Theme Funds
holding
Growth Growth % Total
invested
Stocks
E-Commerce
6,813 -28 -0.4% $4.56T 240
Artificial Intelligence
6,788 -42 -0.6% $8T 264
Digital Payments & Fintech
6,687 -10 -0.1% $3.98T 148
SaaS & Enterprise Software
6,683 -57 -0.8% $5.04T 266
E-Commerce
Marketplaces
6,665 -28 -0.4% $4.28T 106
Cloud Computing
6,557 -71 -1% $5.06T 64
Streaming & Digital Media
6,408 -80 -1% $3.31T 120
Social Media & Creator Economy
6,347 -46 -0.7% $4.34T 45
Semiconductors
6,292 -54 -0.9% $4.22T 178
Internet of Things
6,173 -46 -0.7% $2.48T 99
Video Games & Esports
6,072 -49 -0.8% $2.21T 55
Oil & Gas
5,963 -13 -0.2% $2.15T 361
Medical Devices & Diagnostics
5,780 +46 +0.8% $1.83T 342
Internet of Things
Wearables
5,770 -45 -0.8% $2.13T 21
Immunotherapy & Oncology
5,684 +32 +0.6% $1.49T 388
Housing & Home Improvement
5,554 -5 -0.1% $1.04T 223
Defense Modernization
5,427 +8 +0.1% $1.24T 163
GLP-1 & Obesity
5,365 +8 +0.1% $1.31T 92
Electric Vehicles
4,775 -254 -5% $693B 124
Electrification & Grid
4,747 -270 -5% $658B 59
Infrastructure & Construction
4,707 -100 -2% $619B 127
Cybersecurity
4,698 -74 -2% $601B 85
Housing & Home Improvement
Home & Garden Retail
4,645 -76 -2% $440B 30
Autonomous Driving
4,324 -254 -6% $577B 53
Defense Modernization
Defense Tech & C4ISR
4,296 +65 +2% $465B 53
Pet Economy
4,291 -142 -3% $449B 34
Genomics & Gene Editing
4,243 -54 -1% $549B 199
Digital Health & Telemedicine
4,219 -27 -0.6% $530B 84
Small Business Economy
4,211 -45 -1% $604B 58
Nuclear Energy
4,199 +18 +0.4% $483B 61
Clean Energy
4,071 -26 -0.6% $312B 134
Sin Stocks
4,039 +65 +2% $446B 78
Data Centers & Digital Infrastructure
4,025 -84 -2% $536B 78
Robotics & Automation
3,966 -134 -3% $330B 83
Health & Wellness
3,942 +83 +2% $276B 78
Artificial Intelligence
Agentic AI
3,862 -77 -2% $470B 13
Electrification & Grid
Energy Storage
3,723 -344 -8% $409B 26
Oil & Gas
LNG
3,676 -24 -0.6% $340B 32
Energy Efficiency
3,668 -90 -2% $332B 31
Defense Modernization
Munitions Restocking
3,446 +55 +2% $255B 11
Robotics & Automation
Industrial Automation
3,427 -115 -3% $218B 16
Semiconductors
Semicap & Lithography
3,410 -20 -0.6% $322B 21
Quantum Computing
3,396 +147 +5% $150B 19
Space Economy
3,384 -73 -2% $181B 64
Water
3,369 +2 +0.1% $319B 67
Agriculture & Food Technology
3,361 +36 +1% $237B 79
Semiconductors
Analog & Power Semis
3,283 -49 -1% $327B 27
Sin Stocks
Tobacco & Nicotine
3,144 +182 +6% $274B 13
Reuse, Repair & Circular Economy
3,064 -17 -0.6% $229B 68
Electrification & Grid
Grid Equipment
2,974 -38 -1% $166B 10
Copper & Industrial Metals
2,972 -34 -1% $191B 79
Digital Assets
2,929 -129 -4% $162B 160
Artificial Intelligence
AI Inference Silicon
2,844 +5 +0.2% $129B 7
Artificial Intelligence
AI Software & Applications
2,809 +139 +5% $175B 85
Online Travel & Experiences
2,756 -19 -0.7% $261B 32
Semiconductors
Advanced Packaging
2,696 -27 -1% $150B 10
Robotics & Automation
Warehouse & Logistics Robotics
2,691 -91 -3% $110B 3
Longevity & Aging Population
2,658 +63 +2% $273B 60
E-Commerce
Food Delivery
2,643 +224 +9% $269B 12
Oil & Gas
Oilfield Services
2,633 +3 +0.1% $193B 88
Gold & Precious Metals
2,600 +108 +4% $228B 133
Data Centers & Digital Infrastructure
Power for AI
2,596 -75 -3% $133B 22
Gold & Precious Metals
Gold & Silver Miners
2,570 +108 +4% $226B 124
Artificial Intelligence
AI Memory & HBM
2,539 +91 +4% $166B 12
Agriculture & Food Technology
Precision Agriculture
2,459 +42 +2% $98.4B 4
Genomics & Gene Editing
Gene Therapy
2,437 -13 -0.5% $70.1B 131
Defense Modernization
Drones & Counter-Drone
2,420 +25 +1% $130B 30
Housing & Home Improvement
Homebuilders
2,324 -83 -3% $168B 45
Cybersecurity
Agentic AI Security
2,309 +13 +0.6% $98.3B 2
Autonomous Driving
Ride-Hailing & Shared Mobility
2,308 +208 +10% $143B 14
Defense Modernization
Military Shipbuilding
2,212 -19 -0.9% $91.5B 6
Water
Water Infrastructure
2,166 -2 -0.1% $125B 17
Digital Assets
Stablecoin Infrastructure
2,152 -135 -6% $67.7B 9
Carbon & Pollution Control
2,147 -34 -2% $75B 23
Sin Stocks
Alcohol
2,117 -161 -7% $62.8B 24
Clean Energy
Wind
2,038 +40 +2% $66B 9
Clean Energy
Hydrogen & Fuel Cells
1,996 -32 -2% $65.2B 13
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,965 -46 -2% $149B 19
Luxury & Affluent Consumer
1,886 +8 +0.4% $84.5B 40
GLP-1 & Obesity
Obesity Second-Order Effects
1,848 -40 -2% $73.9B 26
Sin Stocks
Casinos
1,806 -31 -2% $102B 24
3D Printing & Additive Manufacturing
1,639 -14 -0.8% $42B 20
Digital Payments & Fintech
Neobanks
1,626 +16 +1% $58.1B 25
Electrification & Grid
Transmission Buildout
1,603 -30 -2% $47.2B 6
Cloud Computing
Edge Computing
1,576 +2 +0.1% $59.3B 11
Sports Betting & iGaming
1,554 -23 -1% $77.1B 29
Artificial Intelligence
Chinese AI
1,528 +207 +16% $54.3B 14
Future of Education
1,518 +15 +1% $64.7B 77
Reshoring & American Manufacturing
1,507 -44 -3% $52.2B 20
Clean Energy
Solar
1,499 -53 -3% $38.4B 54
Electric Vehicles
EV Charging Infrastructure
1,471 +42 +3% $16.9B 21
Data Centers & Digital Infrastructure
Liquid Cooling
1,443 -47 -3% $38.1B 9
Internet of Things
Smart Home
1,411 -32 -2% $32B 17
Streaming & Digital Media
News Media
1,401 +58 +4% $54.8B 26
Digital Assets
Corporate Crypto Treasuries
1,341 -10 -0.7% $43.9B 63
Semiconductors
Photonics & Optical Interconnect
1,287 -72 -5% $38.1B 20
Lithium & Battery Materials
1,259 -106 -8% $11.7B 47
Water
Sanitation
1,239 +48 +4% $35.9B 8
Nuclear Energy
Uranium Mining & Enrichment
1,227 -36 -3% $18.6B 20
Cybersecurity
Identity Security
1,215 +10 +0.8% $44.3B 15
Agriculture & Food Technology
Plant-Based Foods
1,154 -34 -3% $22.9B 17
Critical Minerals & Rare Earths
1,107 -28 -2% $11.3B 60
Cannabis
1,016 -75 -7% $4.06B 52
Digital Assets
Crypto Exchanges
1,011 -32 -3% $19.9B 7
Nuclear Energy
Small Modular Reactors
993 +1 +0.1% $14.5B 12
Digital Assets
Bitcoin Miners
863 -4 -0.5% $9.64B 40
Digital Payments & Fintech
Buy Now Pay Later
804 -13 -2% $18.4B 13
Space Economy
Satellite Communications
777 -34 -4% $12.9B 16
Sin Stocks
Firearms
611 -87 -12% $4.13B 12
Infrastructure & Construction
Green Building
498 -26 -5% $7.05B 5
Space Economy
Launch Services
417 +18 +5% $4.53B 5
Space Economy
Earth Observation
295 +28 +10% $1B 6
Virtual & Augmented Reality
270 +14 +5% $376M 20
Robotics & Automation
Humanoid Robotics
207 +14 +7% $2.81B 5
Cybersecurity
Post-Quantum Cryptography
70 +24 +52% $19M 6