Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
6,180 +26 +0.4% $4.27T 240
Artificial Intelligence
6,173 +32 +0.5% $8.71T 264
SaaS & Enterprise Software
6,122 +21 +0.3% $5.26T 266
Digital Payments & Fintech
6,075 +30 +0.5% $3.45T 148
E-Commerce
Marketplaces
6,025 +5 +0.1% $4.01T 106
Cloud Computing
5,988 +28 +0.5% $5.64T 64
Streaming & Digital Media
5,871 +35 +0.6% $3.5T 120
Social Media & Creator Economy
5,797 +16 +0.3% $4.82T 45
Semiconductors
5,714 +84 +1% $4.9T 178
Internet of Things
5,637 +82 +1% $2.48T 99
Video Games & Esports
5,532 +11 +0.2% $2.51T 55
Oil & Gas
5,500 -3 -0.1% $2.09T 361
Medical Devices & Diagnostics
5,275 -30 -0.6% $1.7T 342
Internet of Things
Wearables
5,262 +99 +2% $2.04T 21
Immunotherapy & Oncology
5,180 -40 -0.8% $1.42T 388
Housing & Home Improvement
5,062 -38 -0.7% $1T 223
GLP-1 & Obesity
4,997 +60 +1% $1.4T 92
Defense Modernization
4,877 +9 +0.2% $1.05T 163
Electric Vehicles
4,355 +24 +0.6% $654B 124
Infrastructure & Construction
4,351 -16 -0.4% $601B 127
Cybersecurity
4,306 -19 -0.4% $506B 85
Housing & Home Improvement
Home & Garden Retail
4,305 -18 -0.4% $414B 30
Pet Economy
4,220 -15 -0.4% $522B 34
Electrification & Grid
4,167 +221 +6% $541B 59
Genomics & Gene Editing
4,125 +10 +0.2% $668B 199
Digital Health & Telemedicine
3,941 +67 +2% $492B 84
Clean Energy
3,881 +96 +3% $305B 134
Small Business Economy
3,829 -59 -2% $509B 58
Robotics & Automation
3,760 -16 -0.4% $332B 83
Autonomous Driving
3,710 +74 +2% $459B 53
Defense Modernization
Defense Tech & C4ISR
3,686 +36 +1% $337B 53
Data Centers & Digital Infrastructure
3,685 +97 +3% $549B 78
Sin Stocks
3,659 +10 +0.3% $374B 78
Health & Wellness
3,617 -54 -1% $223B 78
Nuclear Energy
3,550 +248 +8% $389B 61
Oil & Gas
LNG
3,432 -8 -0.2% $311B 32
Semiconductors
Semicap & Lithography
3,412 +123 +4% $502B 21
Energy Efficiency
3,409 +21 +0.6% $334B 31
Artificial Intelligence
Agentic AI
3,264 -47 -1% $374B 13
Robotics & Automation
Industrial Automation
3,257 -14 -0.4% $229B 16
Water
3,231 +35 +1% $311B 67
Semiconductors
Analog & Power Semis
3,186 +58 +2% $392B 27
Space Economy
3,154 -26 -0.8% $161B 64
Electrification & Grid
Energy Storage
3,147 +76 +2% $302B 26
Agriculture & Food Technology
3,134 -80 -2% $218B 79
Defense Modernization
Munitions Restocking
3,095 +12 +0.4% $211B 11
Copper & Industrial Metals
2,998 +15 +0.5% $218B 79
Reuse, Repair & Circular Economy
2,955 -17 -0.6% $220B 68
Artificial Intelligence
AI Inference Silicon
2,833 +145 +5% $172B 7
Quantum Computing
2,817 -61 -2% $95.8B 19
Electrification & Grid
Grid Equipment
2,640 +400 +18% $157B 10
Sin Stocks
Tobacco & Nicotine
2,625 +61 +2% $179B 13
Robotics & Automation
Warehouse & Logistics Robotics
2,543 +40 +2% $110B 3
Online Travel & Experiences
2,540 -7 -0.3% $232B 32
Oil & Gas
Oilfield Services
2,537 -56 -2% $217B 88
Digital Assets
2,523 -61 -2% $132B 160
Artificial Intelligence
AI Memory & HBM
2,510 +117 +5% $244B 12
Data Centers & Digital Infrastructure
Power for AI
2,427 +48 +2% $158B 22
Genomics & Gene Editing
Gene Therapy
2,426 +27 +1% $98.2B 131
Longevity & Aging Population
2,399 +4 +0.2% $226B 60
Semiconductors
Advanced Packaging
2,387 +198 +9% $168B 10
Gold & Precious Metals
2,317 +73 +3% $166B 133
Housing & Home Improvement
Homebuilders
2,275 -59 -3% $182B 45
Gold & Precious Metals
Gold & Silver Miners
2,270 +70 +3% $164B 124
Sin Stocks
Alcohol
2,240 -72 -3% $74.8B 24
Defense Modernization
Drones & Counter-Drone
2,217 +29 +1% $114B 30
Agriculture & Food Technology
Precision Agriculture
2,210 -75 -3% $77.9B 4
E-Commerce
Food Delivery
2,167 +69 +3% $203B 12
Defense Modernization
Military Shipbuilding
2,096 +22 +1% $96B 6
Water
Water Infrastructure
2,090 +29 +1% $130B 17
Carbon & Pollution Control
2,057 +63 +3% $80.8B 23
Cybersecurity
Agentic AI Security
2,010 +107 +6% $84.1B 2
Digital Assets
Stablecoin Infrastructure
1,968 -68 -3% $67B 9
Autonomous Driving
Ride-Hailing & Shared Mobility
1,920 +68 +4% $138B 14
Clean Energy
Hydrogen & Fuel Cells
1,889 -9 -0.5% $53.7B 13
Luxury & Affluent Consumer
1,881 -98 -5% $86.9B 40
Artificial Intelligence
AI Software & Applications
1,875 +100 +6% $55B 85
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,827 +10 +0.6% $140B 19
GLP-1 & Obesity
Obesity Second-Order Effects
1,810 -11 -0.6% $71.3B 26
Sin Stocks
Casinos
1,781 +2 +0.1% $108B 24
Clean Energy
Solar
1,619 +21 +1% $54.8B 54
3D Printing & Additive Manufacturing
1,612 +36 +2% $46.3B 20
Clean Energy
Wind
1,569 +1,193 +317% $39.6B 9
Electric Vehicles
EV Charging Infrastructure
1,507 -41 -3% $17.5B 21
Sports Betting & iGaming
1,475 +11 +0.8% $65B 29
Digital Payments & Fintech
Neobanks
1,467 +36 +3% $59.9B 25
Cloud Computing
Edge Computing
1,454 -26 -2% $56.9B 11
Future of Education
1,436 +14 +1% $60.6B 77
Reshoring & American Manufacturing
1,403 +54 +4% $62.7B 20
Lithium & Battery Materials
1,400 -73 -5% $15.9B 47
Data Centers & Digital Infrastructure
Liquid Cooling
1,389 +45 +3% $43.2B 9
Electrification & Grid
Transmission Buildout
1,367 +107 +8% $44.8B 6
Internet of Things
Smart Home
1,315 +17 +1% $32.2B 17
Streaming & Digital Media
News Media
1,289 +19 +1% $48.3B 26
Agriculture & Food Technology
Plant-Based Foods
1,232 -32 -3% $27B 17
Water
Sanitation
1,224 +35 +3% $40.4B 8
Artificial Intelligence
Chinese AI
1,212 -37 -3% $31B 14
Semiconductors
Photonics & Optical Interconnect
1,166 +34 +3% $34.6B 20
Critical Minerals & Rare Earths
1,143 -3 -0.3% $12B 60
Nuclear Energy
Uranium Mining & Enrichment
1,095 +56 +5% $22.7B 20
Cannabis
1,093 +23 +2% $6.42B 52
Cybersecurity
Identity Security
1,092 +55 +5% $31.1B 15
Digital Assets
Corporate Crypto Treasuries
996 +56 +6% $20.4B 63
Digital Assets
Crypto Exchanges
930 -10 -1% $25B 7
Nuclear Energy
Small Modular Reactors
750 +82 +12% $15.6B 12
Sin Stocks
Firearms
736 +5 +0.7% $8.85B 12
Space Economy
Satellite Communications
733 +1 +0.1% $8.76B 16
Digital Payments & Fintech
Buy Now Pay Later
714 +12 +2% $13.6B 13
Digital Assets
Bitcoin Miners
709 +105 +17% $10.3B 40
Infrastructure & Construction
Green Building
553 -9 -2% $8.11B 5
Space Economy
Launch Services
258 -1 -0.4% $1.31B 5
Virtual & Augmented Reality
254 -3 -1% $1.09B 20
Space Economy
Earth Observation
237 -4 -2% $353M 6
Robotics & Automation
Humanoid Robotics
189 -7 -4% $683M 5
Cybersecurity
Post-Quantum Cryptography
34 -6 -15% $1.59M 6