Themes With The Most
Capital Flowing In
Main themes
Sub themes
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
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100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Oil & Gas
| +$1.33T | $0 | $1.35T | 2,684 | 361 |
|
| 2 |
Artificial Intelligence
| +$842B | $0 | $854B | 2,537 | 264 |
|
| 3 |
Cloud Computing
| +$730B | $0 | $736B | 2,378 | 64 |
|
| 4 |
Immunotherapy & Oncology
| +$722B | $0 | $715B | 2,276 | 388 |
|
| 5 |
SaaS & Enterprise Software
| +$689B | $0 | $690B | 2,461 | 266 |
|
| 6 |
Medical Devices & Diagnostics
| +$564B | $0 | $569B | 2,413 | 342 |
|
| 7 |
E-Commerce
| +$556B | $0 | $541B | 2,439 | 240 |
|
| 8 |
Streaming & Digital Media
| +$547B | $0 | $563B | 2,249 | 120 |
|
| 9 |
Digital Payments & Fintech
| +$546B | $0 | $539B | 2,375 | 148 |
|
| 10 |
E-Commerce
Marketplaces
| +$480B | $0 | $463B | 2,296 | 106 |
|
| 11 |
Defense Modernization
| +$468B | $0 | $482B | 2,318 | 163 |
|
| 12 |
Semiconductors
| +$461B | $0 | $483B | 2,406 | 178 |
|
| 13 |
Social Media & Creator Economy
| +$409B | $0 | $426B | 2,208 | 45 |
|
| 14 |
GLP-1 & Obesity
| +$380B | $0 | $365B | 2,150 | 92 |
|
| 15 |
Internet of Things
| +$367B | $0 | $349B | 2,227 | 99 |
|
| 16 |
Housing & Home Improvement
| +$334B | $0 | $340B | 2,278 | 223 |
|
| 17 |
Sin Stocks
| +$244B | $0 | $234B | 1,918 | 78 |
|
| 18 |
Internet of Things
Wearables
| +$242B | $0 | $223B | 1,911 | 21 |
|
| 19 |
Video Games & Esports
| +$221B | $0 | $233B | 2,007 | 55 |
|
| 20 |
Oil & Gas
Oilfield Services
| +$215B | $0 | $213B | 2,017 | 88 |
|
| 21 |
Pet Economy
| +$208B | $0 | $205B | 1,927 | 34 |
|
| 22 |
Housing & Home Improvement
Home & Garden Retail
| +$158B | $0 | $164B | 1,719 | 30 |
|
| 23 |
Sin Stocks
Tobacco & Nicotine
| +$154B | $0 | $146B | 1,431 | 13 |
|
| 24 |
Infrastructure & Construction
| +$150B | $0 | $148B | 1,949 | 127 |
|
| 25 |
Cybersecurity
| +$148B | $0 | $153B | 1,856 | 85 |
|
| 26 |
Electric Vehicles
| +$146B | $0 | $155B | 1,853 | 124 |
|
| 27 |
Genomics & Gene Editing
| +$135B | $0 | $137B | 1,635 | 199 |
|
| 28 |
Robotics & Automation
| +$132B | $0 | $133B | 1,716 | 83 |
|
| 29 |
Quantum Computing
| +$132B | $0 | $123B | 1,662 | 19 |
|
| 30 |
Defense Modernization
Defense Tech & C4ISR
| +$125B | $0 | $128B | 1,554 | 53 |
|
| 31 |
Data Centers & Digital Infrastructure
| +$113B | $0 | $109B | 1,470 | 78 |
|
| 32 |
Nuclear Energy
| +$113B | $0 | $110B | 1,480 | 61 |
|
| 33 |
Copper & Industrial Metals
| +$104B | $0 | $95.3B | 1,593 | 79 |
|
| 34 |
Energy Efficiency
| +$103B | $0 | $103B | 1,476 | 31 |
|
| 35 |
Water
| +$102B | $0 | $101B | 1,549 | 67 |
|
| 36 |
Robotics & Automation
Industrial Automation
| +$99.7B | $0 | $100B | 1,570 | 16 |
|
| 37 |
Agriculture & Food Technology
| +$99.4B | $0 | $95.3B | 1,602 | 79 |
|
| 38 |
Clean Energy
| +$97.7B | $0 | $94.4B | 1,742 | 134 |
|
| 39 |
Defense Modernization
Munitions Restocking
| +$96.8B | $0 | $98.3B | 1,462 | 11 |
|
| 40 |
Reuse, Repair & Circular Economy
| +$96B | $0 | $98.3B | 1,376 | 68 |
|
| 41 |
Oil & Gas
LNG
| +$95.6B | $0 | $95.6B | 1,706 | 32 |
|
| 42 |
Digital Health & Telemedicine
| +$93B | $0 | $94.8B | 1,281 | 84 |
|
| 43 |
Artificial Intelligence
AI Inference Silicon
| +$85.2B | $0 | $82.5B | 1,429 | 7 |
|
| 44 |
Longevity & Aging Population
| +$81.8B | $0 | $79.1B | 1,194 | 60 |
|
| 45 |
Carbon & Pollution Control
| +$79.1B | $0 | $79.7B | 1,352 | 23 |
|
| 46 |
Small Business Economy
| +$75.9B | $0 | $76.1B | 1,344 | 58 |
|
| 47 |
Gold & Precious Metals
| +$71.6B | $0 | $60.4B | 1,147 | 133 |
|
| 48 |
Gold & Precious Metals
Gold & Silver Miners
| +$71B | $0 | $59.9B | 1,141 | 124 |
|
| 49 |
Health & Wellness
| +$70.5B | $0 | $69.5B | 1,654 | 78 |
|
| 50 |
Semiconductors
Analog & Power Semis
| +$67.8B | $0 | $69.5B | 1,160 | 27 |
|
| 51 |
Online Travel & Experiences
| +$65.9B | $0 | $64B | 855 | 32 |
|
| 52 |
Space Economy
| +$62.6B | $0 | $67.5B | 1,197 | 64 |
|
| 53 |
Luxury & Affluent Consumer
| +$61.8B | $0 | $61.6B | 1,187 | 40 |
|
| 54 |
Electrification & Grid
| +$50.6B | $0 | $56.2B | 1,239 | 59 |
|
| 55 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$49.4B | $0 | $51.1B | 936 | 3 |
|
| 56 |
3D Printing & Additive Manufacturing
| +$47.9B | $0 | $51.4B | 1,075 | 20 |
|
| 57 |
Semiconductors
Semicap & Lithography
| +$43.9B | $0 | $46.1B | 980 | 21 |
|
| 58 |
Housing & Home Improvement
Homebuilders
| +$43.9B | $0 | $46.1B | 969 | 45 |
|
| 59 |
Sin Stocks
Casinos
| +$43.1B | $0 | $41.6B | 846 | 24 |
|
| 60 |
Sin Stocks
Alcohol
| +$40.3B | $0 | $39.1B | 1,090 | 24 |
|
| 61 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$37.9B | $0 | $36.7B | 1,020 | 26 |
|
| 62 |
Artificial Intelligence
Agentic AI
| +$33.2B | $0 | $33.7B | 521 | 13 |
|
| 63 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$32.8B | $0 | $28.7B | 731 | 19 |
|
| 64 |
Defense Modernization
Military Shipbuilding
| +$29.7B | $0 | $31.3B | 786 | 6 |
|
| 65 |
Data Centers & Digital Infrastructure
Power for AI
| +$29.1B | $0 | $30.4B | 865 | 22 |
|
| 66 |
Water
Water Infrastructure
| +$27B | $0 | $27.4B | 883 | 17 |
|
| 67 |
Electrification & Grid
Grid Equipment
| +$26.2B | $0 | $27.2B | 919 | 10 |
|
| 68 |
Agriculture & Food Technology
Precision Agriculture
| +$24.3B | $0 | $23B | 994 | 4 |
|
| 69 |
Autonomous Driving
| +$23.7B | $0 | $27.5B | 544 | 53 |
|
| 70 |
Defense Modernization
Drones & Counter-Drone
| +$23.2B | $0 | $24.5B | 745 | 30 |
|
| 71 |
Semiconductors
Advanced Packaging
| +$22.1B | $0 | $22B | 591 | 10 |
|
| 72 |
Genomics & Gene Editing
Gene Therapy
| +$20.9B | $0 | $20.4B | 947 | 131 |
|
| 73 |
Artificial Intelligence
Chinese AI
| +$20.3B | $0 | $20.8B | 386 | 14 |
|
| 74 |
Electric Vehicles
EV Charging Infrastructure
| +$20.2B | $0 | $19.8B | 890 | 21 |
|
| 75 |
Artificial Intelligence
AI Memory & HBM
| +$19.7B | $0 | $28.2B | 599 | 12 |
|
| 76 |
Future of Education
| +$19.5B | $0 | $20.6B | 740 | 77 |
|
| 77 |
Clean Energy
Hydrogen & Fuel Cells
| +$16.9B | $0 | $17B | 695 | 13 |
|
| 78 |
Agriculture & Food Technology
Plant-Based Foods
| +$16.2B | $0 | $16.5B | 607 | 17 |
|
| 79 |
Reshoring & American Manufacturing
| +$15.3B | $0 | $15.3B | 713 | 20 |
|
| 80 |
Streaming & Digital Media
News Media
| +$14.3B | $0 | $16.8B | 703 | 26 |
|
| 81 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$12.3B | $0 | $12.8B | 625 | 9 |
|
| 82 |
Digital Assets
| +$9.76B | $0 | $11B | 483 | 160 |
|
| 83 |
Lithium & Battery Materials
| +$9.15B | $0 | $8.7B | 461 | 47 |
|
| 84 |
Electrification & Grid
Transmission Buildout
| +$8.33B | $0 | $8.21B | 515 | 6 |
|
| 85 |
Artificial Intelligence
AI Software & Applications
| +$7.76B | $0 | $7.45B | 530 | 85 |
|
| 86 |
Electrification & Grid
Energy Storage
| +$7.75B | $0 | $10.1B | 412 | 26 |
|
| 87 |
Cloud Computing
Edge Computing
| +$6.73B | $0 | $6.85B | 418 | 11 |
|
| 88 |
Semiconductors
Photonics & Optical Interconnect
| +$6.52B | $0 | $7.64B | 519 | 20 |
|
| 89 |
Critical Minerals & Rare Earths
| +$6.11B | $0 | $5.81B | 539 | 60 |
|
| 90 |
Digital Assets
Corporate Crypto Treasuries
| +$5.95B | $0 | $6.86B | 386 | 63 |
|
| 91 |
Sports Betting & iGaming
| +$5.31B | $0 | $5.11B | 271 | 29 |
|
| 92 |
Water
Sanitation
| +$4.77B | $0 | $4.68B | 427 | 8 |
|
| 93 |
Space Economy
Satellite Communications
| +$4.71B | $0 | $5.22B | 320 | 16 |
|
| 94 |
Clean Energy
Solar
| +$4.62B | $0 | $4.77B | 434 | 54 |
|
| 95 |
Nuclear Energy
Uranium Mining & Enrichment
| +$4.52B | $0 | $4.61B | 303 | 20 |
|
| 96 |
Nuclear Energy
Small Modular Reactors
| +$4.37B | $0 | $4.46B | 226 | 12 |
|
| 97 |
Internet of Things
Smart Home
| +$4.34B | $0 | $4.8B | 345 | 17 |
|
| 98 |
Digital Payments & Fintech
Buy Now Pay Later
| +$3.62B | $0 | $3.57B | 264 | 13 |
|
| 99 |
Sin Stocks
Firearms
| +$2.95B | $0 | $3.02B | 382 | 12 |
|
| 100 |
Cybersecurity
Agentic AI Security
| +$2.63B | $0 | $2.22B | 158 | 2 |
|
| 101 |
Cannabis
| +$2.1B | $0 | $2.19B | 189 | 52 |
|
| 102 |
Digital Payments & Fintech
Neobanks
| +$1.53B | $0 | $1.68B | 256 | 25 |
|
| 103 |
Infrastructure & Construction
Green Building
| +$1.06B | $0 | $994M | 172 | 5 |
|
| 104 |
Space Economy
Launch Services
| +$1.01B | $0 | $2.18B | 153 | 5 |
|
| 105 |
Virtual & Augmented Reality
| +$262M | $0 | $224M | 103 | 20 |
|
| 106 |
Cybersecurity
Identity Security
| +$237M | $0 | $240M | 143 | 15 |
|
| 107 |
Clean Energy
Wind
| +$25.7M | $0 | $28M | 48 | 9 |
|
| 108 |
Digital Assets
Bitcoin Miners
| +$13.1M | $0 | $12.2M | 25 | 40 |
|