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 |
Digital Assets
| +$33.1B | -$286M | $43.2B | 1,219 | 160 |
|
| 2 |
Digital Assets
Stablecoin Infrastructure
| +$33B | +$140K | $28.6B | 917 | 9 |
|
| 3 |
Digital Payments & Fintech
| +$31B | -$9.65B | $818B | 2,912 | 148 |
|
| 4 |
Oil & Gas
| +$16.7B | +$8.07B | $1.08T | 3,093 | 361 |
|
| 5 |
GLP-1 & Obesity
| +$7.4B | -$1.16B | $488B | 2,554 | 92 |
|
| 6 |
Sin Stocks
| +$5.55B | -$1.41B | $264B | 2,230 | 78 |
|
| 7 |
SaaS & Enterprise Software
| +$5.21B | +$4.47B | $852B | 2,914 | 266 |
|
| 8 |
Immunotherapy & Oncology
| +$4.9B | +$4.74B | $886B | 2,770 | 388 |
|
| 9 |
Oil & Gas
Oilfield Services
| +$4.86B | -$518M | $156B | 2,148 | 88 |
|
| 10 |
Defense Modernization
| +$4.81B | -$4.34B | $555B | 2,663 | 163 |
|
| 11 |
Water
| +$4.75B | +$1.25B | $122B | 1,842 | 67 |
|
| 12 |
Digital Health & Telemedicine
| +$4.35B | +$271M | $143B | 1,622 | 84 |
|
| 13 |
Cybersecurity
| +$4.2B | +$1.45B | $188B | 2,175 | 85 |
|
| 14 |
Data Centers & Digital Infrastructure
| +$3.9B | +$3.23B | $122B | 1,633 | 78 |
|
| 15 |
Nuclear Energy
| +$3.71B | +$75.3M | $132B | 1,710 | 61 |
|
| 16 |
Sin Stocks
Tobacco & Nicotine
| +$3.57B | +$53.9M | $157B | 1,666 | 13 |
|
| 17 |
Longevity & Aging Population
| +$2.35B | +$12.8B | $116B | 1,492 | 60 |
|
| 18 |
Genomics & Gene Editing
Gene Therapy
| +$2.34B | +$3.96B | $45.1B | 1,335 | 131 |
|
| 19 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.34B | +$2.64B | $39.4B | 785 | 19 |
|
| 20 |
Pet Economy
| +$2B | +$631M | $227B | 2,262 | 34 |
|
| 21 |
Small Business Economy
| +$1.95B | +$2.31B | $112B | 1,659 | 58 |
|
| 22 |
Electric Vehicles
| +$1.9B | +$2B | $183B | 2,117 | 124 |
|
| 23 |
Genomics & Gene Editing
| +$1.58B | +$6.54B | $225B | 2,060 | 199 |
|
| 24 |
Carbon & Pollution Control
| +$1.57B | +$513M | $64B | 1,458 | 23 |
|
| 25 |
Autonomous Driving
| +$1.41B | +$244M | $42.8B | 815 | 53 |
|
| 26 |
Health & Wellness
| +$1.29B | +$395M | $84.1B | 1,940 | 78 |
|
| 27 |
Electrification & Grid
Energy Storage
| +$1.25B | +$5.8M | $23.9B | 690 | 26 |
|
| 28 |
E-Commerce
Food Delivery
| +$1.22B | +$5.47B | $19.2B | 361 | 12 |
|
| 29 |
Copper & Industrial Metals
| +$1.21B | -$262M | $61.3B | 1,594 | 79 |
|
| 30 |
Sin Stocks
Alcohol
| +$1.17B | -$914M | $64.7B | 1,380 | 24 |
|
| 31 |
Semiconductors
Photonics & Optical Interconnect
| +$1.16B | +$125M | $9.94B | 652 | 20 |
|
| 32 |
Video Games & Esports
| +$1.09B | -$247M | $315B | 2,342 | 55 |
|
| 33 |
Artificial Intelligence
Agentic AI
| +$1B | -$713M | $54.8B | 760 | 13 |
|
| 34 |
Housing & Home Improvement
Home & Garden Retail
| +$916M | -$2.35B | $208B | 2,140 | 30 |
|
| 35 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$822M | +$15M | $39.6B | 1,080 | 26 |
|
| 36 |
Oil & Gas
LNG
| +$818M | +$1.1B | $94.7B | 1,867 | 32 |
|
| 37 |
Semiconductors
Analog & Power Semis
| +$799M | -$89.9M | $94.5B | 1,451 | 27 |
|
| 38 |
Social Media & Creator Economy
| +$780M | +$10B | $694B | 2,624 | 45 |
|
| 39 |
Digital Payments & Fintech
Neobanks
| +$778M | +$184M | $17.2B | 634 | 25 |
|
| 40 |
Electrification & Grid
| +$749M | -$268M | $55.4B | 1,376 | 59 |
|
| 41 |
Clean Energy
Solar
| +$687M | -$58.1M | $6.3B | 610 | 54 |
|
| 42 |
Sin Stocks
Firearms
| +$614M | +$252M | $6.16B | 494 | 12 |
|
| 43 |
Lithium & Battery Materials
| +$611M | +$110M | $6.7B | 457 | 47 |
|
| 44 |
Clean Energy
Hydrogen & Fuel Cells
| +$598M | -$239M | $24.7B | 839 | 13 |
|
| 45 |
Clean Energy
| +$386M | +$82.2M | $108B | 2,002 | 134 |
|
| 46 |
Defense Modernization
Munitions Restocking
| +$384M | -$1.01B | $104B | 1,680 | 11 |
|
| 47 |
Streaming & Digital Media
News Media
| +$381M | -$1.37B | $24.3B | 954 | 26 |
|
| 48 |
Medical Devices & Diagnostics
| +$337M | +$17B | $745B | 2,894 | 342 |
|
| 49 |
3D Printing & Additive Manufacturing
| +$337M | -$513M | $48.1B | 1,124 | 20 |
|
| 50 |
Energy Efficiency
| +$326M | -$3.81B | $115B | 1,783 | 31 |
|
| 51 |
Cloud Computing
Edge Computing
| +$301M | -$108M | $11.1B | 581 | 11 |
|
| 52 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$263M | -$591M | $8.93B | 617 | 9 |
|
| 53 |
Space Economy
Satellite Communications
| +$214M | +$160M | $7B | 438 | 16 |
|
| 54 |
Artificial Intelligence
AI Software & Applications
| +$169M | -$107M | $7.29B | 546 | 85 |
|
| 55 |
Agriculture & Food Technology
Plant-Based Foods
| +$145M | -$422M | $19.3B | 738 | 17 |
|
| 56 |
Water
Water Infrastructure
| +$136M | -$64.7M | $31.1B | 974 | 17 |
|
| 57 |
Sin Stocks
Casinos
| +$109M | +$1.87B | $34.9B | 886 | 24 |
|
| 58 |
Critical Minerals & Rare Earths
| +$105M | +$29.1M | $4.24B | 503 | 60 |
|
| 59 |
Digital Assets
Corporate Crypto Treasuries
| +$83.4M | -$219M | $7.73B | 571 | 63 |
|
| 60 |
Nuclear Energy
Small Modular Reactors
| +$81.2M | -$50.8M | $2.81B | 243 | 12 |
|
| 61 |
Virtual & Augmented Reality
| +$68.3M | +$59.6M | $307M | 101 | 20 |
|
| 62 |
Nuclear Energy
Uranium Mining & Enrichment
| +$68M | +$28.6M | $2.9B | 318 | 20 |
|
| 63 |
Cannabis
| +$65.4M | -$3.08M | $2.64B | 273 | 52 |
|
| 64 |
Space Economy
Launch Services
| +$63.6M | -$390K | $1.05B | 154 | 5 |
|
| 65 |
Data Centers & Digital Infrastructure
Power for AI
| +$50M | +$532M | $26.7B | 947 | 22 |
|
| 66 |
Sports Betting & iGaming
| +$48.7M | +$26.3M | $4.31B | 334 | 29 |
|
| 67 |
Cybersecurity
Identity Security
| +$39.3M | +$324M | $1.28B | 280 | 15 |
|
| 68 |
Agriculture & Food Technology
| +$37.3M | +$594M | $88.3B | 1,691 | 79 |
|
| 69 |
Digital Assets
Bitcoin Miners
| +$19.6M | -$29.5M | $192M | 64 | 40 |
|
| 70 |
Digital Payments & Fintech
Buy Now Pay Later
| +$15.6M | +$136M | $2.42B | 260 | 13 |
|
| 71 |
Housing & Home Improvement
| +$11.3M | +$737M | $422B | 2,753 | 223 |
|
| 72 |
Electrification & Grid
Grid Equipment
| +$9.4M | +$63.4M | $20.7B | 936 | 10 |
|
| 73 |
Clean Energy
Wind
| -$11.8M | +$224M | $384M | 135 | 9 |
|
| 74 |
Infrastructure & Construction
Green Building
| -$24.7M | -$2.77M | $1.57B | 209 | 5 |
|
| 75 |
Water
Sanitation
| -$41.2M | +$177M | $7.49B | 506 | 8 |
|
| 76 |
Internet of Things
Smart Home
| -$53.3M | +$538M | $9.59B | 581 | 17 |
|
| 77 |
Quantum Computing
| -$106M | -$1.08B | $83.6B | 1,714 | 19 |
|
| 78 |
Reshoring & American Manufacturing
| -$121M | -$162M | $10.4B | 731 | 20 |
|
| 79 |
Gold & Precious Metals
| -$146M | +$558M | $39.1B | 1,105 | 133 |
|
| 80 |
Gold & Precious Metals
Gold & Silver Miners
| -$163M | +$573M | $38.6B | 1,095 | 124 |
|
| 81 |
Electrification & Grid
Transmission Buildout
| -$251M | -$292M | $5.93B | 515 | 6 |
|
| 82 |
Cybersecurity
Agentic AI Security
| -$270M | -$19.3M | $11.4B | 518 | 2 |
|
| 83 |
Electric Vehicles
EV Charging Infrastructure
| -$299M | -$643M | $11.7B | 898 | 21 |
|
| 84 |
Online Travel & Experiences
| -$390M | -$679M | $101B | 1,219 | 32 |
|
| 85 |
Agriculture & Food Technology
Precision Agriculture
| -$395M | +$85.2M | $19.4B | 975 | 4 |
|
| 86 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$429M | -$4.2B | $56.1B | 1,230 | 3 |
|
| 87 |
Housing & Home Improvement
Homebuilders
| -$451M | +$32.2M | $53.3B | 1,193 | 45 |
|
| 88 |
Infrastructure & Construction
| -$659M | +$1.24B | $143B | 2,122 | 127 |
|
| 89 |
Luxury & Affluent Consumer
| -$750M | -$298M | $58.4B | 1,219 | 40 |
|
| 90 |
Future of Education
| -$760M | -$125M | $30.7B | 875 | 77 |
|
| 91 |
Space Economy
| -$787M | -$1.43B | $95.1B | 1,486 | 64 |
|
| 92 |
Defense Modernization
Drones & Counter-Drone
| -$789M | +$283M | $36.2B | 950 | 30 |
|
| 93 |
Defense Modernization
Defense Tech & C4ISR
| -$906M | -$1.35B | $148B | 1,804 | 53 |
|
| 94 |
Artificial Intelligence
AI Memory & HBM
| -$1.05B | -$1.36B | $25.1B | 819 | 12 |
|
| 95 |
Robotics & Automation
Industrial Automation
| -$1.1B | -$5.13B | $99.4B | 1,797 | 16 |
|
| 96 |
Robotics & Automation
| -$1.13B | -$5.06B | $128B | 1,941 | 83 |
|
| 97 |
Reuse, Repair & Circular Economy
| -$1.34B | +$1.63B | $100B | 1,588 | 68 |
|
| 98 |
Semiconductors
Semicap & Lithography
| -$1.5B | -$3.91B | $42.8B | 1,082 | 21 |
|
| 99 |
Defense Modernization
Military Shipbuilding
| -$1.74B | -$439M | $47.9B | 1,010 | 6 |
|
| 100 |
Artificial Intelligence
Chinese AI
| -$1.8B | +$2.23B | $62.1B | 807 | 14 |
|
| 101 |
Cloud Computing
| -$2.11B | +$8.9B | $945B | 2,787 | 64 |
|
| 102 |
Semiconductors
Advanced Packaging
| -$2.5B | +$2.57B | $25.2B | 742 | 10 |
|
| 103 |
Artificial Intelligence
AI Inference Silicon
| -$3.56B | -$124M | $65.7B | 1,510 | 7 |
|
| 104 |
Internet of Things
Wearables
| -$3.96B | -$10B | $373B | 2,393 | 21 |
|
| 105 |
Semiconductors
| -$5.15B | +$1.96B | $562B | 2,777 | 178 |
|
| 106 |
Artificial Intelligence
| -$6.17B | +$14.5B | $1.15T | 2,981 | 264 |
|
| 107 |
Internet of Things
| -$7.3B | -$8.48B | $508B | 2,699 | 99 |
|
| 108 |
Streaming & Digital Media
| -$8.32B | +$3.29B | $812B | 2,798 | 120 |
|
| 109 |
E-Commerce
| -$32.8B | -$801M | $799B | 2,965 | 240 |
|
| 110 |
E-Commerce
Marketplaces
| -$35.3B | -$1.49B | $703B | 2,834 | 106 |
|