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 |
Artificial Intelligence
Chinese AI
| +$35.4B | +$766M | $84.7B | 791 | 14 |
|
| 2 |
Artificial Intelligence
| +$32.5B | +$2.72B | $1.2T | 2,802 | 264 |
|
| 3 |
Cloud Computing
| +$30.3B | +$109M | $925B | 2,611 | 64 |
|
| 4 |
E-Commerce
Marketplaces
| +$22.8B | +$14.9B | $680B | 2,629 | 106 |
|
| 5 |
E-Commerce
| +$22.6B | +$16B | $774B | 2,756 | 240 |
|
| 6 |
Social Media & Creator Economy
| +$7.07B | -$1.21B | $665B | 2,411 | 45 |
|
| 7 |
Copper & Industrial Metals
| +$4.9B | -$680M | $124B | 1,783 | 79 |
|
| 8 |
Genomics & Gene Editing
Gene Therapy
| +$3.58B | +$396M | $36.3B | 1,184 | 131 |
|
| 9 |
Online Travel & Experiences
| +$2.66B | +$5.01B | $96.4B | 1,083 | 32 |
|
| 10 |
Longevity & Aging Population
| +$2.62B | +$1.84B | $94.2B | 1,360 | 60 |
|
| 11 |
Gold & Precious Metals
Gold & Silver Miners
| +$2.45B | +$2.84B | $59.6B | 1,132 | 124 |
|
| 12 |
Gold & Precious Metals
| +$2.41B | +$3.01B | $60.4B | 1,145 | 133 |
|
| 13 |
Housing & Home Improvement
Homebuilders
| +$2.27B | +$818M | $47.6B | 1,083 | 45 |
|
| 14 |
Oil & Gas
LNG
| +$2.26B | +$3.56B | $140B | 1,937 | 32 |
|
| 15 |
Agriculture & Food Technology
| +$2.17B | +$172M | $112B | 1,720 | 79 |
|
| 16 |
Genomics & Gene Editing
| +$1.62B | +$947M | $208B | 1,919 | 199 |
|
| 17 |
Luxury & Affluent Consumer
| +$1.59B | +$339M | $66.4B | 1,189 | 40 |
|
| 18 |
Digital Payments & Fintech
Neobanks
| +$1.2B | +$8.11B | $11B | 463 | 25 |
|
| 19 |
Lithium & Battery Materials
| +$1.01B | -$284M | $8.38B | 515 | 47 |
|
| 20 |
E-Commerce
Food Delivery
| +$853M | +$4.51B | $5.26B | 204 | 12 |
|
| 21 |
Water
Sanitation
| +$409M | +$298M | $7.93B | 512 | 8 |
|
| 22 |
Space Economy
Satellite Communications
| +$331M | +$980M | $7.43B | 450 | 16 |
|
| 23 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$318M | +$137M | $59.8B | 1,115 | 3 |
|
| 24 |
Water
| +$309M | +$12.8M | $135B | 1,782 | 67 |
|
| 25 |
Digital Assets
Corporate Crypto Treasuries
| +$266M | -$172M | $7.17B | 501 | 63 |
|
| 26 |
Clean Energy
| +$228M | +$1.48B | $122B | 2,002 | 134 |
|
| 27 |
Cybersecurity
Identity Security
| +$221M | +$217K | $655M | 199 | 15 |
|
| 28 |
Digital Assets
Bitcoin Miners
| +$216M | +$39.4M | $316M | 67 | 40 |
|
| 29 |
Agriculture & Food Technology
Precision Agriculture
| +$207M | +$436M | $22.6B | 1,017 | 4 |
|
| 30 |
Critical Minerals & Rare Earths
| +$205M | +$106M | $7.3B | 552 | 60 |
|
| 31 |
Clean Energy
Solar
| +$194M | +$24.1M | $8.61B | 597 | 54 |
|
| 32 |
Sin Stocks
Tobacco & Nicotine
| +$180M | -$38.1M | $151B | 1,567 | 13 |
|
| 33 |
Nuclear Energy
| +$164M | +$3.7B | $129B | 1,625 | 61 |
|
| 34 |
Semiconductors
Semicap & Lithography
| +$159M | +$437M | $63.2B | 1,086 | 21 |
|
| 35 |
Electrification & Grid
Energy Storage
| +$101M | -$2.03B | $20.9B | 639 | 26 |
|
| 36 |
Sports Betting & iGaming
| +$94.6M | -$14.8M | $2.59B | 273 | 29 |
|
| 37 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$77.9M | -$540M | $35.8B | 1,038 | 26 |
|
| 38 |
Digital Assets
| +$53.6M | +$302M | $12.8B | 633 | 160 |
|
| 39 |
Cybersecurity
Agentic AI Security
| +$51M | +$315M | $6.07B | 313 | 2 |
|
| 40 |
Sin Stocks
Casinos
| +$36.4M | +$242M | $52.6B | 944 | 24 |
|
| 41 |
Artificial Intelligence
AI Software & Applications
| +$33.9M | +$156M | $8.1B | 557 | 85 |
|
| 42 |
Virtual & Augmented Reality
| +$23.7M | -$210M | $235M | 129 | 20 |
|
| 43 |
Digital Payments & Fintech
Buy Now Pay Later
| +$21.5M | -$75.7M | $3.13B | 245 | 13 |
|
| 44 |
Clean Energy
Hydrogen & Fuel Cells
| +$12M | +$277M | $24.4B | 837 | 13 |
|
| 45 |
Future of Education
| +$8.3M | -$506M | $28.4B | 807 | 77 |
|
| 46 |
Digital Assets
Stablecoin Infrastructure
| -$298K | +$598K | $395K | 8 | 9 |
|
| 47 |
Streaming & Digital Media
News Media
| -$5M | +$571M | $25.8B | 936 | 26 |
|
| 48 |
Space Economy
Launch Services
| -$21.8M | -$62.2M | $985M | 141 | 5 |
|
| 49 |
Clean Energy
Wind
| -$35.6M | +$110M | $687M | 161 | 9 |
|
| 50 |
Infrastructure & Construction
Green Building
| -$47.8M | +$91.2M | $1.53B | 166 | 5 |
|
| 51 |
Robotics & Automation
Industrial Automation
| -$48.7M | +$349M | $117B | 1,705 | 16 |
|
| 52 |
Electric Vehicles
EV Charging Infrastructure
| -$67.3M | -$207M | $18.4B | 950 | 21 |
|
| 53 |
Nuclear Energy
Uranium Mining & Enrichment
| -$72.3M | +$232M | $4.24B | 325 | 20 |
|
| 54 |
Cannabis
| -$85M | -$55.3M | $2.34B | 254 | 52 |
|
| 55 |
Cloud Computing
Edge Computing
| -$86.3M | +$195M | $9.49B | 514 | 11 |
|
| 56 |
Electrification & Grid
Transmission Buildout
| -$92.9M | -$116M | $10B | 597 | 6 |
|
| 57 |
Artificial Intelligence
AI Memory & HBM
| -$98.8M | -$572M | $48B | 816 | 12 |
|
| 58 |
Agriculture & Food Technology
Plant-Based Foods
| -$112M | +$318M | $25.2B | 733 | 17 |
|
| 59 |
Infrastructure & Construction
| -$141M | +$3.05B | $179B | 2,120 | 127 |
|
| 60 |
Water
Water Infrastructure
| -$162M | +$426M | $32.3B | 985 | 17 |
|
| 61 |
Internet of Things
Smart Home
| -$179M | +$494M | $9.36B | 570 | 17 |
|
| 62 |
Energy Efficiency
| -$190M | +$2B | $120B | 1,619 | 31 |
|
| 63 |
Sin Stocks
Firearms
| -$212M | -$14.6M | $3.3B | 379 | 12 |
|
| 64 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$222M | -$32.3M | $12.4B | 715 | 9 |
|
| 65 |
Nuclear Energy
Small Modular Reactors
| -$276M | +$295M | $4.08B | 263 | 12 |
|
| 66 |
3D Printing & Additive Manufacturing
| -$300M | +$1.45B | $70.3B | 1,234 | 20 |
|
| 67 |
Health & Wellness
| -$392M | -$455M | $82.2B | 1,812 | 78 |
|
| 68 |
Artificial Intelligence
Agentic AI
| -$406M | +$551M | $44.7B | 635 | 13 |
|
| 69 |
Semiconductors
Photonics & Optical Interconnect
| -$427M | -$61.6M | $8.1B | 568 | 20 |
|
| 70 |
Electrification & Grid
| -$469M | -$1.71B | $64.3B | 1,416 | 59 |
|
| 71 |
Reshoring & American Manufacturing
| -$487M | +$54.7M | $15.1B | 768 | 20 |
|
| 72 |
Small Business Economy
| -$524M | +$530M | $95.3B | 1,501 | 58 |
|
| 73 |
Electrification & Grid
Grid Equipment
| -$538M | +$368M | $25.4B | 955 | 10 |
|
| 74 |
Semiconductors
Advanced Packaging
| -$545M | +$286M | $25B | 702 | 10 |
|
| 75 |
Data Centers & Digital Infrastructure
| -$551M | -$757M | $116B | 1,610 | 78 |
|
| 76 |
Autonomous Driving
| -$667M | -$2.43B | $38.4B | 744 | 53 |
|
| 77 |
Defense Modernization
Drones & Counter-Drone
| -$676M | -$437M | $32.4B | 828 | 30 |
|
| 78 |
Space Economy
| -$726M | +$67.7M | $90.5B | 1,403 | 64 |
|
| 79 |
Data Centers & Digital Infrastructure
Power for AI
| -$864M | +$362M | $30B | 953 | 22 |
|
| 80 |
Defense Modernization
Military Shipbuilding
| -$868M | -$1.32B | $47.6B | 938 | 6 |
|
| 81 |
GLP-1 & Obesity
| -$875M | +$1.75B | $442B | 2,365 | 92 |
|
| 82 |
Sin Stocks
Alcohol
| -$877M | +$1.22B | $60.3B | 1,281 | 24 |
|
| 83 |
Sin Stocks
| -$945M | +$1.21B | $270B | 2,115 | 78 |
|
| 84 |
Cybersecurity
| -$1.27B | +$1.59B | $173B | 1,994 | 85 |
|
| 85 |
Reuse, Repair & Circular Economy
| -$1.28B | -$763M | $116B | 1,530 | 68 |
|
| 86 |
Semiconductors
Analog & Power Semis
| -$1.41B | -$423M | $83.4B | 1,327 | 27 |
|
| 87 |
Quantum Computing
| -$1.58B | -$677M | $110B | 1,708 | 19 |
|
| 88 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$1.64B | -$1.46B | $29.5B | 730 | 19 |
|
| 89 |
Carbon & Pollution Control
| -$1.66B | +$180K | $85.7B | 1,516 | 23 |
|
| 90 |
Digital Health & Telemedicine
| -$1.71B | +$243M | $115B | 1,423 | 84 |
|
| 91 |
Robotics & Automation
| -$1.84B | +$1.06B | $152B | 1,874 | 83 |
|
| 92 |
Artificial Intelligence
AI Inference Silicon
| -$2.41B | -$36.2M | $97.8B | 1,576 | 7 |
|
| 93 |
Defense Modernization
Munitions Restocking
| -$2.65B | -$97M | $114B | 1,587 | 11 |
|
| 94 |
Electric Vehicles
| -$3.08B | -$700M | $181B | 2,062 | 124 |
|
| 95 |
Defense Modernization
Defense Tech & C4ISR
| -$3.28B | -$805M | $157B | 1,718 | 53 |
|
| 96 |
Oil & Gas
Oilfield Services
| -$3.52B | +$847M | $269B | 2,225 | 88 |
|
| 97 |
Housing & Home Improvement
Home & Garden Retail
| -$3.82B | +$833M | $179B | 1,925 | 30 |
|
| 98 |
Pet Economy
| -$4.5B | +$1.76B | $238B | 2,079 | 34 |
|
| 99 |
Video Games & Esports
| -$4.6B | +$5.22B | $312B | 2,198 | 55 |
|
| 100 |
Medical Devices & Diagnostics
| -$4.87B | +$10.7B | $704B | 2,696 | 342 |
|
| 101 |
SaaS & Enterprise Software
| -$6.03B | +$9.11B | $852B | 2,710 | 266 |
|
| 102 |
Defense Modernization
| -$6.13B | +$893M | $566B | 2,494 | 163 |
|
| 103 |
Streaming & Digital Media
| -$6.41B | +$7.08B | $740B | 2,540 | 120 |
|
| 104 |
Housing & Home Improvement
| -$6.75B | +$6.86B | $384B | 2,547 | 223 |
|
| 105 |
Semiconductors
| -$10.4B | -$311M | $624B | 2,677 | 178 |
|
| 106 |
Oil & Gas
| -$11.2B | +$21.8B | $1.59T | 2,962 | 361 |
|
| 107 |
Immunotherapy & Oncology
| -$11.4B | +$649M | $927B | 2,556 | 388 |
|
| 108 |
Internet of Things
Wearables
| -$15.1B | +$6.76B | $371B | 2,218 | 21 |
|
| 109 |
Internet of Things
| -$18.8B | +$6.47B | $529B | 2,504 | 99 |
|
| 110 |
Digital Payments & Fintech
| -$18.9B | +$16.1B | $755B | 2,649 | 148 |
|