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 |
Oil & Gas
| +$134B | +$23.2B | $1.37T | 3,322 | 361 |
|
| 2 |
Artificial Intelligence
| +$134B | +$21B | $1.78T | 3,318 | 264 |
|
| 3 |
Cloud Computing
| +$104B | +$1B | $1.42T | 3,158 | 64 |
|
| 4 |
E-Commerce
| +$100B | -$3.26B | $1.11T | 3,231 | 240 |
|
| 5 |
E-Commerce
Marketplaces
| +$92.6B | -$4.14B | $1T | 3,115 | 106 |
|
| 6 |
Digital Payments & Fintech
| +$89.7B | +$3.78B | $1.02T | 3,214 | 148 |
|
| 7 |
SaaS & Enterprise Software
| +$88.2B | +$19.8B | $1.2T | 3,199 | 266 |
|
| 8 |
Immunotherapy & Oncology
| +$86B | +$104M | $949B | 3,031 | 388 |
|
| 9 |
Medical Devices & Diagnostics
| +$85.4B | +$5.4B | $919B | 3,145 | 342 |
|
| 10 |
Streaming & Digital Media
| +$84.5B | +$2.35B | $1.15T | 3,134 | 120 |
|
| 11 |
Social Media & Creator Economy
| +$83.9B | +$7.58B | $1.04T | 2,967 | 45 |
|
| 12 |
Semiconductors
| +$72.7B | +$10.8B | $887B | 3,059 | 178 |
|
| 13 |
Internet of Things
| +$67.2B | +$459M | $655B | 3,021 | 99 |
|
| 14 |
Internet of Things
Wearables
| +$53.4B | +$1.88B | $480B | 2,646 | 21 |
|
| 15 |
Defense Modernization
| +$50.7B | -$3.65B | $663B | 2,893 | 163 |
|
| 16 |
Housing & Home Improvement
| +$40.7B | +$300M | $503B | 2,987 | 223 |
|
| 17 |
GLP-1 & Obesity
| +$39.9B | -$4.04B | $495B | 2,769 | 92 |
|
| 18 |
Video Games & Esports
| +$35.6B | +$2.57B | $473B | 2,682 | 55 |
|
| 19 |
Sin Stocks
| +$32.9B | -$1.27B | $365B | 2,536 | 78 |
|
| 20 |
Pet Economy
| +$23.9B | -$1.57B | $275B | 2,483 | 34 |
|
| 21 |
Oil & Gas
Oilfield Services
| +$22.9B | +$1.78B | $205B | 2,310 | 88 |
|
| 22 |
Sin Stocks
Tobacco & Nicotine
| +$22.8B | +$1.14B | $222B | 1,918 | 13 |
|
| 23 |
Genomics & Gene Editing
| +$20B | +$216M | $236B | 2,202 | 199 |
|
| 24 |
Data Centers & Digital Infrastructure
| +$18.2B | -$2.36B | $180B | 1,810 | 78 |
|
| 25 |
Digital Health & Telemedicine
| +$17.8B | -$61.2M | $192B | 1,901 | 84 |
|
| 26 |
Housing & Home Improvement
Home & Garden Retail
| +$16.9B | -$2.65B | $218B | 2,324 | 30 |
|
| 27 |
Cybersecurity
| +$16.6B | -$833M | $226B | 2,410 | 85 |
|
| 28 |
Robotics & Automation
| +$16.1B | -$1.01B | $177B | 2,197 | 83 |
|
| 29 |
Nuclear Energy
| +$15.8B | +$490M | $162B | 1,895 | 61 |
|
| 30 |
Electric Vehicles
| +$15.7B | +$1.85B | $217B | 2,293 | 124 |
|
| 31 |
Water
| +$14.9B | +$4.58B | $164B | 2,120 | 67 |
|
| 32 |
Energy Efficiency
| +$14.7B | +$1.17B | $162B | 2,020 | 31 |
|
| 33 |
Infrastructure & Construction
| +$14.6B | -$228M | $193B | 2,243 | 127 |
|
| 34 |
Health & Wellness
| +$14.1B | +$725M | $95.5B | 2,029 | 78 |
|
| 35 |
Longevity & Aging Population
| +$13.6B | +$195M | $127B | 1,639 | 60 |
|
| 36 |
Semiconductors
Analog & Power Semis
| +$13.3B | +$49.6M | $148B | 1,683 | 27 |
|
| 37 |
Defense Modernization
Defense Tech & C4ISR
| +$13.1B | -$1.56B | $186B | 2,054 | 53 |
|
| 38 |
Robotics & Automation
Industrial Automation
| +$12.3B | -$1.48B | $133B | 2,025 | 16 |
|
| 39 |
Small Business Economy
| +$11.4B | -$120M | $141B | 1,835 | 58 |
|
| 40 |
Artificial Intelligence
Chinese AI
| +$11.1B | +$2.22B | $135B | 1,048 | 14 |
|
| 41 |
Online Travel & Experiences
| +$9.63B | -$1.39B | $135B | 1,434 | 32 |
|
| 42 |
Space Economy
| +$9.2B | -$441M | $115B | 1,731 | 64 |
|
| 43 |
Defense Modernization
Munitions Restocking
| +$8.98B | -$1.87B | $129B | 1,901 | 11 |
|
| 44 |
Reuse, Repair & Circular Economy
| +$8.97B | -$329M | $122B | 1,755 | 68 |
|
| 45 |
Copper & Industrial Metals
| +$8.92B | -$5.47B | $97.5B | 1,721 | 79 |
|
| 46 |
Oil & Gas
LNG
| +$8.59B | +$1.58B | $105B | 1,841 | 32 |
|
| 47 |
Gold & Precious Metals
| +$8.26B | -$1.03B | $84.4B | 1,236 | 133 |
|
| 48 |
Gold & Precious Metals
Gold & Silver Miners
| +$8.2B | -$1.02B | $83.8B | 1,224 | 124 |
|
| 49 |
Clean Energy
| +$7.67B | -$1.02B | $115B | 2,117 | 134 |
|
| 50 |
Semiconductors
Semicap & Lithography
| +$7.31B | +$2.09B | $95.1B | 1,354 | 21 |
|
| 51 |
Quantum Computing
| +$6.95B | -$30.7M | $96.5B | 1,863 | 19 |
|
| 52 |
Electrification & Grid
| +$6.82B | +$2.39B | $83.8B | 1,571 | 59 |
|
| 53 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$6.48B | -$1.22B | $66.2B | 886 | 19 |
|
| 54 |
Housing & Home Improvement
Homebuilders
| +$6.41B | +$447M | $61.8B | 1,266 | 45 |
|
| 55 |
Agriculture & Food Technology
| +$6.12B | -$111M | $101B | 1,807 | 79 |
|
| 56 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$6.1B | -$616M | $72.6B | 1,473 | 3 |
|
| 57 |
Carbon & Pollution Control
| +$5.82B | -$974M | $69.4B | 1,574 | 23 |
|
| 58 |
Sin Stocks
Alcohol
| +$5.11B | -$2.6B | $73.6B | 1,527 | 24 |
|
| 59 |
Artificial Intelligence
Agentic AI
| +$4.51B | +$835M | $69.3B | 952 | 13 |
|
| 60 |
Defense Modernization
Drones & Counter-Drone
| +$4.46B | -$372M | $50.8B | 1,139 | 30 |
|
| 61 |
Artificial Intelligence
AI Inference Silicon
| +$4.22B | -$472M | $67.3B | 1,521 | 7 |
|
| 62 |
Sin Stocks
Casinos
| +$4.21B | -$54.3M | $58.8B | 1,074 | 24 |
|
| 63 |
Digital Assets
| +$4.11B | +$1.21B | $57.7B | 1,373 | 160 |
|
| 64 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$3.98B | +$401M | $47.7B | 1,186 | 26 |
|
| 65 |
Future of Education
| +$3.67B | -$881M | $53B | 996 | 77 |
|
| 66 |
Defense Modernization
Military Shipbuilding
| +$3.61B | -$552M | $64.8B | 1,220 | 6 |
|
| 67 |
Autonomous Driving
| +$3.58B | +$1.7B | $54.7B | 982 | 53 |
|
| 68 |
Luxury & Affluent Consumer
| +$3.36B | +$4.45B | $62.8B | 1,297 | 40 |
|
| 69 |
Artificial Intelligence
AI Memory & HBM
| +$3.34B | -$1.45B | $48.7B | 976 | 12 |
|
| 70 |
Genomics & Gene Editing
Gene Therapy
| +$3.26B | +$829M | $44.4B | 1,383 | 131 |
|
| 71 |
Water
Water Infrastructure
| +$3.25B | +$1.21B | $44.2B | 1,134 | 17 |
|
| 72 |
Data Centers & Digital Infrastructure
Power for AI
| +$3.17B | -$109M | $40.1B | 1,095 | 22 |
|
| 73 |
3D Printing & Additive Manufacturing
| +$3.04B | +$83.7M | $44.7B | 1,132 | 20 |
|
| 74 |
Electrification & Grid
Grid Equipment
| +$2.88B | +$10.9M | $29.1B | 1,005 | 10 |
|
| 75 |
Cloud Computing
Edge Computing
| +$2.71B | -$198M | $40.9B | 1,003 | 11 |
|
| 76 |
Electrification & Grid
Energy Storage
| +$2.52B | +$1.9B | $33B | 810 | 26 |
|
| 77 |
Streaming & Digital Media
News Media
| +$2.38B | +$257M | $28.6B | 946 | 26 |
|
| 78 |
Digital Assets
Stablecoin Infrastructure
| +$2.22B | +$584M | $42.7B | 1,073 | 9 |
|
| 79 |
Semiconductors
Photonics & Optical Interconnect
| +$2.18B | +$697M | $15.7B | 794 | 20 |
|
| 80 |
E-Commerce
Food Delivery
| +$2.07B | -$629M | $25.1B | 448 | 12 |
|
| 81 |
Clean Energy
Hydrogen & Fuel Cells
| +$2.04B | -$1.1B | $26.4B | 926 | 13 |
|
| 82 |
Agriculture & Food Technology
Precision Agriculture
| +$1.68B | -$663M | $27B | 1,069 | 4 |
|
| 83 |
Semiconductors
Advanced Packaging
| +$1.58B | -$379M | $38.9B | 828 | 10 |
|
| 84 |
Digital Payments & Fintech
Neobanks
| +$1.29B | +$113M | $15.6B | 701 | 25 |
|
| 85 |
Agriculture & Food Technology
Plant-Based Foods
| +$1.21B | +$69.1M | $19.6B | 761 | 17 |
|
| 86 |
Critical Minerals & Rare Earths
| +$1.06B | +$45M | $6.83B | 585 | 60 |
|
| 87 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$1.05B | +$60.1M | $12.5B | 677 | 9 |
|
| 88 |
Reshoring & American Manufacturing
| +$1.01B | -$60M | $13.6B | 767 | 20 |
|
| 89 |
Space Economy
Satellite Communications
| +$948M | +$439M | $8.48B | 512 | 16 |
|
| 90 |
Internet of Things
Smart Home
| +$948M | +$310M | $13.7B | 659 | 17 |
|
| 91 |
Lithium & Battery Materials
| +$790M | -$29.5M | $13.3B | 673 | 47 |
|
| 92 |
Sin Stocks
Firearms
| +$761M | -$17.6M | $8.57B | 571 | 12 |
|
| 93 |
Artificial Intelligence
AI Software & Applications
| +$713M | +$67M | $7.5B | 567 | 85 |
|
| 94 |
Sports Betting & iGaming
| +$655M | -$44.7M | $5.85B | 353 | 29 |
|
| 95 |
Electrification & Grid
Transmission Buildout
| +$604M | +$69.7M | $8.7B | 547 | 6 |
|
| 96 |
Water
Sanitation
| +$580M | +$245M | $10.7B | 627 | 8 |
|
| 97 |
Digital Payments & Fintech
Buy Now Pay Later
| +$518M | +$73.9M | $2.85B | 251 | 13 |
|
| 98 |
Clean Energy
Solar
| +$454M | +$287M | $5.66B | 584 | 54 |
|
| 99 |
Digital Assets
Corporate Crypto Treasuries
| +$329M | -$132M | $4.15B | 426 | 63 |
|
| 100 |
Nuclear Energy
Uranium Mining & Enrichment
| +$240M | +$26M | $2.7B | 340 | 20 |
|
| 101 |
Infrastructure & Construction
Green Building
| +$213M | -$6.96M | $2.51B | 265 | 5 |
|
| 102 |
Space Economy
Launch Services
| +$196M | +$53.6M | $1.51B | 165 | 5 |
|
| 103 |
Cannabis
| +$178M | -$5.94M | $3.84B | 340 | 52 |
|
| 104 |
Nuclear Energy
Small Modular Reactors
| +$175M | +$17.8M | $2.54B | 266 | 12 |
|
| 105 |
Cybersecurity
Identity Security
| +$169M | -$2M | $1.72B | 295 | 15 |
|
| 106 |
Electric Vehicles
EV Charging Infrastructure
| +$80.2M | -$499M | $13.3B | 980 | 21 |
|
| 107 |
Cybersecurity
Agentic AI Security
| +$71M | -$486M | $8.26B | 555 | 2 |
|
| 108 |
Clean Energy
Wind
| +$41.1M | +$30.1M | $568M | 179 | 9 |
|
| 109 |
Virtual & Augmented Reality
| +$2.86M | -$225M | $374M | 130 | 20 |
|
| 110 |
Digital Assets
Bitcoin Miners
| -$3.89M | -$5.21M | $100M | 66 | 40 |
|