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 |
Artificial Intelligence
| +$55.4B | -$6.17B | $1.39T | 3,129 | 264 |
|
| 2 |
Cloud Computing
| +$48.8B | -$2.11B | $1.18T | 2,981 | 64 |
|
| 3 |
Streaming & Digital Media
| +$37.7B | -$8.32B | $990B | 2,948 | 120 |
|
| 4 |
Social Media & Creator Economy
| +$25.1B | +$780M | $870B | 2,786 | 45 |
|
| 5 |
Cloud Computing
Edge Computing
| +$19.9B | +$301M | $29.5B | 944 | 11 |
|
| 6 |
Oil & Gas
| +$15.7B | +$16.7B | $1.07T | 3,195 | 361 |
|
| 7 |
Artificial Intelligence
Chinese AI
| +$11.6B | -$1.8B | $96.3B | 942 | 14 |
|
| 8 |
GLP-1 & Obesity
| +$8.01B | +$7.4B | $534B | 2,646 | 92 |
|
| 9 |
Electrification & Grid
| +$4.66B | +$749M | $59.9B | 1,414 | 59 |
|
| 10 |
Online Travel & Experiences
| +$2.96B | -$390M | $113B | 1,312 | 32 |
|
| 11 |
SaaS & Enterprise Software
| +$2.81B | +$5.21B | $959B | 3,042 | 266 |
|
| 12 |
E-Commerce
Food Delivery
| +$2.5B | +$1.22B | $25.9B | 430 | 12 |
|
| 13 |
E-Commerce
| +$2.44B | -$32.8B | $857B | 3,128 | 240 |
|
| 14 |
Digital Assets
| +$2.38B | +$33.1B | $49.2B | 1,288 | 160 |
|
| 15 |
E-Commerce
Marketplaces
| +$1.98B | -$35.3B | $762B | 2,999 | 106 |
|
| 16 |
Digital Assets
Stablecoin Infrastructure
| +$1.66B | +$33B | $35B | 1,007 | 9 |
|
| 17 |
Electric Vehicles
| +$1.63B | +$1.9B | $194B | 2,204 | 124 |
|
| 18 |
Sin Stocks
| +$1.62B | +$5.55B | $290B | 2,324 | 78 |
|
| 19 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.49B | +$2.34B | $44.1B | 817 | 19 |
|
| 20 |
Oil & Gas
LNG
| +$1.26B | +$818M | $86.4B | 1,862 | 32 |
|
| 21 |
Oil & Gas
Oilfield Services
| +$1.16B | +$4.86B | $155B | 2,153 | 88 |
|
| 22 |
Longevity & Aging Population
| +$1.09B | +$2.35B | $119B | 1,519 | 60 |
|
| 23 |
Sin Stocks
Firearms
| +$1.05B | +$614M | $7.29B | 530 | 12 |
|
| 24 |
Digital Payments & Fintech
Neobanks
| +$912M | +$778M | $15.9B | 649 | 25 |
|
| 25 |
Sin Stocks
Tobacco & Nicotine
| +$776M | +$3.57B | $172B | 1,738 | 13 |
|
| 26 |
Artificial Intelligence
AI Memory & HBM
| +$677M | -$1.05B | $27.5B | 839 | 12 |
|
| 27 |
Video Games & Esports
| +$658M | +$1.09B | $390B | 2,504 | 55 |
|
| 28 |
Autonomous Driving
| +$653M | +$1.41B | $46.4B | 868 | 53 |
|
| 29 |
Health & Wellness
| +$598M | +$1.29B | $89.4B | 1,985 | 78 |
|
| 30 |
Electrification & Grid
Energy Storage
| +$561M | +$1.25B | $24.4B | 731 | 26 |
|
| 31 |
Luxury & Affluent Consumer
| +$558M | -$750M | $59.6B | 1,269 | 40 |
|
| 32 |
Clean Energy
Solar
| +$543M | +$687M | $9.39B | 657 | 54 |
|
| 33 |
Cybersecurity
Agentic AI Security
| +$476M | -$270M | $12.1B | 566 | 2 |
|
| 34 |
Artificial Intelligence
Agentic AI
| +$422M | +$1B | $63.3B | 849 | 13 |
|
| 35 |
Data Centers & Digital Infrastructure
| +$388M | +$3.9B | $130B | 1,666 | 78 |
|
| 36 |
Artificial Intelligence
AI Software & Applications
| +$381M | +$169M | $8.37B | 552 | 85 |
|
| 37 |
Future of Education
| +$356M | -$760M | $36.4B | 892 | 77 |
|
| 38 |
Agriculture & Food Technology
| +$343M | +$37.3M | $85.5B | 1,678 | 79 |
|
| 39 |
Semiconductors
Photonics & Optical Interconnect
| +$337M | +$1.16B | $11B | 699 | 20 |
|
| 40 |
Internet of Things
Smart Home
| +$325M | -$53.3M | $10.9B | 590 | 17 |
|
| 41 |
Water
Sanitation
| +$316M | -$41.2M | $7.6B | 512 | 8 |
|
| 42 |
Genomics & Gene Editing
| +$266M | +$1.58B | $253B | 2,110 | 199 |
|
| 43 |
Sin Stocks
Casinos
| +$235M | +$109M | $40.5B | 911 | 24 |
|
| 44 |
Cybersecurity
| +$226M | +$4.2B | $189B | 2,259 | 85 |
|
| 45 |
Sports Betting & iGaming
| +$200M | +$48.7M | $4.84B | 355 | 29 |
|
| 46 |
Streaming & Digital Media
News Media
| +$182M | +$381M | $26.3B | 957 | 26 |
|
| 47 |
Digital Assets
Corporate Crypto Treasuries
| +$140M | +$83.4M | $5.94B | 546 | 63 |
|
| 48 |
Cybersecurity
Identity Security
| +$123M | +$39.3M | $1.33B | 285 | 15 |
|
| 49 |
Lithium & Battery Materials
| +$100M | +$611M | $8.38B | 477 | 47 |
|
| 50 |
Reshoring & American Manufacturing
| +$80M | -$121M | $11.6B | 736 | 20 |
|
| 51 |
Space Economy
Satellite Communications
| +$57.4M | +$214M | $7.03B | 440 | 16 |
|
| 52 |
Water
Water Infrastructure
| +$47.6M | +$136M | $35.4B | 1,004 | 17 |
|
| 53 |
Virtual & Augmented Reality
| +$33.9M | +$68.3M | $359M | 116 | 20 |
|
| 54 |
Agriculture & Food Technology
Precision Agriculture
| +$6.69M | -$395M | $20.2B | 982 | 4 |
|
| 55 |
Digital Assets
Bitcoin Miners
| +$6.36M | +$19.6M | $233M | 72 | 40 |
|
| 56 |
Clean Energy
Wind
| +$6.09M | -$11.8M | $230M | 100 | 9 |
|
| 57 |
Space Economy
Launch Services
| -$311K | +$63.6M | $1.01B | 152 | 5 |
|
| 58 |
Nuclear Energy
Small Modular Reactors
| -$900K | +$81.2M | $2.85B | 239 | 12 |
|
| 59 |
Nuclear Energy
Uranium Mining & Enrichment
| -$4.97M | +$68M | $2.94B | 310 | 20 |
|
| 60 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$15.1M | +$263M | $9.64B | 635 | 9 |
|
| 61 |
Digital Payments & Fintech
Buy Now Pay Later
| -$15.9M | +$15.6M | $1.84B | 255 | 13 |
|
| 62 |
Cannabis
| -$25.8M | +$65.4M | $2.77B | 290 | 52 |
|
| 63 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$43.5M | +$822M | $41.1B | 1,105 | 26 |
|
| 64 |
Critical Minerals & Rare Earths
| -$67.1M | +$105M | $3.6B | 485 | 60 |
|
| 65 |
Infrastructure & Construction
Green Building
| -$113M | -$24.7M | $1.56B | 212 | 5 |
|
| 66 |
Defense Modernization
Drones & Counter-Drone
| -$141M | -$789M | $41B | 997 | 30 |
|
| 67 |
Infrastructure & Construction
| -$146M | -$659M | $145B | 2,148 | 127 |
|
| 68 |
Housing & Home Improvement
Homebuilders
| -$187M | -$451M | $53.3B | 1,196 | 45 |
|
| 69 |
Electric Vehicles
EV Charging Infrastructure
| -$198M | -$299M | $11.7B | 899 | 21 |
|
| 70 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$199M | -$429M | $61B | 1,303 | 3 |
|
| 71 |
Clean Energy
Hydrogen & Fuel Cells
| -$216M | +$598M | $25B | 844 | 13 |
|
| 72 |
Electrification & Grid
Transmission Buildout
| -$229M | -$251M | $5.26B | 484 | 6 |
|
| 73 |
Genomics & Gene Editing
Gene Therapy
| -$321M | +$2.34B | $45.8B | 1,367 | 131 |
|
| 74 |
Electrification & Grid
Grid Equipment
| -$357M | +$9.4M | $20.6B | 941 | 10 |
|
| 75 |
Semiconductors
Semicap & Lithography
| -$391M | -$1.5B | $52.1B | 1,117 | 21 |
|
| 76 |
Sin Stocks
Alcohol
| -$403M | +$1.17B | $69.8B | 1,450 | 24 |
|
| 77 |
Data Centers & Digital Infrastructure
Power for AI
| -$446M | +$50M | $27.3B | 953 | 22 |
|
| 78 |
Semiconductors
Analog & Power Semis
| -$484M | +$799M | $100B | 1,512 | 27 |
|
| 79 |
Agriculture & Food Technology
Plant-Based Foods
| -$553M | +$145M | $16.8B | 716 | 17 |
|
| 80 |
Defense Modernization
Munitions Restocking
| -$704M | +$384M | $113B | 1,721 | 11 |
|
| 81 |
Energy Efficiency
| -$728M | +$326M | $123B | 1,831 | 31 |
|
| 82 |
Nuclear Energy
| -$779M | +$3.71B | $132B | 1,764 | 61 |
|
| 83 |
Quantum Computing
| -$961M | -$106M | $78.5B | 1,736 | 19 |
|
| 84 |
Robotics & Automation
Industrial Automation
| -$984M | -$1.1B | $106B | 1,846 | 16 |
|
| 85 |
Defense Modernization
Military Shipbuilding
| -$1.03B | -$1.74B | $48.3B | 1,047 | 6 |
|
| 86 |
Carbon & Pollution Control
| -$1.2B | +$1.57B | $65.1B | 1,473 | 23 |
|
| 87 |
Housing & Home Improvement
| -$1.28B | +$11.3M | $448B | 2,838 | 223 |
|
| 88 |
Gold & Precious Metals
Gold & Silver Miners
| -$1.33B | -$163M | $38.2B | 1,058 | 124 |
|
| 89 |
Semiconductors
Advanced Packaging
| -$1.33B | -$2.5B | $26.2B | 738 | 10 |
|
| 90 |
Gold & Precious Metals
| -$1.41B | -$146M | $38.6B | 1,066 | 133 |
|
| 91 |
Copper & Industrial Metals
| -$1.42B | +$1.21B | $57.2B | 1,568 | 79 |
|
| 92 |
Clean Energy
| -$1.42B | +$386M | $116B | 2,069 | 134 |
|
| 93 |
Digital Health & Telemedicine
| -$1.56B | +$4.35B | $147B | 1,659 | 84 |
|
| 94 |
Artificial Intelligence
AI Inference Silicon
| -$1.61B | -$3.56B | $60B | 1,485 | 7 |
|
| 95 |
Small Business Economy
| -$1.68B | +$1.95B | $115B | 1,741 | 58 |
|
| 96 |
Reuse, Repair & Circular Economy
| -$1.79B | -$1.34B | $98.2B | 1,616 | 68 |
|
| 97 |
Robotics & Automation
| -$1.81B | -$1.13B | $134B | 1,995 | 83 |
|
| 98 |
Housing & Home Improvement
Home & Garden Retail
| -$1.87B | +$916M | $224B | 2,240 | 30 |
|
| 99 |
Space Economy
| -$2.06B | -$787M | $99.5B | 1,546 | 64 |
|
| 100 |
Digital Payments & Fintech
| -$2.11B | +$31B | $823B | 3,041 | 148 |
|
| 101 |
Immunotherapy & Oncology
| -$2.35B | +$4.9B | $952B | 2,886 | 388 |
|
| 102 |
Defense Modernization
Defense Tech & C4ISR
| -$2.49B | -$906M | $156B | 1,870 | 53 |
|
| 103 |
Pet Economy
| -$2.77B | +$2B | $239B | 2,324 | 34 |
|
| 104 |
Semiconductors
| -$2.99B | -$5.15B | $603B | 2,867 | 178 |
|
| 105 |
Internet of Things
| -$3.9B | -$7.3B | $490B | 2,800 | 99 |
|
| 106 |
Medical Devices & Diagnostics
| -$4.39B | +$337M | $798B | 3,009 | 342 |
|
| 107 |
Internet of Things
Wearables
| -$5.32B | -$3.96B | $353B | 2,484 | 21 |
|
| 108 |
Water
| -$6.15B | +$4.75B | $130B | 1,904 | 67 |
|
| 109 |
Defense Modernization
| -$20.1B | +$4.81B | $603B | 2,744 | 163 |
|
| 110 |
3D Printing & Additive Manufacturing
| -$21.5B | +$337M | $29.8B | 1,081 | 20 |
|