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
| +$19.5B | +$1.33T | $1.41T | 2,707 | 361 |
|
| 2 |
Artificial Intelligence
| +$18.4B | +$842B | $931B | 2,557 | 264 |
|
| 3 |
Social Media & Creator Economy
| +$14.3B | +$409B | $456B | 2,201 | 45 |
|
| 4 |
Streaming & Digital Media
| +$14.2B | +$547B | $621B | 2,283 | 120 |
|
| 5 |
E-Commerce
| +$9.31B | +$556B | $618B | 2,480 | 240 |
|
| 6 |
E-Commerce
Marketplaces
| +$8.5B | +$480B | $535B | 2,359 | 106 |
|
| 7 |
Electric Vehicles
| +$7.54B | +$146B | $180B | 1,890 | 124 |
|
| 8 |
Cloud Computing
| +$7.33B | +$730B | $754B | 2,377 | 64 |
|
| 9 |
Streaming & Digital Media
News Media
| +$5.84B | +$14.3B | $23.3B | 872 | 26 |
|
| 10 |
Housing & Home Improvement
| +$5.18B | +$334B | $360B | 2,305 | 223 |
|
| 11 |
Genomics & Gene Editing
| +$4.43B | +$135B | $162B | 1,663 | 199 |
|
| 12 |
Semiconductors
| +$4.15B | +$461B | $517B | 2,415 | 178 |
|
| 13 |
Oil & Gas
LNG
| +$3.05B | +$95.6B | $111B | 1,735 | 32 |
|
| 14 |
SaaS & Enterprise Software
| +$2.8B | +$689B | $725B | 2,477 | 266 |
|
| 15 |
Cybersecurity
| +$2.77B | +$148B | $160B | 1,867 | 85 |
|
| 16 |
Oil & Gas
Oilfield Services
| +$2.7B | +$215B | $246B | 2,073 | 88 |
|
| 17 |
Genomics & Gene Editing
Gene Therapy
| +$2.61B | +$20.9B | $24.9B | 971 | 131 |
|
| 18 |
Sin Stocks
| +$2.21B | +$244B | $247B | 1,928 | 78 |
|
| 19 |
Artificial Intelligence
Chinese AI
| +$1.97B | +$20.3B | $36.2B | 437 | 14 |
|
| 20 |
Autonomous Driving
| +$1.77B | +$23.7B | $39.1B | 613 | 53 |
|
| 21 |
Copper & Industrial Metals
| +$1.73B | +$104B | $111B | 1,627 | 79 |
|
| 22 |
Health & Wellness
| +$1.53B | +$70.5B | $72.7B | 1,654 | 78 |
|
| 23 |
Video Games & Esports
| +$1.42B | +$221B | $231B | 1,997 | 55 |
|
| 24 |
Water
| +$1.41B | +$102B | $115B | 1,564 | 67 |
|
| 25 |
Housing & Home Improvement
Homebuilders
| +$1.4B | +$43.9B | $44.7B | 961 | 45 |
|
| 26 |
Semiconductors
Analog & Power Semis
| +$1.4B | +$67.8B | $76.4B | 1,168 | 27 |
|
| 27 |
Agriculture & Food Technology
| +$1.31B | +$99.4B | $101B | 1,625 | 79 |
|
| 28 |
Infrastructure & Construction
| +$1.27B | +$150B | $155B | 1,956 | 127 |
|
| 29 |
Internet of Things
| +$1.27B | +$367B | $405B | 2,238 | 99 |
|
| 30 |
3D Printing & Additive Manufacturing
| +$1.19B | +$47.9B | $49.2B | 1,077 | 20 |
|
| 31 |
Electrification & Grid
Energy Storage
| +$1.02B | +$7.75B | $17.9B | 487 | 26 |
|
| 32 |
Sin Stocks
Alcohol
| +$988M | +$40.3B | $43.2B | 1,101 | 24 |
|
| 33 |
Gold & Precious Metals
| +$923M | +$71.6B | $64.4B | 1,116 | 133 |
|
| 34 |
Gold & Precious Metals
Gold & Silver Miners
| +$897M | +$71B | $63.7B | 1,106 | 124 |
|
| 35 |
Luxury & Affluent Consumer
| +$890M | +$61.8B | $64.6B | 1,176 | 40 |
|
| 36 |
Artificial Intelligence
AI Memory & HBM
| +$825M | +$19.7B | $34.1B | 622 | 12 |
|
| 37 |
Sin Stocks
Casinos
| +$771M | +$43.1B | $53B | 872 | 24 |
|
| 38 |
Artificial Intelligence
AI Inference Silicon
| +$759M | +$85.2B | $90.4B | 1,437 | 7 |
|
| 39 |
Future of Education
| +$654M | +$19.5B | $24.5B | 771 | 77 |
|
| 40 |
Carbon & Pollution Control
| +$607M | +$79.1B | $83.6B | 1,365 | 23 |
|
| 41 |
Nuclear Energy
| +$601M | +$113B | $112B | 1,490 | 61 |
|
| 42 |
Water
Sanitation
| +$563M | +$4.77B | $5.39B | 428 | 8 |
|
| 43 |
Defense Modernization
Military Shipbuilding
| +$533M | +$29.7B | $35.9B | 809 | 6 |
|
| 44 |
Internet of Things
Smart Home
| +$515M | +$4.34B | $5.68B | 371 | 17 |
|
| 45 |
Agriculture & Food Technology
Plant-Based Foods
| +$410M | +$16.2B | $18.3B | 622 | 17 |
|
| 46 |
Sin Stocks
Firearms
| +$319M | +$2.95B | $3.47B | 399 | 12 |
|
| 47 |
Cloud Computing
Edge Computing
| +$269M | +$6.73B | $8.55B | 429 | 11 |
|
| 48 |
Sports Betting & iGaming
| +$261M | +$5.31B | $5.8B | 286 | 29 |
|
| 49 |
Semiconductors
Semicap & Lithography
| +$260M | +$43.9B | $53.2B | 987 | 21 |
|
| 50 |
Longevity & Aging Population
| +$228M | +$81.8B | $78.1B | 1,211 | 60 |
|
| 51 |
Water
Water Infrastructure
| +$225M | +$27B | $29.5B | 913 | 17 |
|
| 52 |
Clean Energy
Hydrogen & Fuel Cells
| +$197M | +$16.9B | $19.8B | 723 | 13 |
|
| 53 |
Critical Minerals & Rare Earths
| +$163M | +$6.11B | $7.18B | 542 | 60 |
|
| 54 |
Sin Stocks
Tobacco & Nicotine
| +$141M | +$154B | $143B | 1,432 | 13 |
|
| 55 |
Energy Efficiency
| +$141M | +$103B | $113B | 1,510 | 31 |
|
| 56 |
Clean Energy
Solar
| +$105M | +$4.62B | $5.16B | 480 | 54 |
|
| 57 |
Electrification & Grid
Transmission Buildout
| +$89.1M | +$8.33B | $8.56B | 526 | 6 |
|
| 58 |
Space Economy
Satellite Communications
| +$88.3M | +$4.71B | $5.17B | 347 | 16 |
|
| 59 |
Robotics & Automation
| +$56.6M | +$132B | $148B | 1,741 | 83 |
|
| 60 |
Small Business Economy
| +$54.9M | +$75.9B | $82.8B | 1,350 | 58 |
|
| 61 |
Virtual & Augmented Reality
| +$36.3M | +$262M | $440M | 145 | 20 |
|
| 62 |
Clean Energy
Wind
| +$31.5M | +$25.7M | $80.7M | 65 | 9 |
|
| 63 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$21.9M | +$32.8B | $27.6B | 706 | 19 |
|
| 64 |
Cybersecurity
Agentic AI Security
| +$21.6M | +$2.63B | $2.44B | 180 | 2 |
|
| 65 |
Cybersecurity
Identity Security
| +$7.63M | +$237M | $239M | 131 | 15 |
|
| 66 |
Digital Payments & Fintech
Neobanks
| +$5.76M | +$1.53B | $2.23B | 294 | 25 |
|
| 67 |
Digital Assets
Bitcoin Miners
| +$727K | +$13.1M | $12.9M | 30 | 40 |
|
| 68 |
Digital Payments & Fintech
Buy Now Pay Later
| -$19M | +$3.62B | $3.8B | 255 | 13 |
|
| 69 |
Reshoring & American Manufacturing
| -$26.2M | +$15.3B | $17.3B | 749 | 20 |
|
| 70 |
Cannabis
| -$32.5M | +$2.1B | $2.44B | 209 | 52 |
|
| 71 |
Semiconductors
Photonics & Optical Interconnect
| -$37.2M | +$6.52B | $9.75B | 531 | 20 |
|
| 72 |
Infrastructure & Construction
Green Building
| -$43.7M | +$1.06B | $1B | 160 | 5 |
|
| 73 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$44.3M | +$49.4B | $53.4B | 992 | 3 |
|
| 74 |
Electrification & Grid
Grid Equipment
| -$58.1M | +$26.2B | $28.5B | 929 | 10 |
|
| 75 |
Space Economy
Launch Services
| -$69.5M | +$1.01B | $1.08B | 158 | 5 |
|
| 76 |
Data Centers & Digital Infrastructure
| -$80.2M | +$113B | $112B | 1,458 | 78 |
|
| 77 |
Quantum Computing
| -$83M | +$132B | $119B | 1,667 | 19 |
|
| 78 |
Nuclear Energy
Uranium Mining & Enrichment
| -$131M | +$4.52B | $3.94B | 294 | 20 |
|
| 79 |
Nuclear Energy
Small Modular Reactors
| -$147M | +$4.37B | $3.76B | 226 | 12 |
|
| 80 |
Defense Modernization
Munitions Restocking
| -$168M | +$96.8B | $112B | 1,499 | 11 |
|
| 81 |
Robotics & Automation
Industrial Automation
| -$219M | +$99.7B | $110B | 1,591 | 16 |
|
| 82 |
Artificial Intelligence
Agentic AI
| -$276M | +$33.2B | $42.7B | 576 | 13 |
|
| 83 |
Semiconductors
Advanced Packaging
| -$280M | +$22.1B | $20.4B | 597 | 10 |
|
| 84 |
Data Centers & Digital Infrastructure
Power for AI
| -$309M | +$29.1B | $32.2B | 879 | 22 |
|
| 85 |
Artificial Intelligence
AI Software & Applications
| -$323M | +$7.76B | $7.36B | 547 | 85 |
|
| 86 |
Clean Energy
| -$371M | +$97.7B | $96.9B | 1,750 | 134 |
|
| 87 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$392M | +$12.3B | $14.5B | 680 | 9 |
|
| 88 |
Agriculture & Food Technology
Precision Agriculture
| -$442M | +$24.3B | $22.5B | 1,014 | 4 |
|
| 89 |
Digital Payments & Fintech
| -$448M | +$546B | $609B | 2,373 | 148 |
|
| 90 |
Lithium & Battery Materials
| -$479M | +$9.15B | $8.3B | 454 | 47 |
|
| 91 |
Electric Vehicles
EV Charging Infrastructure
| -$575M | +$20.2B | $19.5B | 890 | 21 |
|
| 92 |
Housing & Home Improvement
Home & Garden Retail
| -$584M | +$158B | $170B | 1,730 | 30 |
|
| 93 |
Digital Assets
| -$609M | +$9.76B | $12B | 515 | 160 |
|
| 94 |
Digital Assets
Corporate Crypto Treasuries
| -$667M | +$5.95B | $7.41B | 412 | 63 |
|
| 95 |
Defense Modernization
Drones & Counter-Drone
| -$723M | +$23.2B | $27.4B | 759 | 30 |
|
| 96 |
Defense Modernization
Defense Tech & C4ISR
| -$748M | +$125B | $144B | 1,579 | 53 |
|
| 97 |
Internet of Things
Wearables
| -$934M | +$242B | $266B | 1,949 | 21 |
|
| 98 |
Space Economy
| -$958M | +$62.6B | $74.4B | 1,226 | 64 |
|
| 99 |
Medical Devices & Diagnostics
| -$969M | +$564B | $592B | 2,420 | 342 |
|
| 100 |
Reuse, Repair & Circular Economy
| -$1.59B | +$96B | $108B | 1,409 | 68 |
|
| 101 |
Defense Modernization
| -$1.91B | +$468B | $522B | 2,313 | 163 |
|
| 102 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$1.92B | +$37.9B | $36.6B | 1,006 | 26 |
|
| 103 |
Pet Economy
| -$2.24B | +$208B | $209B | 1,914 | 34 |
|
| 104 |
Electrification & Grid
| -$2.31B | +$50.6B | $62.7B | 1,278 | 59 |
|
| 105 |
Digital Health & Telemedicine
| -$3.47B | +$93B | $101B | 1,304 | 84 |
|
| 106 |
Immunotherapy & Oncology
| -$5.94B | +$722B | $760B | 2,284 | 388 |
|
| 107 |
GLP-1 & Obesity
| -$7.91B | +$380B | $381B | 2,161 | 92 |
|
| 108 |
Online Travel & Experiences
| -$9.08B | +$65.9B | $77B | 912 | 32 |
|