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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| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Social Media & Creator Economy
| +$25.8B | +$14.3B | $573B | 2,396 | 45 |
|
| 2 |
Sin Stocks
| +$9.43B | +$2.21B | $274B | 2,105 | 78 |
|
| 3 |
Sin Stocks
Alcohol
| +$8.74B | +$988M | $56.1B | 1,228 | 24 |
|
| 4 |
Electric Vehicles
| +$7.27B | +$7.54B | $196B | 2,100 | 124 |
|
| 5 |
Housing & Home Improvement
| +$6.68B | +$5.18B | $404B | 2,523 | 223 |
|
| 6 |
Medical Devices & Diagnostics
| +$3.48B | -$969M | $643B | 2,631 | 342 |
|
| 7 |
Genomics & Gene Editing
| +$3.32B | +$4.43B | $181B | 1,836 | 199 |
|
| 8 |
Oil & Gas
| +$3.19B | +$19.5B | $1.5T | 2,953 | 361 |
|
| 9 |
Internet of Things
Smart Home
| +$3.17B | +$515M | $9.63B | 582 | 17 |
|
| 10 |
Copper & Industrial Metals
| +$2.87B | +$1.73B | $126B | 1,781 | 79 |
|
| 11 |
Agriculture & Food Technology
| +$2.57B | +$1.31B | $115B | 1,756 | 79 |
|
| 12 |
Internet of Things
| +$2.47B | +$1.27B | $471B | 2,452 | 99 |
|
| 13 |
Artificial Intelligence
| +$2.47B | +$18.4B | $1.06T | 2,779 | 264 |
|
| 14 |
Genomics & Gene Editing
Gene Therapy
| +$2.06B | +$2.61B | $27.5B | 1,050 | 131 |
|
| 15 |
Video Games & Esports
| +$2.04B | +$1.42B | $257B | 2,176 | 55 |
|
| 16 |
Nuclear Energy
| +$1.58B | +$601M | $116B | 1,603 | 61 |
|
| 17 |
E-Commerce
| +$1.53B | +$9.31B | $707B | 2,705 | 240 |
|
| 18 |
Future of Education
| +$1.48B | +$654M | $28.5B | 835 | 77 |
|
| 19 |
Infrastructure & Construction
| +$1.25B | +$1.27B | $177B | 2,127 | 127 |
|
| 20 |
Clean Energy
| +$1.21B | -$371M | $120B | 1,968 | 134 |
|
| 21 |
E-Commerce
Marketplaces
| +$1.17B | +$8.5B | $612B | 2,568 | 106 |
|
| 22 |
Housing & Home Improvement
Homebuilders
| +$1.15B | +$1.4B | $52.1B | 1,047 | 45 |
|
| 23 |
Sin Stocks
Tobacco & Nicotine
| +$1.14B | +$141M | $147B | 1,550 | 13 |
|
| 24 |
Luxury & Affluent Consumer
| +$1.04B | +$890M | $69.9B | 1,255 | 40 |
|
| 25 |
Artificial Intelligence
AI Inference Silicon
| +$897M | +$759M | $100B | 1,596 | 7 |
|
| 26 |
Longevity & Aging Population
| +$854M | +$228M | $79.2B | 1,283 | 60 |
|
| 27 |
Reuse, Repair & Circular Economy
| +$843M | -$1.59B | $115B | 1,544 | 68 |
|
| 28 |
Digital Assets
Corporate Crypto Treasuries
| +$616M | -$667M | $8.1B | 458 | 63 |
|
| 29 |
Digital Assets
| +$603M | -$609M | $13.4B | 560 | 160 |
|
| 30 |
Clean Energy
Wind
| +$534M | +$31.5M | $667M | 113 | 9 |
|
| 31 |
Gold & Precious Metals
| +$499M | +$923M | $57.1B | 1,171 | 133 |
|
| 32 |
Space Economy
Satellite Communications
| +$442M | +$88.3M | $5.96B | 396 | 16 |
|
| 33 |
Gold & Precious Metals
Gold & Silver Miners
| +$439M | +$897M | $56.4B | 1,156 | 124 |
|
| 34 |
SaaS & Enterprise Software
| +$409M | +$2.8B | $797B | 2,692 | 266 |
|
| 35 |
Digital Health & Telemedicine
| +$361M | -$3.47B | $106B | 1,414 | 84 |
|
| 36 |
Defense Modernization
Military Shipbuilding
| +$298M | +$533M | $40.3B | 874 | 6 |
|
| 37 |
Housing & Home Improvement
Home & Garden Retail
| +$293M | -$584M | $184B | 1,869 | 30 |
|
| 38 |
Nuclear Energy
Uranium Mining & Enrichment
| +$239M | -$131M | $4.9B | 301 | 20 |
|
| 39 |
Nuclear Energy
Small Modular Reactors
| +$239M | -$147M | $4.6B | 236 | 12 |
|
| 40 |
Digital Payments & Fintech
Neobanks
| +$192M | +$5.76M | $2.43B | 311 | 25 |
|
| 41 |
Oil & Gas
LNG
| +$174M | +$3.05B | $116B | 1,889 | 32 |
|
| 42 |
Cybersecurity
Agentic AI Security
| +$170M | +$21.6M | $3.22B | 188 | 2 |
|
| 43 |
Sin Stocks
Firearms
| +$134M | +$319M | $4.34B | 428 | 12 |
|
| 44 |
Agriculture & Food Technology
Plant-Based Foods
| +$128M | +$410M | $21.6B | 685 | 17 |
|
| 45 |
Water
Sanitation
| +$121M | +$563M | $6.57B | 465 | 8 |
|
| 46 |
Digital Assets
Bitcoin Miners
| +$87.5M | +$727K | $130M | 47 | 40 |
|
| 47 |
Clean Energy
Solar
| +$74.5M | +$105M | $7.74B | 549 | 54 |
|
| 48 |
Electrification & Grid
Transmission Buildout
| +$58.5M | +$89.1M | $9.72B | 548 | 6 |
|
| 49 |
Cloud Computing
Edge Computing
| +$37.8M | +$269M | $7.88B | 451 | 11 |
|
| 50 |
Cannabis
| +$37.1M | -$32.5M | $2.8B | 242 | 52 |
|
| 51 |
Water
| +$33.6M | +$1.41B | $127B | 1,707 | 67 |
|
| 52 |
Space Economy
Launch Services
| +$27.5M | -$69.5M | $1.25B | 158 | 5 |
|
| 53 |
Virtual & Augmented Reality
| +$9.77M | +$36.3M | $625M | 166 | 20 |
|
| 54 |
Artificial Intelligence
AI Software & Applications
| +$7.18M | -$323M | $7.52B | 577 | 85 |
|
| 55 |
Cybersecurity
Identity Security
| -$1.62M | +$7.63M | $245M | 138 | 15 |
|
| 56 |
Infrastructure & Construction
Green Building
| -$7.32M | -$43.7M | $1.49B | 164 | 5 |
|
| 57 |
Streaming & Digital Media
News Media
| -$30.9M | +$5.84B | $26.9B | 944 | 26 |
|
| 58 |
Semiconductors
Advanced Packaging
| -$33.4M | -$280M | $21.1B | 641 | 10 |
|
| 59 |
Agriculture & Food Technology
Precision Agriculture
| -$34.6M | -$442M | $25B | 1,073 | 4 |
|
| 60 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$58.9M | -$392M | $15.5B | 719 | 9 |
|
| 61 |
Critical Minerals & Rare Earths
| -$68.9M | +$163M | $7.68B | 546 | 60 |
|
| 62 |
Semiconductors
Analog & Power Semis
| -$82.9M | +$1.4B | $81.6B | 1,241 | 27 |
|
| 63 |
Lithium & Battery Materials
| -$88.4M | -$479M | $8.15B | 478 | 47 |
|
| 64 |
Digital Payments & Fintech
Buy Now Pay Later
| -$97.8M | -$19M | $3.53B | 278 | 13 |
|
| 65 |
Water
Water Infrastructure
| -$134M | +$225M | $32.4B | 967 | 17 |
|
| 66 |
Semiconductors
Photonics & Optical Interconnect
| -$148M | -$37.2M | $10.2B | 559 | 20 |
|
| 67 |
Electrification & Grid
Energy Storage
| -$157M | +$1.02B | $15.7B | 552 | 26 |
|
| 68 |
Reshoring & American Manufacturing
| -$165M | -$26.2M | $19.1B | 798 | 20 |
|
| 69 |
Clean Energy
Hydrogen & Fuel Cells
| -$187M | +$197M | $20.4B | 759 | 13 |
|
| 70 |
Electrification & Grid
| -$213M | -$2.31B | $65.5B | 1,388 | 59 |
|
| 71 |
Data Centers & Digital Infrastructure
Power for AI
| -$318M | -$309M | $34.1B | 936 | 22 |
|
| 72 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$338M | -$44.3M | $58.3B | 1,063 | 3 |
|
| 73 |
Electrification & Grid
Grid Equipment
| -$384M | -$58.1M | $31.1B | 994 | 10 |
|
| 74 |
Internet of Things
Wearables
| -$388M | -$934M | $311B | 2,137 | 21 |
|
| 75 |
Defense Modernization
Munitions Restocking
| -$489M | -$168M | $121B | 1,604 | 11 |
|
| 76 |
Defense Modernization
Defense Tech & C4ISR
| -$490M | -$748M | $156B | 1,712 | 53 |
|
| 77 |
Digital Payments & Fintech
| -$508M | -$448M | $706B | 2,571 | 148 |
|
| 78 |
Artificial Intelligence
Agentic AI
| -$572M | -$276M | $46B | 615 | 13 |
|
| 79 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$582M | -$1.92B | $38.4B | 1,079 | 26 |
|
| 80 |
Pet Economy
| -$582M | -$2.24B | $220B | 2,059 | 34 |
|
| 81 |
Oil & Gas
Oilfield Services
| -$606M | +$2.7B | $252B | 2,195 | 88 |
|
| 82 |
Sin Stocks
Casinos
| -$630M | +$771M | $61.8B | 989 | 24 |
|
| 83 |
Carbon & Pollution Control
| -$728M | +$607M | $87.8B | 1,483 | 23 |
|
| 84 |
Electric Vehicles
EV Charging Infrastructure
| -$793M | -$575M | $21.6B | 1,001 | 21 |
|
| 85 |
3D Printing & Additive Manufacturing
| -$816M | +$1.19B | $62.7B | 1,216 | 20 |
|
| 86 |
Online Travel & Experiences
| -$837M | -$9.08B | $87.4B | 987 | 32 |
|
| 87 |
Defense Modernization
Drones & Counter-Drone
| -$875M | -$723M | $31.6B | 824 | 30 |
|
| 88 |
Robotics & Automation
Industrial Automation
| -$921M | -$219M | $120B | 1,714 | 16 |
|
| 89 |
Streaming & Digital Media
| -$1.06B | +$14.2B | $749B | 2,505 | 120 |
|
| 90 |
Artificial Intelligence
Chinese AI
| -$1.29B | +$1.97B | $40B | 511 | 14 |
|
| 91 |
Semiconductors
Semicap & Lithography
| -$1.3B | +$260M | $51.3B | 1,037 | 21 |
|
| 92 |
Immunotherapy & Oncology
| -$1.35B | -$5.94B | $832B | 2,489 | 388 |
|
| 93 |
Autonomous Driving
| -$1.42B | +$1.77B | $36.7B | 657 | 53 |
|
| 94 |
Small Business Economy
| -$1.48B | +$54.9M | $92.9B | 1,448 | 58 |
|
| 95 |
Space Economy
| -$1.62B | -$958M | $82.5B | 1,349 | 64 |
|
| 96 |
Robotics & Automation
| -$1.64B | +$56.6M | $160B | 1,872 | 83 |
|
| 97 |
Cybersecurity
| -$1.77B | +$2.77B | $156B | 1,972 | 85 |
|
| 98 |
Defense Modernization
| -$1.78B | -$1.91B | $588B | 2,536 | 163 |
|
| 99 |
Data Centers & Digital Infrastructure
| -$1.78B | -$80.2M | $116B | 1,578 | 78 |
|
| 100 |
Artificial Intelligence
AI Memory & HBM
| -$1.81B | +$825M | $36.8B | 707 | 12 |
|
| 101 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$2.1B | +$21.9M | $27.3B | 746 | 19 |
|
| 102 |
Health & Wellness
| -$2.83B | +$1.53B | $79.4B | 1,796 | 78 |
|
| 103 |
GLP-1 & Obesity
| -$3.31B | -$7.91B | $399B | 2,343 | 92 |
|
| 104 |
Sports Betting & iGaming
| -$3.32B | +$261M | $2.66B | 281 | 29 |
|
| 105 |
Quantum Computing
| -$3.85B | -$83M | $116B | 1,756 | 19 |
|
| 106 |
Semiconductors
| -$3.88B | +$4.15B | $568B | 2,646 | 178 |
|
| 107 |
Energy Efficiency
| -$4.29B | +$141M | $125B | 1,611 | 31 |
|
| 108 |
Cloud Computing
| -$5.13B | +$7.33B | $871B | 2,580 | 64 |
|