Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,556 -93 -2% $2.6T 240
SaaS & Enterprise Software
5,516 -45 -0.8% $3.2T 266
Artificial Intelligence
5,485 -71 -1% $3.78T 264
Digital Payments & Fintech
5,420 -91 -2% $2.4T 148
E-Commerce
Marketplaces
5,358 -84 -2% $2.39T 106
Cloud Computing
5,315 -33 -0.6% $3.28T 64
Streaming & Digital Media
5,163 -103 -2% $2.08T 120
Social Media & Creator Economy
5,075 -53 -1% $2.6T 45
Video Games & Esports
4,974 -24 -0.5% $1.53T 55
Internet of Things
4,958 -48 -1% $1.63T 99
Medical Devices & Diagnostics
4,890 -65 -1% $1.58T 342
Immunotherapy & Oncology
4,859 +1 +0% $1.49T 388
Oil & Gas
4,828 -8 -0.2% $1.72T 361
Semiconductors
4,782 -113 -2% $1.81T 178
Housing & Home Improvement
4,598 -100 -2% $745B 223
Internet of Things
Wearables
4,489 -58 -1% $1.34T 21
Defense Modernization
4,340 -86 -2% $765B 163
GLP-1 & Obesity
4,260 -19 -0.4% $894B 92
Electric Vehicles
3,979 -120 -3% $615B 124
Cybersecurity
3,893 -170 -4% $398B 85
Housing & Home Improvement
Home & Garden Retail
3,814 -96 -2% $333B 30
Genomics & Gene Editing
3,799 -79 -2% $623B 199
Pet Economy
3,787 -5 -0.1% $438B 34
Infrastructure & Construction
3,609 -89 -2% $331B 127
Digital Health & Telemedicine
3,604 -51 -1% $523B 84
Electrification & Grid
3,463 -171 -5% $410B 59
Sin Stocks
3,430 -100 -3% $355B 78
Small Business Economy
3,376 -170 -5% $376B 58
Health & Wellness
3,373 -101 -3% $208B 78
Defense Modernization
Defense Tech & C4ISR
3,367 -25 -0.7% $316B 53
Clean Energy
3,348 -85 -2% $239B 134
Robotics & Automation
3,282 -135 -4% $250B 83
Autonomous Driving
3,270 -247 -7% $380B 53
Agriculture & Food Technology
3,057 -184 -6% $258B 79
Data Centers & Digital Infrastructure
3,004 -71 -2% $349B 78
Oil & Gas
LNG
2,988 +36 +1% $263B 32
Nuclear Energy
2,958 -35 -1% $257B 61
Energy Efficiency
2,944 -119 -4% $222B 31
Space Economy
2,923 -33 -1% $178B 64
Robotics & Automation
Industrial Automation
2,896 -106 -4% $176B 16
Defense Modernization
Munitions Restocking
2,872 -10 -0.3% $228B 11
Electrification & Grid
Energy Storage
2,852 -169 -6% $315B 26
Semiconductors
Analog & Power Semis
2,827 -132 -4% $282B 27
Water
2,788 -83 -3% $209B 67
Digital Assets
2,705 -414 -13% $109B 160
Artificial Intelligence
Agentic AI
2,647 -106 -4% $232B 13
Copper & Industrial Metals
2,607 -179 -6% $164B 79
Reuse, Repair & Circular Economy
2,591 -115 -4% $160B 68
Semiconductors
Semicap & Lithography
2,533 -135 -5% $216B 21
Artificial Intelligence
AI Inference Silicon
2,440 -61 -2% $106B 7
Quantum Computing
2,425 +38 +2% $72.5B 19
Sin Stocks
Tobacco & Nicotine
2,353 -47 -2% $170B 13
Longevity & Aging Population
2,251 -68 -3% $211B 60
Genomics & Gene Editing
Gene Therapy
2,245 -40 -2% $92.6B 131
Robotics & Automation
Warehouse & Logistics Robotics
2,231 -120 -5% $87.7B 3
Oil & Gas
Oilfield Services
2,212 -23 -1% $149B 88
Online Travel & Experiences
2,178 -180 -8% $134B 32
Sin Stocks
Alcohol
2,154 -37 -2% $77.3B 24
Digital Assets
Stablecoin Infrastructure
2,150 -374 -15% $64.1B 9
Gold & Precious Metals
2,119 -73 -3% $139B 133
Gold & Precious Metals
Gold & Silver Miners
2,082 -73 -3% $138B 124
Defense Modernization
Drones & Counter-Drone
2,037 -14 -0.7% $121B 30
Agriculture & Food Technology
Precision Agriculture
1,946 -122 -6% $66.9B 4
Luxury & Affluent Consumer
1,888 -31 -2% $105B 40
Housing & Home Improvement
Homebuilders
1,880 -123 -6% $100B 45
Artificial Intelligence
AI Memory & HBM
1,852 -131 -7% $102B 12
Carbon & Pollution Control
1,846 +11 +0.6% $72.1B 23
Water
Water Infrastructure
1,747 -32 -2% $83.2B 17
Clean Energy
Hydrogen & Fuel Cells
1,727 -59 -3% $53.8B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,720 -23 -1% $113B 19
Data Centers & Digital Infrastructure
Power for AI
1,718 -62 -3% $67.9B 22
GLP-1 & Obesity
Obesity Second-Order Effects
1,703 +78 +5% $74B 26
Defense Modernization
Military Shipbuilding
1,667 -13 -0.8% $69.6B 6
Semiconductors
Advanced Packaging
1,650 -138 -8% $84.5B 10
Electrification & Grid
Grid Equipment
1,602 -53 -3% $49.7B 10
Sin Stocks
Casinos
1,598 -119 -7% $95.1B 24
E-Commerce
Food Delivery
1,544 -146 -9% $90.6B 12
Clean Energy
Solar
1,540 -31 -2% $61.8B 54
3D Printing & Additive Manufacturing
1,501 -49 -3% $44.9B 20
Lithium & Battery Materials
1,500 -9 -0.6% $33B 47
Electric Vehicles
EV Charging Infrastructure
1,459 -11 -0.7% $18B 21
Artificial Intelligence
AI Software & Applications
1,431 -107 -7% $27B 85
Artificial Intelligence
Chinese AI
1,425 -28 -2% $59.4B 14
Cloud Computing
Edge Computing
1,392 -79 -5% $39.6B 11
Future of Education
1,371 -57 -4% $54.9B 77
Internet of Things
Smart Home
1,354 -46 -3% $36.7B 17
Agriculture & Food Technology
Plant-Based Foods
1,343 -13 -1% $40.1B 17
Cybersecurity
Agentic AI Security
1,328 +13 +1% $42.9B 2
Streaming & Digital Media
News Media
1,294 -74 -5% $49.4B 26
Autonomous Driving
Ride-Hailing & Shared Mobility
1,267 -208 -14% $38.9B 14
Digital Payments & Fintech
Neobanks
1,234 -17 -1% $30.2B 25
Sports Betting & iGaming
1,227 -74 -6% $29.1B 29
Semiconductors
Photonics & Optical Interconnect
1,195 -47 -4% $24.6B 20
Cannabis
1,167 -105 -8% $6.96B 52
Critical Minerals & Rare Earths
1,099 -22 -2% $13.4B 60
Reshoring & American Manufacturing
1,043 -14 -1% $24B 20
Data Centers & Digital Infrastructure
Liquid Cooling
1,028 -55 -5% $21.9B 9
Cybersecurity
Identity Security
1,025 -11 -1% $27.5B 15
Electrification & Grid
Transmission Buildout
949 -34 -3% $22.9B 6
Water
Sanitation
881 -13 -1% $18.5B 8
Sin Stocks
Firearms
807 -15 -2% $9.8B 12
Digital Assets
Corporate Crypto Treasuries
712 -35 -5% $4.28B 63
Nuclear Energy
Uranium Mining & Enrichment
695 -40 -5% $7.16B 20
Digital Assets
Crypto Exchanges
661 -170 -20% $5.47B 7
Digital Payments & Fintech
Buy Now Pay Later
652 -81 -11% $8.02B 13
Space Economy
Satellite Communications
637 -43 -6% $9.19B 16
Digital Assets
Bitcoin Miners
546 -20 -4% $1.16B 40
Infrastructure & Construction
Green Building
512 +1 +0.2% $6.62B 5
Nuclear Energy
Small Modular Reactors
488 +7 +1% $5.56B 12
Space Economy
Launch Services
397 +4 +1% $4.27B 5
Clean Energy
Wind
340 -19 -5% $1.57B 9
Virtual & Augmented Reality
328 +11 +3% $512M 20
Robotics & Automation
Humanoid Robotics
304 +14 +5% $7.02B 5
Space Economy
Earth Observation
225 +16 +8% $601M 6
Cybersecurity
Post-Quantum Cryptography
40 -5 -11% $16.7M 6