Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
6,190 +10 +0.2% $4.52T 240
Artificial Intelligence
6,166 -7 -0.1% $8.55T 264
SaaS & Enterprise Software
6,135 +13 +0.2% $5.36T 266
Digital Payments & Fintech
6,072 -3 -0% $3.81T 148
E-Commerce
Marketplaces
6,038 +13 +0.2% $4.23T 106
Cloud Computing
5,989 +1 +0% $5.33T 64
Streaming & Digital Media
5,871 0 0% $3.24T 120
Social Media & Creator Economy
5,800 +3 +0.1% $4.63T 45
Semiconductors
5,748 +34 +0.6% $4.73T 178
Internet of Things
5,641 +4 +0.1% $2.62T 99
Video Games & Esports
5,545 +13 +0.2% $2.42T 55
Oil & Gas
5,483 -17 -0.3% $2.02T 361
Medical Devices & Diagnostics
5,338 +63 +1% $1.84T 342
Internet of Things
Wearables
5,247 -15 -0.3% $2.21T 21
Immunotherapy & Oncology
5,212 +32 +0.6% $1.53T 388
Housing & Home Improvement
5,159 +97 +2% $1.2T 223
GLP-1 & Obesity
5,004 +7 +0.1% $1.38T 92
Defense Modernization
4,931 +54 +1% $1.18T 163
Electric Vehicles
4,443 +88 +2% $724B 124
Infrastructure & Construction
4,429 +78 +2% $676B 127
Housing & Home Improvement
Home & Garden Retail
4,375 +70 +2% $488B 30
Cybersecurity
4,347 +41 +1% $520B 85
Electrification & Grid
4,322 +155 +4% $661B 59
Pet Economy
4,241 +21 +0.5% $524B 34
Genomics & Gene Editing
4,175 +50 +1% $717B 199
Digital Health & Telemedicine
4,030 +89 +2% $570B 84
Small Business Economy
3,887 +58 +2% $548B 58
Autonomous Driving
3,865 +155 +4% $553B 53
Clean Energy
3,863 -18 -0.5% $331B 134
Defense Modernization
Defense Tech & C4ISR
3,828 +142 +4% $398B 53
Data Centers & Digital Infrastructure
3,777 +92 +2% $625B 78
Nuclear Energy
3,769 +219 +6% $492B 61
Robotics & Automation
3,740 -20 -0.5% $343B 83
Sin Stocks
3,736 +77 +2% $421B 78
Health & Wellness
3,653 +36 +1% $236B 78
Energy Efficiency
3,461 +52 +2% $367B 31
Oil & Gas
LNG
3,423 -9 -0.3% $302B 32
Artificial Intelligence
Agentic AI
3,358 +94 +3% $424B 13
Electrification & Grid
Energy Storage
3,346 +199 +6% $390B 26
Space Economy
3,304 +150 +5% $202B 64
Semiconductors
Semicap & Lithography
3,286 -126 -4% $405B 21
Water
3,233 +2 +0.1% $331B 67
Robotics & Automation
Industrial Automation
3,228 -29 -0.9% $223B 16
Defense Modernization
Munitions Restocking
3,213 +118 +4% $244B 11
Semiconductors
Analog & Power Semis
3,180 -6 -0.2% $402B 27
Agriculture & Food Technology
3,135 +1 +0% $231B 79
Quantum Computing
2,994 +177 +6% $126B 19
Copper & Industrial Metals
2,985 -13 -0.4% $224B 79
Reuse, Repair & Circular Economy
2,945 -10 -0.3% $232B 68
Electrification & Grid
Grid Equipment
2,757 +117 +4% $178B 10
Sin Stocks
Tobacco & Nicotine
2,755 +130 +5% $213B 13
Artificial Intelligence
AI Inference Silicon
2,737 -96 -3% $145B 7
Digital Assets
2,659 +136 +5% $144B 160
Online Travel & Experiences
2,552 +12 +0.5% $239B 32
Robotics & Automation
Warehouse & Logistics Robotics
2,546 +3 +0.1% $106B 3
Data Centers & Digital Infrastructure
Power for AI
2,511 +84 +3% $168B 22
Longevity & Aging Population
2,487 +88 +4% $255B 60
Oil & Gas
Oilfield Services
2,479 -58 -2% $194B 88
Semiconductors
Advanced Packaging
2,454 +67 +3% $161B 10
Genomics & Gene Editing
Gene Therapy
2,430 +4 +0.2% $96B 131
Gold & Precious Metals
2,417 +100 +4% $198B 133
Housing & Home Improvement
Homebuilders
2,415 +140 +6% $229B 45
Gold & Precious Metals
Gold & Silver Miners
2,379 +109 +5% $197B 124
Artificial Intelligence
AI Memory & HBM
2,322 -188 -7% $178B 12
Defense Modernization
Drones & Counter-Drone
2,273 +56 +3% $129B 30
E-Commerce
Food Delivery
2,264 +97 +4% $235B 12
Sin Stocks
Alcohol
2,257 +17 +0.8% $79.9B 24
Agriculture & Food Technology
Precision Agriculture
2,243 +33 +1% $85.9B 4
Defense Modernization
Military Shipbuilding
2,153 +57 +3% $104B 6
Digital Assets
Stablecoin Infrastructure
2,095 +127 +6% $75.3B 9
Carbon & Pollution Control
2,091 +34 +2% $75.7B 23
Artificial Intelligence
AI Software & Applications
2,073 +198 +11% $85.8B 85
Water
Water Infrastructure
2,072 -18 -0.9% $129B 17
Cybersecurity
Agentic AI Security
2,069 +59 +3% $85.1B 2
Autonomous Driving
Ride-Hailing & Shared Mobility
1,974 +54 +3% $143B 14
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,906 +79 +4% $165B 19
Clean Energy
Hydrogen & Fuel Cells
1,895 +6 +0.3% $62.5B 13
Luxury & Affluent Consumer
1,885 +4 +0.2% $94.9B 40
GLP-1 & Obesity
Obesity Second-Order Effects
1,792 -18 -1% $79.1B 26
Sin Stocks
Casinos
1,772 -9 -0.5% $117B 24
Clean Energy
Wind
1,721 +152 +10% $57.3B 9
Clean Energy
Solar
1,625 +6 +0.4% $59.1B 54
3D Printing & Additive Manufacturing
1,605 -7 -0.4% $50.3B 20
Digital Payments & Fintech
Neobanks
1,501 +34 +2% $66.6B 25
Sports Betting & iGaming
1,499 +24 +2% $82B 29
Cloud Computing
Edge Computing
1,455 +1 +0.1% $58.1B 11
Future of Education
1,452 +16 +1% $65.8B 77
Reshoring & American Manufacturing
1,427 +24 +2% $58.3B 20
Electrification & Grid
Transmission Buildout
1,422 +55 +4% $51.4B 6
Electric Vehicles
EV Charging Infrastructure
1,404 -103 -7% $15.1B 21
Data Centers & Digital Infrastructure
Liquid Cooling
1,400 +11 +0.8% $46.5B 9
Internet of Things
Smart Home
1,356 +41 +3% $34.7B 17
Artificial Intelligence
Chinese AI
1,335 +123 +10% $46.3B 14
Lithium & Battery Materials
1,333 -67 -5% $15.5B 47
Streaming & Digital Media
News Media
1,309 +20 +2% $51.4B 26
Water
Sanitation
1,199 -25 -2% $40.4B 8
Agriculture & Food Technology
Plant-Based Foods
1,196 -36 -3% $26.6B 17
Semiconductors
Photonics & Optical Interconnect
1,178 +12 +1% $40.9B 20
Cybersecurity
Identity Security
1,128 +36 +3% $31.5B 15
Nuclear Energy
Uranium Mining & Enrichment
1,120 +25 +2% $22.1B 20
Cannabis
1,102 +9 +0.8% $7.6B 52
Critical Minerals & Rare Earths
1,097 -46 -4% $12.6B 60
Digital Assets
Corporate Crypto Treasuries
1,050 +54 +5% $23B 63
Digital Assets
Crypto Exchanges
881 -49 -5% $19.9B 7
Nuclear Energy
Small Modular Reactors
814 +64 +9% $15.1B 12
Space Economy
Satellite Communications
767 +34 +5% $10.8B 16
Digital Payments & Fintech
Buy Now Pay Later
758 +44 +6% $16.8B 13
Digital Assets
Bitcoin Miners
739 +30 +4% $9.45B 40
Sin Stocks
Firearms
715 -21 -3% $8.96B 12
Infrastructure & Construction
Green Building
533 -20 -4% $7.17B 5
Space Economy
Launch Services
285 +27 +10% $2.5B 5
Virtual & Augmented Reality
231 -23 -9% $1.7B 20
Space Economy
Earth Observation
224 -13 -5% $436M 6
Robotics & Automation
Humanoid Robotics
185 -4 -2% $1.43B 5
Cybersecurity
Post-Quantum Cryptography
25 -9 -26% $318K 6