Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
6,841 +651 +11% $4.99T 240
Artificial Intelligence
6,830 +664 +11% $9.35T 264
SaaS & Enterprise Software
6,740 +605 +10% $5.74T 266
Digital Payments & Fintech
6,697 +625 +10% $4.24T 148
E-Commerce
Marketplaces
6,693 +655 +11% $4.68T 106
Cloud Computing
6,628 +639 +11% $5.79T 64
Streaming & Digital Media
6,488 +617 +11% $3.78T 120
Social Media & Creator Economy
6,393 +593 +10% $4.88T 45
Semiconductors
6,346 +598 +10% $5.03T 178
Internet of Things
6,219 +578 +10% $2.79T 99
Video Games & Esports
6,121 +576 +10% $2.44T 55
Oil & Gas
5,976 +493 +9% $2.01T 361
Internet of Things
Wearables
5,815 +568 +11% $2.42T 21
Medical Devices & Diagnostics
5,734 +396 +7% $1.76T 342
Immunotherapy & Oncology
5,652 +440 +8% $1.39T 388
Housing & Home Improvement
5,559 +400 +8% $1.08T 223
Defense Modernization
5,419 +488 +10% $1.21T 163
GLP-1 & Obesity
5,357 +353 +7% $1.22T 92
Electric Vehicles
5,029 +586 +13% $951B 124
Electrification & Grid
5,017 +695 +16% $921B 59
Infrastructure & Construction
4,807 +378 +9% $678B 127
Cybersecurity
4,772 +425 +10% $582B 85
Housing & Home Improvement
Home & Garden Retail
4,721 +346 +8% $465B 30
Autonomous Driving
4,578 +713 +18% $770B 53
Pet Economy
4,433 +192 +5% $466B 34
Genomics & Gene Editing
4,297 +122 +3% $602B 199
Small Business Economy
4,256 +369 +9% $622B 58
Digital Health & Telemedicine
4,246 +216 +5% $505B 84
Defense Modernization
Defense Tech & C4ISR
4,231 +403 +11% $422B 53
Nuclear Energy
4,181 +412 +11% $510B 61
Data Centers & Digital Infrastructure
4,109 +332 +9% $620B 78
Robotics & Automation
4,100 +360 +10% $370B 83
Clean Energy
4,097 +234 +6% $328B 134
Electrification & Grid
Energy Storage
4,067 +721 +22% $624B 26
Sin Stocks
3,974 +238 +6% $398B 78
Artificial Intelligence
Agentic AI
3,939 +581 +17% $553B 13
Health & Wellness
3,859 +206 +6% $244B 78
Energy Efficiency
3,758 +297 +9% $362B 31
Oil & Gas
LNG
3,700 +277 +8% $328B 32
Robotics & Automation
Industrial Automation
3,542 +314 +10% $249B 16
Space Economy
3,457 +153 +5% $183B 64
Semiconductors
Semicap & Lithography
3,430 +144 +4% $342B 21
Defense Modernization
Munitions Restocking
3,391 +178 +6% $228B 11
Water
3,367 +134 +4% $308B 67
Semiconductors
Analog & Power Semis
3,332 +152 +5% $360B 27
Agriculture & Food Technology
3,325 +190 +6% $229B 79
Quantum Computing
3,249 +255 +9% $132B 19
Reuse, Repair & Circular Economy
3,081 +136 +5% $234B 68
Digital Assets
3,058 +399 +15% $200B 160
Electrification & Grid
Grid Equipment
3,012 +255 +9% $195B 10
Copper & Industrial Metals
3,006 +21 +0.7% $185B 79
Sin Stocks
Tobacco & Nicotine
2,962 +207 +8% $213B 13
Artificial Intelligence
AI Inference Silicon
2,839 +102 +4% $131B 7
Robotics & Automation
Warehouse & Logistics Robotics
2,782 +236 +9% $122B 3
Online Travel & Experiences
2,775 +223 +9% $280B 32
Semiconductors
Advanced Packaging
2,723 +269 +11% $183B 10
Data Centers & Digital Infrastructure
Power for AI
2,671 +160 +6% $157B 22
Artificial Intelligence
AI Software & Applications
2,670 +597 +29% $177B 85
Oil & Gas
Oilfield Services
2,630 +151 +6% $194B 88
Longevity & Aging Population
2,595 +108 +4% $240B 60
Gold & Precious Metals
2,492 +75 +3% $178B 133
Gold & Precious Metals
Gold & Silver Miners
2,462 +83 +3% $176B 124
Genomics & Gene Editing
Gene Therapy
2,450 +20 +0.8% $79.2B 131
Artificial Intelligence
AI Memory & HBM
2,448 +126 +5% $159B 12
E-Commerce
Food Delivery
2,419 +155 +7% $228B 12
Agriculture & Food Technology
Precision Agriculture
2,417 +174 +8% $89.1B 4
Housing & Home Improvement
Homebuilders
2,407 -8 -0.3% $181B 45
Defense Modernization
Drones & Counter-Drone
2,395 +122 +5% $121B 30
Cybersecurity
Agentic AI Security
2,296 +227 +11% $92.9B 2
Digital Assets
Stablecoin Infrastructure
2,287 +192 +9% $92.5B 9
Sin Stocks
Alcohol
2,278 +21 +0.9% $68.3B 24
Defense Modernization
Military Shipbuilding
2,231 +78 +4% $91.8B 6
Carbon & Pollution Control
2,181 +90 +4% $75.4B 23
Water
Water Infrastructure
2,168 +96 +5% $119B 17
Autonomous Driving
Ride-Hailing & Shared Mobility
2,100 +126 +6% $122B 14
Clean Energy
Hydrogen & Fuel Cells
2,028 +133 +7% $63.6B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
2,011 +105 +6% $174B 19
Clean Energy
Wind
1,998 +277 +16% $73.1B 9
GLP-1 & Obesity
Obesity Second-Order Effects
1,888 +96 +5% $78B 26
Luxury & Affluent Consumer
1,878 -7 -0.4% $87.8B 40
Sin Stocks
Casinos
1,837 +65 +4% $108B 24
3D Printing & Additive Manufacturing
1,653 +48 +3% $45.8B 20
Electrification & Grid
Transmission Buildout
1,633 +211 +15% $59.7B 6
Digital Payments & Fintech
Neobanks
1,610 +109 +7% $62.1B 25
Sports Betting & iGaming
1,577 +78 +5% $84.9B 29
Cloud Computing
Edge Computing
1,574 +119 +8% $66.2B 11
Clean Energy
Solar
1,552 -73 -4% $45.5B 54
Reshoring & American Manufacturing
1,551 +124 +9% $62.9B 20
Future of Education
1,503 +51 +4% $63.7B 77
Data Centers & Digital Infrastructure
Liquid Cooling
1,490 +90 +6% $45.5B 9
Internet of Things
Smart Home
1,443 +87 +6% $34.7B 17
Electric Vehicles
EV Charging Infrastructure
1,429 +25 +2% $15.5B 21
Lithium & Battery Materials
1,365 +32 +2% $17.2B 47
Semiconductors
Photonics & Optical Interconnect
1,359 +181 +15% $53.5B 20
Digital Assets
Corporate Crypto Treasuries
1,351 +301 +29% $41.6B 63
Streaming & Digital Media
News Media
1,343 +34 +3% $53.3B 26
Artificial Intelligence
Chinese AI
1,321 -14 -1% $34.4B 14
Nuclear Energy
Uranium Mining & Enrichment
1,263 +143 +13% $25.1B 20
Cybersecurity
Identity Security
1,205 +77 +7% $34.7B 15
Water
Sanitation
1,191 -8 -0.7% $34.7B 8
Agriculture & Food Technology
Plant-Based Foods
1,188 -8 -0.7% $24.3B 17
Critical Minerals & Rare Earths
1,135 +38 +3% $11.3B 60
Cannabis
1,091 -11 -1% $5.11B 52
Digital Assets
Crypto Exchanges
1,043 +162 +18% $30.1B 7
Nuclear Energy
Small Modular Reactors
992 +178 +22% $19B 12
Digital Assets
Bitcoin Miners
867 +128 +17% $15.3B 40
Digital Payments & Fintech
Buy Now Pay Later
817 +59 +8% $21.3B 13
Space Economy
Satellite Communications
811 +44 +6% $11.2B 16
Sin Stocks
Firearms
698 -17 -2% $6.36B 12
Infrastructure & Construction
Green Building
524 -9 -2% $7.81B 5
Space Economy
Launch Services
399 +114 +40% $6.21B 5
Space Economy
Earth Observation
267 +43 +19% $921M 6
Virtual & Augmented Reality
256 +25 +11% $442M 20
Robotics & Automation
Humanoid Robotics
193 +8 +4% $1.75B 5
Cybersecurity
Post-Quantum Cryptography
46 +21 +84% $32.2M 6