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
| +$23.9B | +$42B | $1.47T | 3,613 | 361 |
|
| 2 |
SaaS & Enterprise Software
| +$13B | +$6.97B | $1.47T | 3,527 | 266 |
|
| 3 |
Immunotherapy & Oncology
| +$11.4B | +$12.1B | $1.04T | 3,300 | 388 |
|
| 4 |
Semiconductors
| +$7.27B | +$3.87B | $1.09T | 3,360 | 178 |
|
| 5 |
GLP-1 & Obesity
| +$6.22B | +$4.59B | $533B | 2,996 | 92 |
|
| 6 |
E-Commerce
| +$5.51B | -$362M | $1.4T | 3,608 | 240 |
|
| 7 |
Water
| +$4.96B | +$52.9B | $249B | 2,569 | 67 |
|
| 8 |
Artificial Intelligence
| +$4.53B | +$1.46B | $2.22T | 3,654 | 264 |
|
| 9 |
Medical Devices & Diagnostics
| +$4.42B | +$61.8B | $1.12T | 3,411 | 342 |
|
| 10 |
Internet of Things
| +$4.28B | -$4.43B | $747B | 3,338 | 99 |
|
| 11 |
E-Commerce
Marketplaces
| +$3.68B | -$3.92B | $1.27T | 3,481 | 106 |
|
| 12 |
Genomics & Gene Editing
| +$3.42B | +$2.78B | $288B | 2,437 | 199 |
|
| 13 |
Defense Modernization
Defense Tech & C4ISR
| +$3.28B | +$2.2B | $222B | 2,308 | 53 |
|
| 14 |
Streaming & Digital Media
| +$3.23B | +$2.55B | $1.36T | 3,478 | 120 |
|
| 15 |
Electric Vehicles
| +$2.86B | +$1.46B | $248B | 2,550 | 124 |
|
| 16 |
Nuclear Energy
| +$2.82B | +$927M | $174B | 2,074 | 61 |
|
| 17 |
Space Economy
| +$2.8B | -$42M | $143B | 2,006 | 64 |
|
| 18 |
Infrastructure & Construction
| +$2.77B | +$1.01B | $253B | 2,541 | 127 |
|
| 19 |
Data Centers & Digital Infrastructure
| +$2.61B | +$5.23B | $208B | 2,046 | 78 |
|
| 20 |
Social Media & Creator Economy
| +$2.45B | +$8.44B | $1.32T | 3,278 | 45 |
|
| 21 |
Future of Education
| +$2.3B | +$628M | $69.6B | 1,078 | 77 |
|
| 22 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.1B | +$4.83B | $75.5B | 1,076 | 19 |
|
| 23 |
Copper & Industrial Metals
| +$2.03B | +$8.6B | $123B | 1,828 | 79 |
|
| 24 |
Artificial Intelligence
AI Inference Silicon
| +$1.81B | -$260M | $76.3B | 1,594 | 7 |
|
| 25 |
Small Business Economy
| +$1.75B | +$2.44B | $178B | 2,033 | 58 |
|
| 26 |
Oil & Gas
LNG
| +$1.54B | +$21B | $130B | 2,024 | 32 |
|
| 27 |
Genomics & Gene Editing
Gene Therapy
| +$1.48B | +$516M | $55.4B | 1,568 | 131 |
|
| 28 |
Housing & Home Improvement
Homebuilders
| +$1.36B | +$761M | $86.8B | 1,507 | 45 |
|
| 29 |
Electrification & Grid
| +$1.3B | +$835M | $90.2B | 1,786 | 59 |
|
| 30 |
Semiconductors
Analog & Power Semis
| +$1.23B | +$1.43B | $175B | 1,975 | 27 |
|
| 31 |
E-Commerce
Food Delivery
| +$1.21B | -$705M | $34.8B | 648 | 12 |
|
| 32 |
Reshoring & American Manufacturing
| +$1.13B | -$110M | $15.9B | 788 | 20 |
|
| 33 |
Internet of Things
Wearables
| +$1.1B | -$6.55B | $542B | 2,930 | 21 |
|
| 34 |
Cybersecurity
Identity Security
| +$1.06B | -$40.8M | $2.91B | 402 | 15 |
|
| 35 |
Water
Water Infrastructure
| +$1.06B | -$238M | $55.4B | 1,249 | 17 |
|
| 36 |
Defense Modernization
Munitions Restocking
| +$978M | +$1.54B | $154B | 2,137 | 11 |
|
| 37 |
Defense Modernization
| +$852M | +$3.26B | $731B | 3,142 | 163 |
|
| 38 |
Video Games & Esports
| +$840M | +$1.68B | $611B | 3,010 | 55 |
|
| 39 |
Artificial Intelligence
Agentic AI
| +$817M | +$667M | $92.5B | 1,147 | 13 |
|
| 40 |
Carbon & Pollution Control
| +$759M | -$841M | $77.8B | 1,679 | 23 |
|
| 41 |
Critical Minerals & Rare Earths
| +$728M | +$170M | $9.34B | 643 | 60 |
|
| 42 |
Electrification & Grid
Grid Equipment
| +$713M | +$131M | $32.1B | 1,162 | 10 |
|
| 43 |
Oil & Gas
Oilfield Services
| +$677M | +$16.1B | $201B | 2,391 | 88 |
|
| 44 |
Electric Vehicles
EV Charging Infrastructure
| +$671M | -$132M | $17.5B | 1,122 | 21 |
|
| 45 |
Internet of Things
Smart Home
| +$561M | +$318M | $16B | 759 | 17 |
|
| 46 |
Space Economy
Satellite Communications
| +$536M | +$168M | $10.5B | 559 | 16 |
|
| 47 |
Semiconductors
Photonics & Optical Interconnect
| +$489M | +$819M | $15.4B | 824 | 20 |
|
| 48 |
Clean Energy
| +$478M | +$659M | $145B | 2,376 | 134 |
|
| 49 |
Streaming & Digital Media
News Media
| +$475M | +$622M | $32.2B | 1,019 | 26 |
|
| 50 |
Autonomous Driving
| +$441M | +$632M | $58.8B | 1,187 | 53 |
|
| 51 |
Electrification & Grid
Energy Storage
| +$402M | +$601M | $34.1B | 928 | 26 |
|
| 52 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$366M | -$152M | $16B | 755 | 9 |
|
| 53 |
Data Centers & Digital Infrastructure
Power for AI
| +$342M | +$58.7M | $44.3B | 1,251 | 22 |
|
| 54 |
Luxury & Affluent Consumer
| +$304M | +$1.65B | $83.5B | 1,442 | 40 |
|
| 55 |
Digital Payments & Fintech
Buy Now Pay Later
| +$297M | +$1.64B | $5.43B | 350 | 13 |
|
| 56 |
Agriculture & Food Technology
| +$252M | +$1.98B | $122B | 2,011 | 79 |
|
| 57 |
Reuse, Repair & Circular Economy
| +$208M | +$1.41B | $130B | 1,895 | 68 |
|
| 58 |
Cybersecurity
Agentic AI Security
| +$206M | +$440M | $11B | 628 | 2 |
|
| 59 |
Clean Energy
Solar
| +$180M | +$216M | $8.94B | 707 | 54 |
|
| 60 |
Agriculture & Food Technology
Plant-Based Foods
| +$168M | +$1.29B | $18.6B | 805 | 17 |
|
| 61 |
Nuclear Energy
Uranium Mining & Enrichment
| +$134M | -$214M | $2.29B | 373 | 20 |
|
| 62 |
Artificial Intelligence
AI Software & Applications
| +$128M | +$89.6M | $7.67B | 573 | 85 |
|
| 63 |
Digital Assets
Corporate Crypto Treasuries
| +$126M | -$85.2M | $3.26B | 440 | 63 |
|
| 64 |
Virtual & Augmented Reality
| +$119M | +$76.2M | $618M | 145 | 20 |
|
| 65 |
Nuclear Energy
Small Modular Reactors
| +$69.4M | -$218M | $1.92B | 269 | 12 |
|
| 66 |
Space Economy
Launch Services
| +$64.4M | +$95.7M | $2.36B | 212 | 5 |
|
| 67 |
Water
Sanitation
| +$60M | -$170M | $12.8B | 701 | 8 |
|
| 68 |
Sports Betting & iGaming
| +$20.3M | +$225M | $10.6B | 439 | 29 |
|
| 69 |
Digital Assets
Bitcoin Miners
| +$16.7M | -$4.04M | $104M | 90 | 40 |
|
| 70 |
Infrastructure & Construction
Green Building
| +$8.4M | -$50.3M | $3.62B | 336 | 5 |
|
| 71 |
Gold & Precious Metals
| +$3.79M | +$1.61B | $83.6B | 1,310 | 133 |
|
| 72 |
Clean Energy
Wind
| +$1.33M | -$3.53M | $529M | 208 | 9 |
|
| 73 |
Electrification & Grid
Transmission Buildout
| -$8.39M | +$83.1M | $9.76B | 648 | 6 |
|
| 74 |
Sin Stocks
Casinos
| -$25.6M | +$2.47B | $82.1B | 1,236 | 24 |
|
| 75 |
Clean Energy
Hydrogen & Fuel Cells
| -$54.2M | +$243M | $31.8B | 1,067 | 13 |
|
| 76 |
Sin Stocks
Firearms
| -$98.6M | -$74.6M | $8.22B | 584 | 12 |
|
| 77 |
Digital Payments & Fintech
Neobanks
| -$110M | +$23.6M | $20.5B | 745 | 25 |
|
| 78 |
Defense Modernization
Drones & Counter-Drone
| -$122M | +$160M | $66.2B | 1,336 | 30 |
|
| 79 |
Gold & Precious Metals
Gold & Silver Miners
| -$130M | +$1.6B | $82.9B | 1,297 | 124 |
|
| 80 |
Lithium & Battery Materials
| -$162M | +$657M | $16.2B | 815 | 47 |
|
| 81 |
3D Printing & Additive Manufacturing
| -$226M | +$769M | $50.3B | 1,243 | 20 |
|
| 82 |
Cloud Computing
Edge Computing
| -$240M | -$4.96B | $29.4B | 970 | 11 |
|
| 83 |
Cannabis
| -$240M | -$65.8M | $4.06B | 371 | 52 |
|
| 84 |
Semiconductors
Advanced Packaging
| -$242M | +$677M | $45.2B | 890 | 10 |
|
| 85 |
Housing & Home Improvement
| -$261M | +$603M | $601B | 3,288 | 223 |
|
| 86 |
Digital Health & Telemedicine
| -$265M | +$3B | $244B | 2,140 | 84 |
|
| 87 |
Agriculture & Food Technology
Precision Agriculture
| -$308M | +$644M | $37.8B | 1,233 | 4 |
|
| 88 |
Cybersecurity
| -$388M | +$6.4B | $254B | 2,632 | 85 |
|
| 89 |
Sin Stocks
Alcohol
| -$410M | +$1.27B | $88.4B | 1,687 | 24 |
|
| 90 |
Robotics & Automation
| -$553M | +$592M | $215B | 2,454 | 83 |
|
| 91 |
Energy Efficiency
| -$628M | +$1.94B | $183B | 2,261 | 31 |
|
| 92 |
Artificial Intelligence
AI Memory & HBM
| -$644M | +$1.98B | $68.7B | 1,213 | 12 |
|
| 93 |
Digital Assets
| -$726M | -$917M | $89.2B | 1,632 | 160 |
|
| 94 |
Sin Stocks
Tobacco & Nicotine
| -$737M | +$8.47B | $219B | 2,077 | 13 |
|
| 95 |
Cloud Computing
| -$743M | -$1.59B | $1.8T | 3,520 | 64 |
|
| 96 |
Longevity & Aging Population
| -$743M | +$2.23B | $130B | 1,763 | 60 |
|
| 97 |
Digital Assets
Stablecoin Infrastructure
| -$774M | -$1,000M | $71.5B | 1,341 | 9 |
|
| 98 |
Defense Modernization
Military Shipbuilding
| -$862M | +$272M | $71B | 1,344 | 6 |
|
| 99 |
Robotics & Automation
Industrial Automation
| -$894M | +$603M | $161B | 2,254 | 16 |
|
| 100 |
Health & Wellness
| -$1.04B | +$1.36B | $119B | 2,253 | 78 |
|
| 101 |
Artificial Intelligence
Chinese AI
| -$1.04B | +$4.18B | $219B | 1,379 | 14 |
|
| 102 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$1.18B | +$338M | $87.1B | 1,714 | 3 |
|
| 103 |
Sin Stocks
| -$1.23B | +$12.3B | $400B | 2,763 | 78 |
|
| 104 |
Housing & Home Improvement
Home & Garden Retail
| -$1.23B | -$3.62B | $260B | 2,609 | 30 |
|
| 105 |
Digital Payments & Fintech
| -$1.28B | -$6.09B | $1.24T | 3,562 | 148 |
|
| 106 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$1.3B | +$191M | $51.1B | 1,241 | 26 |
|
| 107 |
Quantum Computing
| -$1.4B | -$1.43B | $81.1B | 1,976 | 19 |
|
| 108 |
Semiconductors
Semicap & Lithography
| -$2.41B | +$1.3B | $119B | 1,621 | 21 |
|
| 109 |
Online Travel & Experiences
| -$2.59B | +$1.83B | $131B | 1,527 | 32 |
|
| 110 |
Pet Economy
| -$3.92B | +$5.17B | $268B | 2,628 | 34 |
|