Themes Most Commonly
Held In Funds’ Top 10
Main themes
Sub themes
3D Printing & Additive Manufacturing
Agriculture & Food Technology
Artificial Intelligence
Autonomous Driving
Cannabis
Carbon & Pollution Control
Clean Energy
Cloud Computing
Copper & Industrial Metals
Critical Minerals & Rare Earths
Cybersecurity
Data Centers & Digital Infrastructure
Defense Modernization
Digital Assets
Digital Health & Telemedicine
Digital Payments & Fintech
E-Commerce
Electric Vehicles
Electrification & Grid
Energy Efficiency
Future of Education
Genomics & Gene Editing
GLP-1 & Obesity
Gold & Precious Metals
Health & Wellness
Housing & Home Improvement
Immunotherapy & Oncology
Infrastructure & Construction
Internet of Things
Lithium & Battery Materials
Longevity & Aging Population
Luxury & Affluent Consumer
Medical Devices & Diagnostics
Nuclear Energy
Oil & Gas
Online Travel & Experiences
Pet Economy
Quantum Computing
Reshoring & American Manufacturing
Reuse, Repair & Circular Economy
Robotics & Automation
SaaS & Enterprise Software
Semiconductors
Sin Stocks
Small Business Economy
Social Media & Creator Economy
Space Economy
Sports Betting & iGaming
Streaming & Digital Media
Video Games & Esports
Virtual & Augmented Reality
Water
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100
| # | Theme |
Holding in top 10 | Growth | Growth % |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
E-Commerce
| 3,730 | +118 | +3% | 5,739 | 240 |
|
| 2 |
Digital Payments & Fintech
| 3,604 | +93 | +3% | 5,637 | 148 |
|
| 3 |
E-Commerce
Marketplaces
| 3,602 | +148 | +4% | 5,568 | 106 |
|
| 4 |
Artificial Intelligence
| 3,562 | +129 | +4% | 5,706 | 264 |
|
| 5 |
SaaS & Enterprise Software
| 3,453 | +109 | +3% | 5,708 | 266 |
|
| 6 |
Cloud Computing
| 3,379 | +143 | +4% | 5,540 | 64 |
|
| 7 |
Social Media & Creator Economy
| 3,167 | +136 | +4% | 5,307 | 45 |
|
| 8 |
Internet of Things
| 3,081 | +123 | +4% | 5,169 | 99 |
|
| 9 |
Video Games & Esports
| 2,883 | +131 | +5% | 5,172 | 55 |
|
| 10 |
Internet of Things
Wearables
| 2,879 | +131 | +5% | 4,746 | 21 |
|
| 11 |
Streaming & Digital Media
| 2,341 | +198 | +9% | 5,375 | 120 |
|
| 12 |
Semiconductors
| 1,878 | +224 | +14% | 5,101 | 178 |
|
| 13 |
Oil & Gas
| 1,281 | -129 | -9% | 5,125 | 361 |
|
| 14 |
Medical Devices & Diagnostics
| 1,179 | -17 | -1% | 5,041 | 342 |
|
| 15 |
Immunotherapy & Oncology
| 1,154 | -112 | -9% | 4,955 | 388 |
|
| 16 |
Housing & Home Improvement
| 785 | +69 | +10% | 4,729 | 223 |
|
| 17 |
GLP-1 & Obesity
| 606 | +48 | +9% | 4,452 | 92 |
|
| 18 |
Defense Modernization
| 560 | -43 | -7% | 4,552 | 163 |
|
| 19 |
Electric Vehicles
| 557 | +56 | +11% | 4,224 | 124 |
|
| 20 |
Genomics & Gene Editing
| 505 | -82 | -14% | 3,905 | 199 |
|
| 21 |
Autonomous Driving
| 483 | +68 | +16% | 3,567 | 53 |
|
| 22 |
Electrification & Grid
| 474 | +79 | +20% | 3,763 | 59 |
|
| 23 |
Cybersecurity
| 465 | -21 | -4% | 4,047 | 85 |
|
| 24 |
Digital Health & Telemedicine
| 445 | -62 | -12% | 3,613 | 84 |
|
| 25 |
Pet Economy
| 413 | -15 | -4% | 3,998 | 34 |
|
| 26 |
Housing & Home Improvement
Home & Garden Retail
| 400 | +27 | +7% | 4,014 | 30 |
|
| 27 |
Infrastructure & Construction
| 396 | 0 | 0% | 3,853 | 127 |
|
| 28 |
Small Business Economy
| 395 | +6 | +2% | 3,468 | 58 |
|
| 29 |
Electrification & Grid
Energy Storage
| 328 | +60 | +22% | 3,113 | 26 |
|
| 30 |
Clean Energy
| 288 | -12 | -4% | 3,589 | 134 |
|
| 31 |
Data Centers & Digital Infrastructure
| 288 | +6 | +2% | 3,193 | 78 |
|
| 32 |
Sin Stocks
| 286 | -18 | -6% | 3,534 | 78 |
|
| 33 |
Reuse, Repair & Circular Economy
| 261 | +22 | +9% | 2,772 | 68 |
|
| 34 |
Semiconductors
Semicap & Lithography
| 243 | +43 | +22% | 2,826 | 21 |
|
| 35 |
Oil & Gas
LNG
| 236 | +8 | +4% | 3,120 | 32 |
|
| 36 |
Copper & Industrial Metals
| 214 | -16 | -7% | 2,741 | 79 |
|
| 37 |
Health & Wellness
| 210 | +6 | +3% | 3,447 | 78 |
|
| 38 |
Robotics & Automation
| 209 | +26 | +14% | 3,503 | 83 |
|
| 39 |
Artificial Intelligence
Agentic AI
| 203 | -13 | -6% | 2,820 | 13 |
|
| 40 |
E-Commerce
Food Delivery
| 193 | -4 | -2% | 1,692 | 12 |
|
| 41 |
Nuclear Energy
| 192 | -5 | -3% | 2,980 | 61 |
|
| 42 |
Semiconductors
Analog & Power Semis
| 190 | -63 | -25% | 3,049 | 27 |
|
| 43 |
Oil & Gas
Oilfield Services
| 188 | +2 | +1% | 2,396 | 88 |
|
| 44 |
Defense Modernization
Defense Tech & C4ISR
| 182 | -14 | -7% | 3,412 | 53 |
|
| 45 |
Genomics & Gene Editing
Gene Therapy
| 182 | +36 | +25% | 2,326 | 131 |
|
| 46 |
Agriculture & Food Technology
| 174 | -34 | -16% | 3,179 | 79 |
|
| 47 |
Space Economy
| 171 | -43 | -20% | 3,014 | 64 |
|
| 48 |
Online Travel & Experiences
| 169 | -4 | -2% | 2,261 | 32 |
|
| 49 |
Gold & Precious Metals
| 159 | -44 | -22% | 2,143 | 133 |
|
| 50 |
Gold & Precious Metals
Gold & Silver Miners
| 154 | -40 | -21% | 2,098 | 124 |
|
| 51 |
Water
| 152 | -6 | -4% | 2,935 | 67 |
|
| 52 |
Housing & Home Improvement
Homebuilders
| 145 | +17 | +13% | 2,007 | 45 |
|
| 53 |
Semiconductors
Advanced Packaging
| 142 | -5 | -3% | 1,810 | 10 |
|
| 54 |
Longevity & Aging Population
| 140 | -6 | -4% | 2,297 | 60 |
|
| 55 |
Digital Assets
| 139 | -4 | -3% | 2,452 | 160 |
|
| 56 |
Future of Education
| 134 | -14 | -9% | 1,328 | 77 |
|
| 57 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| 134 | +18 | +16% | 1,472 | 14 |
|
| 58 |
Energy Efficiency
| 126 | +5 | +4% | 3,160 | 31 |
|
| 59 |
Sin Stocks
Casinos
| 123 | +1 | +0.8% | 1,708 | 24 |
|
| 60 |
Robotics & Automation
Industrial Automation
| 114 | +8 | +8% | 3,089 | 16 |
|
| 61 |
Defense Modernization
Munitions Restocking
| 109 | -26 | -19% | 2,979 | 11 |
|
| 62 |
Artificial Intelligence
Chinese AI
| 107 | -41 | -28% | 1,271 | 14 |
|
| 63 |
Cybersecurity
Agentic AI Security
| 106 | +28 | +36% | 1,593 | 2 |
|
| 64 |
Artificial Intelligence
AI Memory & HBM
| 101 | +15 | +17% | 2,006 | 12 |
|
| 65 |
Digital Payments & Fintech
Neobanks
| 100 | +17 | +20% | 1,219 | 25 |
|
| 66 |
Sin Stocks
Tobacco & Nicotine
| 92 | -9 | -9% | 2,437 | 13 |
|
| 67 |
Artificial Intelligence
AI Software & Applications
| 91 | +14 | +18% | 1,500 | 85 |
|
| 68 |
Luxury & Affluent Consumer
| 90 | -13 | -13% | 1,946 | 40 |
|
| 69 |
Artificial Intelligence
AI Inference Silicon
| 88 | -34 | -28% | 2,382 | 7 |
|
| 70 |
Clean Energy
Solar
| 83 | -9 | -10% | 1,696 | 54 |
|
| 71 |
Data Centers & Digital Infrastructure
Power for AI
| 80 | +15 | +23% | 1,990 | 22 |
|
| 72 |
Sports Betting & iGaming
| 80 | +7 | +10% | 1,247 | 29 |
|
| 73 |
Digital Assets
Stablecoin Infrastructure
| 78 | 0 | 0% | 2,008 | 9 |
|
| 74 |
Streaming & Digital Media
News Media
| 72 | -13 | -15% | 1,247 | 26 |
|
| 75 |
Carbon & Pollution Control
| 64 | -15 | -19% | 1,905 | 23 |
|
| 76 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 63 | -15 | -19% | 1,740 | 26 |
|
| 77 |
Water
Water Infrastructure
| 61 | 0 | 0% | 1,839 | 17 |
|
| 78 |
Agriculture & Food Technology
Precision Agriculture
| 60 | -20 | -25% | 2,210 | 4 |
|
| 79 |
Sin Stocks
Alcohol
| 58 | 0 | 0% | 2,224 | 24 |
|
| 80 |
Robotics & Automation
Warehouse & Logistics Robotics
| 58 | +2 | +4% | 2,405 | 3 |
|
| 81 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| 57 | -6 | -10% | 1,634 | 19 |
|
| 82 |
Quantum Computing
| 57 | -4 | -7% | 2,481 | 19 |
|
| 83 |
Electrification & Grid
Transmission Buildout
| 57 | +5 | +10% | 1,143 | 6 |
|
| 84 |
Electrification & Grid
Grid Equipment
| 49 | +10 | +26% | 1,816 | 10 |
|
| 85 |
Nuclear Energy
Uranium Mining & Enrichment
| 49 | +11 | +29% | 813 | 20 |
|
| 86 |
Lithium & Battery Materials
| 48 | +5 | +12% | 1,610 | 47 |
|
| 87 |
3D Printing & Additive Manufacturing
| 45 | +2 | +5% | 1,497 | 20 |
|
| 88 |
Defense Modernization
Drones & Counter-Drone
| 45 | -3 | -6% | 2,012 | 30 |
|
| 89 |
Cybersecurity
Identity Security
| 45 | -14 | -24% | 949 | 15 |
|
| 90 |
Clean Energy
Hydrogen & Fuel Cells
| 44 | -2 | -4% | 1,882 | 13 |
|
| 91 |
Critical Minerals & Rare Earths
| 42 | -4 | -9% | 1,104 | 60 |
|
| 92 |
Internet of Things
Smart Home
| 40 | +10 | +33% | 1,309 | 17 |
|
| 93 |
Nuclear Energy
Small Modular Reactors
| 38 | +7 | +23% | 595 | 12 |
|
| 94 |
Reshoring & American Manufacturing
| 37 | -9 | -20% | 1,139 | 20 |
|
| 95 |
Space Economy
Satellite Communications
| 37 | +3 | +9% | 723 | 16 |
|
| 96 |
Electric Vehicles
EV Charging Infrastructure
| 36 | -5 | -12% | 1,495 | 21 |
|
| 97 |
Semiconductors
Photonics & Optical Interconnect
| 35 | +7 | +25% | 1,108 | 20 |
|
| 98 |
Defense Modernization
Military Shipbuilding
| 33 | -2 | -6% | 1,779 | 6 |
|
| 99 |
Digital Payments & Fintech
Buy Now Pay Later
| 32 | +1 | +3% | 644 | 13 |
|
| 100 |
Cloud Computing
Edge Computing
| 29 | -3 | -9% | 1,359 | 11 |
|
| 101 |
Digital Assets
Crypto Exchanges
| 26 | -2 | -7% | 642 | 7 |
|
| 102 |
Sin Stocks
Firearms
| 21 | -6 | -22% | 741 | 12 |
|
| 103 |
Space Economy
Launch Services
| 21 | -10 | -32% | 411 | 5 |
|
| 104 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 21 | 0 | 0% | 1,161 | 9 |
|
| 105 |
Agriculture & Food Technology
Plant-Based Foods
| 18 | -3 | -14% | 1,289 | 17 |
|
| 106 |
Infrastructure & Construction
Green Building
| 11 | +4 | +57% | 494 | 5 |
|
| 107 |
Water
Sanitation
| 11 | +3 | +38% | 1,062 | 8 |
|
| 108 |
Cannabis
| 10 | -3 | -23% | 1,061 | 52 |
|
| 109 |
Digital Assets
Corporate Crypto Treasuries
| 9 | 0 | 0% | 670 | 63 |
|
| 110 |
Robotics & Automation
Humanoid Robotics
| 9 | -1 | -10% | 201 | 5 |
|
| 111 |
Space Economy
Earth Observation
| 8 | -1 | -11% | 259 | 6 |
|
| 112 |
Clean Energy
Wind
| 5 | -2 | -29% | 384 | 9 |
|
| 113 |
Digital Assets
Bitcoin Miners
| 4 | -4 | -50% | 442 | 40 |
|
| 114 |
Virtual & Augmented Reality
| 3 | 0 | 0% | 292 | 20 |
|
| 115 |
Cybersecurity
Post-Quantum Cryptography
| 2 | +1 | +100% | 45 | 6 |
|