Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,382 +23 +0.5% $3.19T 240
Artificial Intelligence
4,300 +22 +0.5% $3.8T 264
SaaS & Enterprise Software
4,291 +26 +0.6% $3.06T 266
Digital Payments & Fintech
4,283 +31 +0.7% $2.55T 148
E-Commerce
Marketplaces
4,270 +24 +0.6% $2.89T 106
Streaming & Digital Media
4,244 +2 +0% $2.29T 120
Cloud Computing
4,217 +9 +0.2% $3.33T 64
Social Media & Creator Economy
4,035 +30 +0.7% $2.38T 45
Medical Devices & Diagnostics
3,970 +23 +0.6% $1.57T 342
Internet of Things
3,920 +52 +1% $1.48T 99
Video Games & Esports
3,908 +51 +1% $1.33T 55
Immunotherapy & Oncology
3,876 0 0% $1.29T 388
Semiconductors
3,831 +34 +0.9% $1.64T 178
Housing & Home Improvement
3,787 +20 +0.5% $767B 223
Oil & Gas
3,670 -121 -3% $702B 361
Internet of Things
Wearables
3,579 +32 +0.9% $1.21T 21
Defense Modernization
3,572 -7 -0.2% $598B 163
GLP-1 & Obesity
3,471 +10 +0.3% $641B 92
Pet Economy
3,191 +40 +1% $422B 34
Cybersecurity
3,165 -78 -2% $348B 85
Housing & Home Improvement
Home & Garden Retail
3,145 +32 +1% $379B 30
Genomics & Gene Editing
3,132 +37 +1% $598B 199
Digital Health & Telemedicine
2,905 +111 +4% $399B 84
Electric Vehicles
2,904 +165 +6% $367B 124
Sin Stocks
2,877 +53 +2% $302B 78
Health & Wellness
2,868 +106 +4% $215B 78
Small Business Economy
2,857 +61 +2% $430B 58
Robotics & Automation
2,802 +75 +3% $228B 83
Infrastructure & Construction
2,775 +103 +4% $250B 127
Clean Energy
2,647 +50 +2% $168B 134
Defense Modernization
Defense Tech & C4ISR
2,630 -11 -0.4% $207B 53
Energy Efficiency
2,566 +75 +3% $199B 31
Robotics & Automation
Industrial Automation
2,505 +34 +1% $166B 16
Data Centers & Digital Infrastructure
2,503 +66 +3% $322B 78
Digital Assets
2,483 +108 +5% $248B 160
Electrification & Grid
2,479 +241 +11% $240B 59
Water
2,459 +1 +0% $206B 67
Nuclear Energy
2,427 +14 +0.6% $194B 61
Space Economy
2,411 +24 +1% $150B 64
Semiconductors
Analog & Power Semis
2,370 +71 +3% $233B 27
Defense Modernization
Munitions Restocking
2,318 -66 -3% $149B 11
Agriculture & Food Technology
2,309 +81 +4% $167B 79
Autonomous Driving
2,203 +275 +14% $268B 53
Digital Assets
Stablecoin Infrastructure
2,160 +97 +5% $193B 9
Artificial Intelligence
Agentic AI
2,115 +172 +9% $281B 13
Reuse, Repair & Circular Economy
2,067 +33 +2% $144B 68
Longevity & Aging Population
2,028 +52 +3% $187B 60
Oil & Gas
LNG
1,993 -83 -4% $108B 32
Quantum Computing
1,992 -3 -0.2% $61.9B 19
Genomics & Gene Editing
Gene Therapy
1,984 +41 +2% $103B 131
Artificial Intelligence
Chinese AI
1,961 +104 +6% $351B 14
Sin Stocks
Tobacco & Nicotine
1,949 +19 +1% $138B 13
Robotics & Automation
Warehouse & Logistics Robotics
1,942 +22 +1% $87.9B 3
Artificial Intelligence
AI Inference Silicon
1,923 +125 +7% $103B 7
Semiconductors
Semicap & Lithography
1,887 +21 +1% $158B 21
Gold & Precious Metals
1,873 +75 +4% $186B 133
Electrification & Grid
Energy Storage
1,868 +331 +22% $178B 26
Gold & Precious Metals
Gold & Silver Miners
1,855 +74 +4% $185B 124
Sin Stocks
Alcohol
1,854 +15 +0.8% $68.9B 24
Copper & Industrial Metals
1,845 +3 +0.2% $108B 79
Housing & Home Improvement
Homebuilders
1,691 +113 +7% $112B 45
Oil & Gas
Oilfield Services
1,656 -37 -2% $59.5B 88
Defense Modernization
Drones & Counter-Drone
1,624 -36 -2% $86.4B 30
Online Travel & Experiences
1,565 +8 +0.5% $106B 32
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,550 +45 +3% $132B 19
Clean Energy
Hydrogen & Fuel Cells
1,545 +119 +8% $61.8B 13
Luxury & Affluent Consumer
1,545 +19 +1% $88.9B 40
Water
Water Infrastructure
1,460 +33 +2% $75.4B 17
Artificial Intelligence
AI Memory & HBM
1,426 -44 -3% $86.9B 12
Sin Stocks
Casinos
1,379 +70 +5% $88B 24
GLP-1 & Obesity
Obesity Second-Order Effects
1,374 -27 -2% $66.7B 26
E-Commerce
Food Delivery
1,370 +93 +7% $140B 12
Agriculture & Food Technology
Precision Agriculture
1,368 +129 +10% $50.1B 4
Data Centers & Digital Infrastructure
Power for AI
1,366 +21 +2% $52.6B 22
Future of Education
1,355 +68 +5% $118B 77
Carbon & Pollution Control
1,349 +15 +1% $32.5B 23
Defense Modernization
Military Shipbuilding
1,330 -50 -4% $47.4B 6
Electrification & Grid
Grid Equipment
1,314 +22 +2% $38.5B 10
Cloud Computing
Edge Computing
1,311 +32 +3% $39.3B 11
Semiconductors
Advanced Packaging
1,276 +132 +12% $82.2B 10
3D Printing & Additive Manufacturing
1,206 +2 +0.2% $36.4B 20
Streaming & Digital Media
News Media
1,172 +3 +0.3% $48.4B 26
Clean Energy
Solar
1,083 +175 +19% $44.1B 54
Internet of Things
Smart Home
1,067 +24 +2% $37.5B 17
Electric Vehicles
EV Charging Infrastructure
1,020 -43 -4% $7.26B 21
Semiconductors
Photonics & Optical Interconnect
1,015 -7 -0.7% $19.2B 20
Agriculture & Food Technology
Plant-Based Foods
993 +2 +0.2% $27.5B 17
Cannabis
985 +35 +4% $9.37B 52
Sports Betting & iGaming
933 +148 +19% $39.7B 29
Autonomous Driving
Ride-Hailing & Shared Mobility
931 +35 +4% $52.8B 14
Data Centers & Digital Infrastructure
Liquid Cooling
900 +20 +2% $18.3B 9
Cybersecurity
Identity Security
876 +25 +3% $31.9B 15
Lithium & Battery Materials
843 +47 +6% $11.6B 47
Cybersecurity
Agentic AI Security
821 +25 +3% $19.3B 2
Artificial Intelligence
AI Software & Applications
817 +147 +22% $20.4B 85
Reshoring & American Manufacturing
764 +1 +0.1% $13.5B 20
Digital Payments & Fintech
Neobanks
747 +32 +4% $14.1B 25
Water
Sanitation
746 +19 +3% $16.9B 8
Critical Minerals & Rare Earths
668 +38 +6% $6.61B 60
Electrification & Grid
Transmission Buildout
647 +37 +6% $10.6B 6
Sin Stocks
Firearms
579 +31 +6% $5.25B 12
Space Economy
Satellite Communications
565 +11 +2% $6.96B 16
Digital Payments & Fintech
Buy Now Pay Later
477 +41 +9% $4.83B 13
Infrastructure & Construction
Green Building
437 +22 +5% $8.59B 5
Nuclear Energy
Uranium Mining & Enrichment
386 +13 +3% $2.74B 20
Digital Assets
Corporate Crypto Treasuries
374 +17 +5% $2.19B 63
Clean Energy
Wind
281 +36 +15% $992M 9
Nuclear Energy
Small Modular Reactors
278 +6 +2% $2.45B 12
Space Economy
Launch Services
266 +9 +4% $3.21B 5
Virtual & Augmented Reality
162 +29 +22% $326M 20
Robotics & Automation
Humanoid Robotics
153 +153 – $1.97B 5
Digital Assets
Bitcoin Miners
103 +25 +32% $278M 40
Space Economy
Earth Observation
55 +11 +25% $230M 6
Digital Assets
Crypto Exchanges
47 -7 -13% $58.4M 7
Cybersecurity
Post-Quantum Cryptography
4 +2 +100% $217K 6