Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,892 +510 +12% $3.52T 240
Artificial Intelligence
4,796 +496 +12% $4.1T 264
Digital Payments & Fintech
4,795 +512 +12% $2.94T 148
E-Commerce
Marketplaces
4,763 +493 +12% $3.18T 106
SaaS & Enterprise Software
4,762 +471 +11% $3.36T 266
Streaming & Digital Media
4,708 +464 +11% $2.65T 120
Cloud Computing
4,672 +455 +11% $3.52T 64
Social Media & Creator Economy
4,463 +428 +11% $2.66T 45
Medical Devices & Diagnostics
4,425 +455 +11% $1.75T 342
Internet of Things
4,361 +441 +11% $1.72T 99
Video Games & Esports
4,346 +438 +11% $1.46T 55
Immunotherapy & Oncology
4,250 +374 +10% $1.36T 388
Semiconductors
4,240 +409 +11% $1.95T 178
Housing & Home Improvement
4,152 +365 +10% $800B 223
Oil & Gas
4,006 +336 +9% $890B 361
Internet of Things
Wearables
3,997 +418 +12% $1.36T 21
Defense Modernization
3,990 +418 +12% $746B 163
GLP-1 & Obesity
3,771 +300 +9% $666B 92
Cybersecurity
3,533 +368 +12% $428B 85
Genomics & Gene Editing
3,456 +324 +10% $685B 199
Pet Economy
3,445 +254 +8% $456B 34
Housing & Home Improvement
Home & Garden Retail
3,443 +298 +9% $370B 30
Electric Vehicles
3,395 +491 +17% $593B 124
Small Business Economy
3,217 +360 +13% $534B 58
Digital Health & Telemedicine
3,171 +266 +9% $455B 84
Health & Wellness
3,158 +290 +10% $241B 78
Sin Stocks
3,135 +258 +9% $352B 78
Infrastructure & Construction
3,134 +359 +13% $310B 127
Robotics & Automation
3,090 +288 +10% $294B 83
Defense Modernization
Defense Tech & C4ISR
2,953 +323 +12% $249B 53
Clean Energy
2,940 +293 +11% $229B 134
Electrification & Grid
2,934 +455 +18% $394B 59
Energy Efficiency
2,872 +306 +12% $244B 31
Digital Assets
2,849 +366 +15% $306B 160
Robotics & Automation
Industrial Automation
2,763 +258 +10% $211B 16
Data Centers & Digital Infrastructure
2,740 +237 +9% $347B 78
Autonomous Driving
2,708 +505 +23% $449B 53
Water
2,667 +208 +8% $240B 67
Semiconductors
Analog & Power Semis
2,613 +243 +10% $289B 27
Nuclear Energy
2,609 +182 +7% $214B 61
Space Economy
2,579 +168 +7% $149B 64
Agriculture & Food Technology
2,559 +250 +11% $204B 79
Defense Modernization
Munitions Restocking
2,527 +209 +9% $172B 11
Digital Assets
Stablecoin Infrastructure
2,447 +287 +13% $228B 9
Artificial Intelligence
Agentic AI
2,363 +248 +12% $274B 13
Electrification & Grid
Energy Storage
2,332 +464 +25% $316B 26
Reuse, Repair & Circular Economy
2,299 +232 +11% $177B 68
Artificial Intelligence
AI Inference Silicon
2,192 +269 +14% $134B 7
Genomics & Gene Editing
Gene Therapy
2,189 +205 +10% $139B 131
Robotics & Automation
Warehouse & Logistics Robotics
2,171 +229 +12% $113B 3
Oil & Gas
LNG
2,163 +170 +9% $135B 32
Longevity & Aging Population
2,152 +124 +6% $210B 60
Semiconductors
Semicap & Lithography
2,138 +251 +13% $221B 21
Quantum Computing
2,136 +144 +7% $63.8B 19
Copper & Industrial Metals
2,128 +283 +15% $144B 79
Sin Stocks
Tobacco & Nicotine
2,100 +151 +8% $149B 13
Artificial Intelligence
Chinese AI
2,066 +105 +5% $278B 14
Sin Stocks
Alcohol
2,037 +183 +10% $80.5B 24
Gold & Precious Metals
1,992 +119 +6% $167B 133
Gold & Precious Metals
Gold & Silver Miners
1,964 +109 +6% $166B 124
Online Travel & Experiences
1,872 +307 +20% $152B 32
Housing & Home Improvement
Homebuilders
1,802 +111 +7% $108B 45
Oil & Gas
Oilfield Services
1,762 +106 +6% $91.2B 88
Defense Modernization
Drones & Counter-Drone
1,731 +107 +7% $91.6B 30
Luxury & Affluent Consumer
1,728 +183 +12% $125B 40
Clean Energy
Hydrogen & Fuel Cells
1,687 +142 +9% $65.6B 13
Artificial Intelligence
AI Memory & HBM
1,677 +251 +18% $132B 12
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,653 +103 +7% $128B 19
E-Commerce
Food Delivery
1,651 +281 +21% $218B 12
Agriculture & Food Technology
Precision Agriculture
1,607 +239 +17% $60.8B 4
Water
Water Infrastructure
1,587 +127 +9% $87.2B 17
Data Centers & Digital Infrastructure
Power for AI
1,539 +173 +13% $67.5B 22
Sin Stocks
Casinos
1,529 +150 +11% $113B 24
Future of Education
1,482 +127 +9% $131B 77
GLP-1 & Obesity
Obesity Second-Order Effects
1,480 +106 +8% $79.9B 26
Carbon & Pollution Control
1,475 +126 +9% $41.7B 23
Semiconductors
Advanced Packaging
1,474 +198 +16% $113B 10
Electrification & Grid
Grid Equipment
1,437 +123 +9% $45.8B 10
Defense Modernization
Military Shipbuilding
1,421 +91 +7% $52.1B 6
Cloud Computing
Edge Computing
1,395 +84 +6% $48.7B 11
3D Printing & Additive Manufacturing
1,358 +152 +13% $47.4B 20
Clean Energy
Solar
1,343 +260 +24% $73.2B 54
Electric Vehicles
EV Charging Infrastructure
1,283 +263 +26% $13.1B 21
Streaming & Digital Media
News Media
1,272 +100 +9% $61.2B 26
Internet of Things
Smart Home
1,196 +129 +12% $47.1B 17
Cannabis
1,182 +197 +20% $14.6B 52
Autonomous Driving
Ride-Hailing & Shared Mobility
1,163 +232 +25% $84.5B 14
Artificial Intelligence
AI Software & Applications
1,149 +332 +41% $42.7B 85
Sports Betting & iGaming
1,131 +198 +21% $48B 29
Semiconductors
Photonics & Optical Interconnect
1,099 +84 +8% $28.5B 20
Agriculture & Food Technology
Plant-Based Foods
1,080 +87 +9% $29.6B 17
Lithium & Battery Materials
1,026 +183 +22% $19.8B 47
Cybersecurity
Identity Security
1,001 +125 +14% $39.2B 15
Data Centers & Digital Infrastructure
Liquid Cooling
971 +71 +8% $21.8B 9
Cybersecurity
Agentic AI Security
939 +118 +14% $29.3B 2
Digital Payments & Fintech
Neobanks
901 +154 +21% $22.8B 25
Water
Sanitation
841 +95 +13% $21B 8
Reshoring & American Manufacturing
834 +70 +9% $15.9B 20
Electrification & Grid
Transmission Buildout
772 +125 +19% $15.3B 6
Critical Minerals & Rare Earths
756 +88 +13% $11.9B 60
Sin Stocks
Firearms
607 +28 +5% $7.3B 12
Space Economy
Satellite Communications
602 +37 +7% $8.7B 16
Digital Payments & Fintech
Buy Now Pay Later
564 +87 +18% $9.02B 13
Infrastructure & Construction
Green Building
504 +67 +15% $10B 5
Digital Assets
Corporate Crypto Treasuries
442 +68 +18% $4.58B 63
Nuclear Energy
Uranium Mining & Enrichment
431 +45 +12% $3.85B 20
Clean Energy
Wind
356 +75 +27% $2.01B 9
Space Economy
Launch Services
318 +52 +20% $4.53B 5
Nuclear Energy
Small Modular Reactors
306 +28 +10% $3.29B 12
Robotics & Automation
Humanoid Robotics
224 +71 +46% $5.21B 5
Digital Assets
Bitcoin Miners
194 +91 +88% $953M 40
Virtual & Augmented Reality
187 +25 +15% $518M 20
Space Economy
Earth Observation
83 +28 +51% $389M 6
Digital Assets
Crypto Exchanges
59 +12 +26% $104M 7
Cybersecurity
Post-Quantum Cryptography
6 +2 +50% $355K 6