Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,942 +50 +1% $3.39T 240
Artificial Intelligence
4,860 +64 +1% $4.3T 264
Digital Payments & Fintech
4,833 +38 +0.8% $2.84T 148
SaaS & Enterprise Software
4,816 +54 +1% $3.39T 266
E-Commerce
Marketplaces
4,814 +51 +1% $3.03T 106
Streaming & Digital Media
4,746 +38 +0.8% $2.78T 120
Cloud Computing
4,686 +14 +0.3% $3.68T 64
Social Media & Creator Economy
4,588 +125 +3% $2.94T 45
Medical Devices & Diagnostics
4,446 +21 +0.5% $1.79T 342
Internet of Things
4,411 +50 +1% $1.6T 99
Video Games & Esports
4,401 +55 +1% $1.54T 55
Semiconductors
4,317 +77 +2% $2.13T 178
Immunotherapy & Oncology
4,307 +57 +1% $1.37T 388
Housing & Home Improvement
4,231 +79 +2% $970B 223
Oil & Gas
4,118 +112 +3% $1.14T 361
Defense Modernization
4,036 +46 +1% $810B 163
Internet of Things
Wearables
4,001 +4 +0.1% $1.23T 21
GLP-1 & Obesity
3,771 0 0% $687B 92
Cybersecurity
3,553 +20 +0.6% $431B 85
Housing & Home Improvement
Home & Garden Retail
3,507 +64 +2% $441B 30
Genomics & Gene Editing
3,485 +29 +0.8% $684B 199
Electric Vehicles
3,471 +76 +2% $616B 124
Pet Economy
3,428 -17 -0.5% $443B 34
Infrastructure & Construction
3,280 +146 +5% $395B 127
Small Business Economy
3,276 +59 +2% $540B 58
Sin Stocks
3,269 +134 +4% $394B 78
Digital Health & Telemedicine
3,240 +69 +2% $470B 84
Robotics & Automation
3,187 +97 +3% $313B 83
Health & Wellness
3,169 +11 +0.3% $248B 78
Clean Energy
3,046 +106 +4% $251B 134
Defense Modernization
Defense Tech & C4ISR
3,022 +69 +2% $269B 53
Electrification & Grid
2,978 +44 +1% $373B 59
Digital Assets
2,932 +83 +3% $325B 160
Energy Efficiency
2,907 +35 +1% $272B 31
Robotics & Automation
Industrial Automation
2,808 +45 +2% $220B 16
Data Centers & Digital Infrastructure
2,805 +65 +2% $367B 78
Autonomous Driving
2,801 +93 +3% $425B 53
Agriculture & Food Technology
2,766 +207 +8% $251B 79
Semiconductors
Analog & Power Semis
2,716 +103 +4% $321B 27
Water
2,631 -36 -1% $232B 67
Nuclear Energy
2,621 +12 +0.5% $221B 61
Space Economy
2,619 +40 +2% $154B 64
Defense Modernization
Munitions Restocking
2,574 +47 +2% $185B 11
Digital Assets
Stablecoin Infrastructure
2,511 +64 +3% $230B 9
Artificial Intelligence
Agentic AI
2,414 +51 +2% $253B 13
Reuse, Repair & Circular Economy
2,403 +104 +5% $204B 68
Electrification & Grid
Energy Storage
2,358 +26 +1% $279B 26
Semiconductors
Semicap & Lithography
2,334 +196 +9% $297B 21
Copper & Industrial Metals
2,275 +147 +7% $174B 79
Robotics & Automation
Warehouse & Logistics Robotics
2,269 +98 +5% $115B 3
Oil & Gas
LNG
2,265 +102 +5% $168B 32
Sin Stocks
Tobacco & Nicotine
2,223 +123 +6% $169B 13
Longevity & Aging Population
2,192 +40 +2% $219B 60
Quantum Computing
2,184 +48 +2% $67.2B 19
Genomics & Gene Editing
Gene Therapy
2,167 -22 -1% $134B 131
Artificial Intelligence
AI Inference Silicon
2,158 -34 -2% $113B 7
Sin Stocks
Alcohol
2,098 +61 +3% $84.3B 24
Online Travel & Experiences
2,058 +186 +10% $172B 32
Artificial Intelligence
Chinese AI
2,052 -14 -0.7% $243B 14
Gold & Precious Metals
1,963 -29 -1% $151B 133
Gold & Precious Metals
Gold & Silver Miners
1,927 -37 -2% $150B 124
Housing & Home Improvement
Homebuilders
1,898 +96 +5% $134B 45
Oil & Gas
Oilfield Services
1,863 +101 +6% $106B 88
Luxury & Affluent Consumer
1,814 +86 +5% $135B 40
Defense Modernization
Drones & Counter-Drone
1,800 +69 +4% $97.9B 30
Artificial Intelligence
AI Memory & HBM
1,794 +117 +7% $157B 12
Agriculture & Food Technology
Precision Agriculture
1,789 +182 +11% $84.3B 4
Clean Energy
Hydrogen & Fuel Cells
1,709 +22 +1% $69.3B 13
E-Commerce
Food Delivery
1,685 +34 +2% $230B 12
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,667 +14 +0.8% $126B 19
Sin Stocks
Casinos
1,638 +109 +7% $128B 24
Water
Water Infrastructure
1,611 +24 +2% $89.5B 17
Data Centers & Digital Infrastructure
Power for AI
1,601 +62 +4% $74.1B 22
Semiconductors
Advanced Packaging
1,589 +115 +8% $121B 10
Carbon & Pollution Control
1,585 +110 +7% $54B 23
Electrification & Grid
Grid Equipment
1,509 +72 +5% $53B 10
Future of Education
1,502 +20 +1% $121B 77
GLP-1 & Obesity
Obesity Second-Order Effects
1,472 -8 -0.5% $78.8B 26
Defense Modernization
Military Shipbuilding
1,463 +42 +3% $61.8B 6
3D Printing & Additive Manufacturing
1,446 +88 +6% $58B 20
Clean Energy
Solar
1,416 +73 +5% $71.9B 54
Internet of Things
Smart Home
1,361 +165 +14% $57.7B 17
Artificial Intelligence
AI Software & Applications
1,332 +183 +16% $40.8B 85
Cloud Computing
Edge Computing
1,326 -69 -5% $50.7B 11
Streaming & Digital Media
News Media
1,313 +41 +3% $72.3B 26
Electric Vehicles
EV Charging Infrastructure
1,310 +27 +2% $17.3B 21
Sports Betting & iGaming
1,309 +178 +16% $65.1B 29
Cannabis
1,282 +100 +8% $18.9B 52
Autonomous Driving
Ride-Hailing & Shared Mobility
1,240 +77 +7% $94.5B 14
Semiconductors
Photonics & Optical Interconnect
1,166 +67 +6% $28.4B 20
Agriculture & Food Technology
Plant-Based Foods
1,157 +77 +7% $33.4B 17
Lithium & Battery Materials
1,156 +130 +13% $21B 47
Data Centers & Digital Infrastructure
Liquid Cooling
991 +20 +2% $24.1B 9
Digital Payments & Fintech
Neobanks
985 +84 +9% $27.6B 25
Cybersecurity
Agentic AI Security
965 +26 +3% $26.2B 2
Cybersecurity
Identity Security
957 -44 -4% $34.7B 15
Critical Minerals & Rare Earths
875 +119 +16% $13.5B 60
Reshoring & American Manufacturing
872 +38 +5% $19.9B 20
Water
Sanitation
860 +19 +2% $22.5B 8
Electrification & Grid
Transmission Buildout
831 +59 +8% $19.2B 6
Digital Payments & Fintech
Buy Now Pay Later
704 +140 +25% $15.6B 13
Sin Stocks
Firearms
663 +56 +9% $9.67B 12
Space Economy
Satellite Communications
601 -1 -0.2% $10B 16
Digital Assets
Corporate Crypto Treasuries
528 +86 +19% $10.7B 63
Nuclear Energy
Uranium Mining & Enrichment
521 +90 +21% $5.12B 20
Infrastructure & Construction
Green Building
510 +6 +1% $10.8B 5
Clean Energy
Wind
375 +19 +5% $2.02B 9
Digital Assets
Bitcoin Miners
336 +142 +73% $3.07B 40
Nuclear Energy
Small Modular Reactors
323 +17 +6% $4B 12
Space Economy
Launch Services
307 -11 -3% $3.88B 5
Robotics & Automation
Humanoid Robotics
268 +44 +20% $6.24B 5
Virtual & Augmented Reality
238 +51 +27% $1.14B 20
Space Economy
Earth Observation
88 +5 +6% $281M 6
Digital Assets
Crypto Exchanges
87 +28 +47% $246M 7
Cybersecurity
Post-Quantum Cryptography
12 +6 +100% $1.99M 6