Theme Funds
holding
Growth Growth % Total
invested
Stocks
Artificial Intelligence
7,394 -11 -0.1% $11.3T 264
E-Commerce
7,320 -36 -0.5% $5.08T 240
E-Commerce
Marketplaces
7,196 -27 -0.4% $4.76T 106
Digital Payments & Fintech
7,180 -78 -1% $4.04T 148
SaaS & Enterprise Software
7,140 -147 -2% $5.01T 266
Cloud Computing
7,103 -38 -0.5% $6.31T 64
Streaming & Digital Media
6,992 -56 -0.8% $4.51T 120
Semiconductors
6,983 +16 +0.2% $7.42T 178
Social Media & Creator Economy
6,849 -68 -1% $5.3T 45
Internet of Things
6,699 -20 -0.3% $2.81T 99
Video Games & Esports
6,536 -116 -2% $2.21T 55
Oil & Gas
6,514 +206 +3% $2.9T 361
Internet of Things
Wearables
6,285 -20 -0.3% $2.45T 21
Medical Devices & Diagnostics
6,219 -10 -0.2% $1.83T 342
Immunotherapy & Oncology
6,119 -3 -0% $1.99T 388
Defense Modernization
6,116 +21 +0.3% $1.75T 163
Housing & Home Improvement
5,874 -40 -0.7% $1T 223
GLP-1 & Obesity
5,691 -104 -2% $1.48T 92
Electrification & Grid
5,569 +27 +0.5% $1.11T 59
Infrastructure & Construction
5,491 +187 +4% $998B 127
Electric Vehicles
5,374 -129 -2% $960B 124
Defense Modernization
Defense Tech & C4ISR
5,072 +23 +0.5% $741B 53
Cybersecurity
5,040 -98 -2% $657B 85
Autonomous Driving
5,009 -136 -3% $773B 53
Nuclear Energy
5,000 +160 +3% $736B 61
Clean Energy
4,925 +295 +6% $602B 134
Housing & Home Improvement
Home & Garden Retail
4,767 -37 -0.8% $421B 30
Data Centers & Digital Infrastructure
4,700 +113 +2% $843B 78
Pet Economy
4,538 +45 +1% $468B 34
Robotics & Automation
4,423 +90 +2% $442B 83
Semiconductors
Semicap & Lithography
4,388 +268 +7% $786B 21
Genomics & Gene Editing
4,384 -81 -2% $614B 199
Electrification & Grid
Energy Storage
4,383 -129 -3% $611B 26
Artificial Intelligence
Agentic AI
4,166 -211 -5% $438B 13
Sin Stocks
4,163 +14 +0.3% $453B 78
Oil & Gas
LNG
4,063 +273 +7% $500B 32
Defense Modernization
Munitions Restocking
4,059 +80 +2% $375B 11
Space Economy
4,011 +194 +5% $307B 64
Small Business Economy
3,999 -314 -7% $438B 58
Electrification & Grid
Grid Equipment
3,988 +331 +9% $324B 10
Energy Efficiency
3,930 +69 +2% $382B 31
Health & Wellness
3,888 -162 -4% $219B 78
Artificial Intelligence
AI Memory & HBM
3,808 +311 +9% $604B 12
Robotics & Automation
Industrial Automation
3,801 +103 +3% $284B 16
Digital Health & Telemedicine
3,781 -236 -6% $297B 84
Quantum Computing
3,738 -177 -5% $157B 19
Agriculture & Food Technology
3,652 +170 +5% $289B 79
Semiconductors
Analog & Power Semis
3,631 +149 +4% $463B 27
Semiconductors
Advanced Packaging
3,583 +200 +6% $287B 10
Artificial Intelligence
AI Software & Applications
3,559 -119 -3% $307B 85
Copper & Industrial Metals
3,552 +177 +5% $312B 79
Water
3,425 -27 -0.8% $300B 67
Gold & Precious Metals
3,410 +136 +4% $493B 133
Sin Stocks
Tobacco & Nicotine
3,404 +63 +2% $305B 13
Gold & Precious Metals
Gold & Silver Miners
3,372 +133 +4% $488B 124
Clean Energy
Wind
3,198 +310 +11% $182B 9
Data Centers & Digital Infrastructure
Power for AI
3,179 +151 +5% $212B 22
Reuse, Repair & Circular Economy
3,155 +3 +0.1% $268B 68
Digital Assets
3,102 -224 -7% $208B 160
Oil & Gas
Oilfield Services
3,007 +273 +10% $287B 88
Defense Modernization
Drones & Counter-Drone
2,925 +162 +6% $195B 30
Robotics & Automation
Warehouse & Logistics Robotics
2,906 +119 +4% $121B 3
E-Commerce
Food Delivery
2,895 -145 -5% $229B 12
Carbon & Pollution Control
2,819 +319 +13% $150B 23
Artificial Intelligence
AI Inference Silicon
2,809 -254 -8% $111B 7
Longevity & Aging Population
2,804 +56 +2% $313B 60
Online Travel & Experiences
2,775 -136 -5% $247B 32
Defense Modernization
Military Shipbuilding
2,748 +98 +4% $136B 6
Agriculture & Food Technology
Precision Agriculture
2,724 +136 +5% $116B 4
Genomics & Gene Editing
Gene Therapy
2,660 +68 +3% $95.1B 131
Autonomous Driving
Ride-Hailing & Shared Mobility
2,595 -147 -5% $136B 14
Cybersecurity
Agentic AI Security
2,512 -57 -2% $111B 2
Housing & Home Improvement
Homebuilders
2,434 -36 -1% $154B 45
Clean Energy
Hydrogen & Fuel Cells
2,249 +152 +7% $92.3B 13
Electrification & Grid
Transmission Buildout
2,148 +156 +8% $110B 6
Data Centers & Digital Infrastructure
Interconnect & Colocation
2,133 +93 +5% $182B 19
Reshoring & American Manufacturing
2,131 +142 +7% $99.2B 20
Water
Water Infrastructure
2,130 -89 -4% $106B 17
Semiconductors
Photonics & Optical Interconnect
2,105 +285 +16% $191B 20
Luxury & Affluent Consumer
2,030 -39 -2% $94B 40
Digital Assets
Stablecoin Infrastructure
1,975 -249 -11% $66.3B 9
Cloud Computing
Edge Computing
1,873 +87 +5% $108B 11
Digital Payments & Fintech
Neobanks
1,872 -66 -3% $85.8B 25
Sin Stocks
Alcohol
1,869 -51 -3% $50.6B 24
GLP-1 & Obesity
Obesity Second-Order Effects
1,831 -102 -5% $57.4B 26
Sin Stocks
Casinos
1,791 -36 -2% $90.9B 24
Critical Minerals & Rare Earths
1,731 +151 +10% $34.1B 60
Clean Energy
Solar
1,727 -5 -0.3% $71.7B 54
Data Centers & Digital Infrastructure
Liquid Cooling
1,677 +66 +4% $60.8B 9
3D Printing & Additive Manufacturing
1,664 -4 -0.2% $48.5B 20
Nuclear Energy
Uranium Mining & Enrichment
1,660 +67 +4% $49.4B 20
Internet of Things
Smart Home
1,592 +15 +1% $38.2B 17
Electric Vehicles
EV Charging Infrastructure
1,581 +119 +8% $22.6B 21
Lithium & Battery Materials
1,573 +72 +5% $28.8B 47
Future of Education
1,526 -25 -2% $59B 77
Streaming & Digital Media
News Media
1,493 -55 -4% $59.6B 26
Artificial Intelligence
Chinese AI
1,486 -74 -5% $38.9B 14
Digital Assets
Corporate Crypto Treasuries
1,483 -37 -2% $39.5B 63
Nuclear Energy
Small Modular Reactors
1,475 +28 +2% $36B 12
Sports Betting & iGaming
1,389 -144 -9% $48B 29
Digital Assets
Bitcoin Miners
1,364 +67 +5% $35.9B 40
Water
Sanitation
1,361 +3 +0.2% $37.8B 8
Space Economy
Satellite Communications
1,299 +173 +15% $48.9B 16
Agriculture & Food Technology
Plant-Based Foods
1,285 +86 +7% $31.4B 17
Digital Assets
Crypto Exchanges
1,239 -91 -7% $26.4B 7
Digital Payments & Fintech
Buy Now Pay Later
1,019 -7 -0.7% $24.3B 13
Cannabis
992 -28 -3% $4.74B 52
Cybersecurity
Identity Security
989 -284 -22% $25.2B 15
Space Economy
Launch Services
879 +46 +6% $18.6B 5
Sin Stocks
Firearms
648 +32 +5% $4.8B 12
Space Economy
Earth Observation
582 +143 +33% $9.91B 6
Infrastructure & Construction
Green Building
455 -11 -2% $3.93B 5
Virtual & Augmented Reality
294 +21 +8% $466M 20
Robotics & Automation
Humanoid Robotics
257 +4 +2% $2.08B 5
Cybersecurity
Post-Quantum Cryptography
194 0 0% $177M 6
Artificial Intelligence
Sovereign AI
28 +28 – $107M 1