Themes With The Most
Increased Fund Positions
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 |
Net increased positions |
Increased positions |
Reduced positions |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Autonomous Driving
| 371 | 1,589 | 1,218 | 3,567 | 53 |
|
| 2 |
Electrification & Grid
Energy Storage
| 352 | 1,390 | 1,038 | 3,113 | 26 |
|
| 3 |
Digital Health & Telemedicine
| 293 | 1,653 | 1,360 | 3,613 | 84 |
|
| 4 |
Water
Sanitation
| 245 | 497 | 252 | 1,062 | 8 |
|
| 5 |
Infrastructure & Construction
| 139 | 1,702 | 1,563 | 3,853 | 127 |
|
| 6 |
Oil & Gas
LNG
| 138 | 1,339 | 1,201 | 3,120 | 32 |
|
| 7 |
Electrification & Grid
| 129 | 1,615 | 1,486 | 3,763 | 59 |
|
| 8 |
Medical Devices & Diagnostics
| 122 | 2,310 | 2,188 | 5,041 | 342 |
|
| 9 |
Water
Water Infrastructure
| 111 | 772 | 661 | 1,839 | 17 |
|
| 10 |
Electric Vehicles
| 110 | 1,820 | 1,710 | 4,224 | 124 |
|
| 11 |
Cybersecurity
| 91 | 1,796 | 1,705 | 4,047 | 85 |
|
| 12 |
Critical Minerals & Rare Earths
| 81 | 399 | 318 | 1,104 | 60 |
|
| 13 |
Artificial Intelligence
AI Software & Applications
| 80 | 542 | 462 | 1,500 | 85 |
|
| 14 |
Defense Modernization
Military Shipbuilding
| 77 | 741 | 664 | 1,779 | 6 |
|
| 15 |
Artificial Intelligence
Agentic AI
| 76 | 1,179 | 1,103 | 2,820 | 13 |
|
| 16 |
GLP-1 & Obesity
| 76 | 1,994 | 1,918 | 4,452 | 92 |
|
| 17 |
Clean Energy
Hydrogen & Fuel Cells
| 66 | 745 | 679 | 1,882 | 13 |
|
| 18 |
Lithium & Battery Materials
| 66 | 612 | 546 | 1,610 | 47 |
|
| 19 |
Digital Assets
Crypto Exchanges
| 65 | 222 | 157 | 642 | 7 |
|
| 20 |
Agriculture & Food Technology
Precision Agriculture
| 61 | 860 | 799 | 2,210 | 4 |
|
| 21 |
Quantum Computing
| 57 | 1,012 | 955 | 2,481 | 19 |
|
| 22 |
Sin Stocks
Tobacco & Nicotine
| 57 | 1,037 | 980 | 2,437 | 13 |
|
| 23 |
GLP-1 & Obesity
Obesity Second-Order Effects
| 54 | 693 | 639 | 1,740 | 26 |
|
| 24 |
Artificial Intelligence
AI Inference Silicon
| 51 | 995 | 944 | 2,382 | 7 |
|
| 25 |
E-Commerce
Food Delivery
| 49 | 623 | 574 | 1,692 | 12 |
|
| 26 |
Digital Assets
Bitcoin Miners
| 46 | 148 | 102 | 442 | 40 |
|
| 27 |
Space Economy
Earth Observation
| 42 | 85 | 43 | 259 | 6 |
|
| 28 |
Digital Assets
Corporate Crypto Treasuries
| 37 | 216 | 179 | 670 | 63 |
|
| 29 |
Clean Energy
Solar
| 37 | 663 | 626 | 1,696 | 54 |
|
| 30 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| 28 | 523 | 495 | 1,472 | 14 |
|
| 31 |
Reuse, Repair & Circular Economy
| 19 | 1,086 | 1,067 | 2,772 | 68 |
|
| 32 |
Space Economy
Launch Services
| 17 | 136 | 119 | 411 | 5 |
|
| 33 |
Cybersecurity
Agentic AI Security
| 13 | 588 | 575 | 1,593 | 2 |
|
| 34 |
Cybersecurity
Identity Security
| 13 | 339 | 326 | 949 | 15 |
|
| 35 |
Robotics & Automation
Warehouse & Logistics Robotics
| 11 | 933 | 922 | 2,405 | 3 |
|
| 36 |
Sports Betting & iGaming
| 10 | 433 | 423 | 1,247 | 29 |
|
| 37 |
Nuclear Energy
Small Modular Reactors
| 9 | 196 | 187 | 595 | 12 |
|
| 38 |
Cybersecurity
Post-Quantum Cryptography
| 6 | 16 | 10 | 45 | 6 |
|
| 39 |
Nuclear Energy
Uranium Mining & Enrichment
| 5 | 271 | 266 | 813 | 20 |
|
| 40 |
Robotics & Automation
Humanoid Robotics
| 4 | 60 | 56 | 201 | 5 |
|
| 41 |
Future of Education
| 3 | 475 | 472 | 1,328 | 77 |
|
| 42 |
Copper & Industrial Metals
| 2 | 1,102 | 1,100 | 2,741 | 79 |
|
| 43 |
Space Economy
Satellite Communications
| 2 | 240 | 238 | 723 | 16 |
|
| 44 |
Virtual & Augmented Reality
| 2 | 86 | 84 | 292 | 20 |
|
| 45 |
Infrastructure & Construction
Green Building
| -7 | 164 | 171 | 494 | 5 |
|
| 46 |
Clean Energy
Wind
| -8 | 118 | 126 | 384 | 9 |
|
| 47 |
Online Travel & Experiences
| -9 | 857 | 866 | 2,261 | 32 |
|
| 48 |
Oil & Gas
Oilfield Services
| -10 | 952 | 962 | 2,396 | 88 |
|
| 49 |
Defense Modernization
| -13 | 1,956 | 1,969 | 4,552 | 163 |
|
| 50 |
Reshoring & American Manufacturing
| -13 | 408 | 421 | 1,139 | 20 |
|
| 51 |
Semiconductors
Analog & Power Semis
| -16 | 1,250 | 1,266 | 3,049 | 27 |
|
| 52 |
Digital Payments & Fintech
Neobanks
| -17 | 424 | 441 | 1,219 | 25 |
|
| 53 |
Semiconductors
Semicap & Lithography
| -17 | 1,108 | 1,125 | 2,826 | 21 |
|
| 54 |
Internet of Things
Smart Home
| -18 | 444 | 462 | 1,309 | 17 |
|
| 55 |
Longevity & Aging Population
| -20 | 883 | 903 | 2,297 | 60 |
|
| 56 |
Cloud Computing
Edge Computing
| -24 | 488 | 512 | 1,359 | 11 |
|
| 57 |
Streaming & Digital Media
News Media
| -28 | 449 | 477 | 1,247 | 26 |
|
| 58 |
Defense Modernization
Defense Tech & C4ISR
| -30 | 1,415 | 1,445 | 3,412 | 53 |
|
| 59 |
Artificial Intelligence
Chinese AI
| -36 | 423 | 459 | 1,271 | 14 |
|
| 60 |
Agriculture & Food Technology
| -39 | 1,274 | 1,313 | 3,179 | 79 |
|
| 61 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -44 | 600 | 644 | 1,634 | 19 |
|
| 62 |
Digital Payments & Fintech
Buy Now Pay Later
| -47 | 187 | 234 | 644 | 13 |
|
| 63 |
Carbon & Pollution Control
| -47 | 691 | 738 | 1,905 | 23 |
|
| 64 |
Nuclear Energy
| -48 | 1,192 | 1,240 | 2,980 | 61 |
|
| 65 |
Semiconductors
Photonics & Optical Interconnect
| -49 | 361 | 410 | 1,108 | 20 |
|
| 66 |
Housing & Home Improvement
| -51 | 2,064 | 2,115 | 4,729 | 223 |
|
| 67 |
Clean Energy
| -52 | 1,479 | 1,531 | 3,589 | 134 |
|
| 68 |
Sin Stocks
| -54 | 1,456 | 1,510 | 3,534 | 78 |
|
| 69 |
Artificial Intelligence
AI Memory & HBM
| -55 | 726 | 781 | 2,006 | 12 |
|
| 70 |
Cannabis
| -56 | 327 | 383 | 1,061 | 52 |
|
| 71 |
Sin Stocks
Casinos
| -58 | 630 | 688 | 1,708 | 24 |
|
| 72 |
Luxury & Affluent Consumer
| -59 | 720 | 779 | 1,946 | 40 |
|
| 73 |
Small Business Economy
| -59 | 1,391 | 1,450 | 3,468 | 58 |
|
| 74 |
3D Printing & Additive Manufacturing
| -63 | 501 | 564 | 1,497 | 20 |
|
| 75 |
Agriculture & Food Technology
Plant-Based Foods
| -63 | 434 | 497 | 1,289 | 17 |
|
| 76 |
Electrification & Grid
Transmission Buildout
| -63 | 400 | 463 | 1,143 | 6 |
|
| 77 |
Genomics & Gene Editing
Gene Therapy
| -65 | 806 | 871 | 2,326 | 131 |
|
| 78 |
Defense Modernization
Drones & Counter-Drone
| -66 | 733 | 799 | 2,012 | 30 |
|
| 79 |
Defense Modernization
Munitions Restocking
| -66 | 1,202 | 1,268 | 2,979 | 11 |
|
| 80 |
Health & Wellness
| -72 | 1,371 | 1,443 | 3,447 | 78 |
|
| 81 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -78 | 368 | 446 | 1,161 | 9 |
|
| 82 |
Gold & Precious Metals
| -79 | 784 | 863 | 2,143 | 133 |
|
| 83 |
Oil & Gas
| -84 | 2,269 | 2,353 | 5,125 | 361 |
|
| 84 |
Gold & Precious Metals
Gold & Silver Miners
| -85 | 768 | 853 | 2,098 | 124 |
|
| 85 |
Sin Stocks
Alcohol
| -87 | 819 | 906 | 2,224 | 24 |
|
| 86 |
Digital Assets
Stablecoin Infrastructure
| -87 | 756 | 843 | 2,008 | 9 |
|
| 87 |
Water
| -93 | 1,138 | 1,231 | 2,935 | 67 |
|
| 88 |
Data Centers & Digital Infrastructure
Power for AI
| -95 | 704 | 799 | 1,990 | 22 |
|
| 89 |
Data Centers & Digital Infrastructure
| -98 | 1,235 | 1,333 | 3,193 | 78 |
|
| 90 |
Robotics & Automation
| -99 | 1,376 | 1,475 | 3,503 | 83 |
|
| 91 |
Semiconductors
Advanced Packaging
| -105 | 638 | 743 | 1,810 | 10 |
|
| 92 |
Genomics & Gene Editing
| -111 | 1,553 | 1,664 | 3,905 | 199 |
|
| 93 |
Digital Assets
| -120 | 917 | 1,037 | 2,452 | 160 |
|
| 94 |
Sin Stocks
Firearms
| -122 | 194 | 316 | 741 | 12 |
|
| 95 |
Housing & Home Improvement
Home & Garden Retail
| -123 | 1,662 | 1,785 | 4,014 | 30 |
|
| 96 |
Energy Efficiency
| -129 | 1,217 | 1,346 | 3,160 | 31 |
|
| 97 |
Robotics & Automation
Industrial Automation
| -134 | 1,183 | 1,317 | 3,089 | 16 |
|
| 98 |
Housing & Home Improvement
Homebuilders
| -156 | 696 | 852 | 2,007 | 45 |
|
| 99 |
Space Economy
| -184 | 1,102 | 1,286 | 3,014 | 64 |
|
| 100 |
Electric Vehicles
EV Charging Infrastructure
| -200 | 468 | 668 | 1,495 | 21 |
|
| 101 |
Pet Economy
| -204 | 1,603 | 1,807 | 3,998 | 34 |
|
| 102 |
Streaming & Digital Media
| -208 | 2,317 | 2,525 | 5,375 | 120 |
|
| 103 |
SaaS & Enterprise Software
| -240 | 2,498 | 2,738 | 5,708 | 266 |
|
| 104 |
Electrification & Grid
Grid Equipment
| -270 | 554 | 824 | 1,816 | 10 |
|
| 105 |
Immunotherapy & Oncology
| -276 | 2,093 | 2,369 | 4,955 | 388 |
|
| 106 |
Cloud Computing
| -341 | 2,368 | 2,709 | 5,540 | 64 |
|
| 107 |
Semiconductors
| -355 | 2,148 | 2,503 | 5,101 | 178 |
|
| 108 |
E-Commerce
| -483 | 2,378 | 2,861 | 5,739 | 240 |
|
| 109 |
E-Commerce
Marketplaces
| -552 | 2,261 | 2,813 | 5,568 | 106 |
|
| 110 |
Internet of Things
| -629 | 2,032 | 2,661 | 5,169 | 99 |
|
| 111 |
Social Media & Creator Economy
| -630 | 2,099 | 2,729 | 5,307 | 45 |
|
| 112 |
Digital Payments & Fintech
| -637 | 2,246 | 2,883 | 5,637 | 148 |
|
| 113 |
Artificial Intelligence
| -644 | 2,304 | 2,948 | 5,706 | 264 |
|
| 114 |
Video Games & Esports
| -656 | 1,996 | 2,652 | 5,172 | 55 |
|
| 115 |
Internet of Things
Wearables
| -916 | 1,669 | 2,585 | 4,746 | 21 |
|