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
5
10
25
50
100
5
10
25
50
100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Oil & Gas
| +$21.8B | +$22.2B | $1.75T | 2,996 | 361 |
|
| 2 |
Digital Payments & Fintech
| +$16.1B | -$6.51B | $750B | 2,643 | 148 |
|
| 3 |
E-Commerce
| +$16B | -$5.96B | $721B | 2,736 | 240 |
|
| 4 |
E-Commerce
Marketplaces
| +$14.9B | -$6.92B | $623B | 2,598 | 106 |
|
| 5 |
Medical Devices & Diagnostics
| +$10.7B | +$3.94B | $719B | 2,672 | 342 |
|
| 6 |
SaaS & Enterprise Software
| +$9.11B | +$4.45B | $830B | 2,712 | 266 |
|
| 7 |
Digital Payments & Fintech
Neobanks
| +$8.11B | +$81.6M | $10.1B | 423 | 25 |
|
| 8 |
Streaming & Digital Media
| +$7.08B | -$6.14B | $741B | 2,563 | 120 |
|
| 9 |
Housing & Home Improvement
| +$6.86B | +$17.2M | $393B | 2,559 | 223 |
|
| 10 |
Internet of Things
Wearables
| +$6.76B | -$1.21B | $357B | 2,198 | 21 |
|
| 11 |
Internet of Things
| +$6.47B | -$283M | $528B | 2,499 | 99 |
|
| 12 |
Video Games & Esports
| +$5.22B | +$717M | $289B | 2,200 | 55 |
|
| 13 |
Online Travel & Experiences
| +$5.01B | -$786M | $98.9B | 1,037 | 32 |
|
| 14 |
E-Commerce
Food Delivery
| +$4.51B | $0 | $4.88B | 158 | 12 |
|
| 15 |
Nuclear Energy
| +$3.7B | +$1.47B | $135B | 1,637 | 61 |
|
| 16 |
Oil & Gas
LNG
| +$3.56B | -$907M | $146B | 1,964 | 32 |
|
| 17 |
Infrastructure & Construction
| +$3.05B | +$1.77B | $193B | 2,163 | 127 |
|
| 18 |
Gold & Precious Metals
| +$3.01B | +$1.28B | $72.3B | 1,172 | 133 |
|
| 19 |
Gold & Precious Metals
Gold & Silver Miners
| +$2.84B | +$1.38B | $71.2B | 1,158 | 124 |
|
| 20 |
Artificial Intelligence
| +$2.72B | -$5.93B | $1.13T | 2,785 | 264 |
|
| 21 |
Energy Efficiency
| +$2B | -$956M | $128B | 1,625 | 31 |
|
| 22 |
Longevity & Aging Population
| +$1.84B | +$1.22B | $93.5B | 1,346 | 60 |
|
| 23 |
Pet Economy
| +$1.76B | +$613M | $242B | 2,092 | 34 |
|
| 24 |
GLP-1 & Obesity
| +$1.75B | +$1.23B | $421B | 2,370 | 92 |
|
| 25 |
Cybersecurity
| +$1.59B | +$819M | $170B | 1,975 | 85 |
|
| 26 |
Clean Energy
| +$1.48B | -$425M | $128B | 2,024 | 134 |
|
| 27 |
3D Printing & Additive Manufacturing
| +$1.45B | -$173M | $69.8B | 1,231 | 20 |
|
| 28 |
Sin Stocks
Alcohol
| +$1.22B | +$227M | $63.6B | 1,288 | 24 |
|
| 29 |
Sin Stocks
| +$1.21B | +$952M | $280B | 2,128 | 78 |
|
| 30 |
Robotics & Automation
| +$1.06B | +$951M | $162B | 1,892 | 83 |
|
| 31 |
Space Economy
Satellite Communications
| +$980M | +$392M | $7.63B | 449 | 16 |
|
| 32 |
Genomics & Gene Editing
| +$947M | +$1.72B | $202B | 1,884 | 199 |
|
| 33 |
Defense Modernization
| +$893M | -$6.73B | $578B | 2,517 | 163 |
|
| 34 |
Oil & Gas
Oilfield Services
| +$847M | +$1.73B | $312B | 2,275 | 88 |
|
| 35 |
Housing & Home Improvement
Home & Garden Retail
| +$833M | -$4.16B | $171B | 1,911 | 30 |
|
| 36 |
Housing & Home Improvement
Homebuilders
| +$818M | +$1.14B | $51.7B | 1,088 | 45 |
|
| 37 |
Artificial Intelligence
Chinese AI
| +$766M | -$198M | $42.6B | 539 | 14 |
|
| 38 |
Immunotherapy & Oncology
| +$649M | +$7.49B | $875B | 2,561 | 388 |
|
| 39 |
Streaming & Digital Media
News Media
| +$571M | +$772M | $28.5B | 962 | 26 |
|
| 40 |
Artificial Intelligence
Agentic AI
| +$551M | +$874M | $46.1B | 634 | 13 |
|
| 41 |
Small Business Economy
| +$530M | -$477M | $93.7B | 1,476 | 58 |
|
| 42 |
Internet of Things
Smart Home
| +$494M | +$357M | $11.1B | 597 | 17 |
|
| 43 |
Semiconductors
Semicap & Lithography
| +$437M | +$1.85B | $62.4B | 1,085 | 21 |
|
| 44 |
Agriculture & Food Technology
Precision Agriculture
| +$436M | -$263M | $24.8B | 1,067 | 4 |
|
| 45 |
Water
Water Infrastructure
| +$426M | +$418M | $33.8B | 1,002 | 17 |
|
| 46 |
Genomics & Gene Editing
Gene Therapy
| +$396M | +$614M | $31.7B | 1,152 | 131 |
|
| 47 |
Electrification & Grid
Grid Equipment
| +$368M | -$513M | $31.1B | 1,002 | 10 |
|
| 48 |
Data Centers & Digital Infrastructure
Power for AI
| +$362M | -$699M | $36.1B | 965 | 22 |
|
| 49 |
Robotics & Automation
Industrial Automation
| +$349M | +$1.14B | $121B | 1,714 | 16 |
|
| 50 |
Luxury & Affluent Consumer
| +$339M | -$1.08B | $67.5B | 1,204 | 40 |
|
| 51 |
Agriculture & Food Technology
Plant-Based Foods
| +$318M | -$236M | $22.1B | 712 | 17 |
|
| 52 |
Cybersecurity
Agentic AI Security
| +$315M | +$94M | $5.15B | 265 | 2 |
|
| 53 |
Digital Assets
| +$302M | -$183M | $13.5B | 611 | 160 |
|
| 54 |
Water
Sanitation
| +$298M | +$190M | $8.2B | 501 | 8 |
|
| 55 |
Nuclear Energy
Small Modular Reactors
| +$295M | +$310M | $4.84B | 251 | 12 |
|
| 56 |
Semiconductors
Advanced Packaging
| +$286M | +$747M | $27B | 698 | 10 |
|
| 57 |
Clean Energy
Hydrogen & Fuel Cells
| +$277M | +$306M | $24.2B | 833 | 13 |
|
| 58 |
Digital Health & Telemedicine
| +$243M | +$2.56B | $112B | 1,427 | 84 |
|
| 59 |
Sin Stocks
Casinos
| +$242M | +$1B | $61.7B | 973 | 24 |
|
| 60 |
Nuclear Energy
Uranium Mining & Enrichment
| +$232M | +$386M | $4.97B | 311 | 20 |
|
| 61 |
Cloud Computing
Edge Computing
| +$195M | -$481M | $9.83B | 475 | 11 |
|
| 62 |
Agriculture & Food Technology
| +$172M | -$857M | $113B | 1,729 | 79 |
|
| 63 |
Artificial Intelligence
AI Software & Applications
| +$156M | +$500M | $8.62B | 589 | 85 |
|
| 64 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$137M | +$134M | $59.4B | 1,113 | 3 |
|
| 65 |
Clean Energy
Wind
| +$110M | +$400M | $1.04B | 166 | 9 |
|
| 66 |
Cloud Computing
| +$109M | -$9.26B | $867B | 2,557 | 64 |
|
| 67 |
Critical Minerals & Rare Earths
| +$106M | -$49M | $7.99B | 577 | 60 |
|
| 68 |
Infrastructure & Construction
Green Building
| +$91.2M | +$170M | $1.41B | 171 | 5 |
|
| 69 |
Space Economy
| +$67.7M | -$826M | $85.1B | 1,398 | 64 |
|
| 70 |
Reshoring & American Manufacturing
| +$54.7M | +$198M | $17.5B | 798 | 20 |
|
| 71 |
Digital Assets
Bitcoin Miners
| +$39.4M | -$54.9M | $123M | 53 | 40 |
|
| 72 |
Clean Energy
Solar
| +$24.1M | +$923M | $8.91B | 602 | 54 |
|
| 73 |
Water
| +$12.8M | +$703M | $137B | 1,767 | 67 |
|
| 74 |
Digital Assets
Stablecoin Infrastructure
| +$598K | $0 | $566K | 4 | 9 |
|
| 75 |
Cybersecurity
Identity Security
| +$217K | -$1.58M | $293M | 165 | 15 |
|
| 76 |
Carbon & Pollution Control
| +$180K | -$1.65B | $94.9B | 1,530 | 23 |
|
| 77 |
Sin Stocks
Firearms
| -$14.6M | +$47.3M | $4.01B | 417 | 12 |
|
| 78 |
Sports Betting & iGaming
| -$14.8M | +$50.9M | $2.63B | 261 | 29 |
|
| 79 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$32.3M | -$2.44B | $14.5B | 710 | 9 |
|
| 80 |
Artificial Intelligence
AI Inference Silicon
| -$36.2M | -$418M | $106B | 1,611 | 7 |
|
| 81 |
Sin Stocks
Tobacco & Nicotine
| -$38.1M | -$160M | $147B | 1,566 | 13 |
|
| 82 |
Cannabis
| -$55.3M | -$2.47M | $2.5B | 255 | 52 |
|
| 83 |
Semiconductors
Photonics & Optical Interconnect
| -$61.6M | +$513M | $8.9B | 586 | 20 |
|
| 84 |
Space Economy
Launch Services
| -$62.2M | -$55.6M | $1.2B | 158 | 5 |
|
| 85 |
Digital Payments & Fintech
Buy Now Pay Later
| -$75.7M | -$14.8M | $3.06B | 258 | 13 |
|
| 86 |
Defense Modernization
Munitions Restocking
| -$97M | -$551M | $123B | 1,611 | 11 |
|
| 87 |
Electrification & Grid
Transmission Buildout
| -$116M | +$32.8M | $9.9B | 603 | 6 |
|
| 88 |
Digital Assets
Corporate Crypto Treasuries
| -$172M | +$3.95M | $6.92B | 479 | 63 |
|
| 89 |
Electric Vehicles
EV Charging Infrastructure
| -$207M | -$650M | $21.8B | 993 | 21 |
|
| 90 |
Virtual & Augmented Reality
| -$210M | -$67.1M | $141M | 112 | 20 |
|
| 91 |
Lithium & Battery Materials
| -$284M | -$23.2M | $8.41B | 491 | 47 |
|
| 92 |
Semiconductors
| -$311M | +$6.77B | $633B | 2,688 | 178 |
|
| 93 |
Semiconductors
Analog & Power Semis
| -$423M | -$172M | $86B | 1,323 | 27 |
|
| 94 |
Defense Modernization
Drones & Counter-Drone
| -$437M | -$489M | $32B | 825 | 30 |
|
| 95 |
Health & Wellness
| -$455M | +$7.78B | $84.6B | 1,811 | 78 |
|
| 96 |
Future of Education
| -$506M | +$725M | $29.2B | 843 | 77 |
|
| 97 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$540M | +$81.3M | $36.4B | 1,061 | 26 |
|
| 98 |
Artificial Intelligence
AI Memory & HBM
| -$572M | +$1.43B | $45.9B | 816 | 12 |
|
| 99 |
Quantum Computing
| -$677M | -$4.75B | $107B | 1,727 | 19 |
|
| 100 |
Copper & Industrial Metals
| -$680M | +$5.79B | $125B | 1,778 | 79 |
|
| 101 |
Electric Vehicles
| -$700M | -$3.07B | $206B | 2,117 | 124 |
|
| 102 |
Data Centers & Digital Infrastructure
| -$757M | -$367M | $125B | 1,582 | 78 |
|
| 103 |
Reuse, Repair & Circular Economy
| -$763M | -$1.02B | $118B | 1,535 | 68 |
|
| 104 |
Defense Modernization
Defense Tech & C4ISR
| -$805M | +$22.2M | $164B | 1,721 | 53 |
|
| 105 |
Social Media & Creator Economy
| -$1.21B | -$967M | $610B | 2,395 | 45 |
|
| 106 |
Defense Modernization
Military Shipbuilding
| -$1.32B | +$22.5M | $45.5B | 924 | 6 |
|
| 107 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$1.46B | +$2.34B | $31.1B | 761 | 19 |
|
| 108 |
Electrification & Grid
| -$1.71B | +$1.05B | $70.8B | 1,429 | 59 |
|
| 109 |
Electrification & Grid
Energy Storage
| -$2.03B | +$1.48B | $21B | 640 | 26 |
|
| 110 |
Autonomous Driving
| -$2.43B | +$1.03B | $42.2B | 733 | 53 |
|