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
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50
100
| # | Theme |
Holding in top 10 | Growth | Growth % |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
E-Commerce
| 2,667 | +359 | +16% | 4,366 | 240 |
|
| 2 |
E-Commerce
Marketplaces
| 2,581 | +351 | +16% | 4,249 | 106 |
|
| 3 |
Artificial Intelligence
| 2,571 | +236 | +10% | 4,269 | 264 |
|
| 4 |
Digital Payments & Fintech
| 2,556 | +297 | +13% | 4,221 | 148 |
|
| 5 |
Cloud Computing
| 2,506 | +198 | +9% | 4,188 | 64 |
|
| 6 |
SaaS & Enterprise Software
| 2,342 | +188 | +9% | 4,221 | 266 |
|
| 7 |
Social Media & Creator Economy
| 2,258 | +190 | +9% | 3,981 | 45 |
|
| 8 |
Internet of Things
| 2,062 | +309 | +18% | 3,876 | 99 |
|
| 9 |
Streaming & Digital Media
| 1,938 | +182 | +10% | 4,193 | 120 |
|
| 10 |
Video Games & Esports
| 1,885 | +159 | +9% | 3,760 | 55 |
|
| 11 |
Internet of Things
Wearables
| 1,883 | +296 | +19% | 3,507 | 21 |
|
| 12 |
Medical Devices & Diagnostics
| 1,255 | +112 | +10% | 3,977 | 342 |
|
| 13 |
Immunotherapy & Oncology
| 1,222 | +257 | +27% | 3,892 | 388 |
|
| 14 |
Semiconductors
| 999 | +175 | +21% | 3,801 | 178 |
|
| 15 |
Oil & Gas
| 902 | -34 | -4% | 4,034 | 361 |
|
| 16 |
Housing & Home Improvement
| 632 | -146 | -19% | 3,751 | 223 |
|
| 17 |
Defense Modernization
| 566 | -66 | -10% | 3,645 | 163 |
|
| 18 |
Genomics & Gene Editing
| 448 | +51 | +13% | 2,996 | 199 |
|
| 19 |
GLP-1 & Obesity
| 427 | +104 | +32% | 3,457 | 92 |
|
| 20 |
Cybersecurity
| 361 | -23 | -6% | 3,180 | 85 |
|
| 21 |
Artificial Intelligence
Chinese AI
| 360 | +86 | +31% | 1,866 | 14 |
|
| 22 |
Pet Economy
| 352 | +15 | +4% | 3,144 | 34 |
|
| 23 |
Small Business Economy
| 333 | +12 | +4% | 2,730 | 58 |
|
| 24 |
Housing & Home Improvement
Home & Garden Retail
| 304 | -115 | -27% | 3,071 | 30 |
|
| 25 |
Digital Health & Telemedicine
| 281 | +107 | +61% | 2,689 | 84 |
|
| 26 |
Sin Stocks
| 280 | +31 | +12% | 2,975 | 78 |
|
| 27 |
Infrastructure & Construction
| 233 | -25 | -10% | 2,840 | 127 |
|
| 28 |
Electric Vehicles
| 230 | +36 | +19% | 2,750 | 124 |
|
| 29 |
Data Centers & Digital Infrastructure
| 224 | +16 | +8% | 2,458 | 78 |
|
| 30 |
Nuclear Energy
| 205 | -5 | -2% | 2,477 | 61 |
|
| 31 |
Reuse, Repair & Circular Economy
| 193 | -9 | -4% | 2,174 | 68 |
|
| 32 |
Health & Wellness
| 192 | -24 | -11% | 2,729 | 78 |
|
| 33 |
Water
| 185 | -11 | -6% | 2,554 | 67 |
|
| 34 |
Clean Energy
| 182 | +15 | +9% | 2,762 | 134 |
|
| 35 |
Defense Modernization
Defense Tech & C4ISR
| 182 | -17 | -9% | 2,707 | 53 |
|
| 36 |
Digital Assets
| 165 | +18 | +12% | 2,122 | 160 |
|
| 37 |
Future of Education
| 164 | +32 | +24% | 1,244 | 77 |
|
| 38 |
Robotics & Automation
| 157 | +8 | +5% | 2,769 | 83 |
|
| 39 |
Autonomous Driving
| 155 | +66 | +74% | 1,595 | 53 |
|
| 40 |
Gold & Precious Metals
| 155 | +8 | +5% | 1,627 | 133 |
|
| 41 |
E-Commerce
Food Delivery
| 153 | +51 | +50% | 1,062 | 12 |
|
| 42 |
Semiconductors
Analog & Power Semis
| 150 | +19 | +15% | 2,293 | 27 |
|
| 43 |
Gold & Precious Metals
Gold & Silver Miners
| 149 | +8 | +6% | 1,611 | 124 |
|
| 44 |
Copper & Industrial Metals
| 146 | +8 | +6% | 1,876 | 79 |
|
| 45 |
Defense Modernization
Munitions Restocking
| 140 | -9 | -6% | 2,507 | 11 |
|
| 46 |
Space Economy
| 139 | -19 | -12% | 2,376 | 64 |
|
| 47 |
Artificial Intelligence
Agentic AI
| 138 | +10 | +8% | 1,785 | 13 |
|
| 48 |
Oil & Gas
LNG
| 138 | +10 | +8% | 2,351 | 32 |
|
| 49 |
Energy Efficiency
| 129 | -15 | -10% | 2,552 | 31 |
|
| 50 |
Online Travel & Experiences
| 127 | -27 | -18% | 1,741 | 32 |
|
| 51 |
Sin Stocks
Casinos
| 124 | +20 | +19% | 1,369 | 24 |
|
| 52 |
Digital Assets
Stablecoin Infrastructure
| 124 | +16 | +15% | 1,827 | 9 |
|
| 53 |
Agriculture & Food Technology
| 123 | -10 | -8% | 2,323 | 79 |
|
| 54 |
Genomics & Gene Editing
Gene Therapy
| 123 | +28 | +29% | 1,889 | 131 |
|
| 55 |
Oil & Gas
Oilfield Services
| 122 | +11 | +10% | 2,082 | 88 |
|
| 56 |
Longevity & Aging Population
| 121 | -3 | -2% | 2,107 | 60 |
|
| 57 |
Electrification & Grid
| 118 | +32 | +37% | 2,061 | 59 |
|
| 58 |
Robotics & Automation
Industrial Automation
| 118 | +8 | +7% | 2,549 | 16 |
|
| 59 |
Streaming & Digital Media
News Media
| 116 | +22 | +23% | 1,275 | 26 |
|
| 60 |
Housing & Home Improvement
Homebuilders
| 110 | -23 | -17% | 1,600 | 45 |
|
| 61 |
Semiconductors
Semicap & Lithography
| 109 | +23 | +27% | 1,840 | 21 |
|
| 62 |
Artificial Intelligence
AI Memory & HBM
| 90 | +34 | +61% | 1,430 | 12 |
|
| 63 |
Luxury & Affluent Consumer
| 83 | +1 | +1% | 1,630 | 40 |
|
| 64 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| 81 | +39 | +93% | 791 | 14 |
|
| 65 |
Semiconductors
Advanced Packaging
| 75 | +6 | +9% | 1,113 | 10 |
|
| 66 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 74 | -1 | -1% | 1,365 | 19 |
|
| 67 |
Robotics & Automation
Warehouse & Logistics Robotics
| 74 | -7 | -9% | 2,027 | 3 |
|
| 68 |
Sin Stocks
Tobacco & Nicotine
| 73 | +13 | +22% | 2,113 | 13 |
|
| 69 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 72 | +8 | +13% | 1,408 | 26 |
|
| 70 |
Sin Stocks
Alcohol
| 70 | -5 | -7% | 1,914 | 24 |
|
| 71 |
Artificial Intelligence
AI Inference Silicon
| 69 | +14 | +25% | 1,707 | 7 |
|
| 72 |
Water
Water Infrastructure
| 64 | -4 | -6% | 1,459 | 17 |
|
| 73 |
Defense Modernization
Drones & Counter-Drone
| 54 | -23 | -30% | 1,668 | 30 |
|
| 74 |
Electrification & Grid
Energy Storage
| 54 | +27 | +100% | 1,092 | 26 |
|
| 75 |
Quantum Computing
| 48 | +1 | +2% | 2,078 | 19 |
|
| 76 |
Sports Betting & iGaming
| 48 | +9 | +23% | 613 | 29 |
|
| 77 |
Carbon & Pollution Control
| 43 | -1 | -2% | 1,624 | 23 |
|
| 78 |
Digital Payments & Fintech
Neobanks
| 43 | -12 | -22% | 787 | 25 |
|
| 79 |
Clean Energy
Solar
| 43 | +10 | +30% | 849 | 54 |
|
| 80 |
Internet of Things
Smart Home
| 39 | -4 | -9% | 1,110 | 17 |
|
| 81 |
Clean Energy
Hydrogen & Fuel Cells
| 38 | +1 | +3% | 1,383 | 13 |
|
| 82 |
Artificial Intelligence
AI Software & Applications
| 35 | +8 | +30% | 653 | 85 |
|
| 83 |
Semiconductors
Photonics & Optical Interconnect
| 35 | +6 | +21% | 893 | 20 |
|
| 84 |
Space Economy
Satellite Communications
| 33 | -6 | -15% | 598 | 16 |
|
| 85 |
Data Centers & Digital Infrastructure
Power for AI
| 30 | +11 | +58% | 1,424 | 22 |
|
| 86 |
Cybersecurity
Agentic AI Security
| 26 | +3 | +13% | 810 | 2 |
|
| 87 |
Cloud Computing
Edge Computing
| 25 | +3 | +14% | 1,118 | 11 |
|
| 88 |
Electrification & Grid
Grid Equipment
| 25 | +11 | +79% | 1,381 | 10 |
|
| 89 |
3D Printing & Additive Manufacturing
| 24 | +5 | +26% | 1,247 | 20 |
|
| 90 |
Critical Minerals & Rare Earths
| 24 | +6 | +33% | 669 | 60 |
|
| 91 |
Electrification & Grid
Transmission Buildout
| 24 | -4 | -14% | 683 | 6 |
|
| 92 |
Agriculture & Food Technology
Precision Agriculture
| 23 | -13 | -36% | 1,323 | 4 |
|
| 93 |
Reshoring & American Manufacturing
| 23 | +3 | +15% | 800 | 20 |
|
| 94 |
Electric Vehicles
EV Charging Infrastructure
| 22 | -2 | -8% | 1,259 | 21 |
|
| 95 |
Cybersecurity
Identity Security
| 22 | +2 | +10% | 747 | 15 |
|
| 96 |
Defense Modernization
Military Shipbuilding
| 22 | +7 | +47% | 1,393 | 6 |
|
| 97 |
Agriculture & Food Technology
Plant-Based Foods
| 22 | +5 | +29% | 976 | 17 |
|
| 98 |
Sin Stocks
Firearms
| 18 | +6 | +50% | 554 | 12 |
|
| 99 |
Cannabis
| 14 | +5 | +56% | 956 | 52 |
|
| 100 |
Lithium & Battery Materials
| 12 | +1 | +9% | 820 | 47 |
|
| 101 |
Water
Sanitation
| 12 | -3 | -20% | 802 | 8 |
|
| 102 |
Digital Payments & Fintech
Buy Now Pay Later
| 11 | -4 | -27% | 450 | 13 |
|
| 103 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 11 | +1 | +10% | 932 | 9 |
|
| 104 |
Nuclear Energy
Uranium Mining & Enrichment
| 11 | 0 | 0% | 383 | 20 |
|
| 105 |
Nuclear Energy
Small Modular Reactors
| 10 | +1 | +11% | 287 | 12 |
|
| 106 |
Infrastructure & Construction
Green Building
| 9 | -3 | -25% | 386 | 5 |
|
| 107 |
Digital Assets
Corporate Crypto Treasuries
| 7 | -1 | -13% | 346 | 63 |
|
| 108 |
Clean Energy
Wind
| 6 | 0 | 0% | 236 | 9 |
|
| 109 |
Space Economy
Launch Services
| 4 | -1 | -20% | 243 | 5 |
|
| 110 |
Digital Assets
Bitcoin Miners
| 3 | 0 | 0% | 82 | 40 |
|
| 111 |
Virtual & Augmented Reality
| 3 | -1 | -25% | 125 | 20 |
|
| 112 |
Digital Assets
Crypto Exchanges
| 2 | +1 | +100% | 58 | 7 |
|
| 113 |
Space Economy
Earth Observation
| 1 | +1 | – | 12 | 6 |
|