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 |
Oil & Gas
| +$22.2B | +$3.19B | $1.55T | 2,963 | 361 |
|
| 2 |
Health & Wellness
| +$7.78B | -$2.83B | $83.3B | 1,820 | 78 |
|
| 3 |
Immunotherapy & Oncology
| +$7.49B | -$1.35B | $872B | 2,539 | 388 |
|
| 4 |
Semiconductors
| +$6.77B | -$3.88B | $602B | 2,668 | 178 |
|
| 5 |
Copper & Industrial Metals
| +$5.79B | +$2.87B | $123B | 1,768 | 79 |
|
| 6 |
SaaS & Enterprise Software
| +$4.45B | +$409M | $827B | 2,716 | 266 |
|
| 7 |
Medical Devices & Diagnostics
| +$3.94B | +$3.48B | $681B | 2,644 | 342 |
|
| 8 |
Digital Health & Telemedicine
| +$2.56B | +$361M | $115B | 1,450 | 84 |
|
| 9 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.34B | -$2.1B | $28.2B | 749 | 19 |
|
| 10 |
Semiconductors
Semicap & Lithography
| +$1.85B | -$1.3B | $57.4B | 1,053 | 21 |
|
| 11 |
Infrastructure & Construction
| +$1.77B | +$1.25B | $190B | 2,170 | 127 |
|
| 12 |
Oil & Gas
Oilfield Services
| +$1.73B | -$606M | $270B | 2,215 | 88 |
|
| 13 |
Genomics & Gene Editing
| +$1.72B | +$3.32B | $197B | 1,876 | 199 |
|
| 14 |
Electrification & Grid
Energy Storage
| +$1.48B | -$157M | $19.7B | 632 | 26 |
|
| 15 |
Nuclear Energy
| +$1.47B | +$1.58B | $126B | 1,645 | 61 |
|
| 16 |
Artificial Intelligence
AI Memory & HBM
| +$1.43B | -$1.81B | $39.6B | 728 | 12 |
|
| 17 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.38B | +$439M | $61.4B | 1,179 | 124 |
|
| 18 |
Gold & Precious Metals
| +$1.28B | +$499M | $62.2B | 1,192 | 133 |
|
| 19 |
GLP-1 & Obesity
| +$1.23B | -$3.31B | $429B | 2,371 | 92 |
|
| 20 |
Longevity & Aging Population
| +$1.22B | +$854M | $85.8B | 1,310 | 60 |
|
| 21 |
Housing & Home Improvement
Homebuilders
| +$1.14B | +$1.15B | $50.4B | 1,077 | 45 |
|
| 22 |
Robotics & Automation
Industrial Automation
| +$1.14B | -$921M | $121B | 1,720 | 16 |
|
| 23 |
Electrification & Grid
| +$1.05B | -$213M | $69.7B | 1,417 | 59 |
|
| 24 |
Autonomous Driving
| +$1.03B | -$1.42B | $40.8B | 710 | 53 |
|
| 25 |
Sin Stocks
Casinos
| +$1B | -$630M | $66.3B | 1,001 | 24 |
|
| 26 |
Sin Stocks
| +$952M | +$9.43B | $274B | 2,115 | 78 |
|
| 27 |
Robotics & Automation
| +$951M | -$1.64B | $159B | 1,876 | 83 |
|
| 28 |
Clean Energy
Solar
| +$923M | +$74.5M | $8.54B | 594 | 54 |
|
| 29 |
Artificial Intelligence
Agentic AI
| +$874M | -$572M | $46.4B | 623 | 13 |
|
| 30 |
Cybersecurity
| +$819M | -$1.77B | $160B | 1,993 | 85 |
|
| 31 |
Streaming & Digital Media
News Media
| +$772M | -$30.9M | $26.4B | 950 | 26 |
|
| 32 |
Semiconductors
Advanced Packaging
| +$747M | -$33.4M | $25B | 664 | 10 |
|
| 33 |
Future of Education
| +$725M | +$1.48B | $29.3B | 845 | 77 |
|
| 34 |
Video Games & Esports
| +$717M | +$2.04B | $279B | 2,195 | 55 |
|
| 35 |
Water
| +$703M | +$33.6M | $133B | 1,736 | 67 |
|
| 36 |
Genomics & Gene Editing
Gene Therapy
| +$614M | +$2.06B | $30B | 1,115 | 131 |
|
| 37 |
Pet Economy
| +$613M | -$582M | $234B | 2,077 | 34 |
|
| 38 |
Semiconductors
Photonics & Optical Interconnect
| +$513M | -$148M | $9.6B | 608 | 20 |
|
| 39 |
Artificial Intelligence
AI Software & Applications
| +$500M | +$7.18M | $8.46B | 586 | 85 |
|
| 40 |
Water
Water Infrastructure
| +$418M | -$134M | $32.8B | 967 | 17 |
|
| 41 |
Clean Energy
Wind
| +$400M | +$534M | $1.06B | 142 | 9 |
|
| 42 |
Space Economy
Satellite Communications
| +$392M | +$442M | $6.5B | 395 | 16 |
|
| 43 |
Nuclear Energy
Uranium Mining & Enrichment
| +$386M | +$239M | $5.84B | 332 | 20 |
|
| 44 |
Internet of Things
Smart Home
| +$357M | +$3.17B | $10.6B | 600 | 17 |
|
| 45 |
Nuclear Energy
Small Modular Reactors
| +$310M | +$239M | $5.39B | 266 | 12 |
|
| 46 |
Clean Energy
Hydrogen & Fuel Cells
| +$306M | -$187M | $22.2B | 822 | 13 |
|
| 47 |
Sin Stocks
Alcohol
| +$227M | +$8.74B | $59.2B | 1,250 | 24 |
|
| 48 |
Reshoring & American Manufacturing
| +$198M | -$165M | $18.8B | 785 | 20 |
|
| 49 |
Water
Sanitation
| +$190M | +$121M | $7.27B | 481 | 8 |
|
| 50 |
Infrastructure & Construction
Green Building
| +$170M | -$7.32M | $1.49B | 173 | 5 |
|
| 51 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$134M | -$338M | $59.3B | 1,115 | 3 |
|
| 52 |
Cybersecurity
Agentic AI Security
| +$94M | +$170M | $3.91B | 225 | 2 |
|
| 53 |
Digital Payments & Fintech
Neobanks
| +$81.6M | +$192M | $2.47B | 339 | 25 |
|
| 54 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$81.3M | -$582M | $36B | 1,056 | 26 |
|
| 55 |
Sports Betting & iGaming
| +$50.9M | -$3.32B | $2.74B | 279 | 29 |
|
| 56 |
Sin Stocks
Firearms
| +$47.3M | +$134M | $4.11B | 405 | 12 |
|
| 57 |
Electrification & Grid
Transmission Buildout
| +$32.8M | +$58.5M | $11.4B | 577 | 6 |
|
| 58 |
Defense Modernization
Military Shipbuilding
| +$22.5M | +$298M | $44.9B | 913 | 6 |
|
| 59 |
Defense Modernization
Defense Tech & C4ISR
| +$22.2M | -$490M | $165B | 1,729 | 53 |
|
| 60 |
Housing & Home Improvement
| +$17.2M | +$6.68B | $387B | 2,525 | 223 |
|
| 61 |
Digital Assets
Corporate Crypto Treasuries
| +$3.95M | +$616M | $7.07B | 462 | 63 |
|
| 62 |
Cybersecurity
Identity Security
| -$1.58M | -$1.62M | $216M | 133 | 15 |
|
| 63 |
Cannabis
| -$2.47M | +$37.1M | $2.76B | 259 | 52 |
|
| 64 |
Digital Payments & Fintech
Buy Now Pay Later
| -$14.8M | -$97.8M | $2.84B | 253 | 13 |
|
| 65 |
Lithium & Battery Materials
| -$23.2M | -$88.4M | $8.42B | 489 | 47 |
|
| 66 |
Critical Minerals & Rare Earths
| -$49M | -$68.9M | $7.43B | 549 | 60 |
|
| 67 |
Digital Assets
Bitcoin Miners
| -$54.9M | +$87.5M | $83.7M | 49 | 40 |
|
| 68 |
Space Economy
Launch Services
| -$55.6M | +$27.5M | $1.21B | 159 | 5 |
|
| 69 |
Virtual & Augmented Reality
| -$67.1M | +$9.77M | $440M | 151 | 20 |
|
| 70 |
Sin Stocks
Tobacco & Nicotine
| -$160M | +$1.14B | $141B | 1,554 | 13 |
|
| 71 |
Semiconductors
Analog & Power Semis
| -$172M | -$82.9M | $86.5B | 1,280 | 27 |
|
| 72 |
3D Printing & Additive Manufacturing
| -$173M | -$816M | $66.2B | 1,211 | 20 |
|
| 73 |
Digital Assets
| -$183M | +$603M | $13.1B | 582 | 160 |
|
| 74 |
Artificial Intelligence
Chinese AI
| -$198M | -$1.29B | $34.2B | 506 | 14 |
|
| 75 |
Agriculture & Food Technology
Plant-Based Foods
| -$236M | +$128M | $21.5B | 691 | 17 |
|
| 76 |
Agriculture & Food Technology
Precision Agriculture
| -$263M | -$34.6M | $24.5B | 1,057 | 4 |
|
| 77 |
Internet of Things
| -$283M | +$2.47B | $461B | 2,474 | 99 |
|
| 78 |
Data Centers & Digital Infrastructure
| -$367M | -$1.78B | $117B | 1,586 | 78 |
|
| 79 |
Artificial Intelligence
AI Inference Silicon
| -$418M | +$897M | $106B | 1,597 | 7 |
|
| 80 |
Clean Energy
| -$425M | +$1.21B | $124B | 2,027 | 134 |
|
| 81 |
Small Business Economy
| -$477M | -$1.48B | $90.7B | 1,474 | 58 |
|
| 82 |
Cloud Computing
Edge Computing
| -$481M | +$37.8M | $9.15B | 465 | 11 |
|
| 83 |
Defense Modernization
Drones & Counter-Drone
| -$489M | -$875M | $33.2B | 841 | 30 |
|
| 84 |
Electrification & Grid
Grid Equipment
| -$513M | -$384M | $30B | 981 | 10 |
|
| 85 |
Defense Modernization
Munitions Restocking
| -$551M | -$489M | $125B | 1,615 | 11 |
|
| 86 |
Electric Vehicles
EV Charging Infrastructure
| -$650M | -$793M | $20.6B | 1,002 | 21 |
|
| 87 |
Data Centers & Digital Infrastructure
Power for AI
| -$699M | -$318M | $34.1B | 944 | 22 |
|
| 88 |
Online Travel & Experiences
| -$786M | -$837M | $88B | 988 | 32 |
|
| 89 |
Space Economy
| -$826M | -$1.62B | $86.1B | 1,394 | 64 |
|
| 90 |
Agriculture & Food Technology
| -$857M | +$2.57B | $115B | 1,757 | 79 |
|
| 91 |
Oil & Gas
LNG
| -$907M | +$174M | $120B | 1,898 | 32 |
|
| 92 |
Energy Efficiency
| -$956M | -$4.29B | $122B | 1,630 | 31 |
|
| 93 |
Social Media & Creator Economy
| -$967M | +$25.8B | $589B | 2,393 | 45 |
|
| 94 |
Reuse, Repair & Circular Economy
| -$1.02B | +$843M | $114B | 1,547 | 68 |
|
| 95 |
Luxury & Affluent Consumer
| -$1.08B | +$1.04B | $69.6B | 1,254 | 40 |
|
| 96 |
Internet of Things
Wearables
| -$1.21B | -$388M | $293B | 2,152 | 21 |
|
| 97 |
Carbon & Pollution Control
| -$1.65B | -$728M | $89B | 1,485 | 23 |
|
| 98 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$2.44B | -$58.9M | $13.1B | 709 | 9 |
|
| 99 |
Electric Vehicles
| -$3.07B | +$7.27B | $193B | 2,091 | 124 |
|
| 100 |
Housing & Home Improvement
Home & Garden Retail
| -$4.16B | +$293M | $171B | 1,893 | 30 |
|
| 101 |
Quantum Computing
| -$4.75B | -$3.85B | $114B | 1,732 | 19 |
|
| 102 |
Artificial Intelligence
| -$5.93B | +$2.47B | $1.09T | 2,774 | 264 |
|
| 103 |
E-Commerce
| -$5.96B | +$1.53B | $654B | 2,698 | 240 |
|
| 104 |
Streaming & Digital Media
| -$6.14B | -$1.06B | $705B | 2,517 | 120 |
|
| 105 |
Digital Payments & Fintech
| -$6.51B | -$508M | $667B | 2,572 | 148 |
|
| 106 |
Defense Modernization
| -$6.73B | -$1.78B | $577B | 2,539 | 163 |
|
| 107 |
E-Commerce
Marketplaces
| -$6.92B | +$1.17B | $561B | 2,546 | 106 |
|
| 108 |
Cloud Computing
| -$9.26B | -$5.13B | $868B | 2,584 | 64 |
|