Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
3,914 -27 -0.7% $1.76T 240
Artificial Intelligence
3,882 +7 +0.2% $2.66T 264
SaaS & Enterprise Software
3,839 +1 +0% $2.12T 266
Digital Payments & Fintech
3,825 -10 -0.3% $1.7T 148
Cloud Computing
3,812 +6 +0.2% $2.31T 64
Streaming & Digital Media
3,810 -14 -0.4% $1.68T 120
E-Commerce
Marketplaces
3,802 -23 -0.6% $1.6T 106
Oil & Gas
3,734 -41 -1% $1.31T 361
Medical Devices & Diagnostics
3,616 -5 -0.1% $1.33T 342
Social Media & Creator Economy
3,612 -5 -0.1% $1.74T 45
Internet of Things
3,521 -4 -0.1% $840B 99
Housing & Home Improvement
3,506 +32 +0.9% $630B 223
Immunotherapy & Oncology
3,502 -39 -1% $1.04T 388
Semiconductors
3,478 -9 -0.3% $1.21T 178
Video Games & Esports
3,427 0 0% $898B 55
Defense Modernization
3,395 +1 +0% $801B 163
Internet of Things
Wearables
3,178 +14 +0.4% $627B 21
GLP-1 & Obesity
3,173 -24 -0.8% $530B 92
Cybersecurity
2,984 +2 +0.1% $308B 85
Pet Economy
2,896 -30 -1% $367B 34
Housing & Home Improvement
Home & Garden Retail
2,830 +43 +2% $289B 30
Sin Stocks
2,774 -25 -0.9% $303B 78
Genomics & Gene Editing
2,762 -29 -1% $398B 199
Infrastructure & Construction
2,628 -65 -2% $235B 127
Clean Energy
2,544 -18 -0.7% $152B 134
Robotics & Automation
2,542 -28 -1% $211B 83
Health & Wellness
2,533 +33 +1% $162B 78
Electric Vehicles
2,524 -24 -0.9% $213B 124
Defense Modernization
Defense Tech & C4ISR
2,491 +67 +3% $268B 53
Small Business Economy
2,490 +89 +4% $329B 58
Digital Health & Telemedicine
2,425 -6 -0.2% $261B 84
Water
2,415 -26 -1% $205B 67
Energy Efficiency
2,356 -36 -2% $183B 31
Robotics & Automation
Industrial Automation
2,355 -26 -1% $159B 16
Defense Modernization
Munitions Restocking
2,322 +83 +4% $200B 11
Nuclear Energy
2,275 +56 +3% $207B 61
Data Centers & Digital Infrastructure
2,234 +14 +0.6% $256B 78
Space Economy
2,220 +45 +2% $166B 64
Oil & Gas
LNG
2,194 -43 -2% $172B 32
Agriculture & Food Technology
2,193 -41 -2% $157B 79
Semiconductors
Analog & Power Semis
2,101 +19 +0.9% $197B 27
Reuse, Repair & Circular Economy
2,025 -41 -2% $132B 68
Oil & Gas
Oilfield Services
2,015 -107 -5% $128B 88
Quantum Computing
1,963 +12 +0.6% $73.5B 19
Digital Assets
1,956 -26 -1% $123B 160
Longevity & Aging Population
1,937 +1 +0.1% $180B 60
Sin Stocks
Tobacco & Nicotine
1,922 -69 -3% $141B 13
Robotics & Automation
Warehouse & Logistics Robotics
1,873 -24 -1% $91.6B 3
Sin Stocks
Alcohol
1,840 +14 +0.8% $76.8B 24
Electrification & Grid
1,826 -52 -3% $84.3B 59
Genomics & Gene Editing
Gene Therapy
1,754 -21 -1% $70.2B 131
Copper & Industrial Metals
1,748 -76 -4% $99.8B 79
Online Travel & Experiences
1,695 +16 +1% $132B 32
Digital Assets
Stablecoin Infrastructure
1,671 -20 -1% $99.3B 9
Semiconductors
Semicap & Lithography
1,660 +55 +3% $124B 21
Artificial Intelligence
Agentic AI
1,620 +24 +2% $158B 13
Artificial Intelligence
Chinese AI
1,617 +13 +0.8% $221B 14
Carbon & Pollution Control
1,603 -19 -1% $57.8B 23
Defense Modernization
Drones & Counter-Drone
1,562 +157 +11% $104B 30
Artificial Intelligence
AI Inference Silicon
1,545 -2 -0.1% $70B 7
Luxury & Affluent Consumer
1,541 -23 -1% $89.6B 40
Housing & Home Improvement
Homebuilders
1,510 +30 +2% $92.4B 45
Gold & Precious Metals
1,494 +56 +4% $120B 133
Gold & Precious Metals
Gold & Silver Miners
1,478 +54 +4% $119B 124
Water
Water Infrastructure
1,374 -21 -2% $69.4B 17
GLP-1 & Obesity
Obesity Second-Order Effects
1,320 +37 +3% $56.2B 26
Autonomous Driving
1,304 -8 -0.6% $84.6B 53
Defense Modernization
Military Shipbuilding
1,302 +14 +1% $63.7B 6
Data Centers & Digital Infrastructure
Power for AI
1,298 -31 -2% $41.9B 22
Clean Energy
Hydrogen & Fuel Cells
1,276 +2 +0.2% $41.8B 13
Artificial Intelligence
AI Memory & HBM
1,263 +65 +5% $69.3B 12
Electrification & Grid
Grid Equipment
1,260 -44 -3% $34.1B 10
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,253 +21 +2% $96.3B 19
Agriculture & Food Technology
Precision Agriculture
1,253 -1 -0.1% $39B 4
Sin Stocks
Casinos
1,248 -12 -1% $78.7B 24
Streaming & Digital Media
News Media
1,198 -20 -2% $59.4B 26
Electric Vehicles
EV Charging Infrastructure
1,175 -5 -0.4% $15.8B 21
3D Printing & Additive Manufacturing
1,167 -50 -4% $43.1B 20
Future of Education
1,151 +23 +2% $75.6B 77
Cloud Computing
Edge Computing
1,047 +33 +3% $31.6B 11
Internet of Things
Smart Home
1,037 -34 -3% $27.6B 17
Semiconductors
Advanced Packaging
971 +20 +2% $50.9B 10
Semiconductors
Photonics & Optical Interconnect
918 +6 +0.7% $17B 20
Electrification & Grid
Energy Storage
917 -14 -2% $27.1B 26
Agriculture & Food Technology
Plant-Based Foods
892 -19 -2% $21.1B 17
Cannabis
880 +15 +2% $6.88B 52
E-Commerce
Food Delivery
876 -37 -4% $55B 12
Data Centers & Digital Infrastructure
Liquid Cooling
873 -34 -4% $18.4B 9
Clean Energy
Solar
802 +57 +8% $15.1B 54
Digital Payments & Fintech
Neobanks
784 +14 +2% $17.7B 25
Lithium & Battery Materials
778 -45 -5% $9.66B 47
Water
Sanitation
769 -10 -1% $15.4B 8
Reshoring & American Manufacturing
749 -37 -5% $15B 20
Cybersecurity
Agentic AI Security
745 -21 -3% $16.1B 2
Cybersecurity
Identity Security
726 +14 +2% $15B 15
Critical Minerals & Rare Earths
631 -17 -3% $6.01B 60
Electrification & Grid
Transmission Buildout
629 +7 +1% $10.1B 6
Artificial Intelligence
AI Software & Applications
606 -11 -2% $9.86B 85
Autonomous Driving
Ride-Hailing & Shared Mobility
562 +29 +5% $31.7B 14
Space Economy
Satellite Communications
562 -23 -4% $9.42B 16
Sports Betting & iGaming
555 +16 +3% $12.1B 29
Sin Stocks
Firearms
539 -17 -3% $4.42B 12
Digital Payments & Fintech
Buy Now Pay Later
458 +18 +4% $6.37B 13
Infrastructure & Construction
Green Building
365 -5 -1% $6.27B 5
Digital Assets
Corporate Crypto Treasuries
362 -11 -3% $1.99B 63
Nuclear Energy
Uranium Mining & Enrichment
353 -22 -6% $2.44B 20
Nuclear Energy
Small Modular Reactors
263 -11 -4% $2.17B 12
Space Economy
Launch Services
256 +29 +13% $4.37B 5
Clean Energy
Wind
216 -13 -6% $750M 9
Virtual & Augmented Reality
118 -24 -17% $500M 20
Digital Assets
Bitcoin Miners
87 +6 +7% $276M 40
Digital Assets
Crypto Exchanges
49 +2 +4% $65.2M 7