Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,359 +51 +1% $2.68T 240
Artificial Intelligence
4,278 +18 +0.4% $3.43T 264
SaaS & Enterprise Software
4,265 +43 +1% $2.83T 266
Digital Payments & Fintech
4,252 +50 +1% $2.22T 148
E-Commerce
Marketplaces
4,246 +50 +1% $2.44T 106
Streaming & Digital Media
4,242 +61 +1% $2.12T 120
Cloud Computing
4,208 +34 +0.8% $3.09T 64
Social Media & Creator Economy
4,005 +33 +0.8% $2.27T 45
Medical Devices & Diagnostics
3,947 +60 +2% $1.42T 342
Immunotherapy & Oncology
3,876 +36 +0.9% $1.26T 388
Internet of Things
3,868 +63 +2% $1.24T 99
Video Games & Esports
3,857 +45 +1% $1.28T 55
Semiconductors
3,797 +65 +2% $1.47T 178
Oil & Gas
3,791 +31 +0.8% $838B 361
Housing & Home Improvement
3,767 +92 +3% $651B 223
Defense Modernization
3,579 +36 +1% $598B 163
Internet of Things
Wearables
3,547 +68 +2% $1T 21
GLP-1 & Obesity
3,461 +74 +2% $642B 92
Cybersecurity
3,243 +155 +5% $357B 85
Pet Economy
3,151 +58 +2% $378B 34
Housing & Home Improvement
Home & Garden Retail
3,113 +122 +4% $326B 30
Genomics & Gene Editing
3,095 +161 +5% $545B 199
Sin Stocks
2,824 +34 +1% $268B 78
Small Business Economy
2,796 +174 +7% $386B 58
Digital Health & Telemedicine
2,794 +106 +4% $362B 84
Health & Wellness
2,762 +92 +3% $181B 78
Electric Vehicles
2,739 +122 +5% $267B 124
Robotics & Automation
2,727 +115 +4% $208B 83
Infrastructure & Construction
2,672 +46 +2% $213B 127
Defense Modernization
Defense Tech & C4ISR
2,641 +131 +5% $213B 53
Clean Energy
2,597 +55 +2% $143B 134
Energy Efficiency
2,491 +130 +6% $166B 31
Robotics & Automation
Industrial Automation
2,471 +74 +3% $151B 16
Water
2,458 +54 +2% $195B 67
Data Centers & Digital Infrastructure
2,437 +49 +2% $298B 78
Nuclear Energy
2,413 +66 +3% $187B 61
Space Economy
2,387 +85 +4% $145B 64
Defense Modernization
Munitions Restocking
2,384 +101 +4% $154B 11
Digital Assets
2,375 +289 +14% $212B 160
Semiconductors
Analog & Power Semis
2,299 +148 +7% $211B 27
Electrification & Grid
2,238 +182 +9% $158B 59
Agriculture & Food Technology
2,228 +73 +3% $138B 79
Oil & Gas
LNG
2,076 +69 +3% $118B 32
Digital Assets
Stablecoin Infrastructure
2,063 +265 +15% $173B 9
Reuse, Repair & Circular Economy
2,034 +74 +4% $124B 68
Quantum Computing
1,995 +21 +1% $62.2B 19
Longevity & Aging Population
1,976 +62 +3% $166B 60
Artificial Intelligence
Agentic AI
1,943 +137 +8% $218B 13
Genomics & Gene Editing
Gene Therapy
1,943 +104 +6% $101B 131
Sin Stocks
Tobacco & Nicotine
1,930 -7 -0.4% $134B 13
Autonomous Driving
1,928 +255 +15% $178B 53
Robotics & Automation
Warehouse & Logistics Robotics
1,920 +46 +2% $76.5B 3
Semiconductors
Semicap & Lithography
1,866 +118 +7% $162B 21
Artificial Intelligence
Chinese AI
1,857 +13 +0.7% $282B 14
Copper & Industrial Metals
1,842 +77 +4% $99.6B 79
Sin Stocks
Alcohol
1,839 +66 +4% $62.4B 24
Artificial Intelligence
AI Inference Silicon
1,798 +128 +8% $79.4B 7
Gold & Precious Metals
1,798 +211 +13% $175B 133
Gold & Precious Metals
Gold & Silver Miners
1,781 +211 +13% $174B 124
Oil & Gas
Oilfield Services
1,693 -59 -3% $69.3B 88
Defense Modernization
Drones & Counter-Drone
1,660 +22 +1% $86.9B 30
Housing & Home Improvement
Homebuilders
1,578 +114 +8% $86.5B 45
Online Travel & Experiences
1,557 +33 +2% $96.6B 32
Electrification & Grid
Energy Storage
1,537 +304 +25% $103B 26
Luxury & Affluent Consumer
1,526 +15 +1% $77.4B 40
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,505 +81 +6% $123B 19
Artificial Intelligence
AI Memory & HBM
1,470 +80 +6% $90.6B 12
Water
Water Infrastructure
1,427 +14 +1% $69.8B 17
Clean Energy
Hydrogen & Fuel Cells
1,426 +89 +7% $51.6B 13
GLP-1 & Obesity
Obesity Second-Order Effects
1,401 +65 +5% $67B 26
Defense Modernization
Military Shipbuilding
1,380 +71 +5% $51.3B 6
Data Centers & Digital Infrastructure
Power for AI
1,345 +39 +3% $46B 22
Carbon & Pollution Control
1,334 -17 -1% $34.2B 23
Sin Stocks
Casinos
1,309 +54 +4% $65.5B 24
Electrification & Grid
Grid Equipment
1,292 +4 +0.3% $33.5B 10
Future of Education
1,287 +63 +5% $109B 77
Cloud Computing
Edge Computing
1,279 +135 +12% $37.1B 11
E-Commerce
Food Delivery
1,277 +117 +10% $110B 12
Agriculture & Food Technology
Precision Agriculture
1,239 +17 +1% $36.1B 4
3D Printing & Additive Manufacturing
1,204 -5 -0.4% $36.1B 20
Streaming & Digital Media
News Media
1,169 +7 +0.6% $58.1B 26
Semiconductors
Advanced Packaging
1,144 +58 +5% $60.6B 10
Electric Vehicles
EV Charging Infrastructure
1,063 -71 -6% $8.78B 21
Internet of Things
Smart Home
1,043 +19 +2% $34.6B 17
Semiconductors
Photonics & Optical Interconnect
1,022 +114 +13% $22.1B 20
Agriculture & Food Technology
Plant-Based Foods
991 +88 +10% $22.2B 17
Cannabis
950 +14 +1% $8.07B 52
Clean Energy
Solar
908 +76 +9% $22.6B 54
Autonomous Driving
Ride-Hailing & Shared Mobility
896 +57 +7% $45B 14
Data Centers & Digital Infrastructure
Liquid Cooling
880 +13 +1% $16.8B 9
Cybersecurity
Identity Security
851 +106 +14% $28.6B 15
Cybersecurity
Agentic AI Security
796 +96 +14% $18.3B 2
Lithium & Battery Materials
796 +35 +5% $9.83B 47
Sports Betting & iGaming
785 +173 +28% $21B 29
Reshoring & American Manufacturing
763 +12 +2% $12.5B 20
Water
Sanitation
727 -31 -4% $13.3B 8
Digital Payments & Fintech
Neobanks
715 -29 -4% $12B 25
Artificial Intelligence
AI Software & Applications
670 +49 +8% $14.8B 85
Critical Minerals & Rare Earths
630 +19 +3% $6.12B 60
Electrification & Grid
Transmission Buildout
610 +6 +1% $9.09B 6
Space Economy
Satellite Communications
554 -18 -3% $7.15B 16
Sin Stocks
Firearms
548 +24 +5% $5.16B 12
Digital Payments & Fintech
Buy Now Pay Later
436 +5 +1% $5.03B 13
Infrastructure & Construction
Green Building
415 +31 +8% $8.03B 5
Nuclear Energy
Uranium Mining & Enrichment
373 +14 +4% $2.64B 20
Digital Assets
Corporate Crypto Treasuries
357 +20 +6% $1.6B 63
Nuclear Energy
Small Modular Reactors
272 +12 +5% $2.42B 12
Space Economy
Launch Services
257 +9 +4% $3.25B 5
Clean Energy
Wind
245 +18 +8% $752M 9
Virtual & Augmented Reality
133 +3 +2% $380M 20
Digital Assets
Bitcoin Miners
78 +10 +15% $264M 40
Digital Assets
Crypto Exchanges
54 +1 +2% $73.5M 7
Space Economy
Earth Observation
44 +11 +33% $207M 6
Cybersecurity
Post-Quantum Cryptography
2 +1 +100% $16K 6