Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
4,991 +49 +1% $3.65T 240
Artificial Intelligence
4,933 +73 +2% $4.93T 264
SaaS & Enterprise Software
4,887 +71 +1% $3.88T 266
Digital Payments & Fintech
4,885 +52 +1% $3.17T 148
E-Commerce
Marketplaces
4,834 +20 +0.4% $3.24T 106
Streaming & Digital Media
4,783 +37 +0.8% $3.07T 120
Cloud Computing
4,758 +72 +2% $4.15T 64
Social Media & Creator Economy
4,619 +31 +0.7% $3.42T 45
Medical Devices & Diagnostics
4,460 +14 +0.3% $1.91T 342
Video Games & Esports
4,445 +44 +1% $1.75T 55
Internet of Things
4,441 +30 +0.7% $1.76T 99
Semiconductors
4,348 +31 +0.7% $2.29T 178
Immunotherapy & Oncology
4,346 +39 +0.9% $1.42T 388
Housing & Home Improvement
4,272 +41 +1% $1.01T 223
Oil & Gas
4,191 +73 +2% $1.29T 361
Defense Modernization
4,080 +44 +1% $842B 163
Internet of Things
Wearables
4,029 +28 +0.7% $1.37T 21
GLP-1 & Obesity
3,805 +34 +0.9% $756B 92
Cybersecurity
3,660 +107 +3% $498B 85
Genomics & Gene Editing
3,554 +69 +2% $775B 199
Housing & Home Improvement
Home & Garden Retail
3,550 +43 +1% $453B 30
Electric Vehicles
3,509 +38 +1% $653B 124
Pet Economy
3,456 +28 +0.8% $471B 34
Small Business Economy
3,366 +90 +3% $604B 58
Digital Health & Telemedicine
3,359 +119 +4% $524B 84
Infrastructure & Construction
3,327 +47 +1% $388B 127
Sin Stocks
3,279 +10 +0.3% $414B 78
Robotics & Automation
3,230 +43 +1% $328B 83
Health & Wellness
3,203 +34 +1% $252B 78
Digital Assets
3,114 +182 +6% $389B 160
Defense Modernization
Defense Tech & C4ISR
3,110 +88 +3% $293B 53
Clean Energy
3,081 +35 +1% $254B 134
Electrification & Grid
3,026 +48 +2% $386B 59
Energy Efficiency
2,914 +7 +0.2% $291B 31
Autonomous Driving
2,892 +91 +3% $444B 53
Data Centers & Digital Infrastructure
2,832 +27 +1% $410B 78
Robotics & Automation
Industrial Automation
2,829 +21 +0.7% $229B 16
Agriculture & Food Technology
2,812 +46 +2% $252B 79
Semiconductors
Analog & Power Semis
2,743 +27 +1% $333B 27
Space Economy
2,708 +89 +3% $161B 64
Digital Assets
Stablecoin Infrastructure
2,696 +185 +7% $287B 9
Water
2,686 +55 +2% $244B 67
Nuclear Energy
2,614 -7 -0.3% $224B 61
Defense Modernization
Munitions Restocking
2,611 +37 +1% $202B 11
Artificial Intelligence
Agentic AI
2,523 +109 +5% $307B 13
Reuse, Repair & Circular Economy
2,461 +58 +2% $222B 68
Semiconductors
Semicap & Lithography
2,414 +80 +3% $310B 21
Electrification & Grid
Energy Storage
2,410 +52 +2% $285B 26
Copper & Industrial Metals
2,396 +121 +5% $198B 79
Oil & Gas
LNG
2,348 +83 +4% $186B 32
Quantum Computing
2,288 +104 +5% $74.6B 19
Robotics & Automation
Warehouse & Logistics Robotics
2,276 +7 +0.3% $115B 3
Longevity & Aging Population
2,250 +58 +3% $248B 60
Genomics & Gene Editing
Gene Therapy
2,230 +63 +3% $143B 131
Sin Stocks
Tobacco & Nicotine
2,210 -13 -0.6% $177B 13
Artificial Intelligence
AI Inference Silicon
2,178 +20 +0.9% $120B 7
Online Travel & Experiences
2,114 +56 +3% $172B 32
Sin Stocks
Alcohol
2,113 +15 +0.7% $88.4B 24
Artificial Intelligence
Chinese AI
2,042 -10 -0.5% $184B 14
Gold & Precious Metals
2,001 +38 +2% $162B 133
Gold & Precious Metals
Gold & Silver Miners
1,967 +40 +2% $160B 124
Housing & Home Improvement
Homebuilders
1,953 +55 +3% $137B 45
Oil & Gas
Oilfield Services
1,929 +66 +4% $124B 88
Luxury & Affluent Consumer
1,905 +91 +5% $146B 40
Defense Modernization
Drones & Counter-Drone
1,858 +58 +3% $106B 30
Artificial Intelligence
AI Memory & HBM
1,826 +32 +2% $158B 12
Agriculture & Food Technology
Precision Agriculture
1,793 +4 +0.2% $78.9B 4
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,714 +47 +3% $143B 19
Clean Energy
Hydrogen & Fuel Cells
1,704 -5 -0.3% $69.7B 13
E-Commerce
Food Delivery
1,684 -1 -0.1% $233B 12
Water
Water Infrastructure
1,677 +66 +4% $100B 17
Sin Stocks
Casinos
1,655 +17 +1% $133B 24
Semiconductors
Advanced Packaging
1,645 +56 +4% $121B 10
Data Centers & Digital Infrastructure
Power for AI
1,624 +23 +1% $77.6B 22
Carbon & Pollution Control
1,600 +15 +0.9% $56.8B 23
Electrification & Grid
Grid Equipment
1,528 +19 +1% $57.2B 10
GLP-1 & Obesity
Obesity Second-Order Effects
1,518 +46 +3% $86.5B 26
Artificial Intelligence
AI Software & Applications
1,516 +184 +14% $61.8B 85
3D Printing & Additive Manufacturing
1,504 +58 +4% $57.3B 20
Defense Modernization
Military Shipbuilding
1,499 +36 +2% $61.9B 6
Future of Education
1,493 -9 -0.6% $105B 77
Clean Energy
Solar
1,430 +14 +1% $71B 54
Internet of Things
Smart Home
1,429 +68 +5% $64.2B 17
Cloud Computing
Edge Computing
1,386 +60 +5% $60.8B 11
Electric Vehicles
EV Charging Infrastructure
1,384 +74 +6% $20.8B 21
Sports Betting & iGaming
1,357 +48 +4% $63.6B 29
Cannabis
1,314 +32 +2% $18B 52
Autonomous Driving
Ride-Hailing & Shared Mobility
1,304 +64 +5% $94.3B 14
Streaming & Digital Media
News Media
1,293 -20 -2% $68.2B 26
Agriculture & Food Technology
Plant-Based Foods
1,244 +87 +8% $39.5B 17
Lithium & Battery Materials
1,220 +64 +6% $24.8B 47
Semiconductors
Photonics & Optical Interconnect
1,132 -34 -3% $30.3B 20
Digital Payments & Fintech
Neobanks
1,118 +133 +14% $35.4B 25
Cybersecurity
Identity Security
1,018 +61 +6% $42.1B 15
Data Centers & Digital Infrastructure
Liquid Cooling
1,017 +26 +3% $26.1B 9
Cybersecurity
Agentic AI Security
986 +21 +2% $30.3B 2
Reshoring & American Manufacturing
945 +73 +8% $20.2B 20
Critical Minerals & Rare Earths
932 +57 +7% $15.4B 60
Electrification & Grid
Transmission Buildout
901 +70 +8% $19.9B 6
Water
Sanitation
887 +27 +3% $25.6B 8
Digital Payments & Fintech
Buy Now Pay Later
740 +36 +5% $16.5B 13
Sin Stocks
Firearms
721 +58 +9% $12.6B 12
Digital Assets
Crypto Exchanges
648 +561 +645% $11.4B 7
Space Economy
Satellite Communications
617 +16 +3% $10.9B 16
Digital Assets
Corporate Crypto Treasuries
567 +39 +7% $11B 63
Nuclear Energy
Uranium Mining & Enrichment
551 +30 +6% $6.15B 20
Infrastructure & Construction
Green Building
516 +6 +1% $11.8B 5
Digital Assets
Bitcoin Miners
458 +122 +36% $3.33B 40
Clean Energy
Wind
375 0 0% $1.82B 9
Nuclear Energy
Small Modular Reactors
330 +7 +2% $4.72B 12
Space Economy
Launch Services
312 +5 +2% $3.93B 5
Robotics & Automation
Humanoid Robotics
300 +32 +12% $8.97B 5
Virtual & Augmented Reality
268 +30 +13% $1.22B 20
Space Economy
Earth Observation
134 +46 +52% $599M 6
Cybersecurity
Post-Quantum Cryptography
10 -2 -17% $417K 6