Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,016 +25 +0.5% $3.5T 240
Artificial Intelligence
4,939 +6 +0.1% $5.02T 264
SaaS & Enterprise Software
4,921 +34 +0.7% $4.08T 266
Digital Payments & Fintech
4,886 +1 +0% $3.14T 148
E-Commerce
Marketplaces
4,850 +16 +0.3% $3.12T 106
Streaming & Digital Media
4,757 -26 -0.5% $3.05T 120
Cloud Computing
4,748 -10 -0.2% $4.17T 64
Social Media & Creator Economy
4,612 -7 -0.2% $3.49T 45
Medical Devices & Diagnostics
4,479 +19 +0.4% $1.95T 342
Video Games & Esports
4,469 +24 +0.5% $1.79T 55
Internet of Things
4,441 0 0% $1.78T 99
Immunotherapy & Oncology
4,349 +3 +0.1% $1.39T 388
Semiconductors
4,338 -10 -0.2% $2.26T 178
Housing & Home Improvement
4,290 +18 +0.4% $1,000B 223
Oil & Gas
4,176 -15 -0.4% $1.3T 361
Defense Modernization
4,040 -40 -1% $814B 163
Internet of Things
Wearables
4,005 -24 -0.6% $1.41T 21
GLP-1 & Obesity
3,825 +20 +0.5% $770B 92
Cybersecurity
3,676 +16 +0.4% $521B 85
Genomics & Gene Editing
3,583 +29 +0.8% $817B 199
Housing & Home Improvement
Home & Garden Retail
3,581 +31 +0.9% $455B 30
Electric Vehicles
3,557 +48 +1% $713B 124
Pet Economy
3,454 -2 -0.1% $454B 34
Small Business Economy
3,388 +22 +0.7% $619B 58
Digital Health & Telemedicine
3,326 -33 -1% $501B 84
Infrastructure & Construction
3,317 -10 -0.3% $374B 127
Sin Stocks
3,244 -35 -1% $386B 78
Health & Wellness
3,209 +6 +0.2% $244B 78
Robotics & Automation
3,191 -39 -1% $313B 83
Digital Assets
3,097 -17 -0.5% $378B 160
Electrification & Grid
3,093 +67 +2% $437B 59
Defense Modernization
Defense Tech & C4ISR
3,071 -39 -1% $296B 53
Clean Energy
3,066 -15 -0.5% $233B 134
Autonomous Driving
2,934 +42 +1% $480B 53
Energy Efficiency
2,903 -11 -0.4% $283B 31
Data Centers & Digital Infrastructure
2,862 +30 +1% $416B 78
Robotics & Automation
Industrial Automation
2,794 -35 -1% $219B 16
Agriculture & Food Technology
2,790 -22 -0.8% $242B 79
Semiconductors
Analog & Power Semis
2,776 +33 +1% $356B 27
Water
2,679 -7 -0.3% $253B 67
Space Economy
2,652 -56 -2% $155B 64
Digital Assets
Stablecoin Infrastructure
2,638 -58 -2% $257B 9
Nuclear Energy
2,625 +11 +0.4% $228B 61
Artificial Intelligence
Agentic AI
2,604 +81 +3% $355B 13
Defense Modernization
Munitions Restocking
2,586 -25 -1% $201B 11
Reuse, Repair & Circular Economy
2,486 +25 +1% $216B 68
Electrification & Grid
Energy Storage
2,477 +67 +3% $335B 26
Semiconductors
Semicap & Lithography
2,441 +27 +1% $289B 21
Copper & Industrial Metals
2,372 -24 -1% $170B 79
Oil & Gas
LNG
2,362 +14 +0.6% $197B 32
Robotics & Automation
Warehouse & Logistics Robotics
2,241 -35 -2% $111B 3
Quantum Computing
2,239 -49 -2% $71.1B 19
Longevity & Aging Population
2,211 -39 -2% $224B 60
Genomics & Gene Editing
Gene Therapy
2,194 -36 -2% $138B 131
Sin Stocks
Tobacco & Nicotine
2,181 -29 -1% $168B 13
Artificial Intelligence
AI Inference Silicon
2,169 -9 -0.4% $110B 7
Online Travel & Experiences
2,123 +9 +0.4% $185B 32
Sin Stocks
Alcohol
2,042 -71 -3% $73.4B 24
Gold & Precious Metals
1,958 -43 -2% $137B 133
Housing & Home Improvement
Homebuilders
1,928 -25 -1% $128B 45
Gold & Precious Metals
Gold & Silver Miners
1,924 -43 -2% $136B 124
Oil & Gas
Oilfield Services
1,900 -29 -2% $144B 88
Defense Modernization
Drones & Counter-Drone
1,857 -1 -0.1% $106B 30
Luxury & Affluent Consumer
1,840 -65 -3% $132B 40
Agriculture & Food Technology
Precision Agriculture
1,791 -2 -0.1% $74B 4
Artificial Intelligence
AI Memory & HBM
1,790 -36 -2% $134B 12
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,723 +9 +0.5% $140B 19
Data Centers & Digital Infrastructure
Power for AI
1,677 +53 +3% $81.2B 22
Artificial Intelligence
Chinese AI
1,675 -367 -18% $111B 14
Clean Energy
Hydrogen & Fuel Cells
1,674 -30 -2% $60.4B 13
Water
Water Infrastructure
1,674 -3 -0.2% $98.2B 17
Semiconductors
Advanced Packaging
1,667 +22 +1% $113B 10
Sin Stocks
Casinos
1,662 +7 +0.4% $130B 24
E-Commerce
Food Delivery
1,662 -22 -1% $243B 12
Carbon & Pollution Control
1,592 -8 -0.5% $52.8B 23
Artificial Intelligence
AI Software & Applications
1,585 +69 +5% $80.9B 85
Electrification & Grid
Grid Equipment
1,555 +27 +2% $57.3B 10
GLP-1 & Obesity
Obesity Second-Order Effects
1,516 -2 -0.1% $81.8B 26
Defense Modernization
Military Shipbuilding
1,499 0 0% $62.7B 6
3D Printing & Additive Manufacturing
1,488 -16 -1% $50.7B 20
Clean Energy
Solar
1,451 +21 +1% $65.1B 54
Internet of Things
Smart Home
1,430 +1 +0.1% $58.9B 17
Future of Education
1,419 -74 -5% $83.5B 77
Sports Betting & iGaming
1,407 +50 +4% $68.2B 29
Cloud Computing
Edge Computing
1,386 0 0% $58.7B 11
Electric Vehicles
EV Charging Infrastructure
1,375 -9 -0.7% $19.5B 21
Lithium & Battery Materials
1,331 +111 +9% $31.1B 47
Streaming & Digital Media
News Media
1,299 +6 +0.5% $67.5B 26
Autonomous Driving
Ride-Hailing & Shared Mobility
1,277 -27 -2% $81.5B 14
Cannabis
1,247 -67 -5% $14.9B 52
Agriculture & Food Technology
Plant-Based Foods
1,157 -87 -7% $36.8B 17
Digital Payments & Fintech
Neobanks
1,135 +17 +2% $35.6B 25
Semiconductors
Photonics & Optical Interconnect
1,116 -16 -1% $27.5B 20
Cybersecurity
Agentic AI Security
1,089 +103 +10% $41B 2
Cybersecurity
Identity Security
1,045 +27 +3% $43.2B 15
Data Centers & Digital Infrastructure
Liquid Cooling
1,038 +21 +2% $26.5B 9
Critical Minerals & Rare Earths
957 +25 +3% $15.1B 60
Reshoring & American Manufacturing
933 -12 -1% $20.1B 20
Electrification & Grid
Transmission Buildout
914 +13 +1% $21.5B 6
Water
Sanitation
896 +9 +1% $26.2B 8
Digital Payments & Fintech
Buy Now Pay Later
787 +47 +6% $23.9B 13
Sin Stocks
Firearms
750 +29 +4% $11.8B 12
Digital Assets
Crypto Exchanges
692 +44 +7% $13.3B 7
Space Economy
Satellite Communications
627 +10 +2% $11.8B 16
Digital Assets
Corporate Crypto Treasuries
616 +49 +9% $9.02B 63
Nuclear Energy
Uranium Mining & Enrichment
592 +41 +7% $7.2B 20
Infrastructure & Construction
Green Building
521 +5 +1% $11.6B 5
Digital Assets
Bitcoin Miners
515 +57 +12% $3.72B 40
Nuclear Energy
Small Modular Reactors
395 +65 +20% $5.66B 12
Clean Energy
Wind
376 +1 +0.3% $2.7B 9
Space Economy
Launch Services
354 +42 +13% $7.97B 5
Virtual & Augmented Reality
299 +31 +12% $912M 20
Robotics & Automation
Humanoid Robotics
297 -3 -1% $7.83B 5
Space Economy
Earth Observation
140 +6 +4% $778M 6
Cybersecurity
Post-Quantum Cryptography
28 +18 +180% $19M 6