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 |
E-Commerce
| +$87.4B | +$3.57B | $1.75T | 3,941 | 240 |
|
| 2 |
E-Commerce
Marketplaces
| +$73.3B | +$791M | $1.6T | 3,825 | 106 |
|
| 3 |
Artificial Intelligence
| +$59.3B | -$116M | $2.61T | 3,875 | 264 |
|
| 4 |
Cloud Computing
| +$52.6B | +$5.39B | $2.29T | 3,806 | 64 |
|
| 5 |
SaaS & Enterprise Software
| +$42.5B | +$3.53B | $2.13T | 3,838 | 266 |
|
| 6 |
Autonomous Driving
| +$38.6B | +$7.18B | $98.5B | 1,312 | 53 |
|
| 7 |
Streaming & Digital Media
| +$38.5B | +$51.2B | $1.71T | 3,824 | 120 |
|
| 8 |
E-Commerce
Food Delivery
| +$37.3B | +$2.4B | $72.9B | 913 | 12 |
|
| 9 |
Social Media & Creator Economy
| +$37B | +$8.06B | $1.68T | 3,617 | 45 |
|
| 10 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$36.6B | +$8.34B | $46.8B | 533 | 14 |
|
| 11 |
Longevity & Aging Population
| +$18.2B | +$1.4B | $170B | 1,936 | 60 |
|
| 12 |
Pet Economy
| +$18.1B | +$12.3B | $372B | 2,926 | 34 |
|
| 13 |
Artificial Intelligence
Chinese AI
| +$17.8B | +$4.04B | $228B | 1,604 | 14 |
|
| 14 |
Medical Devices & Diagnostics
| +$16.8B | +$2.99B | $1.35T | 3,621 | 342 |
|
| 15 |
Oil & Gas
| +$15.9B | +$11.9B | $1.4T | 3,775 | 361 |
|
| 16 |
Agriculture & Food Technology
| +$15.7B | -$1.57B | $162B | 2,234 | 79 |
|
| 17 |
Defense Modernization
| +$14.2B | -$1.49B | $772B | 3,394 | 163 |
|
| 18 |
Genomics & Gene Editing
| +$14B | +$8.09B | $434B | 2,791 | 199 |
|
| 19 |
Immunotherapy & Oncology
| +$13.7B | +$1.32B | $1.1T | 3,541 | 388 |
|
| 20 |
Digital Payments & Fintech
| +$13.6B | -$2.37B | $1.58T | 3,835 | 148 |
|
| 21 |
Video Games & Esports
| +$11.9B | +$2.12B | $871B | 3,427 | 55 |
|
| 22 |
Semiconductors
| +$9.06B | -$3.44B | $1.17T | 3,487 | 178 |
|
| 23 |
Sin Stocks
| +$8.24B | +$2.65B | $322B | 2,799 | 78 |
|
| 24 |
Cybersecurity
| +$6.15B | -$2.49B | $331B | 2,982 | 85 |
|
| 25 |
Infrastructure & Construction
| +$6.04B | +$5.11B | $240B | 2,693 | 127 |
|
| 26 |
Small Business Economy
| +$6.04B | +$7.29B | $287B | 2,401 | 58 |
|
| 27 |
Gold & Precious Metals
| +$5.72B | +$3.25B | $112B | 1,438 | 133 |
|
| 28 |
Gold & Precious Metals
Gold & Silver Miners
| +$5.65B | +$3.3B | $111B | 1,424 | 124 |
|
| 29 |
Housing & Home Improvement
| +$5.56B | +$1.06B | $589B | 3,474 | 223 |
|
| 30 |
Artificial Intelligence
Agentic AI
| +$5.46B | +$145M | $154B | 1,596 | 13 |
|
| 31 |
Digital Health & Telemedicine
| +$5.36B | -$2.56B | $287B | 2,431 | 84 |
|
| 32 |
Nuclear Energy
| +$4.8B | +$4.03B | $196B | 2,219 | 61 |
|
| 33 |
Sin Stocks
Casinos
| +$4.19B | +$2.08B | $83.6B | 1,260 | 24 |
|
| 34 |
Digital Assets
| +$4B | +$1.37B | $137B | 1,982 | 160 |
|
| 35 |
Internet of Things
| +$3.11B | -$16.5B | $779B | 3,525 | 99 |
|
| 36 |
Data Centers & Digital Infrastructure
| +$3.07B | +$3.17B | $236B | 2,220 | 78 |
|
| 37 |
Artificial Intelligence
AI Inference Silicon
| +$2.69B | -$3.99B | $74.8B | 1,547 | 7 |
|
| 38 |
Future of Education
| +$2.62B | +$1.81B | $78.5B | 1,128 | 77 |
|
| 39 |
Streaming & Digital Media
News Media
| +$2.54B | +$18.8B | $62.2B | 1,218 | 26 |
|
| 40 |
Defense Modernization
Defense Tech & C4ISR
| +$2.48B | +$1.31B | $238B | 2,424 | 53 |
|
| 41 |
Oil & Gas
Oilfield Services
| +$2.46B | -$1.05B | $137B | 2,122 | 88 |
|
| 42 |
Health & Wellness
| +$2.31B | +$1.2B | $162B | 2,500 | 78 |
|
| 43 |
Housing & Home Improvement
Home & Garden Retail
| +$2.28B | -$833M | $272B | 2,787 | 30 |
|
| 44 |
Carbon & Pollution Control
| +$2.24B | -$891M | $61.8B | 1,622 | 23 |
|
| 45 |
Digital Assets
Stablecoin Infrastructure
| +$2.21B | +$918M | $110B | 1,691 | 9 |
|
| 46 |
Sin Stocks
Alcohol
| +$2.15B | +$457M | $75.5B | 1,826 | 24 |
|
| 47 |
Reuse, Repair & Circular Economy
| +$2.03B | +$34.5M | $133B | 2,066 | 68 |
|
| 48 |
Robotics & Automation
| +$1.97B | +$348M | $218B | 2,570 | 83 |
|
| 49 |
Defense Modernization
Munitions Restocking
| +$1.93B | +$1.94B | $173B | 2,239 | 11 |
|
| 50 |
Electric Vehicles
| +$1.84B | +$808M | $217B | 2,548 | 124 |
|
| 51 |
Sin Stocks
Tobacco & Nicotine
| +$1.63B | +$88.4M | $156B | 1,991 | 13 |
|
| 52 |
Space Economy
| +$1.63B | +$469M | $154B | 2,175 | 64 |
|
| 53 |
Genomics & Gene Editing
Gene Therapy
| +$1.57B | +$2.7B | $88B | 1,775 | 131 |
|
| 54 |
Defense Modernization
Drones & Counter-Drone
| +$1.41B | +$736M | $80.9B | 1,405 | 30 |
|
| 55 |
Electrification & Grid
| +$1.35B | -$913M | $84.7B | 1,878 | 59 |
|
| 56 |
Quantum Computing
| +$1.32B | +$593M | $71.3B | 1,951 | 19 |
|
| 57 |
Cybersecurity
Identity Security
| +$1.19B | +$389M | $16.1B | 712 | 15 |
|
| 58 |
Luxury & Affluent Consumer
| +$1.17B | +$3.21B | $91.5B | 1,564 | 40 |
|
| 59 |
Sports Betting & iGaming
| +$990M | +$691M | $12.5B | 539 | 29 |
|
| 60 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$923M | +$1.33B | $53.1B | 1,283 | 26 |
|
| 61 |
Robotics & Automation
Industrial Automation
| +$914M | -$140M | $164B | 2,381 | 16 |
|
| 62 |
Electrification & Grid
Energy Storage
| +$892M | -$1.33B | $26.5B | 931 | 26 |
|
| 63 |
Semiconductors
Semicap & Lithography
| +$884M | +$491M | $105B | 1,605 | 21 |
|
| 64 |
Clean Energy
Solar
| +$883M | +$223M | $14.2B | 745 | 54 |
|
| 65 |
Cannabis
| +$837M | +$273M | $8.04B | 865 | 52 |
|
| 66 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$828M | +$97.9M | $95.6B | 1,897 | 3 |
|
| 67 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$819M | +$2.62B | $84.7B | 1,232 | 19 |
|
| 68 |
Data Centers & Digital Infrastructure
Power for AI
| +$780M | +$112M | $41B | 1,329 | 22 |
|
| 69 |
Housing & Home Improvement
Homebuilders
| +$778M | +$836M | $79.5B | 1,480 | 45 |
|
| 70 |
Online Travel & Experiences
| +$744M | -$54.1M | $131B | 1,679 | 32 |
|
| 71 |
Agriculture & Food Technology
Plant-Based Foods
| +$671M | -$213M | $20.5B | 911 | 17 |
|
| 72 |
Semiconductors
Analog & Power Semis
| +$608M | -$880M | $184B | 2,082 | 27 |
|
| 73 |
Defense Modernization
Military Shipbuilding
| +$567M | -$47.9M | $63.4B | 1,288 | 6 |
|
| 74 |
Internet of Things
Smart Home
| +$490M | +$348M | $29B | 1,071 | 17 |
|
| 75 |
Infrastructure & Construction
Green Building
| +$481M | +$160M | $5.32B | 370 | 5 |
|
| 76 |
Water
Water Infrastructure
| +$445M | +$1.07B | $70.6B | 1,395 | 17 |
|
| 77 |
Clean Energy
| +$382M | +$652M | $154B | 2,562 | 134 |
|
| 78 |
Artificial Intelligence
AI Software & Applications
| +$352M | +$345M | $10B | 617 | 85 |
|
| 79 |
Copper & Industrial Metals
| +$330M | +$4.14B | $109B | 1,824 | 79 |
|
| 80 |
Digital Payments & Fintech
Buy Now Pay Later
| +$308M | +$142M | $7.41B | 440 | 13 |
|
| 81 |
Water
Sanitation
| +$249M | +$66.5M | $16.1B | 779 | 8 |
|
| 82 |
Cloud Computing
Edge Computing
| +$240M | -$288M | $29.7B | 1,014 | 11 |
|
| 83 |
Critical Minerals & Rare Earths
| +$239M | -$19.1M | $7.16B | 648 | 60 |
|
| 84 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$239M | -$32.5M | $18.9B | 907 | 9 |
|
| 85 |
Cybersecurity
Agentic AI Security
| +$237M | +$214M | $15.8B | 766 | 2 |
|
| 86 |
Lithium & Battery Materials
| +$224M | +$1.13B | $9.84B | 823 | 47 |
|
| 87 |
Digital Assets
Corporate Crypto Treasuries
| +$169M | +$45.9M | $2.21B | 373 | 63 |
|
| 88 |
Agriculture & Food Technology
Precision Agriculture
| +$161M | +$381M | $39.1B | 1,254 | 4 |
|
| 89 |
Sin Stocks
Firearms
| +$161M | +$195M | $5.42B | 556 | 12 |
|
| 90 |
Digital Assets
Crypto Exchanges
| +$159M | $0 | $146M | 47 | 7 |
|
| 91 |
Artificial Intelligence
AI Memory & HBM
| +$140M | -$139M | $60.2B | 1,198 | 12 |
|
| 92 |
3D Printing & Additive Manufacturing
| +$130M | -$451M | $46B | 1,217 | 20 |
|
| 93 |
Electrification & Grid
Grid Equipment
| +$121M | +$303M | $34.6B | 1,304 | 10 |
|
| 94 |
Semiconductors
Photonics & Optical Interconnect
| +$105M | +$769M | $16.2B | 912 | 20 |
|
| 95 |
Clean Energy
Wind
| +$84.5M | +$91.4M | $927M | 229 | 9 |
|
| 96 |
Virtual & Augmented Reality
| +$84.2M | -$27.8M | $571M | 142 | 20 |
|
| 97 |
Nuclear Energy
Uranium Mining & Enrichment
| +$63.5M | -$21.8M | $2.65B | 375 | 20 |
|
| 98 |
Nuclear Energy
Small Modular Reactors
| +$44.7M | -$46.2M | $2.28B | 274 | 12 |
|
| 99 |
Space Economy
Launch Services
| +$42.6M | +$99.6M | $3.95B | 227 | 5 |
|
| 100 |
Digital Assets
Bitcoin Miners
| +$6.31M | +$13.8M | $318M | 81 | 40 |
|
| 101 |
Electrification & Grid
Transmission Buildout
| -$4.48M | +$23.1M | $9.47B | 622 | 6 |
|
| 102 |
Space Economy
Satellite Communications
| -$137M | -$94.7M | $10.2B | 585 | 16 |
|
| 103 |
Clean Energy
Hydrogen & Fuel Cells
| -$242M | +$404M | $43.8B | 1,274 | 13 |
|
| 104 |
Electric Vehicles
EV Charging Infrastructure
| -$298M | +$373M | $17.2B | 1,180 | 21 |
|
| 105 |
Reshoring & American Manufacturing
| -$347M | +$514M | $16.6B | 786 | 20 |
|
| 106 |
Internet of Things
Wearables
| -$388M | -$12.7B | $561B | 3,164 | 21 |
|
| 107 |
Digital Payments & Fintech
Neobanks
| -$523M | -$321M | $18.6B | 770 | 25 |
|
| 108 |
Semiconductors
Advanced Packaging
| -$532M | +$283M | $43.8B | 951 | 10 |
|
| 109 |
Oil & Gas
LNG
| -$1.17B | +$1.15B | $167B | 2,237 | 32 |
|
| 110 |
Energy Efficiency
| -$1.6B | -$123M | $188B | 2,392 | 31 |
|
| 111 |
GLP-1 & Obesity
| -$3.48B | -$7.82B | $562B | 3,197 | 92 |
|
| 112 |
Water
| -$18.9B | +$130M | $208B | 2,441 | 67 |
|