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
| +$36.7B | -$11.2B | $1.41T | 3,152 | 361 |
|
| 2 |
Artificial Intelligence
| +$21.8B | +$32.5B | $1.21T | 2,989 | 264 |
|
| 3 |
Social Media & Creator Economy
| +$16.7B | +$7.07B | $647B | 2,588 | 45 |
|
| 4 |
Cloud Computing
| +$12.4B | +$30.3B | $909B | 2,775 | 64 |
|
| 5 |
Digital Payments & Fintech
Neobanks
| +$8.73B | +$1.2B | $19.9B | 618 | 25 |
|
| 6 |
Electric Vehicles
| +$8.4B | -$3.08B | $198B | 2,209 | 124 |
|
| 7 |
GLP-1 & Obesity
| +$7.25B | -$875M | $482B | 2,537 | 92 |
|
| 8 |
E-Commerce
Food Delivery
| +$6.63B | +$853M | $10.9B | 252 | 12 |
|
| 9 |
Data Centers & Digital Infrastructure
| +$6.42B | -$551M | $127B | 1,702 | 78 |
|
| 10 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$5.67B | -$1.64B | $33.2B | 759 | 19 |
|
| 11 |
SaaS & Enterprise Software
| +$5.35B | -$6.03B | $881B | 2,923 | 266 |
|
| 12 |
Semiconductors
| +$5.08B | -$10.4B | $669B | 2,858 | 178 |
|
| 13 |
Cybersecurity
| +$4.43B | -$1.27B | $194B | 2,150 | 85 |
|
| 14 |
Medical Devices & Diagnostics
| +$3.99B | -$4.87B | $746B | 2,897 | 342 |
|
| 15 |
Streaming & Digital Media
| +$3.67B | -$6.41B | $725B | 2,759 | 120 |
|
| 16 |
Oil & Gas
LNG
| +$3.61B | +$2.26B | $128B | 1,996 | 32 |
|
| 17 |
Digital Payments & Fintech
| +$3.58B | -$18.9B | $832B | 2,881 | 148 |
|
| 18 |
Video Games & Esports
| +$3.45B | -$4.6B | $318B | 2,353 | 55 |
|
| 19 |
Artificial Intelligence
Chinese AI
| +$3.26B | +$35.4B | $95.4B | 953 | 14 |
|
| 20 |
Health & Wellness
| +$2.84B | -$392M | $90.5B | 1,924 | 78 |
|
| 21 |
Autonomous Driving
| +$2.66B | -$667M | $40.5B | 774 | 53 |
|
| 22 |
E-Commerce
| +$2.6B | +$22.6B | $827B | 2,980 | 240 |
|
| 23 |
Sin Stocks
| +$2.45B | -$945M | $269B | 2,263 | 78 |
|
| 24 |
Electrification & Grid
| +$2.31B | -$469M | $63.9B | 1,461 | 59 |
|
| 25 |
Electrification & Grid
Energy Storage
| +$2.31B | +$101M | $21.4B | 662 | 26 |
|
| 26 |
Infrastructure & Construction
| +$2.16B | -$141M | $172B | 2,225 | 127 |
|
| 27 |
E-Commerce
Marketplaces
| +$1.84B | +$22.8B | $723B | 2,834 | 106 |
|
| 28 |
Sin Stocks
Alcohol
| +$1.81B | -$877M | $62.7B | 1,365 | 24 |
|
| 29 |
Genomics & Gene Editing
Gene Therapy
| +$1.75B | +$3.58B | $40.6B | 1,283 | 131 |
|
| 30 |
Longevity & Aging Population
| +$1.42B | +$2.62B | $110B | 1,475 | 60 |
|
| 31 |
Water
Water Infrastructure
| +$1.13B | -$162M | $33.8B | 1,013 | 17 |
|
| 32 |
Gold & Precious Metals
| +$1.12B | +$2.41B | $52.5B | 1,136 | 133 |
|
| 33 |
Digital Assets
| +$1.09B | +$53.6M | $13.3B | 660 | 160 |
|
| 34 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.03B | +$77.9M | $38.1B | 1,093 | 26 |
|
| 35 |
Artificial Intelligence
AI Inference Silicon
| +$941M | -$2.41B | $97.2B | 1,659 | 7 |
|
| 36 |
Gold & Precious Metals
Gold & Silver Miners
| +$937M | +$2.45B | $51.8B | 1,125 | 124 |
|
| 37 |
Semiconductors
Analog & Power Semis
| +$933M | -$1.41B | $93B | 1,440 | 27 |
|
| 38 |
Small Business Economy
| +$897M | -$524M | $103B | 1,641 | 58 |
|
| 39 |
Digital Assets
Corporate Crypto Treasuries
| +$830M | +$266M | $6.93B | 533 | 63 |
|
| 40 |
Online Travel & Experiences
| +$830M | +$2.66B | $93.2B | 1,145 | 32 |
|
| 41 |
Agriculture & Food Technology
| +$819M | +$2.17B | $114B | 1,782 | 79 |
|
| 42 |
Defense Modernization
| +$818M | -$6.13B | $590B | 2,665 | 163 |
|
| 43 |
Water
Sanitation
| +$786M | +$409M | $8.54B | 528 | 8 |
|
| 44 |
Future of Education
| +$739M | +$8.3M | $31.3B | 861 | 77 |
|
| 45 |
Semiconductors
Advanced Packaging
| +$733M | -$545M | $28.4B | 734 | 10 |
|
| 46 |
Luxury & Affluent Consumer
| +$712M | +$1.59B | $70.4B | 1,252 | 40 |
|
| 47 |
Digital Health & Telemedicine
| +$696M | -$1.71B | $131B | 1,586 | 84 |
|
| 48 |
Clean Energy
Hydrogen & Fuel Cells
| +$665M | +$12M | $27.5B | 893 | 13 |
|
| 49 |
Nuclear Energy
| +$559M | +$164M | $142B | 1,766 | 61 |
|
| 50 |
Sin Stocks
Casinos
| +$492M | +$36.4M | $48.2B | 970 | 24 |
|
| 51 |
Cybersecurity
Agentic AI Security
| +$446M | +$51M | $8.02B | 387 | 2 |
|
| 52 |
Housing & Home Improvement
Homebuilders
| +$440M | +$2.27B | $52.4B | 1,142 | 45 |
|
| 53 |
Artificial Intelligence
Agentic AI
| +$413M | -$406M | $47.6B | 653 | 13 |
|
| 54 |
Agriculture & Food Technology
Precision Agriculture
| +$378M | +$207M | $24.2B | 1,067 | 4 |
|
| 55 |
Semiconductors
Semicap & Lithography
| +$365M | +$159M | $67.5B | 1,178 | 21 |
|
| 56 |
Internet of Things
Smart Home
| +$335M | -$179M | $11.4B | 639 | 17 |
|
| 57 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$321M | -$222M | $11.7B | 711 | 9 |
|
| 58 |
Data Centers & Digital Infrastructure
Power for AI
| +$319M | -$864M | $32.6B | 1,014 | 22 |
|
| 59 |
Electrification & Grid
Grid Equipment
| +$318M | -$538M | $27.2B | 998 | 10 |
|
| 60 |
Energy Efficiency
| +$293M | -$190M | $130B | 1,757 | 31 |
|
| 61 |
Lithium & Battery Materials
| +$290M | +$1.01B | $8.02B | 504 | 47 |
|
| 62 |
Robotics & Automation
Industrial Automation
| +$208M | -$48.7M | $121B | 1,834 | 16 |
|
| 63 |
Sports Betting & iGaming
| +$200M | +$94.6M | $3.14B | 297 | 29 |
|
| 64 |
Cloud Computing
Edge Computing
| +$172M | -$86.3M | $10.1B | 540 | 11 |
|
| 65 |
Sin Stocks
Tobacco & Nicotine
| +$160M | +$180M | $151B | 1,668 | 13 |
|
| 66 |
Infrastructure & Construction
Green Building
| +$132M | -$47.8M | $2.02B | 191 | 5 |
|
| 67 |
Agriculture & Food Technology
Plant-Based Foods
| +$131M | -$112M | $25.7B | 780 | 17 |
|
| 68 |
Digital Assets
Bitcoin Miners
| +$98.8M | +$216M | $247M | 74 | 40 |
|
| 69 |
Cybersecurity
Identity Security
| +$64.7M | +$221M | $966M | 210 | 15 |
|
| 70 |
Clean Energy
Wind
| +$47.9M | -$35.6M | $304M | 140 | 9 |
|
| 71 |
Nuclear Energy
Small Modular Reactors
| +$45.8M | -$276M | $3.82B | 271 | 12 |
|
| 72 |
Quantum Computing
| +$39M | -$1.58B | $92.5B | 1,751 | 19 |
|
| 73 |
Artificial Intelligence
AI Software & Applications
| +$34.2M | +$33.9M | $8.04B | 573 | 85 |
|
| 74 |
Nuclear Energy
Uranium Mining & Enrichment
| +$30.3M | -$72.3M | $3.93B | 333 | 20 |
|
| 75 |
Space Economy
Launch Services
| +$21.5M | -$21.8M | $1.15B | 136 | 5 |
|
| 76 |
Pet Economy
| +$16.2M | -$4.5B | $242B | 2,268 | 34 |
|
| 77 |
Critical Minerals & Rare Earths
| +$3.94M | +$205M | $6.65B | 548 | 60 |
|
| 78 |
Digital Assets
Stablecoin Infrastructure
| +$6.4K | -$298K | $349K | 9 | 9 |
|
| 79 |
Virtual & Augmented Reality
| -$1.02M | +$23.7M | $197M | 118 | 20 |
|
| 80 |
Space Economy
Satellite Communications
| -$9.68M | +$331M | $7.63B | 449 | 16 |
|
| 81 |
Cannabis
| -$18.6M | -$85M | $2.62B | 254 | 52 |
|
| 82 |
Streaming & Digital Media
News Media
| -$19.4M | -$5M | $27.3B | 977 | 26 |
|
| 83 |
Digital Payments & Fintech
Buy Now Pay Later
| -$30.2M | +$21.5M | $3.4B | 250 | 13 |
|
| 84 |
Artificial Intelligence
AI Memory & HBM
| -$57.9M | -$98.8M | $49.2B | 907 | 12 |
|
| 85 |
Electrification & Grid
Transmission Buildout
| -$66M | -$92.9M | $7.88B | 576 | 6 |
|
| 86 |
Sin Stocks
Firearms
| -$72.7M | -$212M | $2.82B | 394 | 12 |
|
| 87 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$147M | +$318M | $63.7B | 1,205 | 3 |
|
| 88 |
Clean Energy
Solar
| -$188M | +$194M | $6.36B | 577 | 54 |
|
| 89 |
Robotics & Automation
| -$294M | -$1.84B | $157B | 2,012 | 83 |
|
| 90 |
Defense Modernization
Military Shipbuilding
| -$303M | -$868M | $51.1B | 1,005 | 6 |
|
| 91 |
Reuse, Repair & Circular Economy
| -$343M | -$1.28B | $109B | 1,602 | 68 |
|
| 92 |
Semiconductors
Photonics & Optical Interconnect
| -$431M | -$427M | $8.37B | 575 | 20 |
|
| 93 |
Reshoring & American Manufacturing
| -$455M | -$487M | $13.5B | 778 | 20 |
|
| 94 |
3D Printing & Additive Manufacturing
| -$541M | -$300M | $75.2B | 1,296 | 20 |
|
| 95 |
Clean Energy
| -$625M | +$228M | $113B | 2,069 | 134 |
|
| 96 |
Defense Modernization
Munitions Restocking
| -$656M | -$2.65B | $122B | 1,707 | 11 |
|
| 97 |
Electric Vehicles
EV Charging Infrastructure
| -$687M | -$67.3M | $15.6B | 982 | 21 |
|
| 98 |
Defense Modernization
Drones & Counter-Drone
| -$785M | -$676M | $34.8B | 899 | 30 |
|
| 99 |
Water
| -$850M | +$309M | $127B | 1,857 | 67 |
|
| 100 |
Copper & Industrial Metals
| -$858M | +$4.9B | $99.8B | 1,768 | 79 |
|
| 101 |
Carbon & Pollution Control
| -$1.02B | -$1.66B | $80.3B | 1,545 | 23 |
|
| 102 |
Defense Modernization
Defense Tech & C4ISR
| -$1.23B | -$3.28B | $169B | 1,842 | 53 |
|
| 103 |
Genomics & Gene Editing
| -$1.42B | +$1.62B | $225B | 2,059 | 199 |
|
| 104 |
Space Economy
| -$1.81B | -$726M | $94.1B | 1,486 | 64 |
|
| 105 |
Oil & Gas
Oilfield Services
| -$1.84B | -$3.52B | $204B | 2,272 | 88 |
|
| 106 |
Housing & Home Improvement
| -$1.95B | -$6.75B | $429B | 2,737 | 223 |
|
| 107 |
Housing & Home Improvement
Home & Garden Retail
| -$3.19B | -$3.82B | $208B | 2,098 | 30 |
|
| 108 |
Immunotherapy & Oncology
| -$3.63B | -$11.4B | $938B | 2,745 | 388 |
|
| 109 |
Internet of Things
| -$4.94B | -$18.8B | $559B | 2,692 | 99 |
|
| 110 |
Internet of Things
Wearables
| -$6.98B | -$15.1B | $396B | 2,390 | 21 |
|