Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,678 +662 +13% $3.8T 240
Artificial Intelligence
5,582 +643 +13% $5.67T 264
SaaS & Enterprise Software
5,558 +637 +13% $4.51T 266
Digital Payments & Fintech
5,513 +627 +13% $3.32T 148
E-Commerce
Marketplaces
5,474 +624 +13% $3.4T 106
Cloud Computing
5,362 +614 +13% $4.59T 64
Streaming & Digital Media
5,282 +525 +11% $3.13T 120
Social Media & Creator Economy
5,147 +535 +12% $3.81T 45
Internet of Things
5,028 +587 +13% $2.21T 99
Video Games & Esports
5,011 +542 +12% $2.06T 55
Medical Devices & Diagnostics
4,970 +491 +11% $2.02T 342
Semiconductors
4,918 +580 +13% $2.78T 178
Immunotherapy & Oncology
4,841 +492 +11% $1.5T 388
Housing & Home Improvement
4,806 +516 +12% $1.17T 223
Oil & Gas
4,669 +493 +12% $1.36T 361
Internet of Things
Wearables
4,559 +554 +14% $1.76T 21
Defense Modernization
4,439 +399 +10% $812B 163
GLP-1 & Obesity
4,353 +528 +14% $892B 92
Electric Vehicles
4,135 +578 +16% $985B 124
Cybersecurity
4,120 +444 +12% $573B 85
Housing & Home Improvement
Home & Garden Retail
4,005 +424 +12% $536B 30
Genomics & Gene Editing
3,948 +365 +10% $843B 199
Pet Economy
3,788 +334 +10% $490B 34
Digital Health & Telemedicine
3,720 +394 +12% $591B 84
Infrastructure & Construction
3,685 +368 +11% $410B 127
Small Business Economy
3,677 +289 +9% $614B 58
Electrification & Grid
3,638 +545 +18% $585B 59
Health & Wellness
3,560 +351 +11% $271B 78
Sin Stocks
3,527 +283 +9% $395B 78
Robotics & Automation
3,524 +333 +10% $341B 83
Autonomous Driving
3,506 +572 +19% $627B 53
Clean Energy
3,387 +321 +10% $249B 134
Digital Assets
3,320 +223 +7% $287B 160
Defense Modernization
Defense Tech & C4ISR
3,302 +231 +8% $295B 53
Data Centers & Digital Infrastructure
3,189 +327 +11% $486B 78
Energy Efficiency
3,148 +245 +8% $315B 31
Agriculture & Food Technology
3,078 +288 +10% $264B 79
Robotics & Automation
Industrial Automation
3,056 +262 +9% $236B 16
Electrification & Grid
Energy Storage
2,999 +522 +21% $470B 26
Semiconductors
Analog & Power Semis
2,987 +211 +8% $371B 27
Water
2,963 +284 +11% $282B 67
Nuclear Energy
2,884 +259 +10% $255B 61
Space Economy
2,875 +223 +8% $160B 64
Artificial Intelligence
Agentic AI
2,810 +206 +8% $345B 13
Digital Assets
Stablecoin Infrastructure
2,783 +145 +5% $191B 9
Defense Modernization
Munitions Restocking
2,774 +188 +7% $202B 11
Semiconductors
Semicap & Lithography
2,753 +312 +13% $351B 21
Reuse, Repair & Circular Economy
2,708 +222 +9% $219B 68
Copper & Industrial Metals
2,624 +252 +11% $192B 79
Oil & Gas
LNG
2,618 +256 +11% $201B 32
Artificial Intelligence
AI Inference Silicon
2,522 +353 +16% $157B 7
Quantum Computing
2,417 +178 +8% $69.3B 19
Sin Stocks
Tobacco & Nicotine
2,378 +197 +9% $170B 13
Robotics & Automation
Warehouse & Logistics Robotics
2,377 +136 +6% $108B 3
Genomics & Gene Editing
Gene Therapy
2,341 +147 +7% $126B 131
Longevity & Aging Population
2,304 +93 +4% $233B 60
Online Travel & Experiences
2,303 +180 +8% $198B 32
Sin Stocks
Alcohol
2,238 +196 +10% $84.3B 24
Housing & Home Improvement
Homebuilders
2,169 +241 +13% $157B 45
Gold & Precious Metals
2,109 +151 +8% $151B 133
Gold & Precious Metals
Gold & Silver Miners
2,080 +156 +8% $150B 124
Oil & Gas
Oilfield Services
2,063 +163 +9% $118B 88
Artificial Intelligence
AI Memory & HBM
2,046 +256 +14% $174B 12
Luxury & Affluent Consumer
2,020 +180 +10% $158B 40
Defense Modernization
Drones & Counter-Drone
1,969 +112 +6% $106B 30
Agriculture & Food Technology
Precision Agriculture
1,954 +163 +9% $76.8B 4
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,876 +153 +9% $156B 19
Clean Energy
Hydrogen & Fuel Cells
1,857 +183 +11% $70.9B 13
Data Centers & Digital Infrastructure
Power for AI
1,832 +155 +9% $90B 22
E-Commerce
Food Delivery
1,828 +166 +10% $201B 12
Water
Water Infrastructure
1,825 +151 +9% $106B 17
Semiconductors
Advanced Packaging
1,799 +132 +8% $123B 10
Sin Stocks
Casinos
1,733 +71 +4% $125B 24
Carbon & Pollution Control
1,717 +125 +8% $54.1B 23
Electrification & Grid
Grid Equipment
1,717 +162 +10% $67.1B 10
Artificial Intelligence
AI Software & Applications
1,662 +77 +5% $73.5B 85
GLP-1 & Obesity
Obesity Second-Order Effects
1,642 +126 +8% $83.5B 26
Defense Modernization
Military Shipbuilding
1,617 +118 +8% $64.7B 6
3D Printing & Additive Manufacturing
1,602 +114 +8% $57.9B 20
Clean Energy
Solar
1,555 +104 +7% $65.2B 54
Artificial Intelligence
Chinese AI
1,548 -127 -8% $79.2B 14
Lithium & Battery Materials
1,501 +170 +13% $33B 47
Cloud Computing
Edge Computing
1,496 +110 +8% $67.6B 11
Internet of Things
Smart Home
1,485 +55 +4% $56.2B 17
Electric Vehicles
EV Charging Infrastructure
1,480 +105 +8% $21.3B 21
Future of Education
1,479 +60 +4% $74.4B 77
Autonomous Driving
Ride-Hailing & Shared Mobility
1,472 +195 +15% $87.8B 14
Sports Betting & iGaming
1,407 0 0% $56B 29
Streaming & Digital Media
News Media
1,383 +84 +6% $64.6B 26
Cannabis
1,332 +85 +7% $14.9B 52
Agriculture & Food Technology
Plant-Based Foods
1,283 +126 +11% $38.2B 17
Digital Payments & Fintech
Neobanks
1,264 +129 +11% $56.9B 25
Semiconductors
Photonics & Optical Interconnect
1,253 +137 +12% $36.2B 20
Cybersecurity
Agentic AI Security
1,223 +134 +12% $46.8B 2
Data Centers & Digital Infrastructure
Liquid Cooling
1,133 +95 +9% $31.2B 9
Cybersecurity
Identity Security
1,114 +69 +7% $48.9B 15
Critical Minerals & Rare Earths
1,053 +96 +10% $17.3B 60
Reshoring & American Manufacturing
1,052 +119 +13% $27.1B 20
Electrification & Grid
Transmission Buildout
998 +84 +9% $21.9B 6
Water
Sanitation
965 +69 +8% $27.7B 8
Digital Assets
Crypto Exchanges
936 +244 +35% $21.8B 7
Digital Payments & Fintech
Buy Now Pay Later
844 +57 +7% $23.7B 13
Sin Stocks
Firearms
836 +86 +11% $12.8B 12
Digital Assets
Corporate Crypto Treasuries
716 +100 +16% $8.64B 63
Space Economy
Satellite Communications
680 +53 +8% $11.5B 16
Nuclear Energy
Uranium Mining & Enrichment
657 +65 +11% $7.42B 20
Digital Assets
Bitcoin Miners
601 +86 +17% $4.01B 40
Infrastructure & Construction
Green Building
592 +71 +14% $15.1B 5
Nuclear Energy
Small Modular Reactors
426 +31 +8% $5.34B 12
Space Economy
Launch Services
362 +8 +2% $7.87B 5
Clean Energy
Wind
357 -19 -5% $1.89B 9
Virtual & Augmented Reality
350 +51 +17% $1.46B 20
Robotics & Automation
Humanoid Robotics
343 +46 +15% $11.5B 5
Space Economy
Earth Observation
183 +43 +31% $669M 6
Cybersecurity
Post-Quantum Cryptography
34 +6 +21% $26M 6