Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,739 +28 +0.5% $3.46T 240
SaaS & Enterprise Software
5,708 +44 +0.8% $4.13T 266
Artificial Intelligence
5,706 +34 +0.6% $5.32T 264
Digital Payments & Fintech
5,637 +17 +0.3% $3.12T 148
E-Commerce
Marketplaces
5,568 +33 +0.6% $3.21T 106
Cloud Computing
5,540 +50 +0.9% $4.09T 64
Streaming & Digital Media
5,375 +67 +1% $2.46T 120
Social Media & Creator Economy
5,307 +59 +1% $3.35T 45
Video Games & Esports
5,172 +48 +0.9% $1.99T 55
Internet of Things
5,169 +35 +0.7% $2.22T 99
Oil & Gas
5,125 0 0% $1.83T 361
Semiconductors
5,101 +96 +2% $2.77T 178
Medical Devices & Diagnostics
5,041 +26 +0.5% $1.76T 342
Immunotherapy & Oncology
4,955 +7 +0.1% $1.44T 388
Internet of Things
Wearables
4,746 +83 +2% $1.89T 21
Housing & Home Improvement
4,729 +30 +0.6% $908B 223
Defense Modernization
4,552 +49 +1% $906B 163
GLP-1 & Obesity
4,452 +36 +0.8% $990B 92
Electric Vehicles
4,224 +136 +3% $716B 124
Cybersecurity
4,047 +34 +0.8% $445B 85
Housing & Home Improvement
Home & Garden Retail
4,014 +55 +1% $384B 30
Pet Economy
3,998 +68 +2% $494B 34
Genomics & Gene Editing
3,905 +8 +0.2% $625B 199
Infrastructure & Construction
3,853 +45 +1% $458B 127
Electrification & Grid
3,763 +169 +5% $521B 59
Digital Health & Telemedicine
3,613 +23 +0.6% $480B 84
Clean Energy
3,589 -12 -0.3% $278B 134
Autonomous Driving
3,567 +188 +6% $475B 53
Sin Stocks
3,534 +28 +0.8% $388B 78
Robotics & Automation
3,503 +87 +3% $310B 83
Small Business Economy
3,468 +17 +0.5% $444B 58
Health & Wellness
3,447 +49 +1% $222B 78
Defense Modernization
Defense Tech & C4ISR
3,412 -55 -2% $308B 53
Data Centers & Digital Infrastructure
3,193 +81 +3% $430B 78
Agriculture & Food Technology
3,179 -51 -2% $255B 79
Energy Efficiency
3,160 +60 +2% $283B 31
Oil & Gas
LNG
3,120 +1 +0% $278B 32
Electrification & Grid
Energy Storage
3,113 +207 +7% $372B 26
Robotics & Automation
Industrial Automation
3,089 +77 +3% $218B 16
Semiconductors
Analog & Power Semis
3,049 -3 -0.1% $359B 27
Space Economy
3,014 -24 -0.8% $179B 64
Nuclear Energy
2,980 -19 -0.6% $264B 61
Defense Modernization
Munitions Restocking
2,979 -3 -0.1% $217B 11
Water
2,935 +11 +0.4% $255B 67
Semiconductors
Semicap & Lithography
2,826 +110 +4% $316B 21
Artificial Intelligence
Agentic AI
2,820 +107 +4% $287B 13
Reuse, Repair & Circular Economy
2,772 +52 +2% $197B 68
Copper & Industrial Metals
2,741 -14 -0.5% $194B 79
Quantum Computing
2,481 +37 +2% $71B 19
Digital Assets
2,452 -105 -4% $98B 160
Sin Stocks
Tobacco & Nicotine
2,437 +10 +0.4% $174B 13
Robotics & Automation
Warehouse & Logistics Robotics
2,405 +69 +3% $105B 3
Oil & Gas
Oilfield Services
2,396 -14 -0.6% $190B 88
Artificial Intelligence
AI Inference Silicon
2,382 -31 -1% $99.3B 7
Genomics & Gene Editing
Gene Therapy
2,326 +42 +2% $90.6B 131
Longevity & Aging Population
2,297 +22 +1% $211B 60
Online Travel & Experiences
2,261 +22 +1% $173B 32
Sin Stocks
Alcohol
2,224 +29 +1% $82.8B 24
Agriculture & Food Technology
Precision Agriculture
2,210 +6 +0.3% $85.7B 4
Gold & Precious Metals
2,143 -27 -1% $141B 133
Gold & Precious Metals
Gold & Silver Miners
2,098 -27 -1% $140B 124
Defense Modernization
Drones & Counter-Drone
2,012 -16 -0.8% $110B 30
Digital Assets
Stablecoin Infrastructure
2,008 -82 -4% $59.4B 9
Housing & Home Improvement
Homebuilders
2,007 +85 +4% $164B 45
Artificial Intelligence
AI Memory & HBM
2,006 +83 +4% $138B 12
Data Centers & Digital Infrastructure
Power for AI
1,990 +94 +5% $108B 22
Luxury & Affluent Consumer
1,946 -37 -2% $105B 40
Carbon & Pollution Control
1,905 -30 -2% $71.5B 23
Clean Energy
Hydrogen & Fuel Cells
1,882 +35 +2% $63B 13
Water
Water Infrastructure
1,839 +41 +2% $109B 17
Electrification & Grid
Grid Equipment
1,816 +39 +2% $76.9B 10
Semiconductors
Advanced Packaging
1,810 +74 +4% $102B 10
Defense Modernization
Military Shipbuilding
1,779 -44 -2% $72.5B 6
GLP-1 & Obesity
Obesity Second-Order Effects
1,740 -28 -2% $84.7B 26
Sin Stocks
Casinos
1,708 +16 +0.9% $119B 24
Clean Energy
Solar
1,696 -32 -2% $77.9B 54
E-Commerce
Food Delivery
1,692 +113 +7% $123B 12
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,634 +32 +2% $121B 19
Lithium & Battery Materials
1,610 +12 +0.8% $35.4B 47
Cybersecurity
Agentic AI Security
1,593 +123 +8% $68.7B 2
Artificial Intelligence
AI Software & Applications
1,500 +87 +6% $32.1B 85
3D Printing & Additive Manufacturing
1,497 +35 +2% $45.7B 20
Electric Vehicles
EV Charging Infrastructure
1,495 -88 -6% $19B 21
Autonomous Driving
Ride-Hailing & Shared Mobility
1,472 +110 +8% $77.1B 14
Cloud Computing
Edge Computing
1,359 0 0% $47.9B 11
Future of Education
1,328 -9 -0.7% $52.8B 77
Internet of Things
Smart Home
1,309 +58 +5% $33.4B 17
Agriculture & Food Technology
Plant-Based Foods
1,289 -47 -4% $36.6B 17
Artificial Intelligence
Chinese AI
1,271 -89 -7% $41.5B 14
Streaming & Digital Media
News Media
1,247 -16 -1% $47.6B 26
Sports Betting & iGaming
1,247 +78 +7% $38.8B 29
Digital Payments & Fintech
Neobanks
1,219 -33 -3% $38.6B 25
Data Centers & Digital Infrastructure
Liquid Cooling
1,161 +30 +3% $30.5B 9
Electrification & Grid
Transmission Buildout
1,143 +44 +4% $35.8B 6
Reshoring & American Manufacturing
1,139 -10 -0.9% $28.9B 20
Semiconductors
Photonics & Optical Interconnect
1,108 -14 -1% $24.4B 20
Critical Minerals & Rare Earths
1,104 -19 -2% $12.7B 60
Water
Sanitation
1,062 +76 +8% $32.2B 8
Cannabis
1,061 -7 -0.7% $4.61B 52
Cybersecurity
Identity Security
949 -21 -2% $21.2B 15
Nuclear Energy
Uranium Mining & Enrichment
813 +19 +2% $12.4B 20
Sin Stocks
Firearms
741 -23 -3% $9.01B 12
Space Economy
Satellite Communications
723 +18 +3% $14B 16
Digital Assets
Corporate Crypto Treasuries
670 -7 -1% $6.03B 63
Digital Payments & Fintech
Buy Now Pay Later
644 +17 +3% $9.27B 13
Digital Assets
Crypto Exchanges
642 +10 +2% $7.87B 7
Nuclear Energy
Small Modular Reactors
595 +41 +7% $9.83B 12
Infrastructure & Construction
Green Building
494 +28 +6% $7.41B 5
Digital Assets
Bitcoin Miners
442 +25 +6% $2.52B 40
Space Economy
Launch Services
411 -2 -0.5% $5.86B 5
Clean Energy
Wind
384 +2 +0.5% $2.05B 9
Virtual & Augmented Reality
292 -13 -4% $993M 20
Space Economy
Earth Observation
259 +7 +3% $513M 6
Robotics & Automation
Humanoid Robotics
201 -20 -9% $1.39B 5
Cybersecurity
Post-Quantum Cryptography
45 -3 -6% $22.9M 6