Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
6,118 +366 +6% $3.72T 240
Artificial Intelligence
6,102 +405 +7% $6.23T 264
SaaS & Enterprise Software
6,088 +377 +7% $4.72T 266
Digital Payments & Fintech
6,031 +416 +7% $3.23T 148
E-Commerce
Marketplaces
5,980 +391 +7% $3.46T 106
Cloud Computing
5,921 +379 +7% $4.62T 64
Streaming & Digital Media
5,737 +354 +7% $2.81T 120
Social Media & Creator Economy
5,711 +404 +8% $3.86T 45
Internet of Things
5,537 +359 +7% $2.25T 99
Semiconductors
5,516 +382 +7% $3.25T 178
Video Games & Esports
5,477 +298 +6% $2.14T 55
Oil & Gas
5,455 +286 +6% $1.94T 361
Medical Devices & Diagnostics
5,291 +264 +5% $1.66T 342
Immunotherapy & Oncology
5,195 +280 +6% $1.39T 388
Internet of Things
Wearables
5,118 +350 +7% $1.88T 21
Housing & Home Improvement
5,062 +348 +7% $1.03T 223
GLP-1 & Obesity
4,843 +313 +7% $1.09T 92
Defense Modernization
4,820 +320 +7% $973B 163
Electric Vehicles
4,447 +231 +5% $709B 124
Cybersecurity
4,329 +253 +6% $504B 85
Housing & Home Improvement
Home & Garden Retail
4,254 +278 +7% $416B 30
Infrastructure & Construction
4,236 +315 +8% $539B 127
Pet Economy
4,169 +252 +6% $486B 34
Genomics & Gene Editing
4,081 +214 +6% $638B 199
Electrification & Grid
4,044 +295 +8% $526B 59
Digital Health & Telemedicine
3,891 +232 +6% $509B 84
Small Business Economy
3,826 +324 +9% $514B 58
Autonomous Driving
3,811 +242 +7% $506B 53
Clean Energy
3,761 +167 +5% $266B 134
Robotics & Automation
3,738 +267 +8% $316B 83
Sin Stocks
3,660 +197 +6% $371B 78
Health & Wellness
3,612 +217 +6% $227B 78
Defense Modernization
Defense Tech & C4ISR
3,550 +256 +8% $313B 53
Data Centers & Digital Infrastructure
3,454 +237 +7% $497B 78
Oil & Gas
LNG
3,405 +170 +5% $308B 32
Energy Efficiency
3,374 +238 +8% $299B 31
Electrification & Grid
Energy Storage
3,334 +221 +7% $362B 26
Robotics & Automation
Industrial Automation
3,283 +239 +8% $217B 16
Agriculture & Food Technology
3,261 +136 +4% $235B 79
Nuclear Energy
3,194 +215 +7% $294B 61
Water
3,186 +285 +10% $287B 67
Space Economy
3,180 +228 +8% $169B 64
Semiconductors
Analog & Power Semis
3,158 +172 +6% $350B 27
Artificial Intelligence
Agentic AI
3,138 +339 +12% $363B 13
Semiconductors
Semicap & Lithography
3,096 +274 +10% $360B 21
Defense Modernization
Munitions Restocking
2,987 +204 +7% $202B 11
Copper & Industrial Metals
2,920 +206 +8% $216B 79
Reuse, Repair & Circular Economy
2,903 +142 +5% $203B 68
Quantum Computing
2,760 +241 +10% $89.9B 19
Artificial Intelligence
AI Inference Silicon
2,579 +275 +12% $123B 7
Oil & Gas
Oilfield Services
2,576 +58 +2% $212B 88
Sin Stocks
Tobacco & Nicotine
2,549 +135 +6% $163B 13
Digital Assets
2,544 +225 +10% $115B 160
Robotics & Automation
Warehouse & Logistics Robotics
2,525 +185 +8% $107B 3
Online Travel & Experiences
2,452 +107 +5% $212B 32
Longevity & Aging Population
2,395 +111 +5% $218B 60
Genomics & Gene Editing
Gene Therapy
2,389 +109 +5% $91B 131
Agriculture & Food Technology
Precision Agriculture
2,298 +97 +4% $81.1B 4
Sin Stocks
Alcohol
2,271 +103 +5% $78.5B 24
Gold & Precious Metals
2,243 +162 +8% $154B 133
Artificial Intelligence
AI Memory & HBM
2,238 +236 +12% $175B 12
Housing & Home Improvement
Homebuilders
2,212 +209 +10% $191B 45
Data Centers & Digital Infrastructure
Power for AI
2,212 +203 +10% $126B 22
Gold & Precious Metals
Gold & Silver Miners
2,201 +163 +8% $152B 124
Defense Modernization
Drones & Counter-Drone
2,172 +197 +10% $119B 30
Digital Assets
Stablecoin Infrastructure
2,037 +146 +8% $63.9B 9
Electrification & Grid
Grid Equipment
2,023 +177 +10% $92.1B 10
Water
Water Infrastructure
1,993 +173 +10% $120B 17
Defense Modernization
Military Shipbuilding
1,982 +196 +11% $85.9B 6
Semiconductors
Advanced Packaging
1,948 +156 +9% $108B 10
Clean Energy
Hydrogen & Fuel Cells
1,948 +74 +4% $56.5B 13
Carbon & Pollution Control
1,940 +51 +3% $69.9B 23
E-Commerce
Food Delivery
1,925 +177 +10% $168B 12
Luxury & Affluent Consumer
1,921 +20 +1% $95.4B 40
Cybersecurity
Agentic AI Security
1,838 +203 +12% $76.7B 2
GLP-1 & Obesity
Obesity Second-Order Effects
1,816 +106 +6% $72.3B 26
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,790 +129 +8% $133B 19
Sin Stocks
Casinos
1,755 +115 +7% $117B 24
Autonomous Driving
Ride-Hailing & Shared Mobility
1,709 +177 +12% $117B 14
Artificial Intelligence
AI Software & Applications
1,649 +130 +9% $36.5B 85
Clean Energy
Solar
1,613 +5 +0.3% $61B 54
3D Printing & Additive Manufacturing
1,562 +88 +6% $45.3B 20
Electric Vehicles
EV Charging Infrastructure
1,546 +66 +4% $17.5B 21
Lithium & Battery Materials
1,542 -41 -3% $25.1B 47
Cloud Computing
Edge Computing
1,483 +116 +8% $57.3B 11
Future of Education
1,430 +79 +6% $64.8B 77
Digital Payments & Fintech
Neobanks
1,366 +129 +10% $44.3B 25
Sports Betting & iGaming
1,364 +103 +8% $41.6B 29
Agriculture & Food Technology
Plant-Based Foods
1,329 +18 +1% $34.2B 17
Internet of Things
Smart Home
1,301 +48 +4% $33.1B 17
Reshoring & American Manufacturing
1,288 +42 +3% $61.9B 20
Streaming & Digital Media
News Media
1,276 +66 +5% $47B 26
Artificial Intelligence
Chinese AI
1,262 -3 -0.2% $34.6B 14
Data Centers & Digital Infrastructure
Liquid Cooling
1,255 +82 +7% $34.4B 9
Electrification & Grid
Transmission Buildout
1,204 +64 +6% $37B 6
Critical Minerals & Rare Earths
1,167 +37 +3% $13.2B 60
Water
Sanitation
1,109 +79 +8% $34.5B 8
Semiconductors
Photonics & Optical Interconnect
1,106 +27 +3% $26.5B 20
Cannabis
1,081 +47 +5% $5.58B 52
Nuclear Energy
Uranium Mining & Enrichment
984 +99 +11% $19.5B 20
Cybersecurity
Identity Security
983 +63 +7% $25.6B 15
Digital Assets
Crypto Exchanges
844 +219 +35% $18.4B 7
Digital Assets
Corporate Crypto Treasuries
778 +118 +18% $10.5B 63
Sin Stocks
Firearms
723 -1 -0.1% $9.24B 12
Space Economy
Satellite Communications
722 +32 +5% $10.7B 16
Digital Payments & Fintech
Buy Now Pay Later
713 +100 +16% $16.8B 13
Nuclear Energy
Small Modular Reactors
639 +10 +2% $13B 12
Digital Assets
Bitcoin Miners
532 +79 +17% $5.95B 40
Infrastructure & Construction
Green Building
518 -2 -0.4% $9.21B 5
Clean Energy
Wind
337 -21 -6% $2.08B 9
Virtual & Augmented Reality
286 -17 -6% $623M 20
Space Economy
Launch Services
243 +10 +4% $1.51B 5
Space Economy
Earth Observation
241 +7 +3% $411M 6
Robotics & Automation
Humanoid Robotics
196 +14 +8% $1.53B 5
Cybersecurity
Post-Quantum Cryptography
40 -3 -7% $3.8M 6