Themes With The Most
Capital Flowing In

Funds Holding Holding in Top 10 Capital Flow

New Positions Closed Positions Increased Positions Reduced Positions

Call Options Put Options

3D Printing & Additive Manufacturing

Agriculture & Food Technology

Artificial Intelligence

Autonomous Driving

Cannabis

Carbon & Pollution Control

Clean Energy

Cloud Computing

Copper & Industrial Metals

Critical Minerals & Rare Earths

Cybersecurity

Data Centers & Digital Infrastructure

Defense Modernization

Digital Assets

Digital Health & Telemedicine

Digital Payments & Fintech

E-Commerce

Electric Vehicles

Electrification & Grid

Energy Efficiency

Future of Education

Genomics & Gene Editing

GLP-1 & Obesity

Gold & Precious Metals

Health & Wellness

Housing & Home Improvement

Immunotherapy & Oncology

Infrastructure & Construction

Internet of Things

Lithium & Battery Materials

Longevity & Aging Population

Luxury & Affluent Consumer

Medical Devices & Diagnostics

Nuclear Energy

Oil & Gas

Online Travel & Experiences

Pet Economy

Quantum Computing

Reshoring & American Manufacturing

Reuse, Repair & Circular Economy

Robotics & Automation

SaaS & Enterprise Software

Semiconductors

Sin Stocks

Small Business Economy

Social Media & Creator Economy

Space Economy

Sports Betting & iGaming

Streaming & Digital Media

Video Games & Esports

Virtual & Augmented Reality

Water

Oil & Gas

361 stocks · 2 sub-themes

net capital flow

$1.33T inflow $0 outflow

Artificial Intelligence

264 stocks · 6 sub-themes

net capital flow

$842B inflow $0 outflow

Cloud Computing

64 stocks · 1 sub-theme

net capital flow

$730B inflow $0 outflow

Immunotherapy & Oncology

net capital flow

$722B inflow $0 outflow

SaaS & Enterprise Software

net capital flow

$689B inflow $0 outflow

Medical Devices & Diagnostics

net capital flow

$564B inflow $0 outflow

E-Commerce

240 stocks · 2 sub-themes

net capital flow

$556B inflow $0 outflow

Streaming & Digital Media

120 stocks · 1 sub-theme

net capital flow

$547B inflow $0 outflow

Digital Payments & Fintech

148 stocks · 2 sub-themes

net capital flow

$546B inflow $0 outflow

Marketplaces

net capital flow

$480B inflow $0 outflow

Defense Modernization

163 stocks · 4 sub-themes

net capital flow

$468B inflow $0 outflow

Semiconductors

178 stocks · 4 sub-themes

net capital flow

$461B inflow $0 outflow

GLP-1 & Obesity

92 stocks · 1 sub-theme

net capital flow

$380B inflow $0 outflow

Internet of Things

99 stocks · 2 sub-themes

net capital flow

$367B inflow $0 outflow

Housing & Home Improvement

223 stocks · 2 sub-themes

net capital flow

$334B inflow $0 outflow

Sin Stocks

78 stocks · 4 sub-themes

net capital flow

$244B inflow $0 outflow

Internet of Things

Wearables

net capital flow

$242B inflow $0 outflow

Video Games & Esports

net capital flow

$221B inflow $0 outflow

Oilfield Services

net capital flow

$215B inflow $0 outflow

Pet Economy

net capital flow

$208B inflow $0 outflow

Housing & Home Improvement

Home & Garden Retail

net capital flow

$158B inflow $0 outflow

Tobacco & Nicotine

net capital flow

$154B inflow $0 outflow

Infrastructure & Construction

127 stocks · 1 sub-theme

net capital flow

$150B inflow $0 outflow

Cybersecurity

85 stocks · 3 sub-themes

net capital flow

$148B inflow $0 outflow

Electric Vehicles

124 stocks · 1 sub-theme

net capital flow

$146B inflow $0 outflow

Genomics & Gene Editing

199 stocks · 1 sub-theme

net capital flow

$135B inflow $0 outflow

Robotics & Automation

83 stocks · 3 sub-themes

net capital flow

$132B inflow $0 outflow

Quantum Computing

net capital flow

$132B inflow $0 outflow

Defense Modernization

Defense Tech & C4ISR

net capital flow

$125B inflow $0 outflow

Data Centers & Digital Infrastructure

78 stocks · 3 sub-themes

net capital flow

$113B inflow $0 outflow

Nuclear Energy

61 stocks · 2 sub-themes

net capital flow

$113B inflow $0 outflow

Copper & Industrial Metals

net capital flow

$104B inflow $0 outflow

Energy Efficiency

net capital flow

$103B inflow $0 outflow

Water

67 stocks · 2 sub-themes

net capital flow

$102B inflow $0 outflow

Robotics & Automation

Industrial Automation

net capital flow

$99.7B inflow $0 outflow

Agriculture & Food Technology

79 stocks · 2 sub-themes

net capital flow

$99.4B inflow $0 outflow

Clean Energy

134 stocks · 3 sub-themes

net capital flow

$97.7B inflow $0 outflow

Defense Modernization

Munitions Restocking

net capital flow

$96.8B inflow $0 outflow

Reuse, Repair & Circular Economy

net capital flow

$96B inflow $0 outflow

LNG

net capital flow

$95.6B inflow $0 outflow

Digital Health & Telemedicine

net capital flow

$93B inflow $0 outflow

Artificial Intelligence

AI Inference Silicon

net capital flow

$85.2B inflow $0 outflow

Longevity & Aging Population

net capital flow

$81.8B inflow $0 outflow

Carbon & Pollution Control

net capital flow

$79.1B inflow $0 outflow

Small Business Economy

net capital flow

$75.9B inflow $0 outflow

Gold & Precious Metals

133 stocks · 1 sub-theme

net capital flow

$71.6B inflow $0 outflow

Gold & Precious Metals

Gold & Silver Miners

net capital flow

$71B inflow $0 outflow

Health & Wellness

net capital flow

$70.5B inflow $0 outflow

Analog & Power Semis

net capital flow

$67.8B inflow $0 outflow

Online Travel & Experiences

net capital flow

$65.9B inflow $0 outflow

Space Economy

64 stocks · 3 sub-themes

net capital flow

$62.6B inflow $0 outflow

Luxury & Affluent Consumer

net capital flow

$61.8B inflow $0 outflow

Electrification & Grid

59 stocks · 3 sub-themes

net capital flow

$50.6B inflow $0 outflow

Robotics & Automation

Warehouse & Logistics Robotics

net capital flow

$49.4B inflow $0 outflow

3D Printing & Additive Manufacturing

net capital flow

$47.9B inflow $0 outflow

Semicap & Lithography

net capital flow

$43.9B inflow $0 outflow

Housing & Home Improvement

Homebuilders

net capital flow

$43.9B inflow $0 outflow

Casinos

net capital flow

$43.1B inflow $0 outflow

Alcohol

net capital flow

$40.3B inflow $0 outflow

GLP-1 & Obesity

Obesity Second-Order Effects

net capital flow

$37.9B inflow $0 outflow

Artificial Intelligence

Agentic AI

net capital flow

$33.2B inflow $0 outflow

Data Centers & Digital Infrastructure

Interconnect & Colocation

net capital flow

$32.8B inflow $0 outflow

Defense Modernization

Military Shipbuilding

net capital flow

$29.7B inflow $0 outflow

Data Centers & Digital Infrastructure

Power for AI

net capital flow

$29.1B inflow $0 outflow

Water Infrastructure

net capital flow

$27B inflow $0 outflow

Electrification & Grid

Grid Equipment

net capital flow

$26.2B inflow $0 outflow

Agriculture & Food Technology

Precision Agriculture

net capital flow

$24.3B inflow $0 outflow

Autonomous Driving

53 stocks · 1 sub-theme

net capital flow

$23.7B inflow $0 outflow

Defense Modernization

Drones & Counter-Drone

net capital flow

$23.2B inflow $0 outflow

Advanced Packaging

net capital flow

$22.1B inflow $0 outflow

Genomics & Gene Editing

Gene Therapy

net capital flow

$20.9B inflow $0 outflow

Artificial Intelligence

Chinese AI

net capital flow

$20.3B inflow $0 outflow

Electric Vehicles

EV Charging Infrastructure

net capital flow

$20.2B inflow $0 outflow

Artificial Intelligence

AI Memory & HBM

net capital flow

$19.7B inflow $0 outflow

Future of Education

net capital flow

$19.5B inflow $0 outflow

Hydrogen & Fuel Cells

net capital flow

$16.9B inflow $0 outflow

Agriculture & Food Technology

Plant-Based Foods

net capital flow

$16.2B inflow $0 outflow

Reshoring & American Manufacturing

net capital flow

$15.3B inflow $0 outflow

Streaming & Digital Media

News Media

net capital flow

$14.3B inflow $0 outflow

Data Centers & Digital Infrastructure

Liquid Cooling

net capital flow

$12.3B inflow $0 outflow

Digital Assets

160 stocks · 4 sub-themes

net capital flow

$9.76B inflow $0 outflow

Lithium & Battery Materials

net capital flow

$9.15B inflow $0 outflow

Electrification & Grid

Transmission Buildout

net capital flow

$8.33B inflow $0 outflow

Artificial Intelligence

AI Software & Applications

net capital flow

$7.76B inflow $0 outflow

Electrification & Grid

Energy Storage

net capital flow

$7.75B inflow $0 outflow

Cloud Computing

Edge Computing

net capital flow

$6.73B inflow $0 outflow

Photonics & Optical Interconnect

net capital flow

$6.52B inflow $0 outflow

Critical Minerals & Rare Earths

net capital flow

$6.11B inflow $0 outflow

Corporate Crypto Treasuries

net capital flow

$5.95B inflow $0 outflow

Sports Betting & iGaming

net capital flow

$5.31B inflow $0 outflow

Sanitation

net capital flow

$4.77B inflow $0 outflow

Satellite Communications

net capital flow

$4.71B inflow $0 outflow

Solar

net capital flow

$4.62B inflow $0 outflow

Uranium Mining & Enrichment

net capital flow

$4.52B inflow $0 outflow

Small Modular Reactors

net capital flow

$4.37B inflow $0 outflow

Internet of Things

Smart Home

net capital flow

$4.34B inflow $0 outflow

Digital Payments & Fintech

Buy Now Pay Later

net capital flow

$3.62B inflow $0 outflow

Firearms

net capital flow

$2.95B inflow $0 outflow

Agentic AI Security

net capital flow

$2.63B inflow $0 outflow

Cannabis

net capital flow

$2.1B inflow $0 outflow

Digital Payments & Fintech

Neobanks

net capital flow

$1.53B inflow $0 outflow

Infrastructure & Construction

Green Building

net capital flow

$1.06B inflow $0 outflow

Launch Services

net capital flow

$1.01B inflow $0 outflow

Virtual & Augmented Reality

net capital flow

$262M inflow $0 outflow

Identity Security

net capital flow

$237M inflow $0 outflow

Wind

net capital flow

$25.7M inflow $0 outflow

Bitcoin Miners

net capital flow

$13.1M inflow $0 outflow