Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,520 -36 -0.6% $2.63T 240
SaaS & Enterprise Software
5,496 -20 -0.4% $2.99T 266
Artificial Intelligence
5,437 -48 -0.9% $3.36T 264
Digital Payments & Fintech
5,429 +9 +0.2% $2.35T 148
E-Commerce
Marketplaces
5,333 -25 -0.5% $2.44T 106
Cloud Computing
5,288 -27 -0.5% $3.09T 64
Streaming & Digital Media
5,135 -28 -0.5% $2.01T 120
Social Media & Creator Economy
5,071 -4 -0.1% $2.36T 45
Internet of Things
4,966 +8 +0.2% $1.62T 99
Video Games & Esports
4,925 -49 -1% $1.4T 55
Oil & Gas
4,862 +34 +0.7% $1.71T 361
Medical Devices & Diagnostics
4,844 -46 -0.9% $1.49T 342
Immunotherapy & Oncology
4,792 -67 -1% $1.36T 388
Semiconductors
4,691 -91 -2% $1.63T 178
Housing & Home Improvement
4,577 -21 -0.5% $726B 223
Internet of Things
Wearables
4,483 -6 -0.1% $1.35T 21
Defense Modernization
4,284 -56 -1% $705B 163
GLP-1 & Obesity
4,234 -26 -0.6% $845B 92
Electric Vehicles
4,007 +28 +0.7% $676B 124
Cybersecurity
3,829 -64 -2% $361B 85
Housing & Home Improvement
Home & Garden Retail
3,810 -4 -0.1% $338B 30
Genomics & Gene Editing
3,788 -11 -0.3% $628B 199
Pet Economy
3,763 -24 -0.6% $402B 34
Digital Health & Telemedicine
3,591 -13 -0.4% $517B 84
Infrastructure & Construction
3,579 -30 -0.8% $332B 127
Electrification & Grid
3,544 +81 +2% $483B 59
Clean Energy
3,407 +59 +2% $256B 134
Small Business Economy
3,362 -14 -0.4% $375B 58
Sin Stocks
3,358 -72 -2% $326B 78
Autonomous Driving
3,356 +86 +3% $448B 53
Health & Wellness
3,327 -46 -1% $187B 78
Defense Modernization
Defense Tech & C4ISR
3,293 -74 -2% $283B 53
Robotics & Automation
3,227 -55 -2% $236B 83
Agriculture & Food Technology
3,105 +48 +2% $269B 79
Oil & Gas
LNG
3,015 +27 +0.9% $275B 32
Electrification & Grid
Energy Storage
2,946 +94 +3% $382B 26
Energy Efficiency
2,935 -9 -0.3% $223B 31
Data Centers & Digital Infrastructure
2,934 -70 -2% $322B 78
Nuclear Energy
2,917 -41 -1% $254B 61
Space Economy
2,893 -30 -1% $166B 64
Robotics & Automation
Industrial Automation
2,856 -40 -1% $170B 16
Semiconductors
Analog & Power Semis
2,845 +18 +0.6% $284B 27
Defense Modernization
Munitions Restocking
2,807 -65 -2% $203B 11
Digital Assets
2,764 +59 +2% $122B 160
Water
2,733 -55 -2% $199B 67
Reuse, Repair & Circular Economy
2,559 -32 -1% $149B 68
Artificial Intelligence
Agentic AI
2,546 -101 -4% $196B 13
Copper & Industrial Metals
2,532 -75 -3% $150B 79
Semiconductors
Semicap & Lithography
2,407 -126 -5% $188B 21
Artificial Intelligence
AI Inference Silicon
2,379 -61 -3% $93.9B 7
Quantum Computing
2,330 -95 -4% $64B 19
Sin Stocks
Tobacco & Nicotine
2,302 -51 -2% $148B 13
Longevity & Aging Population
2,272 +21 +0.9% $201B 60
Digital Assets
Stablecoin Infrastructure
2,252 +102 +5% $79.8B 9
Genomics & Gene Editing
Gene Therapy
2,206 -39 -2% $87B 131
Robotics & Automation
Warehouse & Logistics Robotics
2,203 -28 -1% $84.2B 3
Oil & Gas
Oilfield Services
2,181 -31 -1% $135B 88
Sin Stocks
Alcohol
2,141 -13 -0.6% $74.2B 24
Online Travel & Experiences
2,100 -78 -4% $131B 32
Gold & Precious Metals
2,021 -98 -5% $119B 133
Agriculture & Food Technology
Precision Agriculture
1,995 +49 +3% $75B 4
Gold & Precious Metals
Gold & Silver Miners
1,988 -94 -5% $118B 124
Defense Modernization
Drones & Counter-Drone
1,980 -57 -3% $113B 30
Luxury & Affluent Consumer
1,872 -16 -0.8% $94.3B 40
Carbon & Pollution Control
1,867 +21 +1% $71.3B 23
Housing & Home Improvement
Homebuilders
1,836 -44 -2% $97.9B 45
Artificial Intelligence
AI Memory & HBM
1,805 -47 -3% $89.5B 12
Data Centers & Digital Infrastructure
Power for AI
1,750 +32 +2% $71.3B 22
Clean Energy
Hydrogen & Fuel Cells
1,728 +1 +0.1% $54.8B 13
Water
Water Infrastructure
1,708 -39 -2% $81.6B 17
GLP-1 & Obesity
Obesity Second-Order Effects
1,660 -43 -3% $73.5B 26
Defense Modernization
Military Shipbuilding
1,656 -11 -0.7% $66.9B 6
Clean Energy
Solar
1,637 +97 +6% $77.7B 54
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,632 -88 -5% $95.6B 19
Electrification & Grid
Grid Equipment
1,602 0 0% $52B 10
Lithium & Battery Materials
1,565 +65 +4% $40.4B 47
Sin Stocks
Casinos
1,558 -40 -3% $93.2B 24
Semiconductors
Advanced Packaging
1,551 -99 -6% $68.9B 10
E-Commerce
Food Delivery
1,542 -2 -0.1% $88.2B 12
Electric Vehicles
EV Charging Infrastructure
1,454 -5 -0.3% $16.9B 21
3D Printing & Additive Manufacturing
1,420 -81 -5% $35.6B 20
Artificial Intelligence
AI Software & Applications
1,405 -26 -2% $22.2B 85
Cybersecurity
Agentic AI Security
1,354 +26 +2% $41.6B 2
Cloud Computing
Edge Computing
1,351 -41 -3% $38.6B 11
Future of Education
1,343 -28 -2% $47.5B 77
Internet of Things
Smart Home
1,341 -13 -1% $35.5B 17
Agriculture & Food Technology
Plant-Based Foods
1,322 -21 -2% $39.7B 17
Autonomous Driving
Ride-Hailing & Shared Mobility
1,320 +53 +4% $48.6B 14
Streaming & Digital Media
News Media
1,254 -40 -3% $46.2B 26
Artificial Intelligence
Chinese AI
1,245 -180 -13% $39.1B 14
Digital Payments & Fintech
Neobanks
1,226 -8 -0.6% $27.3B 25
Sports Betting & iGaming
1,163 -64 -5% $27.4B 29
Semiconductors
Photonics & Optical Interconnect
1,116 -79 -7% $22.3B 20
Critical Minerals & Rare Earths
1,103 +4 +0.4% $12B 60
Cannabis
1,077 -90 -8% $4.97B 52
Reshoring & American Manufacturing
1,017 -26 -2% $23.9B 20
Data Centers & Digital Infrastructure
Liquid Cooling
1,005 -23 -2% $21.6B 9
Electrification & Grid
Transmission Buildout
997 +48 +5% $22B 6
Cybersecurity
Identity Security
931 -94 -9% $19.7B 15
Water
Sanitation
919 +38 +4% $22.2B 8
Nuclear Energy
Uranium Mining & Enrichment
761 +66 +9% $8.83B 20
Sin Stocks
Firearms
759 -48 -6% $8.43B 12
Digital Assets
Corporate Crypto Treasuries
675 -37 -5% $4.24B 63
Space Economy
Satellite Communications
651 +14 +2% $9.41B 16
Digital Assets
Crypto Exchanges
648 -13 -2% $6.99B 7
Digital Payments & Fintech
Buy Now Pay Later
647 -5 -0.8% $7.95B 13
Nuclear Energy
Small Modular Reactors
556 +68 +14% $6.99B 12
Digital Assets
Bitcoin Miners
522 -24 -4% $1.57B 40
Infrastructure & Construction
Green Building
493 -19 -4% $5.25B 5
Space Economy
Launch Services
399 +2 +0.5% $4.22B 5
Clean Energy
Wind
358 +18 +5% $1.46B 9
Virtual & Augmented Reality
311 -17 -5% $362M 20
Robotics & Automation
Humanoid Robotics
264 -40 -13% $2.58B 5
Space Economy
Earth Observation
234 +9 +4% $771M 6
Cybersecurity
Post-Quantum Cryptography
35 -5 -13% $21.1M 6