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
| +$23.2B | +$20.5B | $1.41T | 3,322 | 361 |
|
| 2 |
Artificial Intelligence
| +$21B | +$31.9B | $1.61T | 3,287 | 264 |
|
| 3 |
SaaS & Enterprise Software
| +$19.8B | +$17.6B | $1.09T | 3,177 | 266 |
|
| 4 |
Semiconductors
| +$10.8B | +$7.71B | $802B | 3,030 | 178 |
|
| 5 |
Social Media & Creator Economy
| +$7.58B | +$9.3B | $933B | 2,910 | 45 |
|
| 6 |
Medical Devices & Diagnostics
| +$5.4B | -$16.3B | $813B | 3,095 | 342 |
|
| 7 |
Water
| +$4.58B | +$1.02B | $150B | 2,076 | 67 |
|
| 8 |
Luxury & Affluent Consumer
| +$4.45B | +$4.1B | $62.3B | 1,305 | 40 |
|
| 9 |
Digital Payments & Fintech
| +$3.78B | +$8.23B | $878B | 3,148 | 148 |
|
| 10 |
Video Games & Esports
| +$2.57B | +$983M | $432B | 2,664 | 55 |
|
| 11 |
Electrification & Grid
| +$2.39B | -$2.08B | $71.6B | 1,523 | 59 |
|
| 12 |
Streaming & Digital Media
| +$2.35B | +$3.35B | $1.03T | 3,112 | 120 |
|
| 13 |
Artificial Intelligence
Chinese AI
| +$2.22B | +$11.1B | $112B | 979 | 14 |
|
| 14 |
Semiconductors
Semicap & Lithography
| +$2.09B | -$541M | $78B | 1,300 | 21 |
|
| 15 |
Electrification & Grid
Energy Storage
| +$1.9B | -$1.75B | $25.3B | 783 | 26 |
|
| 16 |
Internet of Things
Wearables
| +$1.88B | +$7.15B | $378B | 2,586 | 21 |
|
| 17 |
Electric Vehicles
| +$1.85B | -$1.43B | $198B | 2,276 | 124 |
|
| 18 |
Oil & Gas
Oilfield Services
| +$1.78B | +$1.98B | $214B | 2,323 | 88 |
|
| 19 |
Autonomous Driving
| +$1.7B | -$1.07B | $43.3B | 935 | 53 |
|
| 20 |
Oil & Gas
LNG
| +$1.58B | +$962M | $100B | 1,834 | 32 |
|
| 21 |
Digital Assets
| +$1.21B | +$1.08B | $53.6B | 1,328 | 160 |
|
| 22 |
Water
Water Infrastructure
| +$1.21B | +$721M | $42B | 1,112 | 17 |
|
| 23 |
Energy Efficiency
| +$1.17B | +$12.2B | $150B | 1,959 | 31 |
|
| 24 |
Sin Stocks
Tobacco & Nicotine
| +$1.14B | -$456M | $188B | 1,870 | 13 |
|
| 25 |
Cloud Computing
| +$1B | +$18.5B | $1.29T | 3,133 | 64 |
|
| 26 |
Artificial Intelligence
Agentic AI
| +$835M | +$7.48M | $57.7B | 909 | 13 |
|
| 27 |
Genomics & Gene Editing
Gene Therapy
| +$829M | +$2.09B | $39.9B | 1,360 | 131 |
|
| 28 |
Health & Wellness
| +$725M | +$563M | $79.4B | 1,988 | 78 |
|
| 29 |
Semiconductors
Photonics & Optical Interconnect
| +$697M | +$677M | $13.1B | 766 | 20 |
|
| 30 |
Digital Assets
Stablecoin Infrastructure
| +$584M | +$894M | $39.3B | 1,058 | 9 |
|
| 31 |
Nuclear Energy
| +$490M | +$3.17B | $153B | 1,875 | 61 |
|
| 32 |
Internet of Things
| +$459M | +$10.5B | $552B | 2,966 | 99 |
|
| 33 |
Housing & Home Improvement
Homebuilders
| +$447M | +$545M | $52.3B | 1,229 | 45 |
|
| 34 |
Space Economy
Satellite Communications
| +$439M | -$16.1M | $8B | 497 | 16 |
|
| 35 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$401M | +$895K | $44B | 1,179 | 26 |
|
| 36 |
Internet of Things
Smart Home
| +$310M | -$150M | $12.5B | 643 | 17 |
|
| 37 |
Housing & Home Improvement
| +$300M | -$2.61B | $449B | 2,940 | 223 |
|
| 38 |
Clean Energy
Solar
| +$287M | -$49.7M | $5.9B | 600 | 54 |
|
| 39 |
Streaming & Digital Media
News Media
| +$257M | -$81.3M | $24.2B | 925 | 26 |
|
| 40 |
Water
Sanitation
| +$245M | +$304M | $10.5B | 638 | 8 |
|
| 41 |
Genomics & Gene Editing
| +$216M | -$9.94B | $208B | 2,139 | 199 |
|
| 42 |
Longevity & Aging Population
| +$195M | -$701M | $118B | 1,625 | 60 |
|
| 43 |
Digital Payments & Fintech
Neobanks
| +$113M | -$193M | $14.7B | 696 | 25 |
|
| 44 |
Immunotherapy & Oncology
| +$104M | -$5.65B | $885B | 3,005 | 388 |
|
| 45 |
3D Printing & Additive Manufacturing
| +$83.7M | -$317M | $39.1B | 1,153 | 20 |
|
| 46 |
Digital Payments & Fintech
Buy Now Pay Later
| +$73.9M | +$823M | $2.66B | 254 | 13 |
|
| 47 |
Electrification & Grid
Transmission Buildout
| +$69.7M | +$91M | $8.26B | 536 | 6 |
|
| 48 |
Agriculture & Food Technology
Plant-Based Foods
| +$69.1M | -$119M | $19.9B | 759 | 17 |
|
| 49 |
Artificial Intelligence
AI Software & Applications
| +$67M | +$62.9M | $6.41B | 546 | 85 |
|
| 50 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$60.1M | -$34M | $11.7B | 688 | 9 |
|
| 51 |
Space Economy
Launch Services
| +$53.6M | +$14M | $1.23B | 155 | 5 |
|
| 52 |
Semiconductors
Analog & Power Semis
| +$49.6M | +$1.64B | $127B | 1,610 | 27 |
|
| 53 |
Critical Minerals & Rare Earths
| +$45M | -$90.8M | $5.28B | 544 | 60 |
|
| 54 |
Clean Energy
Wind
| +$30.1M | +$143M | $363M | 168 | 9 |
|
| 55 |
Nuclear Energy
Uranium Mining & Enrichment
| +$26M | -$73.7M | $2.34B | 315 | 20 |
|
| 56 |
Nuclear Energy
Small Modular Reactors
| +$17.8M | -$77.4M | $2.26B | 261 | 12 |
|
| 57 |
Electrification & Grid
Grid Equipment
| +$10.9M | -$301M | $25.6B | 980 | 10 |
|
| 58 |
Cybersecurity
Identity Security
| -$2M | +$38.4M | $1.52B | 301 | 15 |
|
| 59 |
Digital Assets
Bitcoin Miners
| -$5.21M | +$1.43M | $127M | 71 | 40 |
|
| 60 |
Cannabis
| -$5.94M | +$27.6M | $4.07B | 347 | 52 |
|
| 61 |
Infrastructure & Construction
Green Building
| -$6.96M | +$78.6M | $2.35B | 269 | 5 |
|
| 62 |
Sin Stocks
Firearms
| -$17.6M | +$26.4M | $8.62B | 579 | 12 |
|
| 63 |
Lithium & Battery Materials
| -$29.5M | -$528M | $11.1B | 617 | 47 |
|
| 64 |
Quantum Computing
| -$30.7M | +$1.07B | $93.8B | 1,816 | 19 |
|
| 65 |
Sports Betting & iGaming
| -$44.7M | -$4.69M | $4.99B | 357 | 29 |
|
| 66 |
Sin Stocks
Casinos
| -$54.3M | +$1.29B | $52.7B | 1,032 | 24 |
|
| 67 |
Reshoring & American Manufacturing
| -$60M | +$30.8M | $13.7B | 764 | 20 |
|
| 68 |
Digital Health & Telemedicine
| -$61.2M | +$1.13B | $177B | 1,843 | 84 |
|
| 69 |
Data Centers & Digital Infrastructure
Power for AI
| -$109M | -$88.1M | $35.3B | 1,065 | 22 |
|
| 70 |
Agriculture & Food Technology
| -$111M | +$486M | $101B | 1,802 | 79 |
|
| 71 |
Small Business Economy
| -$120M | -$109M | $132B | 1,805 | 58 |
|
| 72 |
Digital Assets
Corporate Crypto Treasuries
| -$132M | -$171M | $4.61B | 451 | 63 |
|
| 73 |
Cloud Computing
Edge Computing
| -$198M | -$242M | $41.5B | 1,028 | 11 |
|
| 74 |
Virtual & Augmented Reality
| -$225M | +$66.9M | $259M | 126 | 20 |
|
| 75 |
Infrastructure & Construction
| -$228M | +$229M | $190B | 2,239 | 127 |
|
| 76 |
Reuse, Repair & Circular Economy
| -$329M | -$307M | $109B | 1,740 | 68 |
|
| 77 |
Defense Modernization
Drones & Counter-Drone
| -$372M | -$985M | $49.3B | 1,125 | 30 |
|
| 78 |
Semiconductors
Advanced Packaging
| -$379M | +$270M | $33.9B | 824 | 10 |
|
| 79 |
Space Economy
| -$441M | -$2.84B | $110B | 1,695 | 64 |
|
| 80 |
Artificial Intelligence
AI Inference Silicon
| -$472M | +$1.84B | $78B | 1,590 | 7 |
|
| 81 |
Cybersecurity
Agentic AI Security
| -$486M | +$915M | $9.64B | 550 | 2 |
|
| 82 |
Electric Vehicles
EV Charging Infrastructure
| -$499M | -$806M | $14.3B | 984 | 21 |
|
| 83 |
Defense Modernization
Military Shipbuilding
| -$552M | +$88M | $60.5B | 1,179 | 6 |
|
| 84 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$616M | -$185M | $66.8B | 1,437 | 3 |
|
| 85 |
E-Commerce
Food Delivery
| -$629M | -$1.38B | $20.7B | 431 | 12 |
|
| 86 |
Agriculture & Food Technology
Precision Agriculture
| -$663M | +$265M | $25.7B | 1,045 | 4 |
|
| 87 |
Cybersecurity
| -$833M | +$2.05B | $204B | 2,366 | 85 |
|
| 88 |
Future of Education
| -$881M | -$966M | $41.9B | 938 | 77 |
|
| 89 |
Carbon & Pollution Control
| -$974M | -$173M | $72.7B | 1,586 | 23 |
|
| 90 |
Robotics & Automation
| -$1.01B | -$21.6M | $159B | 2,153 | 83 |
|
| 91 |
Gold & Precious Metals
Gold & Silver Miners
| -$1.02B | +$2.44B | $74.8B | 1,218 | 124 |
|
| 92 |
Clean Energy
| -$1.02B | -$1.87B | $121B | 2,134 | 134 |
|
| 93 |
Gold & Precious Metals
| -$1.03B | +$2.32B | $75.3B | 1,235 | 133 |
|
| 94 |
Clean Energy
Hydrogen & Fuel Cells
| -$1.1B | -$819M | $27.9B | 919 | 13 |
|
| 95 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$1.22B | +$849M | $54.6B | 883 | 19 |
|
| 96 |
Sin Stocks
| -$1.27B | +$902M | $321B | 2,495 | 78 |
|
| 97 |
Online Travel & Experiences
| -$1.39B | +$3.82B | $115B | 1,389 | 32 |
|
| 98 |
Artificial Intelligence
AI Memory & HBM
| -$1.45B | +$160M | $38.8B | 932 | 12 |
|
| 99 |
Robotics & Automation
Industrial Automation
| -$1.48B | +$6.76M | $121B | 1,986 | 16 |
|
| 100 |
Defense Modernization
Defense Tech & C4ISR
| -$1.56B | -$2.43B | $179B | 2,028 | 53 |
|
| 101 |
Pet Economy
| -$1.57B | +$198M | $257B | 2,446 | 34 |
|
| 102 |
Defense Modernization
Munitions Restocking
| -$1.87B | -$2.5B | $125B | 1,871 | 11 |
|
| 103 |
Data Centers & Digital Infrastructure
| -$2.36B | +$677M | $158B | 1,769 | 78 |
|
| 104 |
Sin Stocks
Alcohol
| -$2.6B | -$176M | $69.5B | 1,489 | 24 |
|
| 105 |
Housing & Home Improvement
Home & Garden Retail
| -$2.65B | -$3.27B | $202B | 2,279 | 30 |
|
| 106 |
E-Commerce
| -$3.26B | +$16.6B | $928B | 3,222 | 240 |
|
| 107 |
Defense Modernization
| -$3.65B | -$9.22B | $645B | 2,879 | 163 |
|
| 108 |
GLP-1 & Obesity
| -$4.04B | -$580M | $462B | 2,753 | 92 |
|
| 109 |
E-Commerce
Marketplaces
| -$4.14B | +$16.2B | $826B | 3,085 | 106 |
|
| 110 |
Copper & Industrial Metals
| -$5.47B | -$1.06B | $90.8B | 1,665 | 79 |
|