Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
7,405 +590 +9% $13T 264
E-Commerce
7,356 +565 +8% $5.64T 240
SaaS & Enterprise Software
7,287 +564 +8% $6.5T 266
Digital Payments & Fintech
7,258 +585 +9% $4.62T 148
E-Commerce
Marketplaces
7,223 +566 +9% $5.25T 106
Cloud Computing
7,141 +569 +9% $7.51T 64
Streaming & Digital Media
7,048 +567 +9% $4.97T 120
Semiconductors
6,967 +561 +9% $7.41T 178
Social Media & Creator Economy
6,917 +524 +8% $6.41T 45
Internet of Things
6,719 +512 +8% $3.07T 99
Video Games & Esports
6,652 +491 +8% $2.94T 55
Oil & Gas
6,308 +432 +7% $2.13T 361
Internet of Things
Wearables
6,305 +531 +9% $2.66T 21
Medical Devices & Diagnostics
6,229 +461 +8% $2T 342
Immunotherapy & Oncology
6,122 +478 +8% $1.77T 388
Defense Modernization
6,095 +419 +7% $1.74T 163
Housing & Home Improvement
5,914 +282 +5% $1.06T 223
GLP-1 & Obesity
5,795 +509 +10% $1.51T 92
Electrification & Grid
5,542 +413 +8% $1.15T 59
Electric Vehicles
5,503 +435 +9% $1.11T 124
Infrastructure & Construction
5,304 +408 +8% $880B 127
Autonomous Driving
5,145 +392 +8% $938B 53
Cybersecurity
5,138 +310 +6% $727B 85
Defense Modernization
Defense Tech & C4ISR
5,049 +364 +8% $734B 53
Nuclear Energy
4,840 +301 +7% $691B 61
Housing & Home Improvement
Home & Garden Retail
4,804 +169 +4% $446B 30
Clean Energy
4,630 +302 +7% $466B 134
Data Centers & Digital Infrastructure
4,587 +292 +7% $725B 78
Electrification & Grid
Energy Storage
4,512 +380 +9% $747B 26
Pet Economy
4,493 +335 +8% $461B 34
Genomics & Gene Editing
4,465 +302 +7% $700B 199
Artificial Intelligence
Agentic AI
4,377 +239 +6% $599B 13
Robotics & Automation
4,333 +269 +7% $412B 83
Small Business Economy
4,313 +137 +3% $579B 58
Sin Stocks
4,149 +124 +3% $441B 78
Semiconductors
Semicap & Lithography
4,120 +394 +11% $629B 21
Health & Wellness
4,050 +106 +3% $258B 78
Digital Health & Telemedicine
4,017 +105 +3% $363B 84
Defense Modernization
Munitions Restocking
3,979 +256 +7% $342B 11
Quantum Computing
3,915 +305 +8% $196B 19
Energy Efficiency
3,861 +154 +4% $355B 31
Space Economy
3,817 +259 +7% $252B 64
Oil & Gas
LNG
3,790 +175 +5% $360B 32
Robotics & Automation
Industrial Automation
3,698 +202 +6% $258B 16
Artificial Intelligence
AI Software & Applications
3,678 +216 +6% $436B 85
Electrification & Grid
Grid Equipment
3,657 +203 +6% $260B 10
Artificial Intelligence
AI Memory & HBM
3,497 +575 +20% $488B 12
Agriculture & Food Technology
3,482 +141 +4% $243B 79
Semiconductors
Analog & Power Semis
3,482 +153 +5% $408B 27
Water
3,452 +62 +2% $314B 67
Semiconductors
Advanced Packaging
3,383 +328 +11% $261B 10
Copper & Industrial Metals
3,375 +375 +13% $285B 79
Sin Stocks
Tobacco & Nicotine
3,341 +121 +4% $286B 13
Digital Assets
3,326 +67 +2% $257B 160
Gold & Precious Metals
3,274 +283 +9% $451B 133
Gold & Precious Metals
Gold & Silver Miners
3,239 +282 +10% $446B 124
Reuse, Repair & Circular Economy
3,152 +143 +5% $268B 68
Artificial Intelligence
AI Inference Silicon
3,063 +207 +7% $147B 7
E-Commerce
Food Delivery
3,040 +61 +2% $303B 12
Data Centers & Digital Infrastructure
Power for AI
3,028 +154 +5% $182B 22
Online Travel & Experiences
2,911 +139 +5% $304B 32
Clean Energy
Wind
2,888 +271 +10% $139B 9
Robotics & Automation
Warehouse & Logistics Robotics
2,787 +75 +3% $106B 3
Defense Modernization
Drones & Counter-Drone
2,763 +140 +5% $166B 30
Longevity & Aging Population
2,748 +125 +5% $312B 60
Autonomous Driving
Ride-Hailing & Shared Mobility
2,742 +90 +3% $163B 14
Oil & Gas
Oilfield Services
2,734 +179 +7% $207B 88
Defense Modernization
Military Shipbuilding
2,650 +167 +7% $126B 6
Genomics & Gene Editing
Gene Therapy
2,592 +168 +7% $91.3B 131
Agriculture & Food Technology
Precision Agriculture
2,588 +140 +6% $99.8B 4
Cybersecurity
Agentic AI Security
2,569 +94 +4% $118B 2
Carbon & Pollution Control
2,500 +131 +6% $101B 23
Housing & Home Improvement
Homebuilders
2,470 -11 -0.4% $168B 45
Digital Assets
Stablecoin Infrastructure
2,224 -44 -2% $84.8B 9
Water
Water Infrastructure
2,219 +58 +3% $120B 17
Clean Energy
Hydrogen & Fuel Cells
2,097 +51 +2% $73.3B 13
Luxury & Affluent Consumer
2,069 +113 +6% $104B 40
Data Centers & Digital Infrastructure
Interconnect & Colocation
2,040 +41 +2% $152B 19
Electrification & Grid
Transmission Buildout
1,992 +168 +9% $85.3B 6
Reshoring & American Manufacturing
1,989 +208 +12% $77.5B 20
Digital Payments & Fintech
Neobanks
1,938 +154 +9% $105B 25
GLP-1 & Obesity
Obesity Second-Order Effects
1,933 +183 +10% $60.7B 26
Sin Stocks
Alcohol
1,920 -16 -0.8% $50.1B 24
Sin Stocks
Casinos
1,827 +26 +1% $99.8B 24
Semiconductors
Photonics & Optical Interconnect
1,820 +273 +18% $133B 20
Cloud Computing
Edge Computing
1,786 +52 +3% $98B 11
Clean Energy
Solar
1,732 +161 +10% $68.1B 54
3D Printing & Additive Manufacturing
1,668 +13 +0.8% $46.9B 20
Data Centers & Digital Infrastructure
Liquid Cooling
1,611 +119 +8% $52.8B 9
Nuclear Energy
Uranium Mining & Enrichment
1,593 +107 +7% $43.2B 20
Critical Minerals & Rare Earths
1,580 +171 +12% $26.4B 60
Internet of Things
Smart Home
1,577 +16 +1% $38.7B 17
Artificial Intelligence
Chinese AI
1,560 +1 +0.1% $47.6B 14
Future of Education
1,551 -35 -2% $62.2B 77
Streaming & Digital Media
News Media
1,548 +73 +5% $66.1B 26
Sports Betting & iGaming
1,533 -57 -4% $78.4B 29
Digital Assets
Corporate Crypto Treasuries
1,520 -49 -3% $42.5B 63
Lithium & Battery Materials
1,501 +214 +17% $23.2B 47
Electric Vehicles
EV Charging Infrastructure
1,462 +28 +2% $18.1B 21
Nuclear Energy
Small Modular Reactors
1,447 +77 +6% $33.2B 12
Water
Sanitation
1,358 +21 +2% $42.1B 8
Digital Assets
Crypto Exchanges
1,330 -62 -4% $34.9B 7
Digital Assets
Bitcoin Miners
1,297 +114 +10% $35.1B 40
Cybersecurity
Identity Security
1,273 +12 +1% $50B 15
Agriculture & Food Technology
Plant-Based Foods
1,199 +10 +0.8% $26.2B 17
Space Economy
Satellite Communications
1,126 +208 +23% $37.9B 16
Digital Payments & Fintech
Buy Now Pay Later
1,026 +58 +6% $32.7B 13
Cannabis
1,020 -13 -1% $4.69B 52
Space Economy
Launch Services
833 +161 +24% $19.2B 5
Sin Stocks
Firearms
616 +5 +0.8% $3.22B 12
Infrastructure & Construction
Green Building
466 -34 -7% $3.77B 5
Space Economy
Earth Observation
439 +70 +19% $4.8B 6
Virtual & Augmented Reality
273 +7 +3% $496M 20
Robotics & Automation
Humanoid Robotics
253 +16 +7% $2.39B 5
Cybersecurity
Post-Quantum Cryptography
194 +41 +27% $215M 6