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
5
10
25
50
100
5
10
25
50
100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Medical Devices & Diagnostics
| +$61.8B | +$13.4B | $1.06T | 3,128 | 342 |
|
| 2 |
Water
| +$52.9B | +$375M | $232B | 2,288 | 67 |
|
| 3 |
Oil & Gas
| +$42B | +$17.9B | $1.39T | 3,296 | 361 |
|
| 4 |
Oil & Gas
LNG
| +$21B | +$566M | $126B | 1,830 | 32 |
|
| 5 |
Oil & Gas
Oilfield Services
| +$16.1B | +$2.9B | $199B | 2,266 | 88 |
|
| 6 |
Sin Stocks
| +$12.3B | +$2.99B | $384B | 2,520 | 78 |
|
| 7 |
Immunotherapy & Oncology
| +$12.1B | +$3.86B | $1.05T | 3,022 | 388 |
|
| 8 |
Copper & Industrial Metals
| +$8.6B | -$1.13B | $104B | 1,696 | 79 |
|
| 9 |
Sin Stocks
Tobacco & Nicotine
| +$8.47B | +$858M | $216B | 1,900 | 13 |
|
| 10 |
Social Media & Creator Economy
| +$8.44B | +$10.3B | $1.2T | 2,983 | 45 |
|
| 11 |
SaaS & Enterprise Software
| +$6.97B | +$20.9B | $1.34T | 3,202 | 266 |
|
| 12 |
Cybersecurity
| +$6.4B | -$546M | $234B | 2,416 | 85 |
|
| 13 |
Data Centers & Digital Infrastructure
| +$5.23B | +$2.16B | $201B | 1,873 | 78 |
|
| 14 |
Pet Economy
| +$5.17B | -$1.05B | $275B | 2,429 | 34 |
|
| 15 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$4.83B | +$509M | $73.8B | 982 | 19 |
|
| 16 |
GLP-1 & Obesity
| +$4.59B | +$7.94B | $527B | 2,759 | 92 |
|
| 17 |
Artificial Intelligence
Chinese AI
| +$4.18B | +$8.67B | $224B | 1,255 | 14 |
|
| 18 |
Semiconductors
| +$3.87B | +$5.15B | $1T | 3,078 | 178 |
|
| 19 |
Defense Modernization
| +$3.26B | +$1.81B | $718B | 2,881 | 163 |
|
| 20 |
Digital Health & Telemedicine
| +$3B | +$2.1B | $226B | 1,959 | 84 |
|
| 21 |
Genomics & Gene Editing
| +$2.78B | +$2.69B | $282B | 2,251 | 199 |
|
| 22 |
Streaming & Digital Media
| +$2.55B | -$6.99B | $1.24T | 3,173 | 120 |
|
| 23 |
Sin Stocks
Casinos
| +$2.47B | +$1.43B | $74.4B | 1,120 | 24 |
|
| 24 |
Small Business Economy
| +$2.44B | +$1.17B | $165B | 1,876 | 58 |
|
| 25 |
Longevity & Aging Population
| +$2.23B | +$677M | $135B | 1,669 | 60 |
|
| 26 |
Defense Modernization
Defense Tech & C4ISR
| +$2.2B | +$1.11B | $206B | 2,078 | 53 |
|
| 27 |
Artificial Intelligence
AI Memory & HBM
| +$1.98B | -$771M | $67.9B | 1,063 | 12 |
|
| 28 |
Agriculture & Food Technology
| +$1.98B | +$169M | $111B | 1,821 | 79 |
|
| 29 |
Energy Efficiency
| +$1.94B | +$1.22B | $175B | 2,043 | 31 |
|
| 30 |
Online Travel & Experiences
| +$1.83B | +$2.94B | $144B | 1,483 | 32 |
|
| 31 |
Video Games & Esports
| +$1.68B | +$5.25B | $545B | 2,717 | 55 |
|
| 32 |
Luxury & Affluent Consumer
| +$1.65B | +$352M | $72.6B | 1,272 | 40 |
|
| 33 |
Digital Payments & Fintech
Buy Now Pay Later
| +$1.64B | -$109M | $5.18B | 324 | 13 |
|
| 34 |
Gold & Precious Metals
| +$1.61B | -$3.27B | $84B | 1,240 | 133 |
|
| 35 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.6B | -$3.64B | $83.4B | 1,227 | 124 |
|
| 36 |
Defense Modernization
Munitions Restocking
| +$1.54B | +$407M | $142B | 1,942 | 11 |
|
| 37 |
Artificial Intelligence
| +$1.46B | +$12.9B | $2.07T | 3,319 | 264 |
|
| 38 |
Electric Vehicles
| +$1.46B | -$2.31B | $243B | 2,303 | 124 |
|
| 39 |
Semiconductors
Analog & Power Semis
| +$1.43B | +$549M | $161B | 1,777 | 27 |
|
| 40 |
Reuse, Repair & Circular Economy
| +$1.41B | +$1.63B | $124B | 1,768 | 68 |
|
| 41 |
Health & Wellness
| +$1.36B | +$108M | $114B | 2,078 | 78 |
|
| 42 |
Semiconductors
Semicap & Lithography
| +$1.3B | -$892M | $122B | 1,459 | 21 |
|
| 43 |
Agriculture & Food Technology
Plant-Based Foods
| +$1.29B | +$11.1M | $19.6B | 767 | 17 |
|
| 44 |
Sin Stocks
Alcohol
| +$1.27B | +$736M | $82.5B | 1,547 | 24 |
|
| 45 |
Infrastructure & Construction
| +$1.01B | +$1.75B | $218B | 2,279 | 127 |
|
| 46 |
Nuclear Energy
| +$927M | +$7.35B | $174B | 1,885 | 61 |
|
| 47 |
Electrification & Grid
| +$835M | -$2.33B | $88.9B | 1,638 | 59 |
|
| 48 |
Semiconductors
Photonics & Optical Interconnect
| +$819M | +$699M | $17.2B | 813 | 20 |
|
| 49 |
3D Printing & Additive Manufacturing
| +$769M | +$232M | $48.2B | 1,124 | 20 |
|
| 50 |
Housing & Home Improvement
Homebuilders
| +$761M | +$1.42B | $71.7B | 1,342 | 45 |
|
| 51 |
Semiconductors
Advanced Packaging
| +$677M | +$270M | $43.3B | 812 | 10 |
|
| 52 |
Artificial Intelligence
Agentic AI
| +$667M | +$2.76B | $84B | 1,011 | 13 |
|
| 53 |
Clean Energy
| +$659M | +$605M | $131B | 2,176 | 134 |
|
| 54 |
Lithium & Battery Materials
| +$657M | -$332M | $16.8B | 727 | 47 |
|
| 55 |
Agriculture & Food Technology
Precision Agriculture
| +$644M | +$85.6M | $31.2B | 1,097 | 4 |
|
| 56 |
Autonomous Driving
| +$632M | -$3.54B | $64.7B | 1,097 | 53 |
|
| 57 |
Future of Education
| +$628M | -$1.02B | $61.2B | 1,024 | 77 |
|
| 58 |
Streaming & Digital Media
News Media
| +$622M | -$412M | $29.4B | 965 | 26 |
|
| 59 |
Housing & Home Improvement
| +$603M | +$5.17B | $538B | 3,006 | 223 |
|
| 60 |
Robotics & Automation
Industrial Automation
| +$603M | +$1.22B | $150B | 2,041 | 16 |
|
| 61 |
Electrification & Grid
Energy Storage
| +$601M | -$2.99B | $36.6B | 891 | 26 |
|
| 62 |
Robotics & Automation
| +$592M | +$1.98B | $200B | 2,221 | 83 |
|
| 63 |
Genomics & Gene Editing
Gene Therapy
| +$516M | +$693M | $53.5B | 1,441 | 131 |
|
| 64 |
Cybersecurity
Agentic AI Security
| +$440M | -$229M | $10.7B | 572 | 2 |
|
| 65 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$338M | +$141M | $82B | 1,534 | 3 |
|
| 66 |
Internet of Things
Smart Home
| +$318M | +$191M | $16.1B | 697 | 17 |
|
| 67 |
Defense Modernization
Military Shipbuilding
| +$272M | +$256M | $71.1B | 1,216 | 6 |
|
| 68 |
Clean Energy
Hydrogen & Fuel Cells
| +$243M | +$61.7M | $29.4B | 979 | 13 |
|
| 69 |
Sports Betting & iGaming
| +$225M | +$628M | $8.41B | 392 | 29 |
|
| 70 |
Clean Energy
Solar
| +$216M | -$53.5M | $7.23B | 629 | 54 |
|
| 71 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$191M | +$614M | $47.8B | 1,141 | 26 |
|
| 72 |
Critical Minerals & Rare Earths
| +$170M | +$542M | $7.76B | 595 | 60 |
|
| 73 |
Space Economy
Satellite Communications
| +$168M | +$274M | $9.22B | 505 | 16 |
|
| 74 |
Defense Modernization
Drones & Counter-Drone
| +$160M | +$1.07B | $61.5B | 1,207 | 30 |
|
| 75 |
Electrification & Grid
Grid Equipment
| +$131M | +$390M | $30.5B | 1,019 | 10 |
|
| 76 |
Space Economy
Launch Services
| +$95.7M | +$14.2M | $2.57B | 215 | 5 |
|
| 77 |
Artificial Intelligence
AI Software & Applications
| +$89.6M | +$23.1M | $7.5B | 579 | 85 |
|
| 78 |
Electrification & Grid
Transmission Buildout
| +$83.1M | +$151M | $9.37B | 594 | 6 |
|
| 79 |
Virtual & Augmented Reality
| +$76.2M | -$8.87M | $529M | 142 | 20 |
|
| 80 |
Data Centers & Digital Infrastructure
Power for AI
| +$58.7M | +$1.14B | $42.7B | 1,132 | 22 |
|
| 81 |
Digital Payments & Fintech
Neobanks
| +$23.6M | +$6.82M | $18.3B | 685 | 25 |
|
| 82 |
Clean Energy
Wind
| -$3.53M | +$41.4M | $542M | 195 | 9 |
|
| 83 |
Digital Assets
Bitcoin Miners
| -$4.04M | -$16.3M | $64.7M | 54 | 40 |
|
| 84 |
Cybersecurity
Identity Security
| -$40.8M | +$446M | $1.92B | 343 | 15 |
|
| 85 |
Space Economy
| -$42M | +$501M | $134B | 1,796 | 64 |
|
| 86 |
Infrastructure & Construction
Green Building
| -$50.3M | +$65.9M | $3B | 280 | 5 |
|
| 87 |
Cannabis
| -$65.8M | +$12M | $3.93B | 337 | 52 |
|
| 88 |
Sin Stocks
Firearms
| -$74.6M | -$82.2M | $8.58B | 548 | 12 |
|
| 89 |
Digital Assets
Corporate Crypto Treasuries
| -$85.2M | +$68.2M | $3.4B | 402 | 63 |
|
| 90 |
Reshoring & American Manufacturing
| -$110M | +$119M | $12.5B | 708 | 20 |
|
| 91 |
Electric Vehicles
EV Charging Infrastructure
| -$132M | +$314M | $15.2B | 983 | 21 |
|
| 92 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$152M | +$204M | $14.3B | 700 | 9 |
|
| 93 |
Water
Sanitation
| -$170M | +$232M | $11.6B | 636 | 8 |
|
| 94 |
Nuclear Energy
Uranium Mining & Enrichment
| -$214M | +$96.4M | $2.24B | 335 | 20 |
|
| 95 |
Nuclear Energy
Small Modular Reactors
| -$218M | -$15M | $1.99B | 251 | 12 |
|
| 96 |
Water
Water Infrastructure
| -$238M | +$211M | $49.7B | 1,148 | 17 |
|
| 97 |
Artificial Intelligence
AI Inference Silicon
| -$260M | +$282M | $60.5B | 1,432 | 7 |
|
| 98 |
E-Commerce
| -$362M | +$1.17B | $1.25T | 3,276 | 240 |
|
| 99 |
E-Commerce
Food Delivery
| -$705M | -$919M | $29.8B | 542 | 12 |
|
| 100 |
Carbon & Pollution Control
| -$841M | -$749M | $69.6B | 1,541 | 23 |
|
| 101 |
Digital Assets
| -$917M | +$1.63B | $79.2B | 1,433 | 160 |
|
| 102 |
Digital Assets
Stablecoin Infrastructure
| -$1,000M | +$928M | $63B | 1,155 | 9 |
|
| 103 |
Quantum Computing
| -$1.43B | -$670M | $78.2B | 1,759 | 19 |
|
| 104 |
Cloud Computing
| -$1.59B | +$24.1B | $1.62T | 3,202 | 64 |
|
| 105 |
Housing & Home Improvement
Home & Garden Retail
| -$3.62B | +$637M | $229B | 2,341 | 30 |
|
| 106 |
E-Commerce
Marketplaces
| -$3.92B | +$352M | $1.13T | 3,155 | 106 |
|
| 107 |
Internet of Things
| -$4.43B | -$2.98B | $679B | 3,002 | 99 |
|
| 108 |
Cloud Computing
Edge Computing
| -$4.96B | -$8.3B | $27.5B | 887 | 11 |
|
| 109 |
Digital Payments & Fintech
| -$6.09B | -$2.98B | $1.13T | 3,225 | 148 |
|
| 110 |
Internet of Things
Wearables
| -$6.55B | -$5.89B | $493B | 2,644 | 21 |
|