Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,730 +210 +4% $2.41T 240
SaaS & Enterprise Software
5,687 +191 +3% $3.1T 266
Artificial Intelligence
5,678 +241 +4% $3.4T 264
Digital Payments & Fintech
5,658 +229 +4% $2.35T 148
E-Commerce
Marketplaces
5,548 +215 +4% $2.21T 106
Cloud Computing
5,517 +229 +4% $2.9T 64
Streaming & Digital Media
5,319 +184 +4% $1.78T 120
Social Media & Creator Economy
5,233 +162 +3% $2.26T 45
Internet of Things
5,192 +226 +5% $1.56T 99
Oil & Gas
5,167 +305 +6% $1.95T 361
Video Games & Esports
5,130 +205 +4% $1.43T 55
Medical Devices & Diagnostics
5,080 +236 +5% $1.64T 342
Immunotherapy & Oncology
5,036 +244 +5% $1.55T 388
Semiconductors
4,931 +240 +5% $1.81T 178
Housing & Home Improvement
4,803 +226 +5% $799B 223
Internet of Things
Wearables
4,701 +218 +5% $1.27T 21
Defense Modernization
4,559 +275 +6% $858B 163
GLP-1 & Obesity
4,507 +273 +6% $944B 92
Housing & Home Improvement
Home & Garden Retail
4,022 +212 +6% $377B 30
Cybersecurity
3,984 +155 +4% $362B 85
Electric Vehicles
3,969 -38 -0.9% $461B 124
Pet Economy
3,966 +203 +5% $468B 34
Genomics & Gene Editing
3,940 +152 +4% $651B 199
Infrastructure & Construction
3,859 +280 +8% $407B 127
Digital Health & Telemedicine
3,708 +117 +3% $523B 84
Clean Energy
3,593 +186 +5% $281B 134
Sin Stocks
3,564 +206 +6% $375B 78
Defense Modernization
Defense Tech & C4ISR
3,532 +239 +7% $325B 53
Health & Wellness
3,485 +158 +5% $211B 78
Small Business Economy
3,477 +115 +3% $388B 58
Robotics & Automation
3,471 +244 +8% $283B 83
Electrification & Grid
3,401 -143 -4% $294B 59
Agriculture & Food Technology
3,293 +188 +6% $293B 79
Oil & Gas
LNG
3,204 +189 +6% $292B 32
Autonomous Driving
3,151 -205 -6% $249B 53
Energy Efficiency
3,145 +210 +7% $259B 31
Space Economy
3,134 +241 +8% $198B 64
Robotics & Automation
Industrial Automation
3,112 +256 +9% $210B 16
Data Centers & Digital Infrastructure
3,066 +132 +4% $351B 78
Defense Modernization
Munitions Restocking
3,042 +235 +8% $235B 11
Nuclear Energy
3,025 +108 +4% $254B 61
Semiconductors
Analog & Power Semis
2,972 +127 +4% $300B 27
Water
2,908 +175 +6% $222B 67
Reuse, Repair & Circular Economy
2,717 +158 +6% $157B 68
Copper & Industrial Metals
2,716 +184 +7% $186B 79
Electrification & Grid
Energy Storage
2,666 -280 -10% $180B 26
Digital Assets
2,647 -117 -4% $103B 160
Semiconductors
Semicap & Lithography
2,585 +178 +7% $223B 21
Artificial Intelligence
Agentic AI
2,568 +22 +0.9% $187B 13
Quantum Computing
2,481 +151 +6% $74.2B 19
Sin Stocks
Tobacco & Nicotine
2,455 +153 +7% $178B 13
Artificial Intelligence
AI Inference Silicon
2,429 +50 +2% $92B 7
Oil & Gas
Oilfield Services
2,410 +229 +10% $193B 88
Robotics & Automation
Warehouse & Logistics Robotics
2,379 +176 +8% $108B 3
Longevity & Aging Population
2,345 +73 +3% $208B 60
Genomics & Gene Editing
Gene Therapy
2,315 +109 +5% $81.3B 131
Sin Stocks
Alcohol
2,238 +97 +5% $76.7B 24
Agriculture & Food Technology
Precision Agriculture
2,217 +222 +11% $94.2B 4
Gold & Precious Metals
2,168 +147 +7% $140B 133
Online Travel & Experiences
2,139 +39 +2% $138B 32
Gold & Precious Metals
Gold & Silver Miners
2,127 +139 +7% $138B 124
Digital Assets
Stablecoin Infrastructure
2,119 -133 -6% $62.8B 9
Defense Modernization
Drones & Counter-Drone
2,107 +127 +6% $123B 30
Luxury & Affluent Consumer
1,965 +93 +5% $108B 40
Housing & Home Improvement
Homebuilders
1,935 +99 +5% $114B 45
Carbon & Pollution Control
1,917 +50 +3% $73.2B 23
Clean Energy
Hydrogen & Fuel Cells
1,865 +137 +8% $65.8B 13
Artificial Intelligence
AI Memory & HBM
1,859 +54 +3% $96.1B 12
Data Centers & Digital Infrastructure
Power for AI
1,840 +90 +5% $80.1B 22
Defense Modernization
Military Shipbuilding
1,837 +181 +11% $77.1B 6
Water
Water Infrastructure
1,821 +113 +7% $90.7B 17
GLP-1 & Obesity
Obesity Second-Order Effects
1,772 +112 +7% $76.7B 26
Electrification & Grid
Grid Equipment
1,731 +129 +8% $60.4B 10
Clean Energy
Solar
1,723 +86 +5% $78.2B 54
Sin Stocks
Casinos
1,681 +123 +8% $109B 24
Semiconductors
Advanced Packaging
1,637 +86 +6% $72.3B 10
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,622 -10 -0.6% $99.7B 19
Lithium & Battery Materials
1,585 +20 +1% $32.7B 47
Electric Vehicles
EV Charging Infrastructure
1,564 +110 +8% $18.1B 21
E-Commerce
Food Delivery
1,551 +9 +0.6% $88B 12
3D Printing & Additive Manufacturing
1,440 +20 +1% $37.7B 20
Agriculture & Food Technology
Plant-Based Foods
1,424 +102 +8% $45.5B 17
Cloud Computing
Edge Computing
1,393 +42 +3% $41.1B 11
Future of Education
1,391 +48 +4% $49.5B 77
Artificial Intelligence
AI Software & Applications
1,382 -23 -2% $19.6B 85
Cybersecurity
Agentic AI Security
1,376 +22 +2% $35.1B 2
Autonomous Driving
Ride-Hailing & Shared Mobility
1,348 +28 +2% $47.4B 14
Streaming & Digital Media
News Media
1,283 +29 +2% $46.2B 26
Artificial Intelligence
Chinese AI
1,262 +17 +1% $42.4B 14
Internet of Things
Smart Home
1,262 -79 -6% $32.2B 17
Digital Payments & Fintech
Neobanks
1,238 +12 +1% $25.7B 25
Sports Betting & iGaming
1,184 +21 +2% $30.3B 29
Semiconductors
Photonics & Optical Interconnect
1,133 +17 +2% $23.3B 20
Critical Minerals & Rare Earths
1,110 +7 +0.6% $11.8B 60
Data Centers & Digital Infrastructure
Liquid Cooling
1,107 +102 +10% $25.1B 9
Reshoring & American Manufacturing
1,105 +88 +9% $27.1B 20
Cannabis
1,091 +14 +1% $5.28B 52
Electrification & Grid
Transmission Buildout
1,068 +71 +7% $24.9B 6
Water
Sanitation
984 +65 +7% $23B 8
Cybersecurity
Identity Security
933 +2 +0.2% $19.3B 15
Sin Stocks
Firearms
771 +12 +2% $8.9B 12
Nuclear Energy
Uranium Mining & Enrichment
745 -16 -2% $9.07B 20
Space Economy
Satellite Communications
701 +50 +8% $10.2B 16
Digital Assets
Corporate Crypto Treasuries
670 -5 -0.7% $3.09B 63
Digital Payments & Fintech
Buy Now Pay Later
662 +15 +2% $6.8B 13
Digital Assets
Crypto Exchanges
590 -58 -9% $3.6B 7
Nuclear Energy
Small Modular Reactors
524 -32 -6% $6.79B 12
Infrastructure & Construction
Green Building
497 +4 +0.8% $4.95B 5
Digital Assets
Bitcoin Miners
470 -52 -10% $590M 40
Space Economy
Launch Services
422 +23 +6% $5.18B 5
Clean Energy
Wind
351 -7 -2% $1.35B 9
Virtual & Augmented Reality
324 +13 +4% $582M 20
Space Economy
Earth Observation
257 +23 +10% $641M 6
Robotics & Automation
Humanoid Robotics
227 -37 -14% $1.39B 5
Cybersecurity
Post-Quantum Cryptography
45 +10 +29% $64.5M 6