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
| +$21.7B | +$15B | $1.58T | 3,614 | 361 |
|
| 2 |
Social Media & Creator Economy
| +$20.9B | +$5.12B | $1.49T | 3,334 | 45 |
|
| 3 |
Medical Devices & Diagnostics
| +$12.4B | +$5.46B | $1.19T | 3,383 | 342 |
|
| 4 |
Streaming & Digital Media
| +$9.79B | -$20.9B | $1.57T | 3,516 | 120 |
|
| 5 |
GLP-1 & Obesity
| +$8.47B | -$7.35B | $552B | 2,998 | 92 |
|
| 6 |
Copper & Industrial Metals
| +$5.22B | +$2.24B | $126B | 1,856 | 79 |
|
| 7 |
Immunotherapy & Oncology
| +$5.13B | -$1.82B | $1.01T | 3,294 | 388 |
|
| 8 |
Oil & Gas
Oilfield Services
| +$4.65B | +$6.69B | $212B | 2,418 | 88 |
|
| 9 |
Electrification & Grid
| +$4.64B | +$2.24B | $95.9B | 1,816 | 59 |
|
| 10 |
Artificial Intelligence
Chinese AI
| +$4.11B | +$1.01B | $239B | 1,528 | 14 |
|
| 11 |
Artificial Intelligence
| +$3.96B | -$1.49B | $2.4T | 3,661 | 264 |
|
| 12 |
Genomics & Gene Editing
| +$3.62B | +$4.44B | $314B | 2,501 | 199 |
|
| 13 |
Housing & Home Improvement
| +$3.32B | +$7.11B | $589B | 3,293 | 223 |
|
| 14 |
Nuclear Energy
| +$3.26B | +$6.12B | $177B | 2,049 | 61 |
|
| 15 |
Electrification & Grid
Grid Equipment
| +$3.21B | +$294M | $33.6B | 1,227 | 10 |
|
| 16 |
Small Business Economy
| +$3.17B | +$6.44B | $212B | 2,154 | 58 |
|
| 17 |
Luxury & Affluent Consumer
| +$3.15B | -$1.89B | $91.1B | 1,452 | 40 |
|
| 18 |
Genomics & Gene Editing
Gene Therapy
| +$2.6B | +$3.43B | $67.4B | 1,631 | 131 |
|
| 19 |
Reuse, Repair & Circular Economy
| +$1.94B | +$189M | $136B | 1,974 | 68 |
|
| 20 |
Agriculture & Food Technology
| +$1.79B | +$19.9B | $144B | 2,078 | 79 |
|
| 21 |
Digital Health & Telemedicine
| +$1.77B | -$612M | $270B | 2,174 | 84 |
|
| 22 |
Housing & Home Improvement
Homebuilders
| +$1.77B | +$3.92B | $80.2B | 1,490 | 45 |
|
| 23 |
Clean Energy
| +$1.63B | -$4.23B | $152B | 2,387 | 134 |
|
| 24 |
Longevity & Aging Population
| +$1.52B | -$602M | $138B | 1,755 | 60 |
|
| 25 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$1.48B | -$64.5M | $15.9B | 849 | 9 |
|
| 26 |
Digital Assets
| +$1.45B | -$1.42B | $103B | 1,690 | 160 |
|
| 27 |
Data Centers & Digital Infrastructure
| +$1.38B | +$5.35B | $201B | 2,056 | 78 |
|
| 28 |
Digital Payments & Fintech
Buy Now Pay Later
| +$1.33B | -$15.9M | $7.34B | 429 | 13 |
|
| 29 |
Pet Economy
| +$1.27B | +$160M | $272B | 2,647 | 34 |
|
| 30 |
Gold & Precious Metals
| +$1.19B | +$3.52B | $84.8B | 1,344 | 133 |
|
| 31 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.15B | +$3.46B | $84.3B | 1,329 | 124 |
|
| 32 |
Digital Assets
Stablecoin Infrastructure
| +$1.11B | -$1.88B | $79.8B | 1,394 | 9 |
|
| 33 |
Autonomous Driving
| +$1.06B | +$1.83B | $67.2B | 1,194 | 53 |
|
| 34 |
Electrification & Grid
Energy Storage
| +$1.04B | +$1.77B | $40.2B | 936 | 26 |
|
| 35 |
Internet of Things
Smart Home
| +$1.03B | +$7.84B | $22.6B | 771 | 17 |
|
| 36 |
Cybersecurity
Identity Security
| +$987M | +$750M | $6.73B | 498 | 15 |
|
| 37 |
Streaming & Digital Media
News Media
| +$886M | +$545M | $36B | 1,035 | 26 |
|
| 38 |
Robotics & Automation
| +$778M | +$139M | $198B | 2,450 | 83 |
|
| 39 |
Oil & Gas
LNG
| +$722M | +$4.5B | $157B | 2,100 | 32 |
|
| 40 |
Sin Stocks
Casinos
| +$616M | +$8.44B | $92B | 1,307 | 24 |
|
| 41 |
Space Economy
| +$567M | +$82.6M | $136B | 1,964 | 64 |
|
| 42 |
Cannabis
| +$511M | +$137M | $3.81B | 527 | 52 |
|
| 43 |
Electric Vehicles
EV Charging Infrastructure
| +$492M | +$160M | $19B | 1,146 | 21 |
|
| 44 |
Health & Wellness
| +$472M | +$1.1B | $133B | 2,294 | 78 |
|
| 45 |
Future of Education
| +$463M | +$440M | $69.8B | 1,096 | 77 |
|
| 46 |
Water
Water Infrastructure
| +$439M | +$322M | $57.2B | 1,283 | 17 |
|
| 47 |
Clean Energy
Solar
| +$384M | +$322M | $9.64B | 703 | 54 |
|
| 48 |
Artificial Intelligence
Agentic AI
| +$337M | +$66.9M | $121B | 1,305 | 13 |
|
| 49 |
Infrastructure & Construction
| +$335M | -$826M | $232B | 2,498 | 127 |
|
| 50 |
E-Commerce
Food Delivery
| +$325M | -$1.09B | $36B | 736 | 12 |
|
| 51 |
E-Commerce
| +$323M | -$34.2B | $1.58T | 3,594 | 240 |
|
| 52 |
Water
Sanitation
| +$220M | -$78.5M | $12.8B | 727 | 8 |
|
| 53 |
Critical Minerals & Rare Earths
| +$209M | +$382M | $7.92B | 651 | 60 |
|
| 54 |
Digital Assets
Corporate Crypto Treasuries
| +$204M | +$1.13M | $3.05B | 416 | 63 |
|
| 55 |
Lithium & Battery Materials
| +$192M | -$219M | $12.7B | 790 | 47 |
|
| 56 |
Electrification & Grid
Transmission Buildout
| +$184M | -$59.2M | $9.25B | 637 | 6 |
|
| 57 |
Artificial Intelligence
AI Software & Applications
| +$169M | +$157M | $8.04B | 541 | 85 |
|
| 58 |
Cybersecurity
Agentic AI Security
| +$132M | +$272M | $15.8B | 695 | 2 |
|
| 59 |
Agriculture & Food Technology
Plant-Based Foods
| +$128M | +$20.4M | $21.3B | 857 | 17 |
|
| 60 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$121M | +$2.28B | $73.6B | 1,082 | 19 |
|
| 61 |
Sports Betting & iGaming
| +$109M | -$260M | $11.6B | 498 | 29 |
|
| 62 |
Clean Energy
Wind
| +$106M | +$18.4M | $767M | 224 | 9 |
|
| 63 |
Sin Stocks
Tobacco & Nicotine
| +$91.7M | +$285M | $171B | 1,973 | 13 |
|
| 64 |
Reshoring & American Manufacturing
| +$91.5M | +$489M | $15.9B | 798 | 20 |
|
| 65 |
Space Economy
Launch Services
| +$83.8M | +$88.6M | $2.4B | 198 | 5 |
|
| 66 |
Defense Modernization
Defense Tech & C4ISR
| +$50.2M | +$2.46B | $217B | 2,297 | 53 |
|
| 67 |
Infrastructure & Construction
Green Building
| +$14M | -$17.5M | $4.19B | 339 | 5 |
|
| 68 |
Digital Assets
Bitcoin Miners
| +$10.4M | -$13.1M | $88.6M | 82 | 40 |
|
| 69 |
Defense Modernization
Munitions Restocking
| +$2.82M | +$1.93B | $153B | 2,096 | 11 |
|
| 70 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$875K | +$21.9K | $801K | 7 | 14 |
|
| 71 |
Agriculture & Food Technology
Precision Agriculture
| -$10.5M | +$228M | $33.8B | 1,220 | 4 |
|
| 72 |
Electric Vehicles
| -$23.4M | +$1.34B | $244B | 2,519 | 124 |
|
| 73 |
Virtual & Augmented Reality
| -$48.8M | +$272M | $720M | 169 | 20 |
|
| 74 |
Nuclear Energy
Uranium Mining & Enrichment
| -$61.2M | +$71.1M | $2.66B | 382 | 20 |
|
| 75 |
Nuclear Energy
Small Modular Reactors
| -$63.8M | +$57.8M | $2.33B | 277 | 12 |
|
| 76 |
Carbon & Pollution Control
| -$65.5M | -$1.38B | $78.8B | 1,690 | 23 |
|
| 77 |
Space Economy
Satellite Communications
| -$78.8M | +$56.3M | $9.11B | 554 | 16 |
|
| 78 |
Artificial Intelligence
AI Inference Silicon
| -$79.3M | -$536M | $65.9B | 1,506 | 7 |
|
| 79 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$81.6M | -$352M | $59.3B | 1,318 | 26 |
|
| 80 |
3D Printing & Additive Manufacturing
| -$85.3M | -$640M | $47.2B | 1,238 | 20 |
|
| 81 |
Sin Stocks
Firearms
| -$94.5M | -$75.4M | $6.98B | 559 | 12 |
|
| 82 |
Clean Energy
Hydrogen & Fuel Cells
| -$144M | -$38.1M | $29.8B | 1,081 | 13 |
|
| 83 |
Digital Payments & Fintech
Neobanks
| -$162M | -$90.4M | $19.8B | 784 | 25 |
|
| 84 |
Online Travel & Experiences
| -$227M | -$1.63B | $148B | 1,581 | 32 |
|
| 85 |
Energy Efficiency
| -$229M | -$593M | $165B | 2,218 | 31 |
|
| 86 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$238M | -$1.35B | $80.1B | 1,726 | 3 |
|
| 87 |
Robotics & Automation
Industrial Automation
| -$238M | -$1.09B | $149B | 2,228 | 16 |
|
| 88 |
Semiconductors
Advanced Packaging
| -$390M | +$262M | $41B | 903 | 10 |
|
| 89 |
Cloud Computing
Edge Computing
| -$404M | -$945M | $29.4B | 1,000 | 11 |
|
| 90 |
Semiconductors
Analog & Power Semis
| -$411M | -$353M | $183B | 2,045 | 27 |
|
| 91 |
Data Centers & Digital Infrastructure
Power for AI
| -$414M | +$245M | $40.8B | 1,260 | 22 |
|
| 92 |
Defense Modernization
Drones & Counter-Drone
| -$458M | +$1.02B | $67.2B | 1,321 | 30 |
|
| 93 |
SaaS & Enterprise Software
| -$540M | -$2.15B | $1.66T | 3,551 | 266 |
|
| 94 |
Quantum Computing
| -$764M | -$151M | $72.4B | 1,946 | 19 |
|
| 95 |
Sin Stocks
| -$792M | +$6.61B | $351B | 2,709 | 78 |
|
| 96 |
Video Games & Esports
| -$895M | -$2.93B | $693B | 3,057 | 55 |
|
| 97 |
Defense Modernization
Military Shipbuilding
| -$904M | +$604M | $65.6B | 1,324 | 6 |
|
| 98 |
Semiconductors
Photonics & Optical Interconnect
| -$1.46B | -$6.04M | $17B | 798 | 20 |
|
| 99 |
Housing & Home Improvement
Home & Garden Retail
| -$1.52B | -$1.38B | $264B | 2,631 | 30 |
|
| 100 |
Sin Stocks
Alcohol
| -$1.81B | -$2.11B | $79B | 1,742 | 24 |
|
| 101 |
Cloud Computing
| -$2.44B | -$24.7B | $2.04T | 3,538 | 64 |
|
| 102 |
Cybersecurity
| -$2.48B | -$4.39B | $273B | 2,690 | 85 |
|
| 103 |
Water
| -$2.7B | +$126M | $237B | 2,520 | 67 |
|
| 104 |
Semiconductors
Semicap & Lithography
| -$2.98B | -$459M | $106B | 1,639 | 21 |
|
| 105 |
Defense Modernization
| -$3.26B | -$5.14B | $701B | 3,135 | 163 |
|
| 106 |
Artificial Intelligence
AI Memory & HBM
| -$3.8B | -$1.08B | $72.5B | 1,303 | 12 |
|
| 107 |
E-Commerce
Marketplaces
| -$3.9B | -$34.7B | $1.44T | 3,470 | 106 |
|
| 108 |
Semiconductors
| -$7.01B | -$5.32B | $1.08T | 3,378 | 178 |
|
| 109 |
Digital Payments & Fintech
| -$8.34B | -$21.9B | $1.35T | 3,558 | 148 |
|
| 110 |
Internet of Things
Wearables
| -$14.6B | -$18.2B | $560B | 2,920 | 21 |
|
| 111 |
Internet of Things
| -$15.5B | -$9.27B | $767B | 3,330 | 99 |
|