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 |
Agriculture & Food Technology
| +$19.9B | +$252M | $136B | 2,099 | 79 |
|
| 2 |
Oil & Gas
| +$15B | +$23.9B | $1.38T | 3,586 | 361 |
|
| 3 |
Sin Stocks
Casinos
| +$8.44B | -$25.6M | $89.9B | 1,277 | 24 |
|
| 4 |
Internet of Things
Smart Home
| +$7.84B | +$561M | $21.5B | 786 | 17 |
|
| 5 |
Housing & Home Improvement
| +$7.11B | -$261M | $570B | 3,266 | 223 |
|
| 6 |
Oil & Gas
Oilfield Services
| +$6.69B | +$677M | $196B | 2,389 | 88 |
|
| 7 |
Sin Stocks
| +$6.61B | -$1.23B | $386B | 2,758 | 78 |
|
| 8 |
Small Business Economy
| +$6.44B | +$1.75B | $196B | 2,113 | 58 |
|
| 9 |
Nuclear Energy
| +$6.12B | +$2.82B | $169B | 2,065 | 61 |
|
| 10 |
Medical Devices & Diagnostics
| +$5.46B | +$4.42B | $1.12T | 3,373 | 342 |
|
| 11 |
Data Centers & Digital Infrastructure
| +$5.35B | +$2.61B | $197B | 2,062 | 78 |
|
| 12 |
Social Media & Creator Economy
| +$5.12B | +$2.45B | $1.32T | 3,295 | 45 |
|
| 13 |
Oil & Gas
LNG
| +$4.5B | +$1.54B | $136B | 2,034 | 32 |
|
| 14 |
Genomics & Gene Editing
| +$4.44B | +$3.42B | $301B | 2,445 | 199 |
|
| 15 |
Housing & Home Improvement
Homebuilders
| +$3.92B | +$1.36B | $81.8B | 1,498 | 45 |
|
| 16 |
Gold & Precious Metals
| +$3.52B | +$3.79M | $81.9B | 1,360 | 133 |
|
| 17 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.46B | -$130M | $81.3B | 1,343 | 124 |
|
| 18 |
Genomics & Gene Editing
Gene Therapy
| +$3.43B | +$1.48B | $60.6B | 1,579 | 131 |
|
| 19 |
Defense Modernization
Defense Tech & C4ISR
| +$2.46B | +$3.28B | $235B | 2,305 | 53 |
|
| 20 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.28B | +$2.1B | $69.7B | 1,079 | 19 |
|
| 21 |
Electrification & Grid
| +$2.24B | +$1.3B | $85.5B | 1,781 | 59 |
|
| 22 |
Copper & Industrial Metals
| +$2.24B | +$2.03B | $119B | 1,878 | 79 |
|
| 23 |
Defense Modernization
Munitions Restocking
| +$1.93B | +$978M | $162B | 2,111 | 11 |
|
| 24 |
Autonomous Driving
| +$1.83B | +$441M | $57.3B | 1,197 | 53 |
|
| 25 |
Electrification & Grid
Energy Storage
| +$1.77B | +$402M | $31B | 925 | 26 |
|
| 26 |
Electric Vehicles
| +$1.34B | +$2.86B | $237B | 2,502 | 124 |
|
| 27 |
Health & Wellness
| +$1.1B | -$1.04B | $127B | 2,274 | 78 |
|
| 28 |
Defense Modernization
Drones & Counter-Drone
| +$1.02B | -$122M | $74.9B | 1,342 | 30 |
|
| 29 |
Artificial Intelligence
Chinese AI
| +$1.01B | -$1.04B | $228B | 1,474 | 14 |
|
| 30 |
Cybersecurity
Identity Security
| +$750M | +$1.06B | $4.59B | 445 | 15 |
|
| 31 |
Defense Modernization
Military Shipbuilding
| +$604M | -$862M | $77.5B | 1,372 | 6 |
|
| 32 |
Streaming & Digital Media
News Media
| +$545M | +$475M | $34.1B | 1,024 | 26 |
|
| 33 |
Reshoring & American Manufacturing
| +$489M | +$1.13B | $16.1B | 805 | 20 |
|
| 34 |
Future of Education
| +$440M | +$2.3B | $68.5B | 1,096 | 77 |
|
| 35 |
Critical Minerals & Rare Earths
| +$382M | +$728M | $8.25B | 665 | 60 |
|
| 36 |
Water
Water Infrastructure
| +$322M | +$1.06B | $57.7B | 1,279 | 17 |
|
| 37 |
Clean Energy
Solar
| +$322M | +$180M | $9.99B | 708 | 54 |
|
| 38 |
Electrification & Grid
Grid Equipment
| +$294M | +$713M | $32.2B | 1,163 | 10 |
|
| 39 |
Sin Stocks
Tobacco & Nicotine
| +$285M | -$737M | $200B | 2,047 | 13 |
|
| 40 |
Virtual & Augmented Reality
| +$272M | +$119M | $694M | 158 | 20 |
|
| 41 |
Cybersecurity
Agentic AI Security
| +$272M | +$206M | $13.9B | 662 | 2 |
|
| 42 |
Semiconductors
Advanced Packaging
| +$262M | -$242M | $49.2B | 906 | 10 |
|
| 43 |
Data Centers & Digital Infrastructure
Power for AI
| +$245M | +$342M | $43.7B | 1,270 | 22 |
|
| 44 |
Agriculture & Food Technology
Precision Agriculture
| +$228M | -$308M | $37.3B | 1,246 | 4 |
|
| 45 |
Reuse, Repair & Circular Economy
| +$189M | +$208M | $129B | 1,927 | 68 |
|
| 46 |
Electric Vehicles
EV Charging Infrastructure
| +$160M | +$671M | $16.8B | 1,124 | 21 |
|
| 47 |
Pet Economy
| +$160M | -$3.92B | $260B | 2,619 | 34 |
|
| 48 |
Artificial Intelligence
AI Software & Applications
| +$157M | +$128M | $7.84B | 565 | 85 |
|
| 49 |
Robotics & Automation
| +$139M | -$553M | $202B | 2,455 | 83 |
|
| 50 |
Cannabis
| +$137M | -$240M | $3.39B | 443 | 52 |
|
| 51 |
Water
| +$126M | +$4.96B | $236B | 2,515 | 67 |
|
| 52 |
Space Economy
Launch Services
| +$88.6M | +$64.4M | $2.21B | 213 | 5 |
|
| 53 |
Space Economy
| +$82.6M | +$2.8B | $150B | 1,991 | 64 |
|
| 54 |
Nuclear Energy
Uranium Mining & Enrichment
| +$71.1M | +$134M | $2.23B | 351 | 20 |
|
| 55 |
Artificial Intelligence
Agentic AI
| +$66.9M | +$817M | $107B | 1,234 | 13 |
|
| 56 |
Nuclear Energy
Small Modular Reactors
| +$57.8M | +$69.4M | $1.94B | 255 | 12 |
|
| 57 |
Space Economy
Satellite Communications
| +$56.3M | +$536M | $9.33B | 550 | 16 |
|
| 58 |
Agriculture & Food Technology
Plant-Based Foods
| +$20.4M | +$168M | $20B | 831 | 17 |
|
| 59 |
Clean Energy
Wind
| +$18.4M | +$1.33M | $554M | 201 | 9 |
|
| 60 |
Digital Assets
Corporate Crypto Treasuries
| +$1.13M | +$126M | $2.64B | 425 | 63 |
|
| 61 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$21.9K | $0 | $23K | 2 | 14 |
|
| 62 |
Semiconductors
Photonics & Optical Interconnect
| -$6.04M | +$489M | $18B | 810 | 20 |
|
| 63 |
Digital Assets
Bitcoin Miners
| -$13.1M | +$16.7M | $91.6M | 76 | 40 |
|
| 64 |
Digital Payments & Fintech
Buy Now Pay Later
| -$15.9M | +$297M | $6.04B | 372 | 13 |
|
| 65 |
Infrastructure & Construction
Green Building
| -$17.5M | +$8.4M | $3.51B | 333 | 5 |
|
| 66 |
Clean Energy
Hydrogen & Fuel Cells
| -$38.1M | -$54.2M | $30.6B | 1,058 | 13 |
|
| 67 |
Electrification & Grid
Transmission Buildout
| -$59.2M | -$8.39M | $8.81B | 648 | 6 |
|
| 68 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$64.5M | +$366M | $15.6B | 784 | 9 |
|
| 69 |
Sin Stocks
Firearms
| -$75.4M | -$98.6M | $7.2B | 573 | 12 |
|
| 70 |
Water
Sanitation
| -$78.5M | +$60M | $13.8B | 713 | 8 |
|
| 71 |
Digital Payments & Fintech
Neobanks
| -$90.4M | -$110M | $20B | 786 | 25 |
|
| 72 |
Quantum Computing
| -$151M | -$1.4B | $80.7B | 1,971 | 19 |
|
| 73 |
Lithium & Battery Materials
| -$219M | -$162M | $12.3B | 789 | 47 |
|
| 74 |
Sports Betting & iGaming
| -$260M | +$20.3M | $9.73B | 461 | 29 |
|
| 75 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$352M | -$1.3B | $54.1B | 1,259 | 26 |
|
| 76 |
Semiconductors
Analog & Power Semis
| -$353M | +$1.23B | $175B | 1,981 | 27 |
|
| 77 |
Semiconductors
Semicap & Lithography
| -$459M | -$2.41B | $124B | 1,688 | 21 |
|
| 78 |
Artificial Intelligence
AI Inference Silicon
| -$536M | +$1.81B | $65.5B | 1,526 | 7 |
|
| 79 |
Energy Efficiency
| -$593M | -$628M | $169B | 2,230 | 31 |
|
| 80 |
Longevity & Aging Population
| -$602M | -$743M | $123B | 1,735 | 60 |
|
| 81 |
Digital Health & Telemedicine
| -$612M | -$265M | $238B | 2,143 | 84 |
|
| 82 |
3D Printing & Additive Manufacturing
| -$640M | -$226M | $47.2B | 1,246 | 20 |
|
| 83 |
Infrastructure & Construction
| -$826M | +$2.77B | $238B | 2,521 | 127 |
|
| 84 |
Cloud Computing
Edge Computing
| -$945M | -$240M | $33.2B | 1,002 | 11 |
|
| 85 |
Artificial Intelligence
AI Memory & HBM
| -$1.08B | -$644M | $80.3B | 1,324 | 12 |
|
| 86 |
E-Commerce
Food Delivery
| -$1.09B | +$1.21B | $35.9B | 703 | 12 |
|
| 87 |
Robotics & Automation
Industrial Automation
| -$1.09B | -$894M | $152B | 2,266 | 16 |
|
| 88 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$1.35B | -$1.18B | $80.6B | 1,717 | 3 |
|
| 89 |
Housing & Home Improvement
Home & Garden Retail
| -$1.38B | -$1.23B | $242B | 2,581 | 30 |
|
| 90 |
Carbon & Pollution Control
| -$1.38B | +$759M | $67.9B | 1,642 | 23 |
|
| 91 |
Digital Assets
| -$1.42B | -$726M | $92.5B | 1,677 | 160 |
|
| 92 |
Artificial Intelligence
| -$1.49B | +$4.53B | $2.24T | 3,654 | 264 |
|
| 93 |
Online Travel & Experiences
| -$1.63B | -$2.59B | $145B | 1,541 | 32 |
|
| 94 |
Immunotherapy & Oncology
| -$1.82B | +$11.4B | $1.01T | 3,290 | 388 |
|
| 95 |
Digital Assets
Stablecoin Infrastructure
| -$1.88B | -$774M | $71.7B | 1,386 | 9 |
|
| 96 |
Luxury & Affluent Consumer
| -$1.89B | +$304M | $89.3B | 1,433 | 40 |
|
| 97 |
Sin Stocks
Alcohol
| -$2.11B | -$410M | $86.5B | 1,723 | 24 |
|
| 98 |
SaaS & Enterprise Software
| -$2.15B | +$13B | $1.55T | 3,532 | 266 |
|
| 99 |
Video Games & Esports
| -$2.93B | +$840M | $639B | 3,024 | 55 |
|
| 100 |
Clean Energy
| -$4.23B | +$478M | $137B | 2,336 | 134 |
|
| 101 |
Cybersecurity
| -$4.39B | -$388M | $272B | 2,688 | 85 |
|
| 102 |
Defense Modernization
| -$5.14B | +$852M | $728B | 3,122 | 163 |
|
| 103 |
Semiconductors
| -$5.32B | +$7.27B | $1.11T | 3,374 | 178 |
|
| 104 |
GLP-1 & Obesity
| -$7.35B | +$6.22B | $511B | 2,984 | 92 |
|
| 105 |
Internet of Things
| -$9.27B | +$4.28B | $727B | 3,319 | 99 |
|
| 106 |
Internet of Things
Wearables
| -$18.2B | +$1.1B | $520B | 2,917 | 21 |
|
| 107 |
Streaming & Digital Media
| -$20.9B | +$3.23B | $1.41T | 3,503 | 120 |
|
| 108 |
Digital Payments & Fintech
| -$21.9B | -$1.28B | $1.25T | 3,541 | 148 |
|
| 109 |
Cloud Computing
| -$24.7B | -$743M | $1.89T | 3,526 | 64 |
|
| 110 |
E-Commerce
| -$34.2B | +$5.51B | $1.45T | 3,584 | 240 |
|
| 111 |
E-Commerce
Marketplaces
| -$34.7B | +$3.68B | $1.33T | 3,456 | 106 |
|