Themes With The Most
Closed Fund Positions
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 |
Net closed positions |
Closed positions |
New positions |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
3D Printing & Additive Manufacturing
| 73 | 161 | 88 | 1,202 | 20 |
|
| 2 |
Copper & Industrial Metals
| 62 | 170 | 108 | 1,688 | 79 |
|
| 3 |
Carbon & Pollution Control
| 37 | 131 | 94 | 1,493 | 23 |
|
| 4 |
Data Centers & Digital Infrastructure
Liquid Cooling
| 34 | 80 | 46 | 668 | 9 |
|
| 5 |
Reshoring & American Manufacturing
| 30 | 95 | 65 | 738 | 20 |
|
| 6 |
Artificial Intelligence
AI Inference Silicon
| 25 | 141 | 116 | 1,615 | 7 |
|
| 7 |
Nuclear Energy
Uranium Mining & Enrichment
| 25 | 54 | 29 | 306 | 20 |
|
| 8 |
Critical Minerals & Rare Earths
| 22 | 74 | 52 | 521 | 60 |
|
| 9 |
Nuclear Energy
Small Modular Reactors
| 21 | 43 | 22 | 248 | 12 |
|
| 10 |
Internet of Things
Smart Home
| 21 | 77 | 56 | 611 | 17 |
|
| 11 |
Artificial Intelligence
AI Software & Applications
| 20 | 68 | 48 | 546 | 85 |
|
| 12 |
Digital Payments & Fintech
Neobanks
| 18 | 97 | 79 | 597 | 25 |
|
| 13 |
Oil & Gas
Oilfield Services
| 18 | 148 | 130 | 2,228 | 88 |
|
| 14 |
Data Centers & Digital Infrastructure
Power for AI
| 18 | 88 | 70 | 987 | 22 |
|
| 15 |
Virtual & Augmented Reality
| 18 | 32 | 14 | 99 | 20 |
|
| 16 |
Agriculture & Food Technology
Plant-Based Foods
| 15 | 76 | 61 | 755 | 17 |
|
| 17 |
Agriculture & Food Technology
Precision Agriculture
| 15 | 95 | 80 | 1,037 | 4 |
|
| 18 |
Artificial Intelligence
AI Memory & HBM
| 14 | 116 | 102 | 881 | 12 |
|
| 19 |
Clean Energy
Hydrogen & Fuel Cells
| 14 | 81 | 67 | 871 | 13 |
|
| 20 |
Nuclear Energy
| 14 | 110 | 96 | 1,734 | 61 |
|
| 21 |
Artificial Intelligence
Chinese AI
| 13 | 151 | 138 | 928 | 14 |
|
| 22 |
Infrastructure & Construction
| 12 | 152 | 140 | 2,189 | 127 |
|
| 23 |
Digital Assets
Bitcoin Miners
| 10 | 24 | 14 | 64 | 40 |
|
| 24 |
Water
Water Infrastructure
| 10 | 98 | 88 | 991 | 17 |
|
| 25 |
Digital Assets
Corporate Crypto Treasuries
| 9 | 87 | 78 | 515 | 63 |
|
| 26 |
Electrification & Grid
Transmission Buildout
| 9 | 71 | 62 | 556 | 6 |
|
| 27 |
Electrification & Grid
| 8 | 126 | 118 | 1,434 | 59 |
|
| 28 |
Electrification & Grid
Grid Equipment
| 8 | 90 | 82 | 978 | 10 |
|
| 29 |
Quantum Computing
| 7 | 102 | 95 | 1,725 | 19 |
|
| 30 |
Electric Vehicles
EV Charging Infrastructure
| 5 | 73 | 68 | 963 | 21 |
|
| 31 |
Clean Energy
Wind
| 5 | 22 | 17 | 134 | 9 |
|
| 32 |
Data Centers & Digital Infrastructure
| 4 | 114 | 110 | 1,684 | 78 |
|
| 33 |
Luxury & Affluent Consumer
| 3 | 122 | 119 | 1,235 | 40 |
|
| 34 |
Digital Assets
Stablecoin Infrastructure
| 3 | 3 | 0 | 6 | 9 |
|
| 35 |
Digital Payments & Fintech
Buy Now Pay Later
| 1 | 35 | 34 | 245 | 13 |
|
| 36 |
Electrification & Grid
Energy Storage
| 1 | 84 | 83 | 653 | 26 |
|
| 37 |
Video Games & Esports
| 1 | 133 | 132 | 2,328 | 55 |
|
| 38 |
Gold & Precious Metals
Gold & Silver Miners
| -3 | 101 | 104 | 1,115 | 124 |
|
| 39 |
Sin Stocks
Casinos
| -4 | 120 | 124 | 962 | 24 |
|
| 40 |
Gold & Precious Metals
| -4 | 101 | 105 | 1,127 | 133 |
|
| 41 |
Digital Assets
| -5 | 86 | 91 | 655 | 160 |
|
| 42 |
Water
Sanitation
| -6 | 52 | 58 | 527 | 8 |
|
| 43 |
Lithium & Battery Materials
| -8 | 76 | 84 | 506 | 47 |
|
| 44 |
Defense Modernization
Military Shipbuilding
| -8 | 74 | 82 | 999 | 6 |
|
| 45 |
Autonomous Driving
| -9 | 83 | 92 | 775 | 53 |
|
| 46 |
Robotics & Automation
| -10 | 114 | 124 | 2,001 | 83 |
|
| 47 |
Semiconductors
Semicap & Lithography
| -10 | 95 | 105 | 1,173 | 21 |
|
| 48 |
Oil & Gas
LNG
| -11 | 104 | 115 | 1,987 | 32 |
|
| 49 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -11 | 92 | 103 | 1,094 | 26 |
|
| 50 |
Cloud Computing
Edge Computing
| -12 | 58 | 70 | 542 | 11 |
|
| 51 |
Future of Education
| -12 | 76 | 88 | 864 | 77 |
|
| 52 |
Robotics & Automation
Industrial Automation
| -13 | 97 | 110 | 1,827 | 16 |
|
| 53 |
Streaming & Digital Media
News Media
| -13 | 74 | 87 | 981 | 26 |
|
| 54 |
Space Economy
Satellite Communications
| -15 | 46 | 61 | 458 | 16 |
|
| 55 |
Space Economy
Launch Services
| -17 | 16 | 33 | 151 | 5 |
|
| 56 |
Semiconductors
| -19 | 82 | 101 | 2,847 | 178 |
|
| 57 |
Housing & Home Improvement
Home & Garden Retail
| -20 | 112 | 132 | 2,097 | 30 |
|
| 58 |
Space Economy
| -20 | 94 | 114 | 1,485 | 64 |
|
| 59 |
Sin Stocks
Tobacco & Nicotine
| -20 | 76 | 96 | 1,669 | 13 |
|
| 60 |
Cannabis
| -21 | 27 | 48 | 270 | 52 |
|
| 61 |
Pet Economy
| -22 | 83 | 105 | 2,266 | 34 |
|
| 62 |
Small Business Economy
| -22 | 91 | 113 | 1,646 | 58 |
|
| 63 |
Health & Wellness
| -23 | 97 | 120 | 1,925 | 78 |
|
| 64 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -23 | 72 | 95 | 774 | 19 |
|
| 65 |
Reuse, Repair & Circular Economy
| -23 | 116 | 139 | 1,608 | 68 |
|
| 66 |
Infrastructure & Construction
Green Building
| -24 | 21 | 45 | 214 | 5 |
|
| 67 |
Online Travel & Experiences
| -24 | 111 | 135 | 1,157 | 32 |
|
| 68 |
SaaS & Enterprise Software
| -26 | 92 | 118 | 2,921 | 266 |
|
| 69 |
Sports Betting & iGaming
| -26 | 41 | 67 | 318 | 29 |
|
| 70 |
Artificial Intelligence
Agentic AI
| -27 | 63 | 90 | 672 | 13 |
|
| 71 |
Housing & Home Improvement
| -27 | 105 | 132 | 2,739 | 223 |
|
| 72 |
Semiconductors
Photonics & Optical Interconnect
| -28 | 53 | 81 | 600 | 20 |
|
| 73 |
Robotics & Automation
Warehouse & Logistics Robotics
| -28 | 59 | 87 | 1,220 | 3 |
|
| 74 |
Water
| -28 | 100 | 128 | 1,866 | 67 |
|
| 75 |
Energy Efficiency
| -29 | 82 | 111 | 1,770 | 31 |
|
| 76 |
Longevity & Aging Population
| -29 | 91 | 120 | 1,488 | 60 |
|
| 77 |
Streaming & Digital Media
| -30 | 102 | 132 | 2,761 | 120 |
|
| 78 |
Semiconductors
Advanced Packaging
| -31 | 55 | 86 | 758 | 10 |
|
| 79 |
Cloud Computing
| -31 | 104 | 135 | 2,777 | 64 |
|
| 80 |
Agriculture & Food Technology
| -33 | 107 | 140 | 1,796 | 79 |
|
| 81 |
Digital Health & Telemedicine
| -35 | 96 | 131 | 1,602 | 84 |
|
| 82 |
Clean Energy
| -37 | 123 | 160 | 2,079 | 134 |
|
| 83 |
E-Commerce
| -38 | 81 | 119 | 2,987 | 240 |
|
| 84 |
Oil & Gas
| -38 | 77 | 115 | 3,161 | 361 |
|
| 85 |
Sin Stocks
| -38 | 94 | 132 | 2,275 | 78 |
|
| 86 |
Electric Vehicles
| -39 | 112 | 151 | 2,224 | 124 |
|
| 87 |
Cybersecurity
Identity Security
| -39 | 33 | 72 | 248 | 15 |
|
| 88 |
Immunotherapy & Oncology
| -39 | 65 | 104 | 2,756 | 388 |
|
| 89 |
Artificial Intelligence
| -40 | 81 | 121 | 2,996 | 264 |
|
| 90 |
Digital Payments & Fintech
| -41 | 86 | 127 | 2,895 | 148 |
|
| 91 |
Defense Modernization
Drones & Counter-Drone
| -41 | 56 | 97 | 930 | 30 |
|
| 92 |
Internet of Things
| -42 | 84 | 126 | 2,709 | 99 |
|
| 93 |
Sin Stocks
Alcohol
| -44 | 56 | 100 | 1,392 | 24 |
|
| 94 |
E-Commerce
Marketplaces
| -45 | 76 | 121 | 2,848 | 106 |
|
| 95 |
Genomics & Gene Editing
| -46 | 87 | 133 | 2,082 | 199 |
|
| 96 |
GLP-1 & Obesity
| -46 | 79 | 125 | 2,557 | 92 |
|
| 97 |
Cybersecurity
| -47 | 92 | 139 | 2,174 | 85 |
|
| 98 |
Social Media & Creator Economy
| -47 | 87 | 134 | 2,607 | 45 |
|
| 99 |
Defense Modernization
| -50 | 86 | 136 | 2,686 | 163 |
|
| 100 |
Housing & Home Improvement
Homebuilders
| -50 | 96 | 146 | 1,180 | 45 |
|
| 101 |
Internet of Things
Wearables
| -51 | 81 | 132 | 2,417 | 21 |
|
| 102 |
Medical Devices & Diagnostics
| -54 | 69 | 123 | 2,920 | 342 |
|
| 103 |
Defense Modernization
Defense Tech & C4ISR
| -56 | 79 | 135 | 1,876 | 53 |
|
| 104 |
Clean Energy
Solar
| -60 | 61 | 121 | 631 | 54 |
|
| 105 |
Cybersecurity
Agentic AI Security
| -61 | 33 | 94 | 444 | 2 |
|
| 106 |
Defense Modernization
Munitions Restocking
| -61 | 76 | 137 | 1,745 | 11 |
|
| 107 |
Semiconductors
Analog & Power Semis
| -70 | 78 | 148 | 1,491 | 27 |
|
| 108 |
Genomics & Gene Editing
Gene Therapy
| -72 | 76 | 148 | 1,343 | 131 |
|
| 109 |
Sin Stocks
Firearms
| -79 | 41 | 120 | 468 | 12 |
|
| 110 |
E-Commerce
Food Delivery
| -83 | 41 | 124 | 334 | 12 |
|