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 |
Medical Devices & Diagnostics
| +$17B | +$24.4B | $822B | 2,931 | 342 |
|
| 2 |
Artificial Intelligence
| +$14.5B | +$5.19B | $1.18T | 3,007 | 264 |
|
| 3 |
Longevity & Aging Population
| +$12.8B | +$4.52B | $125B | 1,517 | 60 |
|
| 4 |
Social Media & Creator Economy
| +$10B | -$2.46B | $653B | 2,623 | 45 |
|
| 5 |
Cloud Computing
| +$8.9B | +$4.11B | $923B | 2,766 | 64 |
|
| 6 |
Oil & Gas
| +$8.07B | +$10.5B | $1.34T | 3,143 | 361 |
|
| 7 |
Genomics & Gene Editing
| +$6.54B | +$2.7B | $255B | 2,095 | 199 |
|
| 8 |
E-Commerce
Food Delivery
| +$5.47B | +$3.08B | $23.9B | 373 | 12 |
|
| 9 |
Immunotherapy & Oncology
| +$4.74B | +$1.85B | $995B | 2,770 | 388 |
|
| 10 |
SaaS & Enterprise Software
| +$4.47B | +$427M | $890B | 2,935 | 266 |
|
| 11 |
Genomics & Gene Editing
Gene Therapy
| +$3.96B | +$1.29B | $53.7B | 1,370 | 131 |
|
| 12 |
Streaming & Digital Media
| +$3.29B | -$4.49B | $803B | 2,769 | 120 |
|
| 13 |
Data Centers & Digital Infrastructure
| +$3.23B | +$2.36B | $129B | 1,690 | 78 |
|
| 14 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.64B | +$1.69B | $36.8B | 787 | 19 |
|
| 15 |
Semiconductors
Advanced Packaging
| +$2.57B | +$44.7M | $31B | 736 | 10 |
|
| 16 |
Small Business Economy
| +$2.31B | +$88.8M | $111B | 1,649 | 58 |
|
| 17 |
Artificial Intelligence
Chinese AI
| +$2.23B | +$8.33B | $89.7B | 920 | 14 |
|
| 18 |
Electric Vehicles
| +$2B | +$2.75B | $210B | 2,221 | 124 |
|
| 19 |
Semiconductors
| +$1.96B | +$10.1B | $636B | 2,839 | 178 |
|
| 20 |
Sin Stocks
Casinos
| +$1.87B | +$1.14B | $45.5B | 927 | 24 |
|
| 21 |
Reuse, Repair & Circular Economy
| +$1.63B | -$1.68B | $118B | 1,636 | 68 |
|
| 22 |
Cybersecurity
| +$1.45B | +$1.22B | $198B | 2,205 | 85 |
|
| 23 |
Water
| +$1.25B | +$185M | $133B | 1,877 | 67 |
|
| 24 |
Infrastructure & Construction
| +$1.24B | -$793M | $171B | 2,210 | 127 |
|
| 25 |
Oil & Gas
LNG
| +$1.1B | -$1.45B | $121B | 1,968 | 32 |
|
| 26 |
Housing & Home Improvement
| +$737M | -$2.28B | $443B | 2,740 | 223 |
|
| 27 |
Pet Economy
| +$631M | +$1.98B | $247B | 2,289 | 34 |
|
| 28 |
Agriculture & Food Technology
| +$594M | +$991K | $116B | 1,791 | 79 |
|
| 29 |
Gold & Precious Metals
Gold & Silver Miners
| +$573M | +$1.41B | $51.4B | 1,133 | 124 |
|
| 30 |
Gold & Precious Metals
| +$558M | +$1.44B | $52.1B | 1,144 | 133 |
|
| 31 |
Internet of Things
Smart Home
| +$538M | -$361M | $11.2B | 613 | 17 |
|
| 32 |
Data Centers & Digital Infrastructure
Power for AI
| +$532M | -$328M | $32.9B | 1,004 | 22 |
|
| 33 |
Carbon & Pollution Control
| +$513M | -$567M | $74.8B | 1,490 | 23 |
|
| 34 |
Health & Wellness
| +$395M | -$1.25B | $96B | 1,955 | 78 |
|
| 35 |
Cybersecurity
Identity Security
| +$324M | +$186M | $1.73B | 310 | 15 |
|
| 36 |
Defense Modernization
Drones & Counter-Drone
| +$283M | -$464M | $37B | 942 | 30 |
|
| 37 |
Digital Health & Telemedicine
| +$271M | -$793M | $150B | 1,625 | 84 |
|
| 38 |
Sin Stocks
Firearms
| +$252M | +$2.31B | $6.4B | 470 | 12 |
|
| 39 |
Autonomous Driving
| +$244M | -$449M | $46.6B | 827 | 53 |
|
| 40 |
Clean Energy
Wind
| +$224M | +$45.2M | $453M | 149 | 9 |
|
| 41 |
Digital Payments & Fintech
Neobanks
| +$184M | +$513M | $17.7B | 608 | 25 |
|
| 42 |
Water
Sanitation
| +$177M | +$194M | $8.86B | 539 | 8 |
|
| 43 |
Space Economy
Satellite Communications
| +$160M | +$269M | $7.78B | 461 | 16 |
|
| 44 |
Digital Payments & Fintech
Buy Now Pay Later
| +$136M | -$79.9M | $2.77B | 268 | 13 |
|
| 45 |
Semiconductors
Photonics & Optical Interconnect
| +$125M | +$449M | $10B | 628 | 20 |
|
| 46 |
Lithium & Battery Materials
| +$110M | +$934M | $7.87B | 489 | 47 |
|
| 47 |
Agriculture & Food Technology
Precision Agriculture
| +$85.2M | -$335M | $25.8B | 1,035 | 4 |
|
| 48 |
Clean Energy
| +$82.2M | -$436M | $120B | 2,094 | 134 |
|
| 49 |
Nuclear Energy
| +$75.3M | -$301M | $128B | 1,725 | 61 |
|
| 50 |
Electrification & Grid
Grid Equipment
| +$63.4M | -$100M | $26.9B | 982 | 10 |
|
| 51 |
Virtual & Augmented Reality
| +$59.6M | -$29.7M | $237M | 108 | 20 |
|
| 52 |
Sin Stocks
Tobacco & Nicotine
| +$53.9M | +$329M | $150B | 1,652 | 13 |
|
| 53 |
Housing & Home Improvement
Homebuilders
| +$32.2M | +$1.09B | $56.5B | 1,159 | 45 |
|
| 54 |
Critical Minerals & Rare Earths
| +$29.1M | +$125M | $6.06B | 532 | 60 |
|
| 55 |
Nuclear Energy
Uranium Mining & Enrichment
| +$28.6M | -$91.3M | $3.38B | 322 | 20 |
|
| 56 |
Sports Betting & iGaming
| +$26.3M | +$131M | $4.18B | 317 | 29 |
|
| 57 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$15M | +$305M | $42B | 1,107 | 26 |
|
| 58 |
Electrification & Grid
Energy Storage
| +$5.8M | +$83.5M | $25.6B | 701 | 26 |
|
| 59 |
Digital Assets
Stablecoin Infrastructure
| +$140K | -$65.2K | $800K | 9 | 9 |
|
| 60 |
Space Economy
Launch Services
| -$390K | -$12.6M | $1.28B | 133 | 5 |
|
| 61 |
Infrastructure & Construction
Green Building
| -$2.77M | -$26.7M | $2.28B | 219 | 5 |
|
| 62 |
Cannabis
| -$3.08M | +$54.6M | $2.53B | 266 | 52 |
|
| 63 |
Cybersecurity
Agentic AI Security
| -$19.3M | +$384M | $11.9B | 483 | 2 |
|
| 64 |
Digital Assets
Bitcoin Miners
| -$29.5M | -$11.1M | $276M | 70 | 40 |
|
| 65 |
Nuclear Energy
Small Modular Reactors
| -$50.8M | -$76.4M | $3.22B | 245 | 12 |
|
| 66 |
Clean Energy
Solar
| -$58.1M | +$306M | $7B | 603 | 54 |
|
| 67 |
Water
Water Infrastructure
| -$64.7M | +$455M | $34.8B | 979 | 17 |
|
| 68 |
Semiconductors
Analog & Power Semis
| -$89.9M | +$8.87B | $107B | 1,507 | 27 |
|
| 69 |
Artificial Intelligence
AI Software & Applications
| -$107M | -$57M | $8.6B | 561 | 85 |
|
| 70 |
Cloud Computing
Edge Computing
| -$108M | +$234M | $11.4B | 584 | 11 |
|
| 71 |
Artificial Intelligence
AI Inference Silicon
| -$124M | -$844M | $81.8B | 1,593 | 7 |
|
| 72 |
Future of Education
| -$125M | +$982M | $36B | 900 | 77 |
|
| 73 |
Reshoring & American Manufacturing
| -$162M | -$84.3M | $12.1B | 740 | 20 |
|
| 74 |
Digital Assets
Corporate Crypto Treasuries
| -$219M | -$390M | $7.76B | 542 | 63 |
|
| 75 |
Clean Energy
Hydrogen & Fuel Cells
| -$239M | +$335M | $26.1B | 872 | 13 |
|
| 76 |
Video Games & Esports
| -$247M | -$960M | $315B | 2,350 | 55 |
|
| 77 |
Copper & Industrial Metals
| -$262M | +$624M | $84.2B | 1,677 | 79 |
|
| 78 |
Electrification & Grid
| -$268M | +$24.1M | $66.6B | 1,468 | 59 |
|
| 79 |
Digital Assets
| -$286M | -$393M | $15B | 691 | 160 |
|
| 80 |
Electrification & Grid
Transmission Buildout
| -$292M | -$143M | $7.29B | 563 | 6 |
|
| 81 |
Luxury & Affluent Consumer
| -$298M | -$1.96B | $63.3B | 1,224 | 40 |
|
| 82 |
Agriculture & Food Technology
Plant-Based Foods
| -$422M | -$606M | $22.8B | 773 | 17 |
|
| 83 |
Defense Modernization
Military Shipbuilding
| -$439M | -$600M | $51.4B | 1,004 | 6 |
|
| 84 |
3D Printing & Additive Manufacturing
| -$513M | -$789M | $55.9B | 1,190 | 20 |
|
| 85 |
Oil & Gas
Oilfield Services
| -$518M | -$460M | $194B | 2,226 | 88 |
|
| 86 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$591M | +$175M | $11B | 650 | 9 |
|
| 87 |
Electric Vehicles
EV Charging Infrastructure
| -$643M | +$108M | $15.9B | 953 | 21 |
|
| 88 |
Online Travel & Experiences
| -$679M | -$396M | $101B | 1,173 | 32 |
|
| 89 |
Artificial Intelligence
Agentic AI
| -$713M | +$499M | $54.7B | 738 | 13 |
|
| 90 |
E-Commerce
| -$801M | +$10.5B | $901B | 3,006 | 240 |
|
| 91 |
Sin Stocks
Alcohol
| -$914M | -$418M | $64.8B | 1,356 | 24 |
|
| 92 |
Defense Modernization
Munitions Restocking
| -$1.01B | +$255M | $121B | 1,735 | 11 |
|
| 93 |
Quantum Computing
| -$1.08B | +$1.64B | $94.2B | 1,741 | 19 |
|
| 94 |
GLP-1 & Obesity
| -$1.16B | +$4.36B | $522B | 2,567 | 92 |
|
| 95 |
Defense Modernization
Defense Tech & C4ISR
| -$1.35B | -$602M | $168B | 1,872 | 53 |
|
| 96 |
Artificial Intelligence
AI Memory & HBM
| -$1.36B | +$42.9M | $32.7B | 845 | 12 |
|
| 97 |
Streaming & Digital Media
News Media
| -$1.37B | -$155M | $28.6B | 967 | 26 |
|
| 98 |
Sin Stocks
| -$1.41B | +$3.51B | $268B | 2,240 | 78 |
|
| 99 |
Space Economy
| -$1.43B | -$919M | $92.1B | 1,488 | 64 |
|
| 100 |
E-Commerce
Marketplaces
| -$1.49B | +$10.1B | $802B | 2,867 | 106 |
|
| 101 |
Housing & Home Improvement
Home & Garden Retail
| -$2.35B | -$2.7B | $208B | 2,105 | 30 |
|
| 102 |
Energy Efficiency
| -$3.81B | +$971M | $132B | 1,799 | 31 |
|
| 103 |
Semiconductors
Semicap & Lithography
| -$3.91B | -$406M | $54.7B | 1,149 | 21 |
|
| 104 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$4.2B | +$522M | $61.3B | 1,243 | 3 |
|
| 105 |
Defense Modernization
| -$4.34B | +$1.78B | $598B | 2,702 | 163 |
|
| 106 |
Robotics & Automation
| -$5.06B | +$1.25B | $149B | 2,003 | 83 |
|
| 107 |
Robotics & Automation
Industrial Automation
| -$5.13B | +$682M | $115B | 1,842 | 16 |
|
| 108 |
Internet of Things
| -$8.48B | +$1.83B | $597B | 2,737 | 99 |
|
| 109 |
Digital Payments & Fintech
| -$9.65B | -$10.3B | $864B | 2,899 | 148 |
|
| 110 |
Internet of Things
Wearables
| -$10B | -$6.54B | $432B | 2,425 | 21 |
|