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 |
Cloud Computing
| +$24.1B | +$104B | $1.55T | 3,188 | 64 |
|
| 2 |
SaaS & Enterprise Software
| +$20.9B | +$88.2B | $1.27T | 3,205 | 266 |
|
| 3 |
Oil & Gas
| +$17.9B | +$134B | $1.28T | 3,313 | 361 |
|
| 4 |
Medical Devices & Diagnostics
| +$13.4B | +$85.4B | $1T | 3,130 | 342 |
|
| 5 |
Artificial Intelligence
| +$12.9B | +$134B | $1.91T | 3,318 | 264 |
|
| 6 |
Social Media & Creator Economy
| +$10.3B | +$83.9B | $1.11T | 2,974 | 45 |
|
| 7 |
Artificial Intelligence
Chinese AI
| +$8.67B | +$11.1B | $175B | 1,144 | 14 |
|
| 8 |
GLP-1 & Obesity
| +$7.94B | +$39.9B | $518B | 2,771 | 92 |
|
| 9 |
Nuclear Energy
| +$7.35B | +$15.8B | $168B | 1,898 | 61 |
|
| 10 |
Video Games & Esports
| +$5.25B | +$35.6B | $504B | 2,720 | 55 |
|
| 11 |
Housing & Home Improvement
| +$5.17B | +$40.7B | $515B | 3,008 | 223 |
|
| 12 |
Semiconductors
| +$5.15B | +$72.7B | $905B | 3,061 | 178 |
|
| 13 |
Immunotherapy & Oncology
| +$3.86B | +$86B | $992B | 3,028 | 388 |
|
| 14 |
Sin Stocks
| +$2.99B | +$32.9B | $385B | 2,523 | 78 |
|
| 15 |
Online Travel & Experiences
| +$2.94B | +$9.63B | $146B | 1,482 | 32 |
|
| 16 |
Oil & Gas
Oilfield Services
| +$2.9B | +$22.9B | $176B | 2,259 | 88 |
|
| 17 |
Artificial Intelligence
Agentic AI
| +$2.76B | +$4.51B | $77.2B | 979 | 13 |
|
| 18 |
Genomics & Gene Editing
| +$2.69B | +$20B | $264B | 2,242 | 199 |
|
| 19 |
Data Centers & Digital Infrastructure
| +$2.16B | +$18.2B | $187B | 1,846 | 78 |
|
| 20 |
Digital Health & Telemedicine
| +$2.1B | +$17.8B | $216B | 1,950 | 84 |
|
| 21 |
Robotics & Automation
| +$1.98B | +$16.1B | $185B | 2,213 | 83 |
|
| 22 |
Defense Modernization
| +$1.81B | +$50.7B | $676B | 2,884 | 163 |
|
| 23 |
Infrastructure & Construction
| +$1.75B | +$14.6B | $204B | 2,257 | 127 |
|
| 24 |
Digital Assets
| +$1.63B | +$4.11B | $70.3B | 1,387 | 160 |
|
| 25 |
Reuse, Repair & Circular Economy
| +$1.63B | +$8.97B | $111B | 1,753 | 68 |
|
| 26 |
Sin Stocks
Casinos
| +$1.43B | +$4.21B | $67.9B | 1,097 | 24 |
|
| 27 |
Housing & Home Improvement
Homebuilders
| +$1.42B | +$6.41B | $67.3B | 1,343 | 45 |
|
| 28 |
Energy Efficiency
| +$1.22B | +$14.7B | $171B | 2,044 | 31 |
|
| 29 |
Robotics & Automation
Industrial Automation
| +$1.22B | +$12.3B | $140B | 2,038 | 16 |
|
| 30 |
Small Business Economy
| +$1.17B | +$11.4B | $154B | 1,851 | 58 |
|
| 31 |
E-Commerce
| +$1.17B | +$100B | $1.18T | 3,267 | 240 |
|
| 32 |
Data Centers & Digital Infrastructure
Power for AI
| +$1.14B | +$3.17B | $41.8B | 1,128 | 22 |
|
| 33 |
Defense Modernization
Defense Tech & C4ISR
| +$1.11B | +$13.1B | $197B | 2,061 | 53 |
|
| 34 |
Defense Modernization
Drones & Counter-Drone
| +$1.07B | +$4.46B | $53.3B | 1,149 | 30 |
|
| 35 |
Digital Assets
Stablecoin Infrastructure
| +$928M | +$2.22B | $53.8B | 1,099 | 9 |
|
| 36 |
Sin Stocks
Tobacco & Nicotine
| +$858M | +$22.8B | $230B | 1,913 | 13 |
|
| 37 |
Sin Stocks
Alcohol
| +$736M | +$5.11B | $77.2B | 1,520 | 24 |
|
| 38 |
Semiconductors
Photonics & Optical Interconnect
| +$699M | +$2.18B | $17.5B | 810 | 20 |
|
| 39 |
Genomics & Gene Editing
Gene Therapy
| +$693M | +$3.26B | $50.1B | 1,412 | 131 |
|
| 40 |
Longevity & Aging Population
| +$677M | +$13.6B | $139B | 1,659 | 60 |
|
| 41 |
Housing & Home Improvement
Home & Garden Retail
| +$637M | +$16.9B | $223B | 2,335 | 30 |
|
| 42 |
Sports Betting & iGaming
| +$628M | +$655M | $7.27B | 373 | 29 |
|
| 43 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$614M | +$3.98B | $48.9B | 1,165 | 26 |
|
| 44 |
Clean Energy
| +$605M | +$7.67B | $119B | 2,130 | 134 |
|
| 45 |
Oil & Gas
LNG
| +$566M | +$8.59B | $98.9B | 1,811 | 32 |
|
| 46 |
Semiconductors
Analog & Power Semis
| +$549M | +$13.3B | $142B | 1,711 | 27 |
|
| 47 |
Critical Minerals & Rare Earths
| +$542M | +$1.06B | $6.74B | 585 | 60 |
|
| 48 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$509M | +$6.48B | $65.7B | 912 | 19 |
|
| 49 |
Space Economy
| +$501M | +$9.2B | $121B | 1,760 | 64 |
|
| 50 |
Cybersecurity
Identity Security
| +$446M | +$169M | $2.14B | 342 | 15 |
|
| 51 |
Defense Modernization
Munitions Restocking
| +$407M | +$8.98B | $136B | 1,907 | 11 |
|
| 52 |
Electrification & Grid
Grid Equipment
| +$390M | +$2.88B | $30.6B | 1,030 | 10 |
|
| 53 |
Water
| +$375M | +$14.9B | $167B | 2,120 | 67 |
|
| 54 |
E-Commerce
Marketplaces
| +$352M | +$92.6B | $1.07T | 3,144 | 106 |
|
| 55 |
Luxury & Affluent Consumer
| +$352M | +$3.36B | $66.9B | 1,289 | 40 |
|
| 56 |
Electric Vehicles
EV Charging Infrastructure
| +$314M | +$80.2M | $14B | 963 | 21 |
|
| 57 |
Artificial Intelligence
AI Inference Silicon
| +$282M | +$4.22B | $64.7B | 1,476 | 7 |
|
| 58 |
Space Economy
Satellite Communications
| +$274M | +$948M | $9.47B | 520 | 16 |
|
| 59 |
Semiconductors
Advanced Packaging
| +$270M | +$1.58B | $40.5B | 841 | 10 |
|
| 60 |
Defense Modernization
Military Shipbuilding
| +$256M | +$3.61B | $66.5B | 1,198 | 6 |
|
| 61 |
Water
Sanitation
| +$232M | +$580M | $10.8B | 617 | 8 |
|
| 62 |
3D Printing & Additive Manufacturing
| +$232M | +$3.04B | $45.2B | 1,140 | 20 |
|
| 63 |
Water
Water Infrastructure
| +$211M | +$3.25B | $46.3B | 1,125 | 17 |
|
| 64 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$204M | +$1.05B | $12.9B | 669 | 9 |
|
| 65 |
Internet of Things
Smart Home
| +$191M | +$948M | $15.2B | 672 | 17 |
|
| 66 |
Agriculture & Food Technology
| +$169M | +$6.12B | $102B | 1,806 | 79 |
|
| 67 |
Electrification & Grid
Transmission Buildout
| +$151M | +$604M | $8.48B | 545 | 6 |
|
| 68 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$141M | +$6.1B | $77B | 1,495 | 3 |
|
| 69 |
Reshoring & American Manufacturing
| +$119M | +$1.01B | $12.7B | 729 | 20 |
|
| 70 |
Health & Wellness
| +$108M | +$14.1B | $106B | 2,055 | 78 |
|
| 71 |
Nuclear Energy
Uranium Mining & Enrichment
| +$96.4M | +$240M | $2.34B | 342 | 20 |
|
| 72 |
Agriculture & Food Technology
Precision Agriculture
| +$85.6M | +$1.68B | $30B | 1,103 | 4 |
|
| 73 |
Digital Assets
Corporate Crypto Treasuries
| +$68.2M | +$329M | $4.12B | 409 | 63 |
|
| 74 |
Infrastructure & Construction
Green Building
| +$65.9M | +$213M | $2.44B | 269 | 5 |
|
| 75 |
Clean Energy
Hydrogen & Fuel Cells
| +$61.7M | +$2.04B | $27.6B | 951 | 13 |
|
| 76 |
Clean Energy
Wind
| +$41.4M | +$41.1M | $518M | 175 | 9 |
|
| 77 |
Artificial Intelligence
AI Software & Applications
| +$23.1M | +$713M | $7.57B | 572 | 85 |
|
| 78 |
Space Economy
Launch Services
| +$14.2M | +$196M | $1.46B | 160 | 5 |
|
| 79 |
Cannabis
| +$12M | +$178M | $3.68B | 335 | 52 |
|
| 80 |
Agriculture & Food Technology
Plant-Based Foods
| +$11.1M | +$1.21B | $17.9B | 751 | 17 |
|
| 81 |
Digital Payments & Fintech
Neobanks
| +$6.82M | +$1.29B | $15.9B | 676 | 25 |
|
| 82 |
Virtual & Augmented Reality
| -$8.87M | +$2.86M | $339M | 125 | 20 |
|
| 83 |
Nuclear Energy
Small Modular Reactors
| -$15M | +$175M | $2.08B | 260 | 12 |
|
| 84 |
Digital Assets
Bitcoin Miners
| -$16.3M | -$3.89M | $66.8M | 65 | 40 |
|
| 85 |
Clean Energy
Solar
| -$53.5M | +$454M | $6.65B | 593 | 54 |
|
| 86 |
Sin Stocks
Firearms
| -$82.2M | +$761M | $8.47B | 556 | 12 |
|
| 87 |
Digital Payments & Fintech
Buy Now Pay Later
| -$109M | +$518M | $3.33B | 258 | 13 |
|
| 88 |
Cybersecurity
Agentic AI Security
| -$229M | +$71M | $9.5B | 567 | 2 |
|
| 89 |
Lithium & Battery Materials
| -$332M | +$790M | $12.5B | 690 | 47 |
|
| 90 |
Streaming & Digital Media
News Media
| -$412M | +$2.38B | $28.1B | 942 | 26 |
|
| 91 |
Cybersecurity
| -$546M | +$16.6B | $214B | 2,397 | 85 |
|
| 92 |
Quantum Computing
| -$670M | +$6.95B | $84.5B | 1,796 | 19 |
|
| 93 |
Carbon & Pollution Control
| -$749M | +$5.82B | $67.8B | 1,554 | 23 |
|
| 94 |
Artificial Intelligence
AI Memory & HBM
| -$771M | +$3.34B | $50.1B | 1,013 | 12 |
|
| 95 |
Semiconductors
Semicap & Lithography
| -$892M | +$7.31B | $96.7B | 1,397 | 21 |
|
| 96 |
E-Commerce
Food Delivery
| -$919M | +$2.07B | $30.8B | 522 | 12 |
|
| 97 |
Future of Education
| -$1.02B | +$3.67B | $57B | 1,003 | 77 |
|
| 98 |
Pet Economy
| -$1.05B | +$23.9B | $275B | 2,463 | 34 |
|
| 99 |
Copper & Industrial Metals
| -$1.13B | +$8.92B | $89.2B | 1,673 | 79 |
|
| 100 |
Electric Vehicles
| -$2.31B | +$15.7B | $224B | 2,300 | 124 |
|
| 101 |
Electrification & Grid
| -$2.33B | +$6.82B | $89.2B | 1,613 | 59 |
|
| 102 |
Internet of Things
| -$2.98B | +$67.2B | $652B | 3,004 | 99 |
|
| 103 |
Digital Payments & Fintech
| -$2.98B | +$89.7B | $1.05T | 3,227 | 148 |
|
| 104 |
Electrification & Grid
Energy Storage
| -$2.99B | +$2.52B | $38B | 878 | 26 |
|
| 105 |
Gold & Precious Metals
| -$3.27B | +$8.26B | $79B | 1,231 | 133 |
|
| 106 |
Autonomous Driving
| -$3.54B | +$3.58B | $62B | 1,054 | 53 |
|
| 107 |
Gold & Precious Metals
Gold & Silver Miners
| -$3.64B | +$8.2B | $78.5B | 1,219 | 124 |
|
| 108 |
Internet of Things
Wearables
| -$5.89B | +$53.4B | $472B | 2,635 | 21 |
|
| 109 |
Streaming & Digital Media
| -$6.99B | +$84.5B | $1.2T | 3,153 | 120 |
|
| 110 |
Cloud Computing
Edge Computing
| -$8.3B | +$2.71B | $29.8B | 925 | 11 |
|