Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
6,812 +24 +0.4% $10.8T 264
E-Commerce
6,795 -18 -0.3% $4.78T 240
SaaS & Enterprise Software
6,709 +26 +0.4% $6.51T 266
Digital Payments & Fintech
6,666 -21 -0.3% $3.96T 148
E-Commerce
Marketplaces
6,653 -12 -0.2% $4.45T 106
Cloud Computing
6,558 +1 +0% $6.3T 64
Streaming & Digital Media
6,445 +37 +0.6% $3.91T 120
Social Media & Creator Economy
6,401 +54 +0.9% $5.5T 45
Semiconductors
6,387 +95 +2% $5.85T 178
Internet of Things
6,188 +15 +0.2% $2.38T 99
Video Games & Esports
6,135 +63 +1% $2.92T 55
Oil & Gas
5,877 -86 -1% $2.01T 361
Internet of Things
Wearables
5,757 -13 -0.2% $1.99T 21
Medical Devices & Diagnostics
5,756 -24 -0.4% $1.84T 342
Defense Modernization
5,608 +181 +3% $1.51T 163
Immunotherapy & Oncology
5,598 -86 -2% $1.38T 388
Housing & Home Improvement
5,525 -29 -0.5% $1.04T 223
GLP-1 & Obesity
5,302 -63 -1% $1.19T 92
Electrification & Grid
4,958 +211 +4% $870B 59
Electric Vehicles
4,910 +135 +3% $841B 124
Cybersecurity
4,802 +104 +2% $729B 85
Infrastructure & Construction
4,784 +77 +2% $747B 127
Housing & Home Improvement
Home & Garden Retail
4,590 -55 -1% $440B 30
Defense Modernization
Defense Tech & C4ISR
4,546 +250 +6% $579B 53
Autonomous Driving
4,532 +208 +5% $722B 53
Nuclear Energy
4,466 +267 +6% $628B 61
Small Business Economy
4,241 +30 +0.7% $641B 58
Clean Energy
4,230 +159 +4% $385B 134
Data Centers & Digital Infrastructure
4,197 +172 +4% $650B 78
Pet Economy
4,177 -114 -3% $426B 34
Genomics & Gene Editing
4,121 -122 -3% $518B 199
Sin Stocks
4,102 +63 +2% $473B 78
Artificial Intelligence
Agentic AI
4,073 +211 +5% $578B 13
Robotics & Automation
4,035 +69 +2% $375B 83
Health & Wellness
3,957 +15 +0.4% $284B 78
Electrification & Grid
Energy Storage
3,885 +162 +4% $509B 26
Digital Health & Telemedicine
3,881 -338 -8% $369B 84
Energy Efficiency
3,751 +83 +2% $386B 31
Oil & Gas
LNG
3,627 -49 -1% $319B 32
Defense Modernization
Munitions Restocking
3,606 +160 +5% $287B 11
Semiconductors
Semicap & Lithography
3,593 +183 +5% $415B 21
Quantum Computing
3,562 +166 +5% $184B 19
Robotics & Automation
Industrial Automation
3,525 +98 +3% $250B 16
Space Economy
3,456 +72 +2% $200B 64
Agriculture & Food Technology
3,413 +52 +2% $264B 79
Water
3,392 +23 +0.7% $330B 67
Semiconductors
Analog & Power Semis
3,370 +87 +3% $393B 27
Electrification & Grid
Grid Equipment
3,318 +344 +12% $246B 10
Sin Stocks
Tobacco & Nicotine
3,266 +122 +4% $306B 13
Artificial Intelligence
AI Software & Applications
3,213 +404 +14% $265B 85
Digital Assets
3,164 +235 +8% $280B 160
Reuse, Repair & Circular Economy
3,078 +14 +0.5% $246B 68
Copper & Industrial Metals
2,976 +4 +0.1% $201B 79
E-Commerce
Food Delivery
2,896 +253 +10% $337B 12
Semiconductors
Advanced Packaging
2,887 +191 +7% $200B 10
Artificial Intelligence
AI Inference Silicon
2,849 +5 +0.2% $134B 7
Online Travel & Experiences
2,798 +42 +2% $298B 32
Robotics & Automation
Warehouse & Logistics Robotics
2,758 +67 +2% $118B 3
Data Centers & Digital Infrastructure
Power for AI
2,753 +157 +6% $177B 22
Gold & Precious Metals
2,719 +119 +5% $266B 133
Gold & Precious Metals
Gold & Silver Miners
2,687 +117 +5% $263B 124
Artificial Intelligence
AI Memory & HBM
2,686 +147 +6% $230B 12
Longevity & Aging Population
2,592 -66 -2% $267B 60
Oil & Gas
Oilfield Services
2,547 -86 -3% $167B 88
Autonomous Driving
Ride-Hailing & Shared Mobility
2,534 +226 +10% $182B 14
Agriculture & Food Technology
Precision Agriculture
2,518 +59 +2% $108B 4
Defense Modernization
Drones & Counter-Drone
2,515 +95 +4% $148B 30
Clean Energy
Wind
2,474 +436 +21% $114B 9
Cybersecurity
Agentic AI Security
2,414 +105 +5% $120B 2
Genomics & Gene Editing
Gene Therapy
2,413 -24 -1% $68.8B 131
Defense Modernization
Military Shipbuilding
2,357 +145 +7% $108B 6
Housing & Home Improvement
Homebuilders
2,329 +5 +0.2% $163B 45
Digital Assets
Stablecoin Infrastructure
2,283 +131 +6% $116B 9
Water
Water Infrastructure
2,194 +28 +1% $127B 17
Carbon & Pollution Control
2,161 +14 +0.7% $75.1B 23
Sin Stocks
Alcohol
2,019 -98 -5% $56B 24
Data Centers & Digital Infrastructure
Interconnect & Colocation
1,988 +23 +1% $161B 19
Clean Energy
Hydrogen & Fuel Cells
1,986 -10 -0.5% $64.3B 13
Luxury & Affluent Consumer
1,942 +56 +3% $95.4B 40
GLP-1 & Obesity
Obesity Second-Order Effects
1,834 -14 -0.8% $69.4B 26
Sin Stocks
Casinos
1,776 -30 -2% $106B 24
Electrification & Grid
Transmission Buildout
1,738 +135 +8% $71B 6
Digital Payments & Fintech
Neobanks
1,678 +52 +3% $81.7B 25
Reshoring & American Manufacturing
1,671 +164 +11% $64.6B 20
3D Printing & Additive Manufacturing
1,628 -11 -0.7% $45.1B 20
Cloud Computing
Edge Computing
1,624 +48 +3% $89.3B 11
Sports Betting & iGaming
1,596 +42 +3% $96.1B 29
Future of Education
1,565 +47 +3% $72.6B 77
Digital Assets
Corporate Crypto Treasuries
1,483 +142 +11% $67.3B 63
Clean Energy
Solar
1,477 -22 -1% $45.4B 54
Data Centers & Digital Infrastructure
Liquid Cooling
1,470 +27 +2% $44B 9
Internet of Things
Smart Home
1,456 +45 +3% $36.1B 17
Streaming & Digital Media
News Media
1,436 +35 +2% $56.5B 26
Artificial Intelligence
Chinese AI
1,397 -131 -9% $37B 14
Semiconductors
Photonics & Optical Interconnect
1,396 +109 +8% $58B 20
Electric Vehicles
EV Charging Infrastructure
1,387 -84 -6% $15.7B 21
Nuclear Energy
Uranium Mining & Enrichment
1,380 +153 +12% $33.1B 20
Cybersecurity
Identity Security
1,285 +70 +6% $50.5B 15
Digital Assets
Crypto Exchanges
1,267 +256 +25% $48.1B 7
Water
Sanitation
1,265 +26 +2% $37.7B 8
Nuclear Energy
Small Modular Reactors
1,244 +251 +25% $29.4B 12
Lithium & Battery Materials
1,217 -42 -3% $10.6B 47
Critical Minerals & Rare Earths
1,197 +90 +8% $14.5B 60
Agriculture & Food Technology
Plant-Based Foods
1,151 -3 -0.3% $24.8B 17
Cannabis
1,001 -15 -1% $4.64B 52
Digital Assets
Bitcoin Miners
926 +63 +7% $18.4B 40
Digital Payments & Fintech
Buy Now Pay Later
853 +49 +6% $25.1B 13
Space Economy
Satellite Communications
821 +44 +6% $18.1B 16
Sin Stocks
Firearms
598 -13 -2% $3.25B 12
Space Economy
Launch Services
516 +99 +24% $9.64B 5
Infrastructure & Construction
Green Building
487 -11 -2% $6.4B 5
Space Economy
Earth Observation
332 +37 +13% $1.69B 6
Virtual & Augmented Reality
264 -6 -2% $488M 20
Robotics & Automation
Humanoid Robotics
217 +10 +5% $2.29B 5
Cybersecurity
Post-Quantum Cryptography
89 +19 +27% $74M 6