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
| +$29.8B | +$14.3B | $1.26T | 3,170 | 361 |
|
| 2 |
Artificial Intelligence
Chinese AI
| +$7.62B | -$2.48B | $94.2B | 883 | 14 |
|
| 3 |
Medical Devices & Diagnostics
| +$7.59B | -$4.92B | $852B | 3,008 | 342 |
|
| 4 |
Oil & Gas
Oilfield Services
| +$7.16B | +$1.83B | $187B | 2,174 | 88 |
|
| 5 |
Sin Stocks
| +$7.09B | +$2.39B | $338B | 2,391 | 78 |
|
| 6 |
Artificial Intelligence
| +$6.38B | +$4.52B | $1.38T | 3,114 | 264 |
|
| 7 |
Semiconductors
| +$5.53B | +$7.04B | $653B | 2,871 | 178 |
|
| 8 |
Gold & Precious Metals
| +$5.04B | +$3.4B | $95B | 1,211 | 133 |
|
| 9 |
Gold & Precious Metals
Gold & Silver Miners
| +$4.98B | +$3.45B | $94.1B | 1,202 | 124 |
|
| 10 |
Cloud Computing
| +$4.15B | -$8.75B | $1.14T | 2,970 | 64 |
|
| 11 |
Sin Stocks
Casinos
| +$4.01B | -$242M | $45.8B | 982 | 24 |
|
| 12 |
Electric Vehicles
| +$4B | +$253M | $178B | 2,154 | 124 |
|
| 13 |
Nuclear Energy
| +$3.76B | +$1.16B | $156B | 1,824 | 61 |
|
| 14 |
Data Centers & Digital Infrastructure
| +$3.34B | +$768M | $158B | 1,697 | 78 |
|
| 15 |
Copper & Industrial Metals
| +$3.12B | +$477M | $83.7B | 1,622 | 79 |
|
| 16 |
Small Business Economy
| +$2.44B | -$413M | $126B | 1,745 | 58 |
|
| 17 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.3B | +$1.61B | $61.9B | 872 | 19 |
|
| 18 |
Video Games & Esports
| +$2.19B | -$1.54B | $367B | 2,495 | 55 |
|
| 19 |
Longevity & Aging Population
| +$1.96B | -$6.19B | $126B | 1,557 | 60 |
|
| 20 |
Autonomous Driving
| +$1.8B | +$1.12B | $41.8B | 871 | 53 |
|
| 21 |
Oil & Gas
LNG
| +$1.77B | -$30.7M | $90.2B | 1,773 | 32 |
|
| 22 |
Online Travel & Experiences
| +$1.7B | -$165M | $105B | 1,320 | 32 |
|
| 23 |
Electrification & Grid
Energy Storage
| +$1.64B | +$827M | $24.2B | 743 | 26 |
|
| 24 |
Carbon & Pollution Control
| +$1.61B | -$1.86B | $71.6B | 1,513 | 23 |
|
| 25 |
Housing & Home Improvement
| +$1.58B | -$699M | $448B | 2,842 | 223 |
|
| 26 |
Genomics & Gene Editing
| +$1.51B | -$1.57B | $221B | 2,089 | 199 |
|
| 27 |
Electrification & Grid
| +$1.45B | +$922M | $63.7B | 1,442 | 59 |
|
| 28 |
E-Commerce
| +$1.43B | -$13B | $832B | 3,081 | 240 |
|
| 29 |
Energy Efficiency
| +$1.41B | +$23.6M | $138B | 1,892 | 31 |
|
| 30 |
Electric Vehicles
EV Charging Infrastructure
| +$1.39B | +$250M | $14.9B | 940 | 21 |
|
| 31 |
Luxury & Affluent Consumer
| +$1.39B | +$223M | $60.6B | 1,260 | 40 |
|
| 32 |
Sin Stocks
Tobacco & Nicotine
| +$1.33B | +$873M | $202B | 1,807 | 13 |
|
| 33 |
Sin Stocks
Alcohol
| +$1.11B | +$1.68B | $79.5B | 1,461 | 24 |
|
| 34 |
Health & Wellness
| +$1.05B | +$457M | $82.4B | 1,938 | 78 |
|
| 35 |
Pet Economy
| +$978M | -$78.2M | $266B | 2,340 | 34 |
|
| 36 |
Housing & Home Improvement
Homebuilders
| +$932M | -$1.11B | $52.9B | 1,204 | 45 |
|
| 37 |
Future of Education
| +$887M | +$1.17B | $39.3B | 904 | 77 |
|
| 38 |
Artificial Intelligence
AI Inference Silicon
| +$775M | -$65M | $63.6B | 1,462 | 7 |
|
| 39 |
Clean Energy
| +$758M | +$112M | $110B | 2,030 | 134 |
|
| 40 |
Artificial Intelligence
Agentic AI
| +$750M | +$876M | $62.8B | 869 | 13 |
|
| 41 |
E-Commerce
Food Delivery
| +$606M | +$387M | $19B | 420 | 12 |
|
| 42 |
Semiconductors
Semicap & Lithography
| +$600M | -$33.6M | $60.4B | 1,176 | 21 |
|
| 43 |
Artificial Intelligence
AI Memory & HBM
| +$566M | +$292M | $28.9B | 874 | 12 |
|
| 44 |
Genomics & Gene Editing
Gene Therapy
| +$547M | +$576M | $38.6B | 1,322 | 131 |
|
| 45 |
Cybersecurity
| +$532M | -$637M | $190B | 2,256 | 85 |
|
| 46 |
Sin Stocks
Firearms
| +$507M | +$115M | $9.4B | 568 | 12 |
|
| 47 |
Semiconductors
Advanced Packaging
| +$481M | +$1.31B | $31B | 766 | 10 |
|
| 48 |
Robotics & Automation
| +$461M | -$972M | $145B | 2,051 | 83 |
|
| 49 |
Defense Modernization
Military Shipbuilding
| +$313M | -$465M | $50.9B | 1,078 | 6 |
|
| 50 |
Robotics & Automation
Industrial Automation
| +$295M | -$850M | $116B | 1,906 | 16 |
|
| 51 |
Space Economy
Satellite Communications
| +$285M | -$41.2M | $7.07B | 481 | 16 |
|
| 52 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$263M | -$246M | $67.9B | 1,342 | 3 |
|
| 53 |
Agriculture & Food Technology
| +$257M | -$251M | $85.9B | 1,697 | 79 |
|
| 54 |
Cloud Computing
Edge Computing
| +$243M | -$426M | $33.8B | 926 | 11 |
|
| 55 |
Semiconductors
Analog & Power Semis
| +$237M | -$1.14B | $105B | 1,480 | 27 |
|
| 56 |
Cybersecurity
Identity Security
| +$212M | -$42.1M | $1.62B | 293 | 15 |
|
| 57 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$206M | +$436M | $45.8B | 1,144 | 26 |
|
| 58 |
Critical Minerals & Rare Earths
| +$173M | -$143M | $4.04B | 497 | 60 |
|
| 59 |
Water
Sanitation
| +$163M | -$59.7M | $9.37B | 591 | 8 |
|
| 60 |
Clean Energy
Solar
| +$162M | +$20.3M | $6.98B | 661 | 54 |
|
| 61 |
Water
Water Infrastructure
| +$160M | +$364M | $36.3B | 1,048 | 17 |
|
| 62 |
Quantum Computing
| +$132M | -$1.2B | $85.1B | 1,726 | 19 |
|
| 63 |
Virtual & Augmented Reality
| +$124M | +$61.7M | $524M | 149 | 20 |
|
| 64 |
Digital Assets
Stablecoin Infrastructure
| +$116M | +$198M | $35.2B | 1,011 | 9 |
|
| 65 |
Data Centers & Digital Infrastructure
Power for AI
| +$91.4M | +$130M | $30.8B | 1,001 | 22 |
|
| 66 |
Sports Betting & iGaming
| +$86.3M | +$16.7M | $4.6B | 368 | 29 |
|
| 67 |
Internet of Things
Smart Home
| +$84.9M | -$135M | $12B | 604 | 17 |
|
| 68 |
Digital Health & Telemedicine
| +$57.3M | -$381M | $166B | 1,714 | 84 |
|
| 69 |
Clean Energy
Wind
| +$42.9M | -$45.4M | $134M | 117 | 9 |
|
| 70 |
3D Printing & Additive Manufacturing
| +$39.3M | +$4.85B | $36.6B | 1,089 | 20 |
|
| 71 |
Artificial Intelligence
AI Software & Applications
| +$26M | -$448M | $6.37B | 544 | 85 |
|
| 72 |
Digital Payments & Fintech
Buy Now Pay Later
| +$19.4M | -$80.8M | $1.99B | 248 | 13 |
|
| 73 |
Semiconductors
Photonics & Optical Interconnect
| +$18.7M | +$231M | $9.61B | 709 | 20 |
|
| 74 |
Space Economy
Launch Services
| -$2.81M | +$16.2M | $1.2B | 141 | 5 |
|
| 75 |
Electrification & Grid
Grid Equipment
| -$5.74M | +$47.7M | $23.4B | 969 | 10 |
|
| 76 |
Digital Assets
Bitcoin Miners
| -$10M | -$44.4M | $147M | 66 | 40 |
|
| 77 |
Nuclear Energy
Small Modular Reactors
| -$11.4M | +$8.03M | $2.54B | 242 | 12 |
|
| 78 |
Cannabis
| -$12.5M | +$10.2M | $3B | 305 | 52 |
|
| 79 |
Nuclear Energy
Uranium Mining & Enrichment
| -$30.9M | +$17M | $2.61B | 301 | 20 |
|
| 80 |
Reshoring & American Manufacturing
| -$46.3M | -$45M | $12.6B | 745 | 20 |
|
| 81 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$47.6M | -$215M | $10.6B | 653 | 9 |
|
| 82 |
Clean Energy
Hydrogen & Fuel Cells
| -$62.2M | +$440M | $27.4B | 868 | 13 |
|
| 83 |
Streaming & Digital Media
News Media
| -$77M | -$341M | $22.1B | 902 | 26 |
|
| 84 |
Infrastructure & Construction
Green Building
| -$86.5M | -$32.5M | $1.6B | 241 | 5 |
|
| 85 |
Agriculture & Food Technology
Precision Agriculture
| -$86.7M | -$385M | $21.2B | 971 | 4 |
|
| 86 |
Cybersecurity
Agentic AI Security
| -$156M | +$637M | $9.05B | 511 | 2 |
|
| 87 |
SaaS & Enterprise Software
| -$229M | +$5.18B | $969B | 3,028 | 266 |
|
| 88 |
Streaming & Digital Media
| -$278M | -$8.96B | $948B | 2,935 | 120 |
|
| 89 |
Digital Assets
| -$285M | +$274M | $47.1B | 1,284 | 160 |
|
| 90 |
E-Commerce
Marketplaces
| -$296M | -$11.2B | $732B | 2,943 | 106 |
|
| 91 |
Lithium & Battery Materials
| -$305M | -$83.8M | $10.9B | 572 | 47 |
|
| 92 |
Agriculture & Food Technology
Plant-Based Foods
| -$307M | -$241M | $18.7B | 724 | 17 |
|
| 93 |
Electrification & Grid
Transmission Buildout
| -$323M | -$31.2M | $5.39B | 493 | 6 |
|
| 94 |
Defense Modernization
Drones & Counter-Drone
| -$392M | +$202M | $45.9B | 1,029 | 30 |
|
| 95 |
Digital Assets
Corporate Crypto Treasuries
| -$429M | -$245M | $4.97B | 458 | 63 |
|
| 96 |
Digital Payments & Fintech
Neobanks
| -$601M | +$206M | $12.5B | 639 | 25 |
|
| 97 |
Water
| -$621M | +$1.14B | $137B | 1,951 | 67 |
|
| 98 |
Infrastructure & Construction
| -$633M | -$1.49B | $158B | 2,154 | 127 |
|
| 99 |
Housing & Home Improvement
Home & Garden Retail
| -$730M | -$2.93B | $212B | 2,234 | 30 |
|
| 100 |
Defense Modernization
Defense Tech & C4ISR
| -$928M | -$1.91B | $164B | 1,923 | 53 |
|
| 101 |
Space Economy
| -$929M | -$165M | $110B | 1,608 | 64 |
|
| 102 |
Reuse, Repair & Circular Economy
| -$1.04B | -$394M | $99B | 1,652 | 68 |
|
| 103 |
Defense Modernization
Munitions Restocking
| -$1.33B | -$1.43B | $121B | 1,769 | 11 |
|
| 104 |
Social Media & Creator Economy
| -$3.26B | +$186M | $817B | 2,759 | 45 |
|
| 105 |
Internet of Things
| -$4.58B | -$5.21B | $454B | 2,780 | 99 |
|
| 106 |
GLP-1 & Obesity
| -$4.63B | +$4.04M | $509B | 2,650 | 92 |
|
| 107 |
Defense Modernization
| -$6.15B | -$6.09B | $614B | 2,748 | 163 |
|
| 108 |
Immunotherapy & Oncology
| -$6.29B | -$3.61B | $949B | 2,898 | 388 |
|
| 109 |
Internet of Things
Wearables
| -$7.63B | -$6.6B | $308B | 2,432 | 21 |
|
| 110 |
Digital Payments & Fintech
| -$10B | -$11.2B | $751B | 3,018 | 148 |
|