Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,308 -58 -1% $1.92T 240
Artificial Intelligence
4,260 -9 -0.2% $2.71T 264
SaaS & Enterprise Software
4,222 +1 +0% $2.13T 266
Digital Payments & Fintech
4,202 -19 -0.5% $1.62T 148
E-Commerce
Marketplaces
4,196 -53 -1% $1.77T 106
Streaming & Digital Media
4,181 -12 -0.3% $1.65T 120
Cloud Computing
4,174 -14 -0.3% $2.42T 64
Social Media & Creator Economy
3,972 -9 -0.2% $1.76T 45
Medical Devices & Diagnostics
3,887 -90 -2% $1.21T 342
Immunotherapy & Oncology
3,840 -52 -1% $1.09T 388
Video Games & Esports
3,812 +52 +1% $987B 55
Internet of Things
3,805 -71 -2% $881B 99
Oil & Gas
3,760 -274 -7% $676B 361
Semiconductors
3,732 -69 -2% $1.14T 178
Housing & Home Improvement
3,675 -76 -2% $454B 223
Defense Modernization
3,543 -102 -3% $560B 163
Internet of Things
Wearables
3,479 -28 -0.8% $703B 21
GLP-1 & Obesity
3,387 -70 -2% $550B 92
Pet Economy
3,093 -51 -2% $342B 34
Cybersecurity
3,088 -92 -3% $274B 85
Housing & Home Improvement
Home & Garden Retail
2,991 -80 -3% $220B 30
Genomics & Gene Editing
2,934 -62 -2% $401B 199
Sin Stocks
2,790 -185 -6% $246B 78
Digital Health & Telemedicine
2,688 -1 -0% $297B 84
Health & Wellness
2,670 -59 -2% $148B 78
Infrastructure & Construction
2,626 -214 -8% $183B 127
Small Business Economy
2,622 -108 -4% $282B 58
Electric Vehicles
2,617 -133 -5% $174B 124
Robotics & Automation
2,612 -157 -6% $167B 83
Clean Energy
2,542 -220 -8% $110B 134
Defense Modernization
Defense Tech & C4ISR
2,510 -197 -7% $203B 53
Water
2,404 -150 -6% $160B 67
Robotics & Automation
Industrial Automation
2,397 -152 -6% $126B 16
Data Centers & Digital Infrastructure
2,388 -70 -3% $260B 78
Energy Efficiency
2,361 -191 -7% $131B 31
Nuclear Energy
2,347 -130 -5% $170B 61
Space Economy
2,302 -74 -3% $138B 64
Defense Modernization
Munitions Restocking
2,283 -224 -9% $150B 11
Agriculture & Food Technology
2,155 -168 -7% $122B 79
Semiconductors
Analog & Power Semis
2,151 -142 -6% $159B 27
Digital Assets
2,086 -36 -2% $115B 160
Electrification & Grid
2,056 -5 -0.2% $100B 59
Oil & Gas
LNG
2,007 -344 -15% $95.5B 32
Quantum Computing
1,974 -104 -5% $56.6B 19
Reuse, Repair & Circular Economy
1,960 -214 -10% $92.3B 68
Sin Stocks
Tobacco & Nicotine
1,937 -176 -8% $137B 13
Longevity & Aging Population
1,914 -193 -9% $141B 60
Robotics & Automation
Warehouse & Logistics Robotics
1,874 -153 -8% $71.8B 3
Artificial Intelligence
Chinese AI
1,844 -22 -1% $257B 14
Genomics & Gene Editing
Gene Therapy
1,839 -50 -3% $71B 131
Artificial Intelligence
Agentic AI
1,806 +21 +1% $163B 13
Digital Assets
Stablecoin Infrastructure
1,798 -29 -2% $94.4B 9
Sin Stocks
Alcohol
1,773 -141 -7% $54.6B 24
Copper & Industrial Metals
1,765 -111 -6% $72.2B 79
Oil & Gas
Oilfield Services
1,752 -330 -16% $48.7B 88
Semiconductors
Semicap & Lithography
1,748 -92 -5% $119B 21
Autonomous Driving
1,673 +78 +5% $106B 53
Artificial Intelligence
AI Inference Silicon
1,670 -37 -2% $59B 7
Defense Modernization
Drones & Counter-Drone
1,638 -30 -2% $88.3B 30
Gold & Precious Metals
1,587 -40 -2% $118B 133
Gold & Precious Metals
Gold & Silver Miners
1,570 -41 -3% $118B 124
Online Travel & Experiences
1,524 -217 -12% $81.4B 32
Luxury & Affluent Consumer
1,511 -119 -7% $66.6B 40
Housing & Home Improvement
Homebuilders
1,464 -136 -9% $57.8B 45
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,424 +59 +4% $109B 19
Water
Water Infrastructure
1,413 -46 -3% $59.1B 17
Artificial Intelligence
AI Memory & HBM
1,390 -40 -3% $71B 12
Carbon & Pollution Control
1,351 -273 -17% $25.3B 23
Clean Energy
Hydrogen & Fuel Cells
1,337 -46 -3% $38.4B 13
GLP-1 & Obesity
Obesity Second-Order Effects
1,336 -72 -5% $53.4B 26
Defense Modernization
Military Shipbuilding
1,309 -84 -6% $47.2B 6
Data Centers & Digital Infrastructure
Power for AI
1,306 -118 -8% $38.2B 22
Electrification & Grid
Grid Equipment
1,288 -93 -7% $29.9B 10
Sin Stocks
Casinos
1,255 -114 -8% $50.7B 24
Electrification & Grid
Energy Storage
1,233 +141 +13% $52.1B 26
Future of Education
1,224 -20 -2% $83.7B 77
Agriculture & Food Technology
Precision Agriculture
1,222 -101 -8% $31.4B 4
3D Printing & Additive Manufacturing
1,209 -38 -3% $34.3B 20
Streaming & Digital Media
News Media
1,162 -113 -9% $45.4B 26
E-Commerce
Food Delivery
1,160 +98 +9% $70.9B 12
Cloud Computing
Edge Computing
1,144 +26 +2% $26.6B 11
Electric Vehicles
EV Charging Infrastructure
1,134 -125 -10% $10.1B 21
Semiconductors
Advanced Packaging
1,086 -27 -2% $50.9B 10
Internet of Things
Smart Home
1,024 -86 -8% $24.2B 17
Cannabis
936 -20 -2% $6.16B 52
Semiconductors
Photonics & Optical Interconnect
908 +15 +2% $16.6B 20
Agriculture & Food Technology
Plant-Based Foods
903 -73 -7% $18.2B 17
Data Centers & Digital Infrastructure
Liquid Cooling
867 -65 -7% $14.7B 9
Autonomous Driving
Ride-Hailing & Shared Mobility
839 +48 +6% $36.4B 14
Clean Energy
Solar
832 -17 -2% $14.8B 54
Lithium & Battery Materials
761 -59 -7% $7.49B 47
Water
Sanitation
758 -44 -5% $12.2B 8
Reshoring & American Manufacturing
751 -49 -6% $11.4B 20
Cybersecurity
Identity Security
745 -2 -0.3% $17.9B 15
Digital Payments & Fintech
Neobanks
744 -43 -5% $9.13B 25
Cybersecurity
Agentic AI Security
700 -110 -14% $12.9B 2
Artificial Intelligence
AI Software & Applications
621 -32 -5% $9.55B 85
Sports Betting & iGaming
612 -1 -0.2% $7.61B 29
Critical Minerals & Rare Earths
611 -58 -9% $3.62B 60
Electrification & Grid
Transmission Buildout
604 -79 -12% $7.15B 6
Space Economy
Satellite Communications
572 -26 -4% $6.74B 16
Sin Stocks
Firearms
524 -30 -5% $3.64B 12
Digital Payments & Fintech
Buy Now Pay Later
431 -19 -4% $4.27B 13
Infrastructure & Construction
Green Building
384 -2 -0.5% $5.32B 5
Nuclear Energy
Uranium Mining & Enrichment
359 -24 -6% $1.87B 20
Digital Assets
Corporate Crypto Treasuries
337 -9 -3% $1.43B 63
Nuclear Energy
Small Modular Reactors
260 -27 -9% $1.73B 12
Space Economy
Launch Services
248 +5 +2% $3.42B 5
Clean Energy
Wind
227 -9 -4% $506M 9
Virtual & Augmented Reality
130 +5 +4% $406M 20
Digital Assets
Bitcoin Miners
68 -14 -17% $238M 40
Digital Assets
Crypto Exchanges
53 -5 -9% $53.3M 7
Space Economy
Earth Observation
33 +21 +175% $171M 6
Cybersecurity
Post-Quantum Cryptography
1 +1 – $10K 6