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 |
Streaming & Digital Media
| +$51.2B | +$7.3B | $1.67T | 3,844 | 120 |
|
| 2 |
Streaming & Digital Media
News Media
| +$18.8B | +$22.3M | $60.4B | 1,258 | 26 |
|
| 3 |
Pet Economy
| +$12.3B | -$623M | $346B | 2,917 | 34 |
|
| 4 |
Oil & Gas
| +$11.9B | +$46B | $1.46T | 3,820 | 361 |
|
| 5 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$8.34B | +$1.1M | $8.14B | 244 | 14 |
|
| 6 |
Genomics & Gene Editing
| +$8.09B | +$9.11B | $410B | 2,766 | 199 |
|
| 7 |
Social Media & Creator Economy
| +$8.06B | +$11.4B | $1.57T | 3,599 | 45 |
|
| 8 |
Small Business Economy
| +$7.29B | +$4.18B | $263B | 2,385 | 58 |
|
| 9 |
Autonomous Driving
| +$7.18B | -$339M | $63.7B | 1,282 | 53 |
|
| 10 |
Cloud Computing
| +$5.39B | -$5.6B | $2.2T | 3,814 | 64 |
|
| 11 |
Infrastructure & Construction
| +$5.11B | -$1.04B | $222B | 2,677 | 127 |
|
| 12 |
Copper & Industrial Metals
| +$4.14B | +$788M | $111B | 1,867 | 79 |
|
| 13 |
Artificial Intelligence
Chinese AI
| +$4.04B | +$4.87B | $229B | 1,637 | 14 |
|
| 14 |
Nuclear Energy
| +$4.03B | +$2.92B | $187B | 2,223 | 61 |
|
| 15 |
E-Commerce
| +$3.57B | +$4.18B | $1.61T | 3,920 | 240 |
|
| 16 |
SaaS & Enterprise Software
| +$3.53B | -$5.59B | $1.96T | 3,844 | 266 |
|
| 17 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.3B | +$2.71B | $93.5B | 1,408 | 124 |
|
| 18 |
Gold & Precious Metals
| +$3.25B | +$2.7B | $94.2B | 1,421 | 133 |
|
| 19 |
Luxury & Affluent Consumer
| +$3.21B | -$900M | $89.8B | 1,538 | 40 |
|
| 20 |
Data Centers & Digital Infrastructure
| +$3.17B | -$1.1B | $224B | 2,227 | 78 |
|
| 21 |
Medical Devices & Diagnostics
| +$2.99B | +$5.73B | $1.33T | 3,642 | 342 |
|
| 22 |
Genomics & Gene Editing
Gene Therapy
| +$2.7B | +$5.42B | $83.6B | 1,794 | 131 |
|
| 23 |
Sin Stocks
| +$2.65B | -$163M | $335B | 2,835 | 78 |
|
| 24 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.62B | +$384M | $80.9B | 1,210 | 19 |
|
| 25 |
E-Commerce
Food Delivery
| +$2.4B | +$860M | $30.1B | 732 | 12 |
|
| 26 |
Video Games & Esports
| +$2.12B | -$543M | $769B | 3,402 | 55 |
|
| 27 |
Sin Stocks
Casinos
| +$2.08B | +$400M | $79.1B | 1,257 | 24 |
|
| 28 |
Defense Modernization
Munitions Restocking
| +$1.94B | +$4.65B | $159B | 2,223 | 11 |
|
| 29 |
Future of Education
| +$1.81B | +$858M | $74.4B | 1,142 | 77 |
|
| 30 |
Longevity & Aging Population
| +$1.4B | +$70.3M | $151B | 1,858 | 60 |
|
| 31 |
Digital Assets
| +$1.37B | +$2.09B | $127B | 1,967 | 160 |
|
| 32 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.33B | +$3.17B | $54.3B | 1,311 | 26 |
|
| 33 |
Immunotherapy & Oncology
| +$1.32B | +$3.16B | $1.11T | 3,568 | 388 |
|
| 34 |
Defense Modernization
Defense Tech & C4ISR
| +$1.31B | +$3.3B | $218B | 2,407 | 53 |
|
| 35 |
Health & Wellness
| +$1.2B | +$956M | $157B | 2,485 | 78 |
|
| 36 |
Oil & Gas
LNG
| +$1.15B | +$16.7B | $177B | 2,283 | 32 |
|
| 37 |
Lithium & Battery Materials
| +$1.13B | +$545M | $12B | 878 | 47 |
|
| 38 |
Water
Water Infrastructure
| +$1.07B | +$308M | $65.8B | 1,380 | 17 |
|
| 39 |
Housing & Home Improvement
| +$1.06B | -$2.73B | $565B | 3,510 | 223 |
|
| 40 |
Digital Assets
Stablecoin Infrastructure
| +$918M | +$882M | $100B | 1,646 | 9 |
|
| 41 |
Housing & Home Improvement
Homebuilders
| +$836M | -$721M | $73.7B | 1,494 | 45 |
|
| 42 |
Electric Vehicles
| +$808M | -$1.39B | $216B | 2,587 | 124 |
|
| 43 |
E-Commerce
Marketplaces
| +$791M | +$2.08B | $1.47T | 3,799 | 106 |
|
| 44 |
Semiconductors
Photonics & Optical Interconnect
| +$769M | -$337M | $16.7B | 942 | 20 |
|
| 45 |
Defense Modernization
Drones & Counter-Drone
| +$736M | +$891M | $67B | 1,370 | 30 |
|
| 46 |
Sports Betting & iGaming
| +$691M | +$90.8M | $11.1B | 508 | 29 |
|
| 47 |
Clean Energy
| +$652M | -$358M | $145B | 2,539 | 134 |
|
| 48 |
Quantum Computing
| +$593M | -$4.22B | $70.7B | 1,976 | 19 |
|
| 49 |
Reshoring & American Manufacturing
| +$514M | +$180M | $16.4B | 818 | 20 |
|
| 50 |
Semiconductors
Semicap & Lithography
| +$491M | -$1.22B | $96.6B | 1,630 | 21 |
|
| 51 |
Space Economy
| +$469M | -$670M | $130B | 2,102 | 64 |
|
| 52 |
Sin Stocks
Alcohol
| +$457M | -$573M | $69.7B | 1,830 | 24 |
|
| 53 |
Clean Energy
Hydrogen & Fuel Cells
| +$404M | +$423M | $37.7B | 1,231 | 13 |
|
| 54 |
Cybersecurity
Identity Security
| +$389M | +$428M | $12.6B | 683 | 15 |
|
| 55 |
Agriculture & Food Technology
Precision Agriculture
| +$381M | +$422M | $38B | 1,268 | 4 |
|
| 56 |
Electric Vehicles
EV Charging Infrastructure
| +$373M | -$960M | $18.3B | 1,211 | 21 |
|
| 57 |
Internet of Things
Smart Home
| +$348M | +$1.93B | $27.4B | 1,116 | 17 |
|
| 58 |
Robotics & Automation
| +$348M | -$1.51B | $208B | 2,577 | 83 |
|
| 59 |
Artificial Intelligence
AI Software & Applications
| +$345M | -$4.04M | $10.6B | 629 | 85 |
|
| 60 |
Electrification & Grid
Grid Equipment
| +$303M | -$1.1B | $34.1B | 1,329 | 10 |
|
| 61 |
Semiconductors
Advanced Packaging
| +$283M | +$125M | $44.1B | 975 | 10 |
|
| 62 |
Cannabis
| +$273M | +$943M | $6.53B | 857 | 52 |
|
| 63 |
Clean Energy
Solar
| +$223M | +$617M | $10.4B | 712 | 54 |
|
| 64 |
Cybersecurity
Agentic AI Security
| +$214M | -$369M | $18.7B | 823 | 2 |
|
| 65 |
Sin Stocks
Firearms
| +$195M | -$153M | $5.56B | 583 | 12 |
|
| 66 |
Infrastructure & Construction
Green Building
| +$160M | +$127M | $4.22B | 378 | 5 |
|
| 67 |
Artificial Intelligence
Agentic AI
| +$145M | +$2.13B | $151B | 1,583 | 13 |
|
| 68 |
Digital Payments & Fintech
Buy Now Pay Later
| +$142M | -$358M | $6.33B | 430 | 13 |
|
| 69 |
Water
| +$130M | -$8.56M | $235B | 2,643 | 67 |
|
| 70 |
Data Centers & Digital Infrastructure
Power for AI
| +$112M | -$908M | $39.8B | 1,331 | 22 |
|
| 71 |
Space Economy
Launch Services
| +$99.6M | +$56.4M | $3.13B | 227 | 5 |
|
| 72 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$97.9M | +$214M | $87.9B | 1,860 | 3 |
|
| 73 |
Clean Energy
Wind
| +$91.4M | +$78.6M | $922M | 228 | 9 |
|
| 74 |
Sin Stocks
Tobacco & Nicotine
| +$88.4M | +$305M | $179B | 2,055 | 13 |
|
| 75 |
Water
Sanitation
| +$66.5M | +$153M | $14.8B | 764 | 8 |
|
| 76 |
Digital Assets
Corporate Crypto Treasuries
| +$45.9M | -$53.1M | $2.54B | 400 | 63 |
|
| 77 |
Reuse, Repair & Circular Economy
| +$34.5M | +$550M | $123B | 2,049 | 68 |
|
| 78 |
Electrification & Grid
Transmission Buildout
| +$23.1M | -$229M | $9.21B | 627 | 6 |
|
| 79 |
Digital Assets
Bitcoin Miners
| +$13.8M | +$22.7M | $325M | 75 | 40 |
|
| 80 |
Critical Minerals & Rare Earths
| -$19.1M | -$90.9M | $6.84B | 663 | 60 |
|
| 81 |
Nuclear Energy
Uranium Mining & Enrichment
| -$21.8M | +$272M | $2.82B | 398 | 20 |
|
| 82 |
Virtual & Augmented Reality
| -$27.8M | +$93.4M | $479M | 144 | 20 |
|
| 83 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$32.5M | -$724M | $18.3B | 913 | 9 |
|
| 84 |
Nuclear Energy
Small Modular Reactors
| -$46.2M | +$201M | $2.46B | 294 | 12 |
|
| 85 |
Defense Modernization
Military Shipbuilding
| -$47.9M | -$953M | $58.8B | 1,305 | 6 |
|
| 86 |
Online Travel & Experiences
| -$54.1M | -$4B | $127B | 1,675 | 32 |
|
| 87 |
Space Economy
Satellite Communications
| -$94.7M | -$204M | $9.9B | 587 | 16 |
|
| 88 |
Artificial Intelligence
| -$116M | -$13.5B | $2.49T | 3,894 | 264 |
|
| 89 |
Energy Efficiency
| -$123M | -$2.38B | $171B | 2,358 | 31 |
|
| 90 |
Artificial Intelligence
AI Memory & HBM
| -$139M | -$698M | $61.5B | 1,243 | 12 |
|
| 91 |
Robotics & Automation
Industrial Automation
| -$140M | -$706M | $156B | 2,375 | 16 |
|
| 92 |
Agriculture & Food Technology
Plant-Based Foods
| -$213M | +$435M | $20.5B | 902 | 17 |
|
| 93 |
Cloud Computing
Edge Computing
| -$288M | -$759M | $28.1B | 1,020 | 11 |
|
| 94 |
Digital Payments & Fintech
Neobanks
| -$321M | -$150M | $17.6B | 786 | 25 |
|
| 95 |
3D Printing & Additive Manufacturing
| -$451M | -$287M | $42.6B | 1,253 | 20 |
|
| 96 |
Housing & Home Improvement
Home & Garden Retail
| -$833M | -$2.66B | $266B | 2,811 | 30 |
|
| 97 |
Semiconductors
Analog & Power Semis
| -$880M | -$1.44B | $178B | 2,092 | 27 |
|
| 98 |
Carbon & Pollution Control
| -$891M | +$501M | $70.6B | 1,681 | 23 |
|
| 99 |
Electrification & Grid
| -$913M | -$316M | $87.6B | 1,907 | 59 |
|
| 100 |
Oil & Gas
Oilfield Services
| -$1.05B | +$4.91B | $153B | 2,223 | 88 |
|
| 101 |
Electrification & Grid
Energy Storage
| -$1.33B | +$100M | $31.1B | 981 | 26 |
|
| 102 |
Defense Modernization
| -$1.49B | +$3.71B | $715B | 3,381 | 163 |
|
| 103 |
Agriculture & Food Technology
| -$1.57B | -$78.5M | $141B | 2,126 | 79 |
|
| 104 |
Digital Payments & Fintech
| -$2.37B | -$3.64B | $1.46T | 3,854 | 148 |
|
| 105 |
Cybersecurity
| -$2.49B | +$600M | $330B | 2,955 | 85 |
|
| 106 |
Digital Health & Telemedicine
| -$2.56B | +$1.08B | $274B | 2,368 | 84 |
|
| 107 |
Semiconductors
| -$3.44B | +$51.3B | $1.15T | 3,516 | 178 |
|
| 108 |
Artificial Intelligence
AI Inference Silicon
| -$3.99B | -$5.36B | $55B | 1,460 | 7 |
|
| 109 |
GLP-1 & Obesity
| -$7.82B | +$2.64B | $590B | 3,231 | 92 |
|
| 110 |
Internet of Things
Wearables
| -$12.7B | -$3.92B | $546B | 3,195 | 21 |
|
| 111 |
Internet of Things
| -$16.5B | -$8.05B | $738B | 3,569 | 99 |
|