Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,649 -29 -0.5% $3.49T 240
SaaS & Enterprise Software
5,561 +3 +0.1% $3.95T 266
Artificial Intelligence
5,556 -26 -0.5% $4.89T 264
Digital Payments & Fintech
5,511 -2 -0% $3.09T 148
E-Commerce
Marketplaces
5,442 -32 -0.6% $3.21T 106
Cloud Computing
5,348 -14 -0.3% $4.24T 64
Streaming & Digital Media
5,266 -16 -0.3% $2.88T 120
Social Media & Creator Economy
5,128 -19 -0.4% $3.3T 45
Internet of Things
5,006 -22 -0.4% $2.09T 99
Video Games & Esports
4,998 -13 -0.3% $1.84T 55
Medical Devices & Diagnostics
4,955 -15 -0.3% $1.87T 342
Semiconductors
4,895 -23 -0.5% $2.42T 178
Immunotherapy & Oncology
4,858 +17 +0.4% $1.49T 388
Oil & Gas
4,836 +167 +4% $1.85T 361
Housing & Home Improvement
4,698 -108 -2% $873B 223
Internet of Things
Wearables
4,547 -12 -0.3% $1.73T 21
Defense Modernization
4,426 -13 -0.3% $857B 163
GLP-1 & Obesity
4,279 -74 -2% $885B 92
Electric Vehicles
4,099 -36 -0.9% $873B 124
Cybersecurity
4,063 -57 -1% $537B 85
Housing & Home Improvement
Home & Garden Retail
3,910 -95 -2% $391B 30
Genomics & Gene Editing
3,878 -70 -2% $735B 199
Pet Economy
3,792 +4 +0.1% $448B 34
Infrastructure & Construction
3,698 +13 +0.4% $416B 127
Digital Health & Telemedicine
3,655 -65 -2% $566B 84
Electrification & Grid
3,634 -4 -0.1% $589B 59
Small Business Economy
3,546 -131 -4% $505B 58
Sin Stocks
3,530 +3 +0.1% $384B 78
Autonomous Driving
3,517 +11 +0.3% $588B 53
Health & Wellness
3,474 -86 -2% $231B 78
Clean Energy
3,433 +46 +1% $263B 134
Robotics & Automation
3,417 -107 -3% $301B 83
Defense Modernization
Defense Tech & C4ISR
3,392 +90 +3% $334B 53
Agriculture & Food Technology
3,241 +163 +5% $325B 79
Digital Assets
3,119 -201 -6% $203B 160
Data Centers & Digital Infrastructure
3,075 -114 -4% $428B 78
Energy Efficiency
3,063 -85 -3% $273B 31
Electrification & Grid
Energy Storage
3,021 +22 +0.7% $480B 26
Robotics & Automation
Industrial Automation
3,002 -54 -2% $212B 16
Nuclear Energy
2,993 +109 +4% $280B 61
Semiconductors
Analog & Power Semis
2,959 -28 -0.9% $346B 27
Space Economy
2,956 +81 +3% $183B 64
Oil & Gas
LNG
2,952 +334 +13% $287B 32
Defense Modernization
Munitions Restocking
2,882 +108 +4% $230B 11
Water
2,871 -92 -3% $247B 67
Copper & Industrial Metals
2,786 +162 +6% $248B 79
Artificial Intelligence
Agentic AI
2,753 -57 -2% $284B 13
Reuse, Repair & Circular Economy
2,706 -2 -0.1% $201B 68
Semiconductors
Semicap & Lithography
2,668 -85 -3% $287B 21
Digital Assets
Stablecoin Infrastructure
2,524 -259 -9% $114B 9
Artificial Intelligence
AI Inference Silicon
2,501 -21 -0.8% $129B 7
Sin Stocks
Tobacco & Nicotine
2,400 +22 +0.9% $176B 13
Quantum Computing
2,387 -30 -1% $66.6B 19
Online Travel & Experiences
2,358 +55 +2% $200B 32
Robotics & Automation
Warehouse & Logistics Robotics
2,351 -26 -1% $99B 3
Longevity & Aging Population
2,319 +15 +0.7% $236B 60
Genomics & Gene Editing
Gene Therapy
2,285 -56 -2% $105B 131
Oil & Gas
Oilfield Services
2,235 +172 +8% $181B 88
Gold & Precious Metals
2,192 +83 +4% $184B 133
Sin Stocks
Alcohol
2,191 -47 -2% $79.8B 24
Gold & Precious Metals
Gold & Silver Miners
2,155 +75 +4% $183B 124
Agriculture & Food Technology
Precision Agriculture
2,068 +114 +6% $93.3B 4
Defense Modernization
Drones & Counter-Drone
2,051 +82 +4% $123B 30
Housing & Home Improvement
Homebuilders
2,003 -166 -8% $115B 45
Artificial Intelligence
AI Memory & HBM
1,983 -63 -3% $137B 12
Luxury & Affluent Consumer
1,919 -101 -5% $119B 40
Carbon & Pollution Control
1,835 +118 +7% $75.5B 23
Semiconductors
Advanced Packaging
1,788 -11 -0.6% $107B 10
Clean Energy
Hydrogen & Fuel Cells
1,786 -71 -4% $60.7B 13
Data Centers & Digital Infrastructure
Power for AI
1,780 -52 -3% $83B 22
Water
Water Infrastructure
1,779 -46 -3% $98.2B 17
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,743 -133 -7% $124B 19
Sin Stocks
Casinos
1,717 -16 -0.9% $115B 24
E-Commerce
Food Delivery
1,690 -138 -8% $143B 12
Defense Modernization
Military Shipbuilding
1,680 +63 +4% $73.8B 6
Electrification & Grid
Grid Equipment
1,655 -62 -4% $59B 10
GLP-1 & Obesity
Obesity Second-Order Effects
1,625 -17 -1% $81.7B 26
Clean Energy
Solar
1,571 +16 +1% $66.1B 54
3D Printing & Additive Manufacturing
1,550 -52 -3% $56.5B 20
Artificial Intelligence
AI Software & Applications
1,538 -124 -7% $40B 85
Lithium & Battery Materials
1,509 +8 +0.5% $35.8B 47
Autonomous Driving
Ride-Hailing & Shared Mobility
1,475 +3 +0.2% $70.3B 14
Cloud Computing
Edge Computing
1,471 -25 -2% $66.2B 11
Electric Vehicles
EV Charging Infrastructure
1,470 -10 -0.7% $20.7B 21
Artificial Intelligence
Chinese AI
1,453 -95 -6% $62.4B 14
Future of Education
1,428 -51 -3% $63.3B 77
Internet of Things
Smart Home
1,400 -85 -6% $47.9B 17
Streaming & Digital Media
News Media
1,368 -15 -1% $64B 26
Agriculture & Food Technology
Plant-Based Foods
1,356 +73 +6% $47.1B 17
Cybersecurity
Agentic AI Security
1,315 +92 +8% $53.6B 2
Sports Betting & iGaming
1,301 -106 -8% $47.6B 29
Cannabis
1,272 -60 -5% $12.1B 52
Digital Payments & Fintech
Neobanks
1,251 -13 -1% $47B 25
Semiconductors
Photonics & Optical Interconnect
1,242 -11 -0.9% $32.2B 20
Critical Minerals & Rare Earths
1,121 +68 +6% $18.5B 60
Data Centers & Digital Infrastructure
Liquid Cooling
1,083 -50 -4% $27B 9
Reshoring & American Manufacturing
1,057 +5 +0.5% $27.6B 20
Cybersecurity
Identity Security
1,036 -78 -7% $38B 15
Electrification & Grid
Transmission Buildout
983 -15 -2% $24.1B 6
Water
Sanitation
894 -71 -7% $22B 8
Digital Assets
Crypto Exchanges
831 -105 -11% $14.8B 7
Sin Stocks
Firearms
822 -14 -2% $11B 12
Digital Assets
Corporate Crypto Treasuries
747 +31 +4% $8.43B 63
Nuclear Energy
Uranium Mining & Enrichment
735 +78 +12% $10B 20
Digital Payments & Fintech
Buy Now Pay Later
733 -111 -13% $14B 13
Space Economy
Satellite Communications
680 0 0% $11.5B 16
Digital Assets
Bitcoin Miners
566 -35 -6% $3.36B 40
Infrastructure & Construction
Green Building
511 -81 -14% $7.84B 5
Nuclear Energy
Small Modular Reactors
481 +55 +13% $7.28B 12
Space Economy
Launch Services
393 +31 +9% $5.59B 5
Clean Energy
Wind
359 +2 +0.6% $1.73B 9
Virtual & Augmented Reality
317 -33 -9% $673M 20
Robotics & Automation
Humanoid Robotics
290 -53 -15% $6.24B 5
Space Economy
Earth Observation
209 +26 +14% $674M 6
Cybersecurity
Post-Quantum Cryptography
45 +11 +32% $51.4M 6