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 |
Semiconductors
| +$51.3B | -$8.26B | $984B | 3,514 | 178 |
|
| 2 |
Oil & Gas
| +$46B | +$24.4B | $1.25T | 3,796 | 361 |
|
| 3 |
Oil & Gas
LNG
| +$16.7B | +$4.8B | $155B | 2,227 | 32 |
|
| 4 |
Social Media & Creator Economy
| +$11.4B | -$13B | $1.34T | 3,584 | 45 |
|
| 5 |
Genomics & Gene Editing
| +$9.11B | +$7.43B | $333B | 2,679 | 199 |
|
| 6 |
Streaming & Digital Media
| +$7.3B | -$10.4B | $1.41T | 3,788 | 120 |
|
| 7 |
Medical Devices & Diagnostics
| +$5.73B | +$2.14B | $1.17T | 3,616 | 342 |
|
| 8 |
Genomics & Gene Editing
Gene Therapy
| +$5.42B | +$4.99B | $66.9B | 1,722 | 131 |
|
| 9 |
Oil & Gas
Oilfield Services
| +$4.91B | -$343M | $127B | 2,199 | 88 |
|
| 10 |
Artificial Intelligence
Chinese AI
| +$4.87B | -$75M | $176B | 1,543 | 14 |
|
| 11 |
Defense Modernization
Munitions Restocking
| +$4.65B | +$961M | $135B | 2,178 | 11 |
|
| 12 |
Small Business Economy
| +$4.18B | +$327M | $203B | 2,264 | 58 |
|
| 13 |
E-Commerce
| +$4.18B | -$22.9B | $1.33T | 3,892 | 240 |
|
| 14 |
Defense Modernization
| +$3.71B | -$4.34B | $605B | 3,344 | 163 |
|
| 15 |
Defense Modernization
Defense Tech & C4ISR
| +$3.3B | +$1.56B | $188B | 2,345 | 53 |
|
| 16 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$3.17B | +$1.04B | $52.1B | 1,310 | 26 |
|
| 17 |
Immunotherapy & Oncology
| +$3.16B | +$184M | $1.08T | 3,531 | 388 |
|
| 18 |
Nuclear Energy
| +$2.92B | -$81.4M | $164B | 2,162 | 61 |
|
| 19 |
Gold & Precious Metals
Gold & Silver Miners
| +$2.71B | +$3.18B | $85.2B | 1,369 | 124 |
|
| 20 |
Gold & Precious Metals
| +$2.7B | +$3.18B | $85.7B | 1,385 | 133 |
|
| 21 |
GLP-1 & Obesity
| +$2.64B | -$11.3B | $594B | 3,213 | 92 |
|
| 22 |
Artificial Intelligence
Agentic AI
| +$2.13B | +$9.01M | $124B | 1,475 | 13 |
|
| 23 |
Digital Assets
| +$2.09B | -$351M | $102B | 1,882 | 160 |
|
| 24 |
E-Commerce
Marketplaces
| +$2.08B | -$22.9B | $1.21T | 3,758 | 106 |
|
| 25 |
Internet of Things
Smart Home
| +$1.93B | +$973M | $23.7B | 1,077 | 17 |
|
| 26 |
Digital Health & Telemedicine
| +$1.08B | +$127M | $274B | 2,349 | 84 |
|
| 27 |
Health & Wellness
| +$956M | +$1.3B | $144B | 2,444 | 78 |
|
| 28 |
Cannabis
| +$943M | +$714M | $4.5B | 699 | 52 |
|
| 29 |
Defense Modernization
Drones & Counter-Drone
| +$891M | +$595M | $59B | 1,317 | 30 |
|
| 30 |
Digital Assets
Stablecoin Infrastructure
| +$882M | +$429M | $81.2B | 1,570 | 9 |
|
| 31 |
E-Commerce
Food Delivery
| +$860M | -$2.2B | $21.2B | 646 | 12 |
|
| 32 |
Future of Education
| +$858M | +$2.24B | $59.6B | 1,103 | 77 |
|
| 33 |
Copper & Industrial Metals
| +$788M | -$1.42B | $96.9B | 1,843 | 79 |
|
| 34 |
Clean Energy
Solar
| +$617M | +$140M | $8.42B | 664 | 54 |
|
| 35 |
Cybersecurity
| +$600M | -$1.77B | $270B | 2,884 | 85 |
|
| 36 |
Reuse, Repair & Circular Economy
| +$550M | -$1.55B | $110B | 1,994 | 68 |
|
| 37 |
Lithium & Battery Materials
| +$545M | +$323M | $10.5B | 795 | 47 |
|
| 38 |
Carbon & Pollution Control
| +$501M | -$141M | $65.5B | 1,667 | 23 |
|
| 39 |
Agriculture & Food Technology
Plant-Based Foods
| +$435M | +$152M | $19.7B | 922 | 17 |
|
| 40 |
Cybersecurity
Identity Security
| +$428M | +$942M | $9.08B | 608 | 15 |
|
| 41 |
Clean Energy
Hydrogen & Fuel Cells
| +$423M | +$645M | $31.3B | 1,198 | 13 |
|
| 42 |
Agriculture & Food Technology
Precision Agriculture
| +$422M | -$421M | $35B | 1,258 | 4 |
|
| 43 |
Sin Stocks
Casinos
| +$400M | -$1.17B | $66B | 1,252 | 24 |
|
| 44 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$384M | +$1.58B | $66.1B | 1,154 | 19 |
|
| 45 |
Water
Water Infrastructure
| +$308M | +$271M | $52.7B | 1,355 | 17 |
|
| 46 |
Sin Stocks
Tobacco & Nicotine
| +$305M | +$1.36B | $143B | 1,984 | 13 |
|
| 47 |
Nuclear Energy
Uranium Mining & Enrichment
| +$272M | -$4.4M | $2.73B | 389 | 20 |
|
| 48 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$214M | -$4.31B | $73B | 1,806 | 3 |
|
| 49 |
Nuclear Energy
Small Modular Reactors
| +$201M | -$27.2M | $2.42B | 273 | 12 |
|
| 50 |
Reshoring & American Manufacturing
| +$180M | +$63.7M | $13B | 798 | 20 |
|
| 51 |
Water
Sanitation
| +$153M | +$347M | $12.4B | 742 | 8 |
|
| 52 |
Infrastructure & Construction
Green Building
| +$127M | +$17.8M | $3.82B | 360 | 5 |
|
| 53 |
Semiconductors
Advanced Packaging
| +$125M | +$891M | $41.3B | 955 | 10 |
|
| 54 |
Electrification & Grid
Energy Storage
| +$100M | -$1.07B | $38.1B | 1,006 | 26 |
|
| 55 |
Virtual & Augmented Reality
| +$93.4M | -$41.2M | $517M | 147 | 20 |
|
| 56 |
Sports Betting & iGaming
| +$90.8M | +$418M | $8.84B | 488 | 29 |
|
| 57 |
Clean Energy
Wind
| +$78.6M | +$82.1M | $780M | 222 | 9 |
|
| 58 |
Longevity & Aging Population
| +$70.3M | +$1.97B | $139B | 1,823 | 60 |
|
| 59 |
Space Economy
Launch Services
| +$56.4M | +$91.2M | $3.01B | 226 | 5 |
|
| 60 |
Digital Assets
Bitcoin Miners
| +$22.7M | +$309M | $317M | 73 | 40 |
|
| 61 |
Streaming & Digital Media
News Media
| +$22.3M | +$62.4M | $34.9B | 1,038 | 26 |
|
| 62 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.1M | +$169K | $1.91M | 11 | 14 |
|
| 63 |
Artificial Intelligence
AI Software & Applications
| -$4.04M | +$119M | $7.51B | 604 | 85 |
|
| 64 |
Water
| -$8.56M | +$1.14B | $211B | 2,643 | 67 |
|
| 65 |
Digital Assets
Corporate Crypto Treasuries
| -$53.1M | -$103M | $2.58B | 410 | 63 |
|
| 66 |
Agriculture & Food Technology
| -$78.5M | +$45.1M | $131B | 2,127 | 79 |
|
| 67 |
Critical Minerals & Rare Earths
| -$90.9M | -$160M | $5.57B | 679 | 60 |
|
| 68 |
Digital Payments & Fintech
Neobanks
| -$150M | -$13.9M | $16.6B | 798 | 25 |
|
| 69 |
Sin Stocks
Firearms
| -$153M | -$40M | $5.19B | 563 | 12 |
|
| 70 |
Sin Stocks
| -$163M | -$798M | $278B | 2,773 | 78 |
|
| 71 |
Space Economy
Satellite Communications
| -$204M | +$52.3M | $8.18B | 578 | 16 |
|
| 72 |
Electrification & Grid
Transmission Buildout
| -$229M | +$100M | $7.62B | 583 | 6 |
|
| 73 |
3D Printing & Additive Manufacturing
| -$287M | -$698M | $40.7B | 1,275 | 20 |
|
| 74 |
Electrification & Grid
| -$316M | -$1.07B | $86.5B | 1,859 | 59 |
|
| 75 |
Semiconductors
Photonics & Optical Interconnect
| -$337M | -$351M | $14B | 868 | 20 |
|
| 76 |
Autonomous Driving
| -$339M | +$357M | $56.2B | 1,208 | 53 |
|
| 77 |
Digital Payments & Fintech
Buy Now Pay Later
| -$358M | -$48.3M | $5.05B | 427 | 13 |
|
| 78 |
Clean Energy
| -$358M | +$1.19B | $126B | 2,465 | 134 |
|
| 79 |
Cybersecurity
Agentic AI Security
| -$369M | +$202M | $14.4B | 742 | 2 |
|
| 80 |
Video Games & Esports
| -$543M | +$1.42B | $667B | 3,342 | 55 |
|
| 81 |
Sin Stocks
Alcohol
| -$573M | -$1.15B | $62B | 1,774 | 24 |
|
| 82 |
Pet Economy
| -$623M | +$4.36B | $294B | 2,843 | 34 |
|
| 83 |
Space Economy
| -$670M | +$165M | $115B | 2,039 | 64 |
|
| 84 |
Artificial Intelligence
AI Memory & HBM
| -$698M | -$1.03B | $47.4B | 1,215 | 12 |
|
| 85 |
Robotics & Automation
Industrial Automation
| -$706M | -$3.71B | $132B | 2,327 | 16 |
|
| 86 |
Housing & Home Improvement
Homebuilders
| -$721M | -$386M | $62.8B | 1,460 | 45 |
|
| 87 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$724M | +$164M | $14.3B | 871 | 9 |
|
| 88 |
Cloud Computing
Edge Computing
| -$759M | -$921M | $24.4B | 1,004 | 11 |
|
| 89 |
Luxury & Affluent Consumer
| -$900M | +$1.31B | $70.6B | 1,436 | 40 |
|
| 90 |
Data Centers & Digital Infrastructure
Power for AI
| -$908M | +$25.2M | $33.5B | 1,256 | 22 |
|
| 91 |
Defense Modernization
Military Shipbuilding
| -$953M | +$252M | $53.8B | 1,277 | 6 |
|
| 92 |
Electric Vehicles
EV Charging Infrastructure
| -$960M | +$272M | $15.6B | 1,184 | 21 |
|
| 93 |
Infrastructure & Construction
| -$1.04B | -$464M | $194B | 2,608 | 127 |
|
| 94 |
Electrification & Grid
Grid Equipment
| -$1.1B | -$70.9M | $29.1B | 1,251 | 10 |
|
| 95 |
Data Centers & Digital Infrastructure
| -$1.1B | +$8.25B | $184B | 2,122 | 78 |
|
| 96 |
Semiconductors
Semicap & Lithography
| -$1.22B | -$1.69B | $78.9B | 1,530 | 21 |
|
| 97 |
Electric Vehicles
| -$1.39B | -$3B | $195B | 2,570 | 124 |
|
| 98 |
Semiconductors
Analog & Power Semis
| -$1.44B | +$361M | $153B | 2,015 | 27 |
|
| 99 |
Robotics & Automation
| -$1.51B | -$3.51B | $176B | 2,519 | 83 |
|
| 100 |
Energy Efficiency
| -$2.38B | -$5.27B | $143B | 2,301 | 31 |
|
| 101 |
Housing & Home Improvement
Home & Garden Retail
| -$2.66B | +$93.3M | $232B | 2,773 | 30 |
|
| 102 |
Housing & Home Improvement
| -$2.73B | +$1.02B | $491B | 3,462 | 223 |
|
| 103 |
Digital Payments & Fintech
| -$3.64B | -$18.2B | $1.21T | 3,828 | 148 |
|
| 104 |
Internet of Things
Wearables
| -$3.92B | -$14.8B | $467B | 3,192 | 21 |
|
| 105 |
Online Travel & Experiences
| -$4B | -$1.83B | $119B | 1,652 | 32 |
|
| 106 |
Quantum Computing
| -$4.22B | +$1.19B | $56.5B | 1,909 | 19 |
|
| 107 |
Artificial Intelligence
AI Inference Silicon
| -$5.36B | -$3.32B | $58.7B | 1,525 | 7 |
|
| 108 |
SaaS & Enterprise Software
| -$5.59B | +$3.69B | $1.63T | 3,819 | 266 |
|
| 109 |
Cloud Computing
| -$5.6B | -$17.2B | $1.86T | 3,807 | 64 |
|
| 110 |
Internet of Things
| -$8.05B | -$19.4B | $643B | 3,578 | 99 |
|
| 111 |
Artificial Intelligence
| -$13.5B | -$21.7B | $2.09T | 3,905 | 264 |
|