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 |
Oil & Gas
| +$14.3B | +$15.7B | $1.12T | 3,153 | 361 |
|
| 2 |
Semiconductors
| +$7.04B | -$2.99B | $629B | 2,873 | 178 |
|
| 3 |
SaaS & Enterprise Software
| +$5.18B | +$2.81B | $976B | 3,041 | 266 |
|
| 4 |
3D Printing & Additive Manufacturing
| +$4.85B | -$21.5B | $36.5B | 1,112 | 20 |
|
| 5 |
Artificial Intelligence
| +$4.52B | +$55.4B | $1.42T | 3,134 | 264 |
|
| 6 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.45B | -$1.33B | $61.3B | 1,148 | 124 |
|
| 7 |
Gold & Precious Metals
| +$3.4B | -$1.41B | $62.2B | 1,162 | 133 |
|
| 8 |
Sin Stocks
| +$2.39B | +$1.62B | $316B | 2,374 | 78 |
|
| 9 |
Oil & Gas
Oilfield Services
| +$1.83B | +$1.16B | $162B | 2,137 | 88 |
|
| 10 |
Sin Stocks
Alcohol
| +$1.68B | -$403M | $73.7B | 1,461 | 24 |
|
| 11 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.61B | +$1.49B | $51B | 841 | 19 |
|
| 12 |
Semiconductors
Advanced Packaging
| +$1.31B | -$1.33B | $30.9B | 756 | 10 |
|
| 13 |
Future of Education
| +$1.17B | +$356M | $33.2B | 896 | 77 |
|
| 14 |
Nuclear Energy
| +$1.16B | -$779M | $149B | 1,819 | 61 |
|
| 15 |
Water
| +$1.14B | -$6.15B | $133B | 1,904 | 67 |
|
| 16 |
Autonomous Driving
| +$1.12B | +$653M | $43.9B | 879 | 53 |
|
| 17 |
Electrification & Grid
| +$922M | +$4.66B | $65.3B | 1,431 | 59 |
|
| 18 |
Artificial Intelligence
Agentic AI
| +$876M | +$422M | $58.3B | 853 | 13 |
|
| 19 |
Sin Stocks
Tobacco & Nicotine
| +$873M | +$776M | $189B | 1,775 | 13 |
|
| 20 |
Electrification & Grid
Energy Storage
| +$827M | +$561M | $24.3B | 727 | 26 |
|
| 21 |
Data Centers & Digital Infrastructure
| +$768M | +$388M | $144B | 1,690 | 78 |
|
| 22 |
Cybersecurity
Agentic AI Security
| +$637M | +$476M | $12.1B | 546 | 2 |
|
| 23 |
Genomics & Gene Editing
Gene Therapy
| +$576M | -$321M | $37.2B | 1,302 | 131 |
|
| 24 |
Copper & Industrial Metals
| +$477M | -$1.42B | $70.5B | 1,582 | 79 |
|
| 25 |
Health & Wellness
| +$457M | +$598M | $86.2B | 1,954 | 78 |
|
| 26 |
Clean Energy
Hydrogen & Fuel Cells
| +$440M | -$216M | $28B | 868 | 13 |
|
| 27 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$436M | -$43.5M | $44.1B | 1,132 | 26 |
|
| 28 |
E-Commerce
Food Delivery
| +$387M | +$2.5B | $21.8B | 430 | 12 |
|
| 29 |
Water
Water Infrastructure
| +$364M | +$47.6M | $35.7B | 1,029 | 17 |
|
| 30 |
Artificial Intelligence
AI Memory & HBM
| +$292M | +$677M | $25.4B | 827 | 12 |
|
| 31 |
Digital Assets
| +$274M | +$2.38B | $51B | 1,300 | 160 |
|
| 32 |
Electric Vehicles
| +$253M | +$1.63B | $186B | 2,162 | 124 |
|
| 33 |
Electric Vehicles
EV Charging Infrastructure
| +$250M | -$198M | $11.7B | 904 | 21 |
|
| 34 |
Semiconductors
Photonics & Optical Interconnect
| +$231M | +$337M | $11.2B | 728 | 20 |
|
| 35 |
Luxury & Affluent Consumer
| +$223M | +$558M | $64.8B | 1,280 | 40 |
|
| 36 |
Digital Payments & Fintech
Neobanks
| +$206M | +$912M | $15.2B | 663 | 25 |
|
| 37 |
Defense Modernization
Drones & Counter-Drone
| +$202M | -$141M | $42.8B | 1,022 | 30 |
|
| 38 |
Digital Assets
Stablecoin Infrastructure
| +$198M | +$1.66B | $37.2B | 1,022 | 9 |
|
| 39 |
Social Media & Creator Economy
| +$186M | +$25.1B | $874B | 2,789 | 45 |
|
| 40 |
Data Centers & Digital Infrastructure
Power for AI
| +$130M | -$446M | $31.7B | 1,005 | 22 |
|
| 41 |
Sin Stocks
Firearms
| +$115M | +$1.05B | $8.13B | 555 | 12 |
|
| 42 |
Clean Energy
| +$112M | -$1.42B | $117B | 2,039 | 134 |
|
| 43 |
Virtual & Augmented Reality
| +$61.7M | +$33.9M | $557M | 142 | 20 |
|
| 44 |
Electrification & Grid
Grid Equipment
| +$47.7M | -$357M | $24.3B | 978 | 10 |
|
| 45 |
Energy Efficiency
| +$23.6M | -$728M | $129B | 1,846 | 31 |
|
| 46 |
Clean Energy
Solar
| +$20.3M | +$543M | $8.69B | 672 | 54 |
|
| 47 |
Nuclear Energy
Uranium Mining & Enrichment
| +$17M | -$4.97M | $3.08B | 306 | 20 |
|
| 48 |
Sports Betting & iGaming
| +$16.7M | +$200M | $5.09B | 361 | 29 |
|
| 49 |
Space Economy
Launch Services
| +$16.2M | -$311K | $1.08B | 149 | 5 |
|
| 50 |
Cannabis
| +$10.2M | -$25.8M | $3.13B | 292 | 52 |
|
| 51 |
Nuclear Energy
Small Modular Reactors
| +$8.03M | -$900K | $2.99B | 247 | 12 |
|
| 52 |
GLP-1 & Obesity
| +$4.04M | +$8.01B | $477B | 2,640 | 92 |
|
| 53 |
Oil & Gas
LNG
| -$30.7M | +$1.26B | $79.6B | 1,775 | 32 |
|
| 54 |
Electrification & Grid
Transmission Buildout
| -$31.2M | -$229M | $5.81B | 496 | 6 |
|
| 55 |
Infrastructure & Construction
Green Building
| -$32.5M | -$113M | $1.85B | 237 | 5 |
|
| 56 |
Semiconductors
Semicap & Lithography
| -$33.6M | -$391M | $56.9B | 1,147 | 21 |
|
| 57 |
Space Economy
Satellite Communications
| -$41.2M | +$57.4M | $7.47B | 452 | 16 |
|
| 58 |
Cybersecurity
Identity Security
| -$42.1M | +$123M | $1.25B | 271 | 15 |
|
| 59 |
Digital Assets
Bitcoin Miners
| -$44.4M | +$6.36M | $160M | 63 | 40 |
|
| 60 |
Reshoring & American Manufacturing
| -$45M | +$80M | $12.5B | 744 | 20 |
|
| 61 |
Clean Energy
Wind
| -$45.4M | +$6.09M | $97.9M | 103 | 9 |
|
| 62 |
Water
Sanitation
| -$59.7M | +$316M | $7.7B | 562 | 8 |
|
| 63 |
Artificial Intelligence
AI Inference Silicon
| -$65M | -$1.61B | $60.1B | 1,441 | 7 |
|
| 64 |
Pet Economy
| -$78.2M | -$2.77B | $244B | 2,331 | 34 |
|
| 65 |
Digital Payments & Fintech
Buy Now Pay Later
| -$80.8M | -$15.9M | $2.02B | 234 | 13 |
|
| 66 |
Lithium & Battery Materials
| -$83.8M | +$100M | $9.38B | 492 | 47 |
|
| 67 |
Internet of Things
Smart Home
| -$135M | +$325M | $11.4B | 617 | 17 |
|
| 68 |
Critical Minerals & Rare Earths
| -$143M | -$67.1M | $4.1B | 488 | 60 |
|
| 69 |
Online Travel & Experiences
| -$165M | +$2.96B | $108B | 1,345 | 32 |
|
| 70 |
Space Economy
| -$165M | -$2.06B | $101B | 1,573 | 64 |
|
| 71 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$215M | -$15.1M | $10.1B | 636 | 9 |
|
| 72 |
Agriculture & Food Technology
Plant-Based Foods
| -$241M | -$553M | $16.2B | 698 | 17 |
|
| 73 |
Sin Stocks
Casinos
| -$242M | +$235M | $44.2B | 965 | 24 |
|
| 74 |
Digital Assets
Corporate Crypto Treasuries
| -$245M | +$140M | $6.11B | 537 | 63 |
|
| 75 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$246M | -$199M | $65.6B | 1,318 | 3 |
|
| 76 |
Agriculture & Food Technology
| -$251M | +$343M | $85B | 1,646 | 79 |
|
| 77 |
Streaming & Digital Media
News Media
| -$341M | +$182M | $22.3B | 931 | 26 |
|
| 78 |
Digital Health & Telemedicine
| -$381M | -$1.56B | $154B | 1,674 | 84 |
|
| 79 |
Agriculture & Food Technology
Precision Agriculture
| -$385M | +$6.69M | $20.3B | 973 | 4 |
|
| 80 |
Reuse, Repair & Circular Economy
| -$394M | -$1.79B | $102B | 1,632 | 68 |
|
| 81 |
Small Business Economy
| -$413M | -$1.68B | $118B | 1,738 | 58 |
|
| 82 |
Cloud Computing
Edge Computing
| -$426M | +$19.9B | $32.9B | 947 | 11 |
|
| 83 |
Artificial Intelligence
AI Software & Applications
| -$448M | +$381M | $7.18B | 561 | 85 |
|
| 84 |
Defense Modernization
Military Shipbuilding
| -$465M | -$1.03B | $47B | 1,048 | 6 |
|
| 85 |
Cybersecurity
| -$637M | +$226M | $190B | 2,248 | 85 |
|
| 86 |
Housing & Home Improvement
| -$699M | -$1.28B | $447B | 2,841 | 223 |
|
| 87 |
Robotics & Automation
Industrial Automation
| -$850M | -$984M | $115B | 1,889 | 16 |
|
| 88 |
Robotics & Automation
| -$972M | -$1.81B | $145B | 2,024 | 83 |
|
| 89 |
Housing & Home Improvement
Homebuilders
| -$1.11B | -$187M | $51.2B | 1,189 | 45 |
|
| 90 |
Semiconductors
Analog & Power Semis
| -$1.14B | -$484M | $103B | 1,497 | 27 |
|
| 91 |
Quantum Computing
| -$1.2B | -$961M | $84.9B | 1,714 | 19 |
|
| 92 |
Defense Modernization
Munitions Restocking
| -$1.43B | -$704M | $116B | 1,758 | 11 |
|
| 93 |
Infrastructure & Construction
| -$1.49B | -$146M | $153B | 2,151 | 127 |
|
| 94 |
Video Games & Esports
| -$1.54B | +$658M | $380B | 2,516 | 55 |
|
| 95 |
Genomics & Gene Editing
| -$1.57B | +$266M | $220B | 2,092 | 199 |
|
| 96 |
Carbon & Pollution Control
| -$1.86B | -$1.2B | $66.4B | 1,468 | 23 |
|
| 97 |
Defense Modernization
Defense Tech & C4ISR
| -$1.91B | -$2.49B | $158B | 1,891 | 53 |
|
| 98 |
Artificial Intelligence
Chinese AI
| -$2.48B | +$11.6B | $92.3B | 930 | 14 |
|
| 99 |
Housing & Home Improvement
Home & Garden Retail
| -$2.93B | -$1.87B | $218B | 2,229 | 30 |
|
| 100 |
Immunotherapy & Oncology
| -$3.61B | -$2.35B | $883B | 2,894 | 388 |
|
| 101 |
Medical Devices & Diagnostics
| -$4.92B | -$4.39B | $785B | 3,016 | 342 |
|
| 102 |
Internet of Things
| -$5.21B | -$3.9B | $496B | 2,818 | 99 |
|
| 103 |
Defense Modernization
| -$6.09B | -$20.1B | $601B | 2,769 | 163 |
|
| 104 |
Longevity & Aging Population
| -$6.19B | +$1.09B | $117B | 1,536 | 60 |
|
| 105 |
Internet of Things
Wearables
| -$6.6B | -$5.32B | $357B | 2,494 | 21 |
|
| 106 |
Cloud Computing
| -$8.75B | +$48.8B | $1.15T | 2,984 | 64 |
|
| 107 |
Streaming & Digital Media
| -$8.96B | +$37.7B | $943B | 2,939 | 120 |
|
| 108 |
E-Commerce
Marketplaces
| -$11.2B | +$1.98B | $732B | 2,973 | 106 |
|
| 109 |
Digital Payments & Fintech
| -$11.2B | -$2.11B | $817B | 3,042 | 148 |
|
| 110 |
E-Commerce
| -$13B | +$2.44B | $831B | 3,095 | 240 |
|