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Thematic

Grayscale·1 of 18 funds·0% of Grayscale’s moneyIn the market’s Thematic bucket: 268 ETFs · $388B · +20.0% YTD

Data as of Nov 5, 2026 · a scoreboard, not advice

1Y record
0–1
Made money
0%
Assets
$7.2M
Share of Thematic
0%

Story of the Week

Week of Nov 2, 2026
SMH$65.8BSOXX$44.3BDRAM$18.7BCIBR$16.8BPAVE$14.1BIGV$12.8BITA$12.5BBAI$11.9BGRID$11.1BIGF$10.9BThematic ETFs · current AUMGrayscale · 0 funds$0iShares · 5 funds$92.3BThe 10 Largest Thematic ETFsTodayGrayscale funds in gold0 of 10are Grayscale’s
02 / 03

Grayscale’s Total Thematic Funds

1Y
1 funds · 0% made money new: under a year old
Lost money$7.2M
Grayscale thematic ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

Grayscale in Thematic

Today
Grayscale $7.2MEveryone else $388B

Grayscale holds 0% of Thematic AUM

Grayscale ETFs · current holdings · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Grayscale’s Thematic Funds vs AUM

Today
0%of the funds0%of the AUM
Thematic ETFsFundsAUM
Grayscale1 · 0%$7.2M · 0%
Everyone else267 · 100%$388B · 100%
Thematic ETFs · current AUM · as of Nov 5, 2026 · 268 funds
@TheETFTracker·theetftracker.com

Top 1 Grayscale Thematic ETFs

Today
$7.2M of $7.2M
#FundAUM ▼1YFee
1GCPUAI Compute$7.2M−55.1%$0.59
Grayscale thematic ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Thematic Names

GCPU vs SMH

YTD
Grayscale · $7.2M
−27.2%
VanEck · $65.8B
+40.0%
Jan 1Nov 4−27.2%+40.0%
−55.1%Past year+38.2%
$7.2MAssets$65.8B
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

GBTC vs GCPU

1Y
Grayscale · $9.7B
−26.0%
Grayscale · $7.2M
−55.1%
Nov 4, 2025Nov 4, 2026−26.0%−55.1%
−9.6%Year to date−27.2%
1.50%Fee0.59%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

The Year in Grayscale Thematic ETFs

Grayscale’s Thematic ETF Record

1Y
0–1made money · lost
of 1 with a full year
0%all ETFs 78%
Each bar is one fund · 1Y return
1 lost0 made money
Grayscale thematic ETFs · past-year returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Grayscale’s Thematic ETF Fees

Today
$0.59per $100 a year, typical
Funds at each fee · per $100 a year
1 fund at $0.59$7.2M · 100% of the money
Grayscale thematic ETFs · current fees · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Inside Thematic

Largest ETFs in Each Theme

YTD
ThemeFunds3 biggestMoneyAssetsYTD
AI & semis100SMH · SOXX · DRAM$171B+37.9%
Infrastructure39PAVE · GRID · IGF$57.8B+12.2%
Disruptive tech26IGV · BAI · IGM$50.6B+7.4%
Defense & space33ITA · PPA · SHLD$40.6B−2.0%
Cyber & cloud15CIBR · HACK · SKYY$27.9B+37.9%
China25MCHI · KWEB · FXI$18.6B−16.3%
Nuclear & uranium10URA · NLR · URNM$10.3B−24.9%
Quantum5QTUM · WQTM · QTUP$5.2B+18.8%
Clean energy & EV15ICLN · LIT · TAN$5.1B−3.0%
Bold Grayscale fund among the theme’s 3 biggestWhole themeYTD asset-weighted
Thematic ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026
@TheETFTracker·theetftracker.com