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 |
Oil & Gas
| +$24.4B | +$21.7B | $1.6T | 3,616 | 361 |
|
| 2 |
Data Centers & Digital Infrastructure
| +$8.25B | +$1.38B | $219B | 2,115 | 78 |
|
| 3 |
Genomics & Gene Editing
| +$7.43B | +$3.62B | $372B | 2,534 | 199 |
|
| 4 |
Genomics & Gene Editing
Gene Therapy
| +$4.99B | +$2.6B | $80.1B | 1,665 | 131 |
|
| 5 |
Oil & Gas
LNG
| +$4.8B | +$722M | $172B | 2,122 | 32 |
|
| 6 |
Pet Economy
| +$4.36B | +$1.27B | $303B | 2,692 | 34 |
|
| 7 |
SaaS & Enterprise Software
| +$3.69B | -$540M | $1.87T | 3,558 | 266 |
|
| 8 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.18B | +$1.15B | $71.8B | 1,308 | 124 |
|
| 9 |
Gold & Precious Metals
| +$3.18B | +$1.19B | $72.3B | 1,324 | 133 |
|
| 10 |
Future of Education
| +$2.24B | +$463M | $64.2B | 1,077 | 77 |
|
| 11 |
Medical Devices & Diagnostics
| +$2.14B | +$12.4B | $1.33T | 3,410 | 342 |
|
| 12 |
Longevity & Aging Population
| +$1.97B | +$1.52B | $151B | 1,761 | 60 |
|
| 13 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.58B | +$121M | $75.7B | 1,139 | 19 |
|
| 14 |
Defense Modernization
Defense Tech & C4ISR
| +$1.56B | +$50.2M | $240B | 2,309 | 53 |
|
| 15 |
Video Games & Esports
| +$1.42B | -$895M | $784B | 3,081 | 55 |
|
| 16 |
Sin Stocks
Tobacco & Nicotine
| +$1.36B | +$91.7M | $176B | 1,946 | 13 |
|
| 17 |
Luxury & Affluent Consumer
| +$1.31B | +$3.15B | $94.5B | 1,466 | 40 |
|
| 18 |
Health & Wellness
| +$1.3B | +$472M | $152B | 2,355 | 78 |
|
| 19 |
Quantum Computing
| +$1.19B | -$764M | $79.7B | 1,924 | 19 |
|
| 20 |
Clean Energy
| +$1.19B | +$1.63B | $156B | 2,418 | 134 |
|
| 21 |
Water
| +$1.14B | -$2.7B | $244B | 2,514 | 67 |
|
| 22 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.04B | -$81.6M | $59.6B | 1,334 | 26 |
|
| 23 |
Housing & Home Improvement
| +$1.02B | +$3.32B | $601B | 3,290 | 223 |
|
| 24 |
Internet of Things
Smart Home
| +$973M | +$1.03B | $27.4B | 851 | 17 |
|
| 25 |
Defense Modernization
Munitions Restocking
| +$961M | +$2.82M | $168B | 2,112 | 11 |
|
| 26 |
Cybersecurity
Identity Security
| +$942M | +$987M | $9.96B | 554 | 15 |
|
| 27 |
Semiconductors
Advanced Packaging
| +$891M | -$390M | $48.9B | 947 | 10 |
|
| 28 |
Cannabis
| +$714M | +$511M | $5.34B | 632 | 52 |
|
| 29 |
Clean Energy
Hydrogen & Fuel Cells
| +$645M | -$144M | $32.7B | 1,140 | 13 |
|
| 30 |
Defense Modernization
Drones & Counter-Drone
| +$595M | -$458M | $74.2B | 1,346 | 30 |
|
| 31 |
Digital Assets
Stablecoin Infrastructure
| +$429M | +$1.11B | $83.3B | 1,445 | 9 |
|
| 32 |
Sports Betting & iGaming
| +$418M | +$109M | $12.3B | 516 | 29 |
|
| 33 |
Semiconductors
Analog & Power Semis
| +$361M | -$411M | $176B | 1,999 | 27 |
|
| 34 |
Autonomous Driving
| +$357M | +$1.06B | $57B | 1,143 | 53 |
|
| 35 |
Water
Sanitation
| +$347M | +$220M | $14.7B | 759 | 8 |
|
| 36 |
Small Business Economy
| +$327M | +$3.17B | $239B | 2,177 | 58 |
|
| 37 |
Lithium & Battery Materials
| +$323M | +$192M | $13B | 788 | 47 |
|
| 38 |
Digital Assets
Bitcoin Miners
| +$309M | +$10.4M | $424M | 73 | 40 |
|
| 39 |
Electric Vehicles
EV Charging Infrastructure
| +$272M | +$492M | $19.9B | 1,172 | 21 |
|
| 40 |
Water
Water Infrastructure
| +$271M | +$439M | $61.5B | 1,312 | 17 |
|
| 41 |
Defense Modernization
Military Shipbuilding
| +$252M | -$904M | $72.6B | 1,323 | 6 |
|
| 42 |
Cybersecurity
Agentic AI Security
| +$202M | +$132M | $17.6B | 745 | 2 |
|
| 43 |
Immunotherapy & Oncology
| +$184M | +$5.13B | $1.14T | 3,298 | 388 |
|
| 44 |
Space Economy
| +$165M | +$567M | $149B | 2,006 | 64 |
|
| 45 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$164M | +$1.48B | $18.3B | 870 | 9 |
|
| 46 |
Agriculture & Food Technology
Plant-Based Foods
| +$152M | +$128M | $23.6B | 910 | 17 |
|
| 47 |
Clean Energy
Solar
| +$140M | +$384M | $9.15B | 690 | 54 |
|
| 48 |
Digital Health & Telemedicine
| +$127M | +$1.77B | $301B | 2,215 | 84 |
|
| 49 |
Artificial Intelligence
AI Software & Applications
| +$119M | +$169M | $9.38B | 572 | 85 |
|
| 50 |
Electrification & Grid
Transmission Buildout
| +$100M | +$184M | $8.82B | 626 | 6 |
|
| 51 |
Housing & Home Improvement
Home & Garden Retail
| +$93.3M | -$1.52B | $287B | 2,646 | 30 |
|
| 52 |
Space Economy
Launch Services
| +$91.2M | +$83.8M | $2.85B | 234 | 5 |
|
| 53 |
Clean Energy
Wind
| +$82.1M | +$106M | $837M | 220 | 9 |
|
| 54 |
Reshoring & American Manufacturing
| +$63.7M | +$91.5M | $19B | 823 | 20 |
|
| 55 |
Streaming & Digital Media
News Media
| +$62.4M | +$886M | $39.9B | 1,040 | 26 |
|
| 56 |
Space Economy
Satellite Communications
| +$52.3M | -$78.8M | $9.85B | 554 | 16 |
|
| 57 |
Agriculture & Food Technology
| +$45.1M | +$1.79B | $152B | 2,062 | 79 |
|
| 58 |
Data Centers & Digital Infrastructure
Power for AI
| +$25.2M | -$414M | $44B | 1,287 | 22 |
|
| 59 |
Infrastructure & Construction
Green Building
| +$17.8M | +$14M | $4.93B | 374 | 5 |
|
| 60 |
Artificial Intelligence
Agentic AI
| +$9.01M | +$337M | $140B | 1,382 | 13 |
|
| 61 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$169K | +$875K | $743K | 11 | 14 |
|
| 62 |
Nuclear Energy
Uranium Mining & Enrichment
| -$4.4M | -$61.2M | $2.55B | 386 | 20 |
|
| 63 |
Digital Payments & Fintech
Neobanks
| -$13.9M | -$162M | $20.1B | 802 | 25 |
|
| 64 |
Nuclear Energy
Small Modular Reactors
| -$27.2M | -$63.8M | $2.24B | 264 | 12 |
|
| 65 |
Sin Stocks
Firearms
| -$40M | -$94.5M | $6.96B | 547 | 12 |
|
| 66 |
Virtual & Augmented Reality
| -$41.2M | -$48.8M | $545M | 161 | 20 |
|
| 67 |
Digital Payments & Fintech
Buy Now Pay Later
| -$48.3M | +$1.33B | $6.69B | 426 | 13 |
|
| 68 |
Electrification & Grid
Grid Equipment
| -$70.9M | +$3.21B | $38B | 1,270 | 10 |
|
| 69 |
Artificial Intelligence
Chinese AI
| -$75M | +$4.11B | $214B | 1,532 | 14 |
|
| 70 |
Nuclear Energy
| -$81.4M | +$3.26B | $181B | 2,054 | 61 |
|
| 71 |
Digital Assets
Corporate Crypto Treasuries
| -$103M | +$204M | $3.13B | 412 | 63 |
|
| 72 |
Carbon & Pollution Control
| -$141M | -$65.5M | $83.9B | 1,671 | 23 |
|
| 73 |
Critical Minerals & Rare Earths
| -$160M | +$209M | $7.84B | 664 | 60 |
|
| 74 |
Oil & Gas
Oilfield Services
| -$343M | +$4.65B | $202B | 2,380 | 88 |
|
| 75 |
Digital Assets
| -$351M | +$1.45B | $113B | 1,756 | 160 |
|
| 76 |
Semiconductors
Photonics & Optical Interconnect
| -$351M | -$1.46B | $17.1B | 838 | 20 |
|
| 77 |
Housing & Home Improvement
Homebuilders
| -$386M | +$1.77B | $73.1B | 1,462 | 45 |
|
| 78 |
Agriculture & Food Technology
Precision Agriculture
| -$421M | -$10.5M | $35.3B | 1,201 | 4 |
|
| 79 |
Infrastructure & Construction
| -$464M | +$335M | $238B | 2,527 | 127 |
|
| 80 |
3D Printing & Additive Manufacturing
| -$698M | -$85.3M | $50.2B | 1,255 | 20 |
|
| 81 |
Sin Stocks
| -$798M | -$792M | $340B | 2,693 | 78 |
|
| 82 |
Cloud Computing
Edge Computing
| -$921M | -$404M | $30.6B | 989 | 11 |
|
| 83 |
Artificial Intelligence
AI Memory & HBM
| -$1.03B | -$3.8B | $62B | 1,235 | 12 |
|
| 84 |
Electrification & Grid
| -$1.07B | +$4.64B | $92.1B | 1,806 | 59 |
|
| 85 |
Electrification & Grid
Energy Storage
| -$1.07B | +$1.04B | $31.5B | 891 | 26 |
|
| 86 |
Sin Stocks
Alcohol
| -$1.15B | -$1.81B | $75.1B | 1,740 | 24 |
|
| 87 |
Sin Stocks
Casinos
| -$1.17B | +$616M | $79.4B | 1,274 | 24 |
|
| 88 |
Copper & Industrial Metals
| -$1.42B | +$5.22B | $120B | 1,852 | 79 |
|
| 89 |
Reuse, Repair & Circular Economy
| -$1.55B | +$1.94B | $134B | 1,974 | 68 |
|
| 90 |
Semiconductors
Semicap & Lithography
| -$1.69B | -$2.98B | $94.3B | 1,549 | 21 |
|
| 91 |
Cybersecurity
| -$1.77B | -$2.48B | $310B | 2,734 | 85 |
|
| 92 |
Online Travel & Experiences
| -$1.83B | -$227M | $141B | 1,592 | 32 |
|
| 93 |
E-Commerce
Food Delivery
| -$2.2B | +$325M | $28.8B | 718 | 12 |
|
| 94 |
Electric Vehicles
| -$3B | -$23.4M | $217B | 2,486 | 124 |
|
| 95 |
Artificial Intelligence
AI Inference Silicon
| -$3.32B | -$79.3M | $80.5B | 1,548 | 7 |
|
| 96 |
Robotics & Automation
| -$3.51B | +$778M | $222B | 2,473 | 83 |
|
| 97 |
Robotics & Automation
Industrial Automation
| -$3.71B | -$238M | $164B | 2,260 | 16 |
|
| 98 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$4.31B | -$238M | $88B | 1,740 | 3 |
|
| 99 |
Defense Modernization
| -$4.34B | -$3.26B | $758B | 3,132 | 163 |
|
| 100 |
Energy Efficiency
| -$5.27B | -$229M | $175B | 2,249 | 31 |
|
| 101 |
Semiconductors
| -$8.26B | -$7.01B | $1.1T | 3,340 | 178 |
|
| 102 |
Streaming & Digital Media
| -$10.4B | +$9.79B | $1.71T | 3,533 | 120 |
|
| 103 |
GLP-1 & Obesity
| -$11.3B | +$8.47B | $613B | 3,021 | 92 |
|
| 104 |
Social Media & Creator Economy
| -$13B | +$20.9B | $1.54T | 3,338 | 45 |
|
| 105 |
Internet of Things
Wearables
| -$14.8B | -$14.6B | $669B | 2,971 | 21 |
|
| 106 |
Cloud Computing
| -$17.2B | -$2.44B | $2.24T | 3,538 | 64 |
|
| 107 |
Digital Payments & Fintech
| -$18.2B | -$8.34B | $1.53T | 3,558 | 148 |
|
| 108 |
Internet of Things
| -$19.4B | -$15.5B | $888B | 3,361 | 99 |
|
| 109 |
Artificial Intelligence
| -$21.7B | +$3.96B | $2.51T | 3,644 | 264 |
|
| 110 |
E-Commerce
| -$22.9B | +$323M | $1.74T | 3,609 | 240 |
|
| 111 |
E-Commerce
Marketplaces
| -$22.9B | -$3.9B | $1.6T | 3,495 | 106 |
|