Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
6,154 +36 +0.6% $3.79T 240
Artificial Intelligence
6,141 +39 +0.6% $7.7T 264
SaaS & Enterprise Software
6,101 +13 +0.2% $5.09T 266
Digital Payments & Fintech
6,045 +14 +0.2% $3.17T 148
E-Commerce
Marketplaces
6,020 +40 +0.7% $3.53T 106
Cloud Computing
5,960 +39 +0.7% $5.16T 64
Streaming & Digital Media
5,836 +99 +2% $3.17T 120
Social Media & Creator Economy
5,781 +70 +1% $4.38T 45
Semiconductors
5,630 +114 +2% $4.18T 178
Internet of Things
5,555 +18 +0.3% $2.09T 99
Video Games & Esports
5,521 +44 +0.8% $2.36T 55
Oil & Gas
5,503 +48 +0.9% $2.15T 361
Medical Devices & Diagnostics
5,305 +14 +0.3% $1.78T 342
Immunotherapy & Oncology
5,220 +25 +0.5% $1.47T 388
Internet of Things
Wearables
5,163 +45 +0.9% $1.68T 21
Housing & Home Improvement
5,100 +38 +0.8% $1.14T 223
GLP-1 & Obesity
4,937 +94 +2% $1.28T 92
Defense Modernization
4,868 +48 +1% $1.05T 163
Infrastructure & Construction
4,367 +131 +3% $631B 127
Electric Vehicles
4,331 -116 -3% $631B 124
Cybersecurity
4,325 -4 -0.1% $495B 85
Housing & Home Improvement
Home & Garden Retail
4,323 +69 +2% $469B 30
Pet Economy
4,235 +66 +2% $530B 34
Genomics & Gene Editing
4,115 +34 +0.8% $680B 199
Electrification & Grid
3,946 -98 -2% $464B 59
Small Business Economy
3,888 +62 +2% $549B 58
Digital Health & Telemedicine
3,874 -17 -0.4% $484B 84
Clean Energy
3,785 +24 +0.6% $282B 134
Robotics & Automation
3,776 +38 +1% $337B 83
Health & Wellness
3,671 +59 +2% $237B 78
Defense Modernization
Defense Tech & C4ISR
3,650 +100 +3% $336B 53
Sin Stocks
3,649 -11 -0.3% $377B 78
Autonomous Driving
3,636 -175 -5% $428B 53
Data Centers & Digital Infrastructure
3,588 +134 +4% $553B 78
Oil & Gas
LNG
3,440 +35 +1% $314B 32
Energy Efficiency
3,388 +14 +0.4% $327B 31
Artificial Intelligence
Agentic AI
3,311 +173 +6% $406B 13
Nuclear Energy
3,302 +108 +3% $332B 61
Semiconductors
Semicap & Lithography
3,289 +193 +6% $444B 21
Robotics & Automation
Industrial Automation
3,271 -12 -0.4% $226B 16
Agriculture & Food Technology
3,214 -47 -1% $236B 79
Water
3,196 +10 +0.3% $309B 67
Space Economy
3,180 0 0% $166B 64
Semiconductors
Analog & Power Semis
3,128 -30 -0.9% $351B 27
Defense Modernization
Munitions Restocking
3,083 +96 +3% $216B 11
Electrification & Grid
Energy Storage
3,071 -263 -8% $261B 26
Copper & Industrial Metals
2,983 +63 +2% $224B 79
Reuse, Repair & Circular Economy
2,972 +69 +2% $233B 68
Quantum Computing
2,878 +118 +4% $105B 19
Artificial Intelligence
AI Inference Silicon
2,688 +109 +4% $145B 7
Oil & Gas
Oilfield Services
2,593 +17 +0.7% $228B 88
Digital Assets
2,584 +40 +2% $146B 160
Sin Stocks
Tobacco & Nicotine
2,564 +15 +0.6% $165B 13
Online Travel & Experiences
2,547 +95 +4% $233B 32
Robotics & Automation
Warehouse & Logistics Robotics
2,503 -22 -0.9% $106B 3
Genomics & Gene Editing
Gene Therapy
2,399 +10 +0.4% $105B 131
Longevity & Aging Population
2,395 0 0% $209B 60
Artificial Intelligence
AI Memory & HBM
2,393 +155 +7% $224B 12
Data Centers & Digital Infrastructure
Power for AI
2,379 +167 +8% $150B 22
Housing & Home Improvement
Homebuilders
2,334 +122 +6% $209B 45
Sin Stocks
Alcohol
2,312 +41 +2% $84.4B 24
Agriculture & Food Technology
Precision Agriculture
2,285 -13 -0.6% $82.2B 4
Gold & Precious Metals
2,244 +1 +0% $150B 133
Electrification & Grid
Grid Equipment
2,240 +217 +11% $120B 10
Gold & Precious Metals
Gold & Silver Miners
2,200 -1 -0% $149B 124
Semiconductors
Advanced Packaging
2,189 +241 +12% $134B 10
Defense Modernization
Drones & Counter-Drone
2,188 +16 +0.7% $119B 30
E-Commerce
Food Delivery
2,098 +173 +9% $212B 12
Defense Modernization
Military Shipbuilding
2,074 +92 +5% $95.1B 6
Water
Water Infrastructure
2,061 +68 +3% $130B 17
Digital Assets
Stablecoin Infrastructure
2,036 -1 -0% $76.1B 9
Carbon & Pollution Control
1,994 +54 +3% $77.8B 23
Luxury & Affluent Consumer
1,979 +58 +3% $104B 40
Cybersecurity
Agentic AI Security
1,903 +65 +4% $70.2B 2
Clean Energy
Hydrogen & Fuel Cells
1,898 -50 -3% $49.6B 13
Autonomous Driving
Ride-Hailing & Shared Mobility
1,852 +143 +8% $144B 14
GLP-1 & Obesity
Obesity Second-Order Effects
1,821 +5 +0.3% $78.5B 26
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,817 +27 +2% $140B 19
Sin Stocks
Casinos
1,779 +24 +1% $115B 24
Artificial Intelligence
AI Software & Applications
1,775 +126 +8% $47.9B 85
Clean Energy
Solar
1,598 -15 -0.9% $58.4B 54
3D Printing & Additive Manufacturing
1,576 +14 +0.9% $45.7B 20
Electric Vehicles
EV Charging Infrastructure
1,548 +2 +0.1% $19.6B 21
Cloud Computing
Edge Computing
1,480 -3 -0.2% $59.9B 11
Lithium & Battery Materials
1,473 -69 -4% $21.6B 47
Sports Betting & iGaming
1,464 +100 +7% $62.4B 29
Digital Payments & Fintech
Neobanks
1,431 +65 +5% $55.7B 25
Future of Education
1,422 -8 -0.6% $64.1B 77
Reshoring & American Manufacturing
1,349 +61 +5% $64.4B 20
Data Centers & Digital Infrastructure
Liquid Cooling
1,344 +89 +7% $42.6B 9
Internet of Things
Smart Home
1,298 -3 -0.2% $34.2B 17
Streaming & Digital Media
News Media
1,270 -6 -0.5% $46.7B 26
Agriculture & Food Technology
Plant-Based Foods
1,264 -65 -5% $28.5B 17
Electrification & Grid
Transmission Buildout
1,260 +56 +5% $44.3B 6
Artificial Intelligence
Chinese AI
1,249 -13 -1% $34.5B 14
Water
Sanitation
1,189 +80 +7% $39.8B 8
Critical Minerals & Rare Earths
1,146 -21 -2% $12.9B 60
Semiconductors
Photonics & Optical Interconnect
1,132 +26 +2% $30.3B 20
Cannabis
1,070 -11 -1% $6.79B 52
Nuclear Energy
Uranium Mining & Enrichment
1,039 +55 +6% $19.9B 20
Cybersecurity
Identity Security
1,037 +54 +5% $30.2B 15
Digital Assets
Corporate Crypto Treasuries
940 +162 +21% $22.5B 63
Digital Assets
Crypto Exchanges
940 +96 +11% $27.9B 7
Space Economy
Satellite Communications
732 +10 +1% $8.38B 16
Sin Stocks
Firearms
731 +8 +1% $10B 12
Digital Payments & Fintech
Buy Now Pay Later
702 -11 -2% $15.6B 13
Nuclear Energy
Small Modular Reactors
668 +29 +5% $13B 12
Digital Assets
Bitcoin Miners
604 +72 +14% $7.37B 40
Infrastructure & Construction
Green Building
562 +44 +8% $10.6B 5
Clean Energy
Wind
376 +39 +12% $3B 9
Space Economy
Launch Services
259 +16 +7% $1.15B 5
Virtual & Augmented Reality
257 -29 -10% $713M 20
Space Economy
Earth Observation
241 0 0% $448M 6
Robotics & Automation
Humanoid Robotics
196 0 0% $850M 5
Cybersecurity
Post-Quantum Cryptography
40 0 0% $8.44M 6