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
| +$31.9B | +$6.38B | $1.59T | 3,141 | 264 |
|
| 2 |
Oil & Gas
| +$20.5B | +$29.8B | $1.3T | 3,169 | 361 |
|
| 3 |
Cloud Computing
| +$18.5B | +$4.15B | $1.31T | 3,005 | 64 |
|
| 4 |
SaaS & Enterprise Software
| +$17.6B | -$229M | $1.05T | 3,045 | 266 |
|
| 5 |
E-Commerce
| +$16.6B | +$1.43B | $979B | 3,085 | 240 |
|
| 6 |
E-Commerce
Marketplaces
| +$16.2B | -$296M | $878B | 2,953 | 106 |
|
| 7 |
Energy Efficiency
| +$12.2B | +$1.41B | $152B | 1,916 | 31 |
|
| 8 |
Artificial Intelligence
Chinese AI
| +$11.1B | +$7.62B | $130B | 970 | 14 |
|
| 9 |
Internet of Things
| +$10.5B | -$4.58B | $549B | 2,821 | 99 |
|
| 10 |
Social Media & Creator Economy
| +$9.3B | -$3.26B | $932B | 2,776 | 45 |
|
| 11 |
Digital Payments & Fintech
| +$8.23B | -$10B | $858B | 3,036 | 148 |
|
| 12 |
Semiconductors
| +$7.71B | +$5.53B | $762B | 2,896 | 178 |
|
| 13 |
Internet of Things
Wearables
| +$7.15B | -$7.63B | $369B | 2,487 | 21 |
|
| 14 |
Luxury & Affluent Consumer
| +$4.1B | +$1.39B | $62.3B | 1,285 | 40 |
|
| 15 |
Online Travel & Experiences
| +$3.82B | +$1.7B | $125B | 1,325 | 32 |
|
| 16 |
Streaming & Digital Media
| +$3.35B | -$278M | $1.05T | 2,953 | 120 |
|
| 17 |
Nuclear Energy
| +$3.17B | +$3.76B | $154B | 1,811 | 61 |
|
| 18 |
Gold & Precious Metals
Gold & Silver Miners
| +$2.44B | +$4.98B | $92.8B | 1,217 | 124 |
|
| 19 |
Gold & Precious Metals
| +$2.32B | +$5.04B | $93.6B | 1,226 | 133 |
|
| 20 |
Genomics & Gene Editing
Gene Therapy
| +$2.09B | +$547M | $44.4B | 1,318 | 131 |
|
| 21 |
Cybersecurity
| +$2.05B | +$532M | $213B | 2,295 | 85 |
|
| 22 |
Oil & Gas
Oilfield Services
| +$1.98B | +$7.16B | $190B | 2,176 | 88 |
|
| 23 |
Artificial Intelligence
AI Inference Silicon
| +$1.84B | +$775M | $82.9B | 1,540 | 7 |
|
| 24 |
Semiconductors
Analog & Power Semis
| +$1.64B | +$237M | $121B | 1,535 | 27 |
|
| 25 |
Sin Stocks
Casinos
| +$1.29B | +$4.01B | $58B | 977 | 24 |
|
| 26 |
Digital Health & Telemedicine
| +$1.13B | +$57.3M | $167B | 1,743 | 84 |
|
| 27 |
Digital Assets
| +$1.08B | -$285M | $52.2B | 1,270 | 160 |
|
| 28 |
Quantum Computing
| +$1.07B | +$132M | $89.9B | 1,754 | 19 |
|
| 29 |
Water
| +$1.02B | -$621M | $143B | 1,952 | 67 |
|
| 30 |
Video Games & Esports
| +$983M | +$2.19B | $415B | 2,540 | 55 |
|
| 31 |
Oil & Gas
LNG
| +$962M | +$1.77B | $92.6B | 1,749 | 32 |
|
| 32 |
Cybersecurity
Agentic AI Security
| +$915M | -$156M | $12.7B | 524 | 2 |
|
| 33 |
Sin Stocks
| +$902M | +$7.09B | $338B | 2,381 | 78 |
|
| 34 |
Digital Assets
Stablecoin Infrastructure
| +$894M | +$116M | $40.2B | 985 | 9 |
|
| 35 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$849M | +$2.3B | $57.5B | 848 | 19 |
|
| 36 |
Digital Payments & Fintech
Buy Now Pay Later
| +$823M | +$19.4M | $2.67B | 269 | 13 |
|
| 37 |
Water
Water Infrastructure
| +$721M | +$160M | $40.2B | 1,036 | 17 |
|
| 38 |
Data Centers & Digital Infrastructure
| +$677M | +$3.34B | $162B | 1,692 | 78 |
|
| 39 |
Semiconductors
Photonics & Optical Interconnect
| +$677M | +$18.7M | $12.3B | 744 | 20 |
|
| 40 |
Health & Wellness
| +$563M | +$1.05B | $87.5B | 1,963 | 78 |
|
| 41 |
Housing & Home Improvement
Homebuilders
| +$545M | +$932M | $53.4B | 1,216 | 45 |
|
| 42 |
Agriculture & Food Technology
| +$486M | +$257M | $87.2B | 1,656 | 79 |
|
| 43 |
Water
Sanitation
| +$304M | +$163M | $10.7B | 597 | 8 |
|
| 44 |
Semiconductors
Advanced Packaging
| +$270M | +$481M | $36.5B | 785 | 10 |
|
| 45 |
Agriculture & Food Technology
Precision Agriculture
| +$265M | -$86.7M | $22.4B | 949 | 4 |
|
| 46 |
Infrastructure & Construction
| +$229M | -$633M | $169B | 2,128 | 127 |
|
| 47 |
Pet Economy
| +$198M | +$978M | $272B | 2,357 | 34 |
|
| 48 |
Artificial Intelligence
AI Memory & HBM
| +$160M | +$566M | $34.6B | 905 | 12 |
|
| 49 |
Clean Energy
Wind
| +$143M | +$42.9M | $323M | 143 | 9 |
|
| 50 |
Electrification & Grid
Transmission Buildout
| +$91M | -$323M | $6.69B | 512 | 6 |
|
| 51 |
Defense Modernization
Military Shipbuilding
| +$88M | +$313M | $55B | 1,084 | 6 |
|
| 52 |
Infrastructure & Construction
Green Building
| +$78.6M | -$86.5M | $2.09B | 262 | 5 |
|
| 53 |
Virtual & Augmented Reality
| +$66.9M | +$124M | $601M | 146 | 20 |
|
| 54 |
Artificial Intelligence
AI Software & Applications
| +$62.9M | +$26M | $6.47B | 539 | 85 |
|
| 55 |
Cybersecurity
Identity Security
| +$38.4M | +$212M | $1.72B | 302 | 15 |
|
| 56 |
Reshoring & American Manufacturing
| +$30.8M | -$46.3M | $12.9B | 724 | 20 |
|
| 57 |
Cannabis
| +$27.6M | -$12.5M | $3.58B | 302 | 52 |
|
| 58 |
Sin Stocks
Firearms
| +$26.4M | +$507M | $8.27B | 567 | 12 |
|
| 59 |
Space Economy
Launch Services
| +$14M | -$2.81M | $1.15B | 139 | 5 |
|
| 60 |
Artificial Intelligence
Agentic AI
| +$7.48M | +$750M | $59.5B | 871 | 13 |
|
| 61 |
Robotics & Automation
Industrial Automation
| +$6.76M | +$295M | $119B | 1,903 | 16 |
|
| 62 |
Digital Assets
Bitcoin Miners
| +$1.43M | -$10M | $155M | 74 | 40 |
|
| 63 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$895K | +$206M | $43.9B | 1,164 | 26 |
|
| 64 |
Sports Betting & iGaming
| -$4.69M | +$86.3M | $4.86B | 358 | 29 |
|
| 65 |
Space Economy
Satellite Communications
| -$16.1M | +$285M | $7.48B | 475 | 16 |
|
| 66 |
Robotics & Automation
| -$21.6M | +$461M | $152B | 2,061 | 83 |
|
| 67 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$34M | -$47.6M | $11.2B | 657 | 9 |
|
| 68 |
Clean Energy
Solar
| -$49.7M | +$162M | $6.22B | 627 | 54 |
|
| 69 |
Nuclear Energy
Uranium Mining & Enrichment
| -$73.7M | -$30.9M | $1.95B | 298 | 20 |
|
| 70 |
Nuclear Energy
Small Modular Reactors
| -$77.4M | -$11.4M | $1.87B | 239 | 12 |
|
| 71 |
Streaming & Digital Media
News Media
| -$81.3M | -$77M | $24.4B | 900 | 26 |
|
| 72 |
Data Centers & Digital Infrastructure
Power for AI
| -$88.1M | +$91.4M | $34.3B | 1,012 | 22 |
|
| 73 |
Critical Minerals & Rare Earths
| -$90.8M | +$173M | $4.95B | 497 | 60 |
|
| 74 |
Small Business Economy
| -$109M | +$2.44B | $125B | 1,723 | 58 |
|
| 75 |
Agriculture & Food Technology
Plant-Based Foods
| -$119M | -$307M | $18.4B | 730 | 17 |
|
| 76 |
Internet of Things
Smart Home
| -$150M | +$84.9M | $12.2B | 620 | 17 |
|
| 77 |
Digital Assets
Corporate Crypto Treasuries
| -$171M | -$429M | $4.84B | 458 | 63 |
|
| 78 |
Carbon & Pollution Control
| -$173M | +$1.61B | $73.5B | 1,517 | 23 |
|
| 79 |
Sin Stocks
Alcohol
| -$176M | +$1.11B | $80.7B | 1,482 | 24 |
|
| 80 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$185M | +$263M | $67.7B | 1,367 | 3 |
|
| 81 |
Digital Payments & Fintech
Neobanks
| -$193M | -$601M | $14.3B | 663 | 25 |
|
| 82 |
Cloud Computing
Edge Computing
| -$242M | +$243M | $39.1B | 974 | 11 |
|
| 83 |
Electrification & Grid
Grid Equipment
| -$301M | -$5.74M | $25.4B | 954 | 10 |
|
| 84 |
Reuse, Repair & Circular Economy
| -$307M | -$1.04B | $103B | 1,644 | 68 |
|
| 85 |
3D Printing & Additive Manufacturing
| -$317M | +$39.3M | $40.4B | 1,102 | 20 |
|
| 86 |
Sin Stocks
Tobacco & Nicotine
| -$456M | +$1.33B | $189B | 1,784 | 13 |
|
| 87 |
Lithium & Battery Materials
| -$528M | -$305M | $11.1B | 587 | 47 |
|
| 88 |
Semiconductors
Semicap & Lithography
| -$541M | +$600M | $68.8B | 1,233 | 21 |
|
| 89 |
GLP-1 & Obesity
| -$580M | -$4.63B | $509B | 2,650 | 92 |
|
| 90 |
Longevity & Aging Population
| -$701M | +$1.96B | $127B | 1,581 | 60 |
|
| 91 |
Electric Vehicles
EV Charging Infrastructure
| -$806M | +$1.39B | $14.1B | 931 | 21 |
|
| 92 |
Clean Energy
Hydrogen & Fuel Cells
| -$819M | -$62.2M | $28.1B | 889 | 13 |
|
| 93 |
Future of Education
| -$966M | +$887M | $43.9B | 905 | 77 |
|
| 94 |
Defense Modernization
Drones & Counter-Drone
| -$985M | -$392M | $45B | 1,025 | 30 |
|
| 95 |
Copper & Industrial Metals
| -$1.06B | +$3.12B | $88.4B | 1,589 | 79 |
|
| 96 |
Autonomous Driving
| -$1.07B | +$1.8B | $42B | 861 | 53 |
|
| 97 |
E-Commerce
Food Delivery
| -$1.38B | +$606M | $23.3B | 435 | 12 |
|
| 98 |
Electric Vehicles
| -$1.43B | +$4B | $192B | 2,151 | 124 |
|
| 99 |
Electrification & Grid
Energy Storage
| -$1.75B | +$1.64B | $22.1B | 713 | 26 |
|
| 100 |
Clean Energy
| -$1.87B | +$758M | $112B | 2,046 | 134 |
|
| 101 |
Electrification & Grid
| -$2.08B | +$1.45B | $65.4B | 1,437 | 59 |
|
| 102 |
Defense Modernization
Defense Tech & C4ISR
| -$2.43B | -$928M | $166B | 1,901 | 53 |
|
| 103 |
Defense Modernization
Munitions Restocking
| -$2.5B | -$1.33B | $117B | 1,765 | 11 |
|
| 104 |
Housing & Home Improvement
| -$2.61B | +$1.58B | $445B | 2,852 | 223 |
|
| 105 |
Space Economy
| -$2.84B | -$929M | $105B | 1,579 | 64 |
|
| 106 |
Housing & Home Improvement
Home & Garden Retail
| -$3.27B | -$730M | $200B | 2,199 | 30 |
|
| 107 |
Immunotherapy & Oncology
| -$5.65B | -$6.29B | $932B | 2,888 | 388 |
|
| 108 |
Defense Modernization
| -$9.22B | -$6.15B | $603B | 2,729 | 163 |
|
| 109 |
Genomics & Gene Editing
| -$9.94B | +$1.51B | $232B | 2,083 | 199 |
|
| 110 |
Medical Devices & Diagnostics
| -$16.3B | +$7.59B | $862B | 2,984 | 342 |
|