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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100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Medical Devices & Diagnostics
| +$24.4B | +$3.99B | $804B | 2,920 | 342 |
|
| 2 |
E-Commerce
| +$10.5B | +$2.6B | $891B | 2,987 | 240 |
|
| 3 |
Oil & Gas
| +$10.5B | +$36.7B | $1.37T | 3,161 | 361 |
|
| 4 |
E-Commerce
Marketplaces
| +$10.1B | +$1.84B | $790B | 2,848 | 106 |
|
| 5 |
Semiconductors
| +$10.1B | +$5.08B | $672B | 2,847 | 178 |
|
| 6 |
Semiconductors
Analog & Power Semis
| +$8.87B | +$933M | $114B | 1,491 | 27 |
|
| 7 |
Artificial Intelligence
Chinese AI
| +$8.33B | +$3.26B | $90.4B | 928 | 14 |
|
| 8 |
Artificial Intelligence
| +$5.19B | +$21.8B | $1.17T | 2,996 | 264 |
|
| 9 |
Longevity & Aging Population
| +$4.52B | +$1.42B | $122B | 1,488 | 60 |
|
| 10 |
GLP-1 & Obesity
| +$4.36B | +$7.25B | $520B | 2,557 | 92 |
|
| 11 |
Cloud Computing
| +$4.11B | +$12.4B | $893B | 2,777 | 64 |
|
| 12 |
Sin Stocks
| +$3.51B | +$2.45B | $267B | 2,275 | 78 |
|
| 13 |
E-Commerce
Food Delivery
| +$3.08B | +$6.63B | $17B | 334 | 12 |
|
| 14 |
Electric Vehicles
| +$2.75B | +$8.4B | $213B | 2,224 | 124 |
|
| 15 |
Genomics & Gene Editing
| +$2.7B | -$1.42B | $240B | 2,082 | 199 |
|
| 16 |
Data Centers & Digital Infrastructure
| +$2.36B | +$6.42B | $131B | 1,684 | 78 |
|
| 17 |
Sin Stocks
Firearms
| +$2.31B | -$72.7M | $6.11B | 468 | 12 |
|
| 18 |
Pet Economy
| +$1.98B | +$16.2M | $250B | 2,266 | 34 |
|
| 19 |
Immunotherapy & Oncology
| +$1.85B | -$3.63B | $965B | 2,756 | 388 |
|
| 20 |
Internet of Things
| +$1.83B | -$4.94B | $610B | 2,709 | 99 |
|
| 21 |
Defense Modernization
| +$1.78B | +$818M | $613B | 2,686 | 163 |
|
| 22 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.69B | +$5.67B | $34B | 774 | 19 |
|
| 23 |
Quantum Computing
| +$1.64B | +$39M | $94.1B | 1,725 | 19 |
|
| 24 |
Gold & Precious Metals
| +$1.44B | +$1.12B | $52.9B | 1,127 | 133 |
|
| 25 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.41B | +$937M | $52B | 1,115 | 124 |
|
| 26 |
Genomics & Gene Editing
Gene Therapy
| +$1.29B | +$1.75B | $47.7B | 1,343 | 131 |
|
| 27 |
Robotics & Automation
| +$1.25B | -$294M | $158B | 2,001 | 83 |
|
| 28 |
Cybersecurity
| +$1.22B | +$4.43B | $195B | 2,174 | 85 |
|
| 29 |
Sin Stocks
Casinos
| +$1.14B | +$492M | $47B | 962 | 24 |
|
| 30 |
Housing & Home Improvement
Homebuilders
| +$1.09B | +$440M | $58.4B | 1,180 | 45 |
|
| 31 |
Future of Education
| +$982M | +$739M | $33.1B | 864 | 77 |
|
| 32 |
Energy Efficiency
| +$971M | +$293M | $138B | 1,770 | 31 |
|
| 33 |
Lithium & Battery Materials
| +$934M | +$290M | $7.87B | 506 | 47 |
|
| 34 |
Robotics & Automation
Industrial Automation
| +$682M | +$208M | $122B | 1,827 | 16 |
|
| 35 |
Copper & Industrial Metals
| +$624M | -$858M | $89.9B | 1,688 | 79 |
|
| 36 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$522M | -$147M | $67B | 1,220 | 3 |
|
| 37 |
Digital Payments & Fintech
Neobanks
| +$513M | +$8.73B | $17.8B | 597 | 25 |
|
| 38 |
Artificial Intelligence
Agentic AI
| +$499M | +$413M | $54.8B | 672 | 13 |
|
| 39 |
Water
Water Infrastructure
| +$455M | +$1.13B | $35.6B | 991 | 17 |
|
| 40 |
Semiconductors
Photonics & Optical Interconnect
| +$449M | -$431M | $9.43B | 600 | 20 |
|
| 41 |
SaaS & Enterprise Software
| +$427M | +$5.35B | $868B | 2,921 | 266 |
|
| 42 |
Cybersecurity
Agentic AI Security
| +$384M | +$446M | $9.96B | 444 | 2 |
|
| 43 |
Clean Energy
Hydrogen & Fuel Cells
| +$335M | +$665M | $29.1B | 871 | 13 |
|
| 44 |
Sin Stocks
Tobacco & Nicotine
| +$329M | +$160M | $146B | 1,669 | 13 |
|
| 45 |
Clean Energy
Solar
| +$306M | -$188M | $7.84B | 631 | 54 |
|
| 46 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$305M | +$1.03B | $40.2B | 1,094 | 26 |
|
| 47 |
Space Economy
Satellite Communications
| +$269M | -$9.68M | $8.03B | 458 | 16 |
|
| 48 |
Defense Modernization
Munitions Restocking
| +$255M | -$656M | $130B | 1,745 | 11 |
|
| 49 |
Cloud Computing
Edge Computing
| +$234M | +$172M | $11.6B | 542 | 11 |
|
| 50 |
Water
Sanitation
| +$194M | +$786M | $8.17B | 527 | 8 |
|
| 51 |
Cybersecurity
Identity Security
| +$186M | +$64.7M | $1.15B | 248 | 15 |
|
| 52 |
Water
| +$185M | -$850M | $131B | 1,866 | 67 |
|
| 53 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$175M | +$321M | $11.6B | 668 | 9 |
|
| 54 |
Sports Betting & iGaming
| +$131M | +$200M | $3.74B | 318 | 29 |
|
| 55 |
Critical Minerals & Rare Earths
| +$125M | +$3.94M | $6.62B | 521 | 60 |
|
| 56 |
Electric Vehicles
EV Charging Infrastructure
| +$108M | -$687M | $16.1B | 963 | 21 |
|
| 57 |
Small Business Economy
| +$88.8M | +$897M | $109B | 1,646 | 58 |
|
| 58 |
Electrification & Grid
Energy Storage
| +$83.5M | +$2.31B | $19.2B | 653 | 26 |
|
| 59 |
Cannabis
| +$54.6M | -$18.6M | $2.87B | 270 | 52 |
|
| 60 |
Clean Energy
Wind
| +$45.2M | +$47.9M | $403M | 134 | 9 |
|
| 61 |
Semiconductors
Advanced Packaging
| +$44.7M | +$733M | $30.1B | 758 | 10 |
|
| 62 |
Artificial Intelligence
AI Memory & HBM
| +$42.9M | -$57.9M | $40.2B | 881 | 12 |
|
| 63 |
Electrification & Grid
| +$24.1M | +$2.31B | $60.8B | 1,434 | 59 |
|
| 64 |
Agriculture & Food Technology
| +$991K | +$819M | $115B | 1,796 | 79 |
|
| 65 |
Digital Assets
Stablecoin Infrastructure
| -$65.2K | +$6.4K | $285K | 6 | 9 |
|
| 66 |
Digital Assets
Bitcoin Miners
| -$11.1M | +$98.8M | $152M | 64 | 40 |
|
| 67 |
Space Economy
Launch Services
| -$12.6M | +$21.5M | $1.44B | 151 | 5 |
|
| 68 |
Infrastructure & Construction
Green Building
| -$26.7M | +$132M | $2.52B | 214 | 5 |
|
| 69 |
Virtual & Augmented Reality
| -$29.7M | -$1.02M | $135M | 99 | 20 |
|
| 70 |
Artificial Intelligence
AI Software & Applications
| -$57M | +$34.2M | $8.04B | 546 | 85 |
|
| 71 |
Nuclear Energy
Small Modular Reactors
| -$76.4M | +$45.8M | $3.18B | 248 | 12 |
|
| 72 |
Digital Payments & Fintech
Buy Now Pay Later
| -$79.9M | -$30.2M | $2.63B | 245 | 13 |
|
| 73 |
Reshoring & American Manufacturing
| -$84.3M | -$455M | $13.2B | 738 | 20 |
|
| 74 |
Nuclear Energy
Uranium Mining & Enrichment
| -$91.3M | +$30.3M | $3.27B | 306 | 20 |
|
| 75 |
Electrification & Grid
Grid Equipment
| -$100M | +$318M | $27B | 978 | 10 |
|
| 76 |
Electrification & Grid
Transmission Buildout
| -$143M | -$66M | $7.43B | 556 | 6 |
|
| 77 |
Streaming & Digital Media
News Media
| -$155M | -$19.4M | $29.6B | 981 | 26 |
|
| 78 |
Nuclear Energy
| -$301M | +$559M | $136B | 1,734 | 61 |
|
| 79 |
Data Centers & Digital Infrastructure
Power for AI
| -$328M | +$319M | $33.2B | 987 | 22 |
|
| 80 |
Agriculture & Food Technology
Precision Agriculture
| -$335M | +$378M | $23.6B | 1,037 | 4 |
|
| 81 |
Internet of Things
Smart Home
| -$361M | +$335M | $11.8B | 611 | 17 |
|
| 82 |
Digital Assets
Corporate Crypto Treasuries
| -$390M | +$830M | $7.12B | 515 | 63 |
|
| 83 |
Digital Assets
| -$393M | +$1.09B | $13.6B | 655 | 160 |
|
| 84 |
Online Travel & Experiences
| -$396M | +$830M | $98.7B | 1,157 | 32 |
|
| 85 |
Semiconductors
Semicap & Lithography
| -$406M | +$365M | $60.7B | 1,173 | 21 |
|
| 86 |
Sin Stocks
Alcohol
| -$418M | +$1.81B | $65.1B | 1,392 | 24 |
|
| 87 |
Clean Energy
| -$436M | -$625M | $123B | 2,079 | 134 |
|
| 88 |
Autonomous Driving
| -$449M | +$2.66B | $38.8B | 775 | 53 |
|
| 89 |
Oil & Gas
Oilfield Services
| -$460M | -$1.84B | $193B | 2,228 | 88 |
|
| 90 |
Defense Modernization
Drones & Counter-Drone
| -$464M | -$785M | $39B | 930 | 30 |
|
| 91 |
Carbon & Pollution Control
| -$567M | -$1.02B | $74.5B | 1,493 | 23 |
|
| 92 |
Defense Modernization
Military Shipbuilding
| -$600M | -$303M | $51.4B | 999 | 6 |
|
| 93 |
Defense Modernization
Defense Tech & C4ISR
| -$602M | -$1.23B | $175B | 1,876 | 53 |
|
| 94 |
Agriculture & Food Technology
Plant-Based Foods
| -$606M | +$131M | $22.8B | 755 | 17 |
|
| 95 |
3D Printing & Additive Manufacturing
| -$789M | -$541M | $59.3B | 1,202 | 20 |
|
| 96 |
Infrastructure & Construction
| -$793M | +$2.16B | $169B | 2,189 | 127 |
|
| 97 |
Digital Health & Telemedicine
| -$793M | +$696M | $148B | 1,602 | 84 |
|
| 98 |
Artificial Intelligence
AI Inference Silicon
| -$844M | +$941M | $90.2B | 1,615 | 7 |
|
| 99 |
Space Economy
| -$919M | -$1.81B | $98.6B | 1,485 | 64 |
|
| 100 |
Video Games & Esports
| -$960M | +$3.45B | $288B | 2,328 | 55 |
|
| 101 |
Health & Wellness
| -$1.25B | +$2.84B | $91B | 1,925 | 78 |
|
| 102 |
Oil & Gas
LNG
| -$1.45B | +$3.61B | $122B | 1,987 | 32 |
|
| 103 |
Reuse, Repair & Circular Economy
| -$1.68B | -$343M | $109B | 1,608 | 68 |
|
| 104 |
Luxury & Affluent Consumer
| -$1.96B | +$712M | $67.3B | 1,235 | 40 |
|
| 105 |
Housing & Home Improvement
| -$2.28B | -$1.95B | $451B | 2,739 | 223 |
|
| 106 |
Social Media & Creator Economy
| -$2.46B | +$16.7B | $631B | 2,607 | 45 |
|
| 107 |
Housing & Home Improvement
Home & Garden Retail
| -$2.7B | -$3.19B | $219B | 2,097 | 30 |
|
| 108 |
Streaming & Digital Media
| -$4.49B | +$3.67B | $761B | 2,761 | 120 |
|
| 109 |
Internet of Things
Wearables
| -$6.54B | -$6.98B | $437B | 2,417 | 21 |
|
| 110 |
Digital Payments & Fintech
| -$10.3B | +$3.58B | $857B | 2,895 | 148 |
|