Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,711 -19 -0.3% $2.96T 240
Artificial Intelligence
5,672 -6 -0.1% $4.35T 264
SaaS & Enterprise Software
5,664 -23 -0.4% $3.59T 266
Digital Payments & Fintech
5,620 -38 -0.7% $2.79T 148
E-Commerce
Marketplaces
5,535 -13 -0.2% $2.72T 106
Cloud Computing
5,490 -27 -0.5% $3.43T 64
Streaming & Digital Media
5,308 -11 -0.2% $2.1T 120
Social Media & Creator Economy
5,248 +15 +0.3% $2.8T 45
Internet of Things
5,134 -58 -1% $1.93T 99
Oil & Gas
5,125 -42 -0.8% $1.87T 361
Video Games & Esports
5,124 -6 -0.1% $1.72T 55
Medical Devices & Diagnostics
5,015 -65 -1% $1.66T 342
Semiconductors
5,005 +74 +2% $2.35T 178
Immunotherapy & Oncology
4,948 -88 -2% $1.47T 388
Housing & Home Improvement
4,699 -104 -2% $810B 223
Internet of Things
Wearables
4,663 -38 -0.8% $1.61T 21
Defense Modernization
4,503 -56 -1% $868B 163
GLP-1 & Obesity
4,416 -91 -2% $909B 92
Electric Vehicles
4,088 +119 +3% $617B 124
Cybersecurity
4,013 +29 +0.7% $417B 85
Housing & Home Improvement
Home & Garden Retail
3,959 -63 -2% $364B 30
Pet Economy
3,930 -36 -0.9% $479B 34
Genomics & Gene Editing
3,897 -43 -1% $664B 199
Infrastructure & Construction
3,808 -51 -1% $417B 127
Clean Energy
3,601 +8 +0.2% $289B 134
Electrification & Grid
3,594 +193 +6% $421B 59
Digital Health & Telemedicine
3,590 -118 -3% $473B 84
Sin Stocks
3,506 -58 -2% $385B 78
Defense Modernization
Defense Tech & C4ISR
3,467 -65 -2% $311B 53
Small Business Economy
3,451 -26 -0.7% $419B 58
Robotics & Automation
3,416 -55 -2% $282B 83
Health & Wellness
3,398 -87 -2% $208B 78
Autonomous Driving
3,379 +228 +7% $377B 53
Agriculture & Food Technology
3,230 -63 -2% $287B 79
Oil & Gas
LNG
3,119 -85 -3% $275B 32
Data Centers & Digital Infrastructure
3,112 +46 +2% $396B 78
Energy Efficiency
3,100 -45 -1% $260B 31
Semiconductors
Analog & Power Semis
3,052 +80 +3% $363B 27
Space Economy
3,038 -96 -3% $183B 64
Robotics & Automation
Industrial Automation
3,012 -100 -3% $202B 16
Nuclear Energy
2,999 -26 -0.9% $255B 61
Defense Modernization
Munitions Restocking
2,982 -60 -2% $219B 11
Water
2,924 +16 +0.6% $238B 67
Electrification & Grid
Energy Storage
2,906 +240 +9% $292B 26
Copper & Industrial Metals
2,755 +39 +1% $201B 79
Reuse, Repair & Circular Economy
2,720 +3 +0.1% $176B 68
Semiconductors
Semicap & Lithography
2,716 +131 +5% $271B 21
Artificial Intelligence
Agentic AI
2,713 +145 +6% $257B 13
Digital Assets
2,557 -90 -3% $108B 160
Quantum Computing
2,444 -37 -1% $68.3B 19
Sin Stocks
Tobacco & Nicotine
2,427 -28 -1% $174B 13
Artificial Intelligence
AI Inference Silicon
2,413 -16 -0.7% $107B 7
Oil & Gas
Oilfield Services
2,410 0 0% $183B 88
Robotics & Automation
Warehouse & Logistics Robotics
2,336 -43 -2% $97.1B 3
Genomics & Gene Editing
Gene Therapy
2,284 -31 -1% $87.9B 131
Longevity & Aging Population
2,275 -70 -3% $213B 60
Online Travel & Experiences
2,239 +100 +5% $174B 32
Agriculture & Food Technology
Precision Agriculture
2,204 -13 -0.6% $89.9B 4
Sin Stocks
Alcohol
2,195 -43 -2% $77.4B 24
Gold & Precious Metals
2,170 +2 +0.1% $156B 133
Gold & Precious Metals
Gold & Silver Miners
2,125 -2 -0.1% $155B 124
Digital Assets
Stablecoin Infrastructure
2,090 -29 -1% $68.8B 9
Defense Modernization
Drones & Counter-Drone
2,028 -79 -4% $113B 30
Luxury & Affluent Consumer
1,983 +18 +0.9% $114B 40
Carbon & Pollution Control
1,935 +18 +0.9% $75.9B 23
Artificial Intelligence
AI Memory & HBM
1,923 +64 +3% $122B 12
Housing & Home Improvement
Homebuilders
1,922 -13 -0.7% $138B 45
Data Centers & Digital Infrastructure
Power for AI
1,896 +56 +3% $94.2B 22
Clean Energy
Hydrogen & Fuel Cells
1,847 -18 -1% $61.6B 13
Defense Modernization
Military Shipbuilding
1,823 -14 -0.8% $73.4B 6
Water
Water Infrastructure
1,798 -23 -1% $95.4B 17
Electrification & Grid
Grid Equipment
1,777 +46 +3% $68B 10
GLP-1 & Obesity
Obesity Second-Order Effects
1,768 -4 -0.2% $81.7B 26
Semiconductors
Advanced Packaging
1,736 +99 +6% $92.5B 10
Clean Energy
Solar
1,728 +5 +0.3% $84.4B 54
Sin Stocks
Casinos
1,692 +11 +0.7% $122B 24
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,602 -20 -1% $107B 19
Lithium & Battery Materials
1,598 +13 +0.8% $35.6B 47
Electric Vehicles
EV Charging Infrastructure
1,583 +19 +1% $21.5B 21
E-Commerce
Food Delivery
1,579 +28 +2% $111B 12
Cybersecurity
Agentic AI Security
1,470 +94 +7% $51.6B 2
3D Printing & Additive Manufacturing
1,462 +22 +2% $43.5B 20
Artificial Intelligence
AI Software & Applications
1,413 +31 +2% $23.1B 85
Autonomous Driving
Ride-Hailing & Shared Mobility
1,362 +14 +1% $58B 14
Artificial Intelligence
Chinese AI
1,360 +98 +8% $48B 14
Cloud Computing
Edge Computing
1,359 -34 -2% $44.8B 11
Future of Education
1,337 -54 -4% $55.2B 77
Agriculture & Food Technology
Plant-Based Foods
1,336 -88 -6% $39.7B 17
Streaming & Digital Media
News Media
1,263 -20 -2% $47.2B 26
Digital Payments & Fintech
Neobanks
1,252 +14 +1% $28.2B 25
Internet of Things
Smart Home
1,251 -11 -0.9% $30.6B 17
Sports Betting & iGaming
1,169 -15 -1% $37.4B 29
Reshoring & American Manufacturing
1,149 +44 +4% $29.3B 20
Data Centers & Digital Infrastructure
Liquid Cooling
1,131 +24 +2% $29.2B 9
Critical Minerals & Rare Earths
1,123 +13 +1% $14.1B 60
Semiconductors
Photonics & Optical Interconnect
1,122 -11 -1% $24.7B 20
Electrification & Grid
Transmission Buildout
1,099 +31 +3% $30.1B 6
Cannabis
1,068 -23 -2% $5.38B 52
Water
Sanitation
986 +2 +0.2% $24.1B 8
Cybersecurity
Identity Security
970 +37 +4% $22.9B 15
Nuclear Energy
Uranium Mining & Enrichment
794 +49 +7% $10.3B 20
Sin Stocks
Firearms
764 -7 -0.9% $9.6B 12
Space Economy
Satellite Communications
705 +4 +0.6% $12.1B 16
Digital Assets
Corporate Crypto Treasuries
677 +7 +1% $4.88B 63
Digital Assets
Crypto Exchanges
632 +42 +7% $7.26B 7
Digital Payments & Fintech
Buy Now Pay Later
627 -35 -5% $8.08B 13
Nuclear Energy
Small Modular Reactors
554 +30 +6% $8.25B 12
Infrastructure & Construction
Green Building
466 -31 -6% $5.62B 5
Digital Assets
Bitcoin Miners
417 -53 -11% $1.52B 40
Space Economy
Launch Services
413 -9 -2% $5.48B 5
Clean Energy
Wind
382 +31 +9% $3.46B 9
Virtual & Augmented Reality
305 -19 -6% $663M 20
Space Economy
Earth Observation
252 -5 -2% $575M 6
Robotics & Automation
Humanoid Robotics
221 -6 -3% $1.16B 5
Cybersecurity
Post-Quantum Cryptography
48 +3 +7% $22.5M 6