Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
5,752 +13 +0.2% $3.21T 240
SaaS & Enterprise Software
5,711 +3 +0.1% $3.97T 266
Artificial Intelligence
5,697 -9 -0.2% $5.28T 264
Digital Payments & Fintech
5,615 -22 -0.4% $2.82T 148
E-Commerce
Marketplaces
5,589 +21 +0.4% $2.99T 106
Cloud Computing
5,542 +2 +0% $4.02T 64
Streaming & Digital Media
5,383 +8 +0.1% $2.48T 120
Social Media & Creator Economy
5,307 0 0% $3.33T 45
Video Games & Esports
5,179 +7 +0.1% $1.85T 55
Internet of Things
5,178 +9 +0.2% $1.95T 99
Oil & Gas
5,169 +44 +0.9% $2.02T 361
Semiconductors
5,134 +33 +0.6% $2.66T 178
Medical Devices & Diagnostics
5,027 -14 -0.3% $1.55T 342
Immunotherapy & Oncology
4,915 -40 -0.8% $1.38T 388
Internet of Things
Wearables
4,768 +22 +0.5% $1.65T 21
Housing & Home Improvement
4,714 -15 -0.3% $864B 223
GLP-1 & Obesity
4,530 +78 +2% $1.05T 92
Defense Modernization
4,500 -52 -1% $834B 163
Electric Vehicles
4,216 -8 -0.2% $691B 124
Cybersecurity
4,076 +29 +0.7% $448B 85
Housing & Home Improvement
Home & Garden Retail
3,976 -38 -0.9% $366B 30
Infrastructure & Construction
3,921 +68 +2% $468B 127
Pet Economy
3,917 -81 -2% $439B 34
Genomics & Gene Editing
3,867 -38 -1% $602B 199
Electrification & Grid
3,749 -14 -0.4% $502B 59
Digital Health & Telemedicine
3,659 +46 +1% $485B 84
Clean Energy
3,594 +5 +0.1% $260B 134
Autonomous Driving
3,569 +2 +0.1% $468B 53
Small Business Economy
3,502 +34 +1% $428B 58
Robotics & Automation
3,471 -32 -0.9% $286B 83
Sin Stocks
3,463 -71 -2% $361B 78
Health & Wellness
3,395 -52 -2% $201B 78
Defense Modernization
Defense Tech & C4ISR
3,294 -118 -3% $272B 53
Oil & Gas
LNG
3,235 +115 +4% $306B 32
Data Centers & Digital Infrastructure
3,217 +24 +0.8% $423B 78
Energy Efficiency
3,136 -24 -0.8% $266B 31
Agriculture & Food Technology
3,125 -54 -2% $235B 79
Electrification & Grid
Energy Storage
3,113 0 0% $356B 26
Robotics & Automation
Industrial Automation
3,044 -45 -1% $200B 16
Semiconductors
Analog & Power Semis
2,986 -63 -2% $319B 27
Nuclear Energy
2,979 -1 -0% $263B 61
Space Economy
2,952 -62 -2% $156B 64
Water
2,901 -34 -1% $243B 67
Semiconductors
Semicap & Lithography
2,822 -4 -0.1% $296B 21
Artificial Intelligence
Agentic AI
2,799 -21 -0.7% $281B 13
Defense Modernization
Munitions Restocking
2,783 -196 -7% $176B 11
Reuse, Repair & Circular Economy
2,761 -11 -0.4% $188B 68
Copper & Industrial Metals
2,714 -27 -1% $186B 79
Quantum Computing
2,519 +38 +2% $75.8B 19
Oil & Gas
Oilfield Services
2,518 +122 +5% $230B 88
Sin Stocks
Tobacco & Nicotine
2,414 -23 -0.9% $164B 13
Online Travel & Experiences
2,345 +84 +4% $190B 32
Robotics & Automation
Warehouse & Logistics Robotics
2,340 -65 -3% $92.9B 3
Digital Assets
2,319 -133 -5% $79.5B 160
Artificial Intelligence
AI Inference Silicon
2,304 -78 -3% $92.8B 7
Longevity & Aging Population
2,284 -13 -0.6% $207B 60
Genomics & Gene Editing
Gene Therapy
2,280 -46 -2% $81.5B 131
Agriculture & Food Technology
Precision Agriculture
2,201 -9 -0.4% $77.6B 4
Sin Stocks
Alcohol
2,168 -56 -3% $79.7B 24
Gold & Precious Metals
2,081 -62 -3% $127B 133
Gold & Precious Metals
Gold & Silver Miners
2,038 -60 -3% $126B 124
Data Centers & Digital Infrastructure
Power for AI
2,009 +19 +1% $108B 22
Housing & Home Improvement
Homebuilders
2,003 -4 -0.2% $148B 45
Artificial Intelligence
AI Memory & HBM
2,002 -4 -0.2% $139B 12
Defense Modernization
Drones & Counter-Drone
1,975 -37 -2% $105B 30
Luxury & Affluent Consumer
1,901 -45 -2% $88.2B 40
Digital Assets
Stablecoin Infrastructure
1,891 -117 -6% $51B 9
Carbon & Pollution Control
1,889 -16 -0.8% $72.4B 23
Clean Energy
Hydrogen & Fuel Cells
1,874 -8 -0.4% $58.8B 13
Electrification & Grid
Grid Equipment
1,846 +30 +2% $81.7B 10
Water
Water Infrastructure
1,820 -19 -1% $106B 17
Semiconductors
Advanced Packaging
1,792 -18 -1% $88.7B 10
Defense Modernization
Military Shipbuilding
1,786 +7 +0.4% $73.2B 6
E-Commerce
Food Delivery
1,748 +56 +3% $129B 12
GLP-1 & Obesity
Obesity Second-Order Effects
1,710 -30 -2% $68.2B 26
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,661 +27 +2% $119B 19
Sin Stocks
Casinos
1,640 -68 -4% $105B 24
Cybersecurity
Agentic AI Security
1,635 +42 +3% $62.3B 2
Clean Energy
Solar
1,608 -88 -5% $58.1B 54
Lithium & Battery Materials
1,583 -27 -2% $27.7B 47
Autonomous Driving
Ride-Hailing & Shared Mobility
1,532 +60 +4% $84.2B 14
Artificial Intelligence
AI Software & Applications
1,519 +19 +1% $34.3B 85
Electric Vehicles
EV Charging Infrastructure
1,480 -15 -1% $19.2B 21
3D Printing & Additive Manufacturing
1,474 -23 -2% $40.2B 20
Cloud Computing
Edge Computing
1,367 +8 +0.6% $51.1B 11
Future of Education
1,351 +23 +2% $57.6B 77
Agriculture & Food Technology
Plant-Based Foods
1,311 +22 +2% $35.6B 17
Artificial Intelligence
Chinese AI
1,265 -6 -0.5% $40.6B 14
Sports Betting & iGaming
1,261 +14 +1% $36.4B 29
Internet of Things
Smart Home
1,253 -56 -4% $28.8B 17
Reshoring & American Manufacturing
1,246 +107 +9% $32.1B 20
Digital Payments & Fintech
Neobanks
1,237 +18 +1% $36.3B 25
Streaming & Digital Media
News Media
1,210 -37 -3% $43.2B 26
Data Centers & Digital Infrastructure
Liquid Cooling
1,173 +12 +1% $30.1B 9
Electrification & Grid
Transmission Buildout
1,140 -3 -0.3% $31.6B 6
Critical Minerals & Rare Earths
1,130 +26 +2% $12.2B 60
Semiconductors
Photonics & Optical Interconnect
1,079 -29 -3% $22.7B 20
Cannabis
1,034 -27 -3% $4.56B 52
Water
Sanitation
1,030 -32 -3% $27.7B 8
Cybersecurity
Identity Security
920 -29 -3% $21.4B 15
Nuclear Energy
Uranium Mining & Enrichment
885 +72 +9% $17B 20
Sin Stocks
Firearms
724 -17 -2% $8.83B 12
Space Economy
Satellite Communications
690 -33 -5% $9.68B 16
Digital Assets
Corporate Crypto Treasuries
660 -10 -1% $4.98B 63
Nuclear Energy
Small Modular Reactors
629 +34 +6% $12.1B 12
Digital Assets
Crypto Exchanges
625 -17 -3% $7.8B 7
Digital Payments & Fintech
Buy Now Pay Later
613 -31 -5% $10.9B 13
Infrastructure & Construction
Green Building
520 +26 +5% $7.06B 5
Digital Assets
Bitcoin Miners
453 +11 +2% $2.14B 40
Clean Energy
Wind
358 -26 -7% $1.62B 9
Virtual & Augmented Reality
303 +11 +4% $868M 20
Space Economy
Earth Observation
234 -25 -10% $385M 6
Space Economy
Launch Services
233 -178 -43% $1.09B 5
Robotics & Automation
Humanoid Robotics
182 -19 -9% $1.58B 5
Cybersecurity
Post-Quantum Cryptography
43 -2 -4% $11M 6