Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,366 +452 +12% $2.06T 240
Artificial Intelligence
4,269 +387 +10% $3.02T 264
E-Commerce
Marketplaces
4,249 +447 +12% $1.89T 106
Digital Payments & Fintech
4,221 +396 +10% $1.97T 148
SaaS & Enterprise Software
4,221 +382 +10% $2.31T 266
Streaming & Digital Media
4,193 +383 +10% $1.84T 120
Cloud Computing
4,188 +376 +10% $2.55T 64
Oil & Gas
4,034 +300 +8% $1.37T 361
Social Media & Creator Economy
3,981 +369 +10% $1.94T 45
Medical Devices & Diagnostics
3,977 +361 +10% $1.44T 342
Immunotherapy & Oncology
3,892 +390 +11% $1.23T 388
Internet of Things
3,876 +355 +10% $1.06T 99
Semiconductors
3,801 +323 +9% $1.39T 178
Video Games & Esports
3,760 +333 +10% $1.01T 55
Housing & Home Improvement
3,751 +245 +7% $644B 223
Defense Modernization
3,645 +250 +7% $811B 163
Internet of Things
Wearables
3,507 +329 +10% $811B 21
GLP-1 & Obesity
3,457 +284 +9% $607B 92
Cybersecurity
3,180 +196 +7% $322B 85
Pet Economy
3,144 +248 +9% $384B 34
Housing & Home Improvement
Home & Garden Retail
3,071 +241 +9% $282B 30
Genomics & Gene Editing
2,996 +234 +8% $455B 199
Sin Stocks
2,975 +201 +7% $341B 78
Infrastructure & Construction
2,840 +212 +8% $253B 127
Robotics & Automation
2,769 +227 +9% $235B 83
Clean Energy
2,762 +218 +9% $165B 134
Electric Vehicles
2,750 +226 +9% $245B 124
Small Business Economy
2,730 +240 +10% $350B 58
Health & Wellness
2,729 +196 +8% $170B 78
Defense Modernization
Defense Tech & C4ISR
2,707 +216 +9% $272B 53
Digital Health & Telemedicine
2,689 +264 +11% $333B 84
Water
2,554 +139 +6% $205B 67
Energy Efficiency
2,552 +196 +8% $190B 31
Robotics & Automation
Industrial Automation
2,549 +194 +8% $176B 16
Defense Modernization
Munitions Restocking
2,507 +185 +8% $203B 11
Nuclear Energy
2,477 +202 +9% $212B 61
Data Centers & Digital Infrastructure
2,458 +224 +10% $270B 78
Space Economy
2,376 +156 +7% $164B 64
Oil & Gas
LNG
2,351 +157 +7% $180B 32
Agriculture & Food Technology
2,323 +130 +6% $164B 79
Semiconductors
Analog & Power Semis
2,293 +192 +9% $213B 27
Reuse, Repair & Circular Economy
2,174 +149 +7% $144B 68
Digital Assets
2,122 +166 +8% $131B 160
Sin Stocks
Tobacco & Nicotine
2,113 +191 +10% $164B 13
Longevity & Aging Population
2,107 +170 +9% $192B 60
Oil & Gas
Oilfield Services
2,082 +67 +3% $146B 88
Quantum Computing
2,078 +115 +6% $68B 19
Electrification & Grid
2,061 +235 +13% $110B 59
Robotics & Automation
Warehouse & Logistics Robotics
2,027 +154 +8% $96.2B 3
Sin Stocks
Alcohol
1,914 +74 +4% $73.8B 24
Genomics & Gene Editing
Gene Therapy
1,889 +135 +8% $86.8B 131
Copper & Industrial Metals
1,876 +128 +7% $110B 79
Artificial Intelligence
Chinese AI
1,866 +249 +15% $289B 14
Semiconductors
Semicap & Lithography
1,840 +180 +11% $151B 21
Digital Assets
Stablecoin Infrastructure
1,827 +156 +9% $106B 9
Artificial Intelligence
Agentic AI
1,785 +165 +10% $180B 13
Online Travel & Experiences
1,741 +46 +3% $130B 32
Artificial Intelligence
AI Inference Silicon
1,707 +162 +10% $79.5B 7
Defense Modernization
Drones & Counter-Drone
1,668 +106 +7% $98.8B 30
Luxury & Affluent Consumer
1,630 +89 +6% $94.2B 40
Gold & Precious Metals
1,627 +133 +9% $138B 133
Carbon & Pollution Control
1,624 +21 +1% $56.1B 23
Gold & Precious Metals
Gold & Silver Miners
1,611 +133 +9% $137B 124
Housing & Home Improvement
Homebuilders
1,600 +90 +6% $92.9B 45
Autonomous Driving
1,595 +291 +22% $113B 53
Water
Water Infrastructure
1,459 +85 +6% $70.6B 17
Artificial Intelligence
AI Memory & HBM
1,430 +167 +13% $87.4B 12
Data Centers & Digital Infrastructure
Power for AI
1,424 +126 +10% $48.2B 22
GLP-1 & Obesity
Obesity Second-Order Effects
1,408 +88 +7% $65B 26
Defense Modernization
Military Shipbuilding
1,393 +91 +7% $64.2B 6
Clean Energy
Hydrogen & Fuel Cells
1,383 +107 +8% $44.6B 13
Electrification & Grid
Grid Equipment
1,381 +121 +10% $38.7B 10
Sin Stocks
Casinos
1,369 +121 +10% $96.4B 24
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,365 +112 +9% $96B 19
Agriculture & Food Technology
Precision Agriculture
1,323 +70 +6% $39.8B 4
Streaming & Digital Media
News Media
1,275 +77 +6% $67.7B 26
Electric Vehicles
EV Charging Infrastructure
1,259 +84 +7% $15.6B 21
3D Printing & Additive Manufacturing
1,247 +80 +7% $44.4B 20
Future of Education
1,244 +93 +8% $88.9B 77
Cloud Computing
Edge Computing
1,118 +71 +7% $31.9B 11
Semiconductors
Advanced Packaging
1,113 +142 +15% $63.6B 10
Internet of Things
Smart Home
1,110 +73 +7% $31.8B 17
Electrification & Grid
Energy Storage
1,092 +175 +19% $45.5B 26
E-Commerce
Food Delivery
1,062 +186 +21% $65.8B 12
Agriculture & Food Technology
Plant-Based Foods
976 +84 +9% $24.5B 17
Cannabis
956 +76 +9% $6.82B 52
Data Centers & Digital Infrastructure
Liquid Cooling
932 +59 +7% $20.5B 9
Semiconductors
Photonics & Optical Interconnect
893 -25 -3% $19.1B 20
Clean Energy
Solar
849 +47 +6% $16.5B 54
Lithium & Battery Materials
820 +42 +5% $10.1B 47
Cybersecurity
Agentic AI Security
810 +65 +9% $18.2B 2
Water
Sanitation
802 +33 +4% $15.6B 8
Reshoring & American Manufacturing
800 +51 +7% $14.7B 20
Autonomous Driving
Ride-Hailing & Shared Mobility
791 +229 +41% $39B 14
Digital Payments & Fintech
Neobanks
787 +3 +0.4% $16.9B 25
Cybersecurity
Identity Security
747 +21 +3% $18.9B 15
Electrification & Grid
Transmission Buildout
683 +54 +9% $10.8B 6
Critical Minerals & Rare Earths
669 +38 +6% $7.52B 60
Artificial Intelligence
AI Software & Applications
653 +47 +8% $11.8B 85
Sports Betting & iGaming
613 +58 +10% $15.4B 29
Space Economy
Satellite Communications
598 +36 +6% $10.2B 16
Sin Stocks
Firearms
554 +15 +3% $4.57B 12
Digital Payments & Fintech
Buy Now Pay Later
450 -8 -2% $6.31B 13
Infrastructure & Construction
Green Building
386 +21 +6% $6.17B 5
Nuclear Energy
Uranium Mining & Enrichment
383 +30 +8% $2.36B 20
Digital Assets
Corporate Crypto Treasuries
346 -16 -4% $1.95B 63
Nuclear Energy
Small Modular Reactors
287 +24 +9% $2.11B 12
Space Economy
Launch Services
243 -13 -5% $3.88B 5
Clean Energy
Wind
236 +20 +9% $714M 9
Virtual & Augmented Reality
125 +7 +6% $490M 20
Digital Assets
Bitcoin Miners
82 -5 -6% $397M 40
Digital Assets
Crypto Exchanges
58 +9 +18% $83.9M 7
Space Economy
Earth Observation
12 +12 – $78.1M 6