +15 +1% $70.6B 17
Data Centers & Digital Infrastructure
Power for AI
1,329 -2 -0.2% $41B 22
Autonomous Driving
1,312 +30 +2% $98.5B 53
Electrification & Grid
Grid Equipment
1,304 -25 -2% $34.6B 10
Defense Modernization
Military Shipbuilding
1,288 -17 -1% $63.4B 6
GLP-1 & Obesity
Obesity Second-Order Effects
1,283 -28 -2% $53.1B 26
Clean Energy
Hydrogen & Fuel Cells
1,274 +43 +3% $43.8B 13
Sin Stocks
Casinos
1,260 +3 +0.2% $83.6B 24
Agriculture & Food Technology
Precision Agriculture
1,254 -14 -1% $39.1B 4
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,232 +22 +2% $84.7B 19
Streaming & Digital Media
News Media
1,218 -40 -3% $62.2B 26
3D Printing & Additive Manufacturing
1,217 -36 -3% $46B 20
Artificial Intelligence
AI Memory & HBM
1,198 -45 -4% $60.2B 12
Electric Vehicles
EV Charging Infrastructure
1,180 -31 -3% $17.2B 21
Future of Education
1,128 -14 -1% $78.5B 77
Internet of Things
Smart Home
1,071 -45 -4% $29B 17
Cloud Computing
Edge Computing
1,014 -6 -0.6% $29.7B 11
Semiconductors
Advanced Packaging
951 -24 -2% $43.8B 10
Electrification & Grid
Energy Storage
931 -50 -5% $26.5B 26
E-Commerce
Food Delivery
913 +181 +25% $72.9B 12
Semiconductors
Photonics & Optical Interconnect
912 -30 -3% $16.2B 20
Agriculture & Food Technology
Plant-Based Foods
911 +9 +1% $20.5B 17
Data Centers & Digital Infrastructure
Liquid Cooling
907 -6 -0.7% $18.9B 9
Cannabis
865 +8 +0.9% $8.04B 52
Lithium & Battery Materials
823 -55 -6% $9.84B 47
Reshoring & American Manufacturing
786 -32 -4% $16.6B 20
Water
Sanitation
779 +15 +2% $16.1B 8
Digital Payments & Fintech
Neobanks
770 -16 -2% $18.6B 25
Cybersecurity
Agentic AI Security
766 -57 -7% $15.8B 2
Clean Energy
Solar
745 +33 +5% $14.2B 54
Cybersecurity
Identity Security
712 +29 +4% $16.1B 15
Critical Minerals & Rare Earths
648 -15 -2% $7.16B 60
Electrification & Grid
Transmission Buildout
622 -5 -0.8% $9.47B 6
Artificial Intelligence
AI Software & Applications
617 -12 -2% $10B 85
Space Economy
Satellite Communications
585 -2 -0.3% $10.2B 16
Sin Stocks
Firearms
556 -27 -5% $5.42B 12
Sports Betting & iGaming
539 +31 +6% $12.5B 29
Autonomous Driving
Ride-Hailing & Shared Mobility
533 +289 +118% $46.8B 14
Digital Payments & Fintech
Buy Now Pay Later
440 +10 +2% $7.41B 13
Nuclear Energy
Uranium Mining & Enrichment
375 -23 -6% $2.65B 20
Digital Assets
Corporate Crypto Treasuries
373 -27 -7% $2.21B 63
Infrastructure & Construction
Green Building
370 -8 -2% $5.32B 5
Nuclear Energy
Small Modular Reactors
274 -20 -7% $2.28B 12
Clean Energy
Wind
229 +1 +0.4% $927M 9
Space Economy
Launch Services
227 0 0% $3.95B 5
Virtual & Augmented Reality
142 -2 -1% $571M 20
Digital Assets
Bitcoin Miners
81 +6 +8% $318M 40
Digital Assets
Crypto Exchanges
47 +47 – $146M 7