Market Cap: $119.4 billion Year-to-date performance: up 35% Sub-sector: Semiconductors Theme exposure: MediumMarket Cap: $20.4 billion Year-to-date performance: up 62% Sub-sector: Energy Efficiency - Internet of Things Theme exposure: MediumMarket Cap: $2.61 billion Year-to-date performance: up 36% Sub-sector: Energy Efficiency - Industrials Theme exposure: HighMarket Cap: $1.42 billion Year-to-date performance: up 12% Sub-sector: YieldCo Theme exposure: HighMarket Cap: $786.9 million Year-to-date performance: down 17% Sub-sector: Solar Theme exposure: High