Themes With The Most
Capital Flowing In

Funds Holding Holding in Top 10 Capital Flow
New Positions Closed Positions Increased Positions Reduced Positions
Call Options Put Options
#1

Digital Payments & Fintech

148 stocks · 2 sub-themes
+$58.1B
net capital flow
Funds holding
3,825
Total invested
$1.7T
Last quarter
+$13.6B
$91.3B inflow $33.2B outflow
AAPL icon
V icon
MA icon
PYPL icon
AXP icon
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#2

Small Business Economy

58 stocks
+$37.7B
net capital flow
Funds holding
2,490
Total invested
$329B
Last quarter
+$6.04B
$47.4B inflow $9.68B outflow
FISV icon
PAYX icon
INTU icon
GPN icon
XYZ icon
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#3
Defense Modernization

Defense Tech & C4ISR

53 stocks
+$13.9B
net capital flow
Funds holding
2,491
Total invested
$268B
Last quarter
+$2.48B
$20.4B inflow $6.57B outflow
RTX icon
NOC icon
GD icon
LHX icon
TDY icon
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#4
Defense Modernization

Munitions Restocking

11 stocks
+$13.7B
net capital flow
Funds holding
2,322
Total invested
$200B
Last quarter
+$1.93B
$19.3B inflow $5.6B outflow
RTX icon
NOC icon
LHX icon
OLN icon
NEU icon
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#5
Defense Modernization

Drones & Counter-Drone

30 stocks
+$13.5B
net capital flow
Funds holding
1,562
Total invested
$104B
Last quarter
+$1.41B
$16.6B inflow $3.07B outflow
NOC icon
LHX icon
TDY icon
KTOS icon
AVAV icon
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#6

E-Commerce

240 stocks · 2 sub-themes
+$13.2B
net capital flow
Funds holding
3,914
Total invested
$1.76T
Last quarter
+$87.4B
$55.7B inflow $42.5B outflow
AAPL icon
AMZN icon
WMT icon
BABA icon
UPS icon
Explore
#7

Defense Modernization

163 stocks · 4 sub-themes
+$13.1B
net capital flow
Funds holding
3,395
Total invested
$801B
Last quarter
+$14.2B
$32.3B inflow $19.1B outflow
BA icon
RTX icon
HON icon
GE icon
LMT icon
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#8
E-Commerce

Marketplaces

106 stocks
+$11.9B
net capital flow
Funds holding
3,802
Total invested
$1.6T
Last quarter
+$73.3B
$49.6B inflow $37.7B outflow
AAPL icon
AMZN icon
WMT icon
BABA icon
EBAY icon
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#9
Oil & Gas

Oilfield Services

88 stocks
+$11.3B
net capital flow
Funds holding
2,015
Total invested
$128B
Last quarter
+$2.46B
$17.2B inflow $5.94B outflow
SLB icon
HAL icon
NOV icon
BKR icon
HP icon
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#10

Oil & Gas

361 stocks · 2 sub-themes
+$10.9B
net capital flow
Funds holding
3,734
Total invested
$1.31T
Last quarter
+$15.9B
$55.3B inflow $44.4B outflow
XOM icon
CVX icon
COP icon
PSX icon
SLB icon
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#11
Artificial Intelligence

Agentic AI

13 stocks
+$10.5B
net capital flow
Funds holding
1,620
Total invested
$158B
Last quarter
+$5.46B
$17.8B inflow $7.29B outflow
CRM icon
NOW icon
G icon
CHGA
VIDA icon
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#12
Oil & Gas

LNG

32 stocks
+$10.3B
net capital flow
Funds holding
2,194
Total invested
$172B
Last quarter
-$1.17B
$18.1B inflow $7.84B outflow
COP icon
SRE icon
ET icon
TTE icon
LNG icon
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#13
Artificial Intelligence

Chinese AI

14 stocks
+$10.2B
net capital flow
Funds holding
1,617
Total invested
$221B
Last quarter
+$17.8B
$22.7B inflow $12.6B outflow
BABA icon
BIDU icon
LAIX
RYET icon
KC icon
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#14

SaaS & Enterprise Software

266 stocks
+$8.59B
net capital flow
Funds holding
3,839
Total invested
$2.12T
Last quarter
+$42.5B
$66.8B inflow $58.3B outflow
MSFT icon
IBM icon
ORCL icon
ADBE icon
ADP icon
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#15

Artificial Intelligence

264 stocks · 6 sub-themes
+$8.04B
net capital flow
Funds holding
3,882
Total invested
$2.66T
Last quarter
+$59.3B
$68.7B inflow $60.7B outflow
MSFT icon
GOOGL icon
GOOG icon
META icon
IBM icon
Explore
#16

Nuclear Energy

61 stocks · 2 sub-themes
+$3.38B
net capital flow
Funds holding
2,275
Total invested
$207B
Last quarter
+$4.8B
$11.9B inflow $8.56B outflow
D icon
SO icon
PEG icon
ETR icon
BN icon
Explore
#17

Gold & Precious Metals

133 stocks · 1 sub-theme
+$3.34B
net capital flow
Funds holding
1,494
Total invested
$120B
Last quarter
+$5.72B
$10.5B inflow $7.19B outflow
NEM icon
B icon
GDX icon
WPM icon
RGLD icon
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#18
Gold & Precious Metals

Gold & Silver Miners

124 stocks
+$3.32B
net capital flow
Funds holding
1,478
Total invested
$119B
Last quarter
+$5.65B
$10.5B inflow $7.17B outflow
NEM icon
B icon
GDX icon
WPM icon
RGLD icon
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#19

Cloud Computing

64 stocks · 1 sub-theme
+$3.28B
net capital flow
Funds holding
3,812
Total invested
$2.31T
Last quarter
+$52.6B
$53B inflow $49.7B outflow
MSFT icon
AMZN icon
GOOGL icon
GOOG icon
IBM icon
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#20

Carbon & Pollution Control

23 stocks
+$3.26B
net capital flow
Funds holding
1,603
Total invested
$57.8B
Last quarter
+$2.24B
$8.22B inflow $4.96B outflow
OXY icon
GLW icon
DCI icon
NGVT icon
TEN icon
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#21
Cybersecurity

Identity Security

15 stocks
+$2.14B
net capital flow
Funds holding
726
Total invested
$15B
Last quarter
+$1.19B
$3.59B inflow $1.45B outflow
OKTA icon
CYBR icon
SAIL icon
OSPN icon
MITK icon
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#22

Longevity & Aging Population

60 stocks
+$2.08B
net capital flow
Funds holding
1,937
Total invested
$180B
Last quarter
+$18.2B
$9.99B inflow $7.9B outflow
ZBH icon
WELL icon
VTR icon
HUM icon
ALC icon
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#23

Cybersecurity

85 stocks · 3 sub-themes
+$1.93B
net capital flow
Funds holding
2,984
Total invested
$308B
Last quarter
+$6.15B
$16.1B inflow $14.2B outflow
CSCO icon
PANW icon
AKAM icon
CHKP icon
SPLK icon
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#24

Genomics & Gene Editing

199 stocks · 1 sub-theme
+$1.78B
net capital flow
Funds holding
2,762
Total invested
$398B
Last quarter
+$14B
$18.1B inflow $16.4B outflow
TMO icon
DHR icon
NVS icon
ILMN icon
A icon
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#25

Future of Education

77 stocks
+$1.74B
net capital flow
Funds holding
1,151
Total invested
$75.6B
Last quarter
+$2.62B
$6.46B inflow $4.72B outflow
NTES icon
EDU icon
LOPE icon
TAL icon
CHGG icon
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#26
Autonomous Driving

Ride-Hailing & Shared Mobility

14 stocks
+$1.67B
net capital flow
Funds holding
562
Total invested
$31.7B
Last quarter
+$36.6B
$5.05B inflow $3.39B outflow
UBER icon
LYFT icon
HYRE
VAI icon
DIDI
Explore
#27

Data Centers & Digital Infrastructure

78 stocks · 3 sub-themes
+$1.51B
net capital flow
Funds holding
2,234
Total invested
$256B
Last quarter
+$3.07B
$9.95B inflow $8.44B outflow
ETN icon
PLD icon
EQIX icon
DOV icon
DLR icon
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#28
Cloud Computing

Edge Computing

11 stocks
+$1.13B
net capital flow
Funds holding
1,047
Total invested
$31.6B
Last quarter
+$240M
$2.91B inflow $1.78B outflow
HPE icon
AKAM icon
EGIO icon
NET icon
FSLY icon
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#29

Online Travel & Experiences

32 stocks
+$897M
net capital flow
Funds holding
1,695
Total invested
$132B
Last quarter
+$744M
$8.41B inflow $7.52B outflow
BKNG icon
EXPE icon
LYV icon
SABR icon
TCOM icon
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#30

Streaming & Digital Media

120 stocks · 1 sub-theme
+$890M
net capital flow
Funds holding
3,810
Total invested
$1.68T
Last quarter
+$38.5B
$46.4B inflow $45.5B outflow
AMZN icon
GOOGL icon
DIS icon
GOOG icon
CMCSA icon
Explore
#31

Digital Health & Telemedicine

84 stocks
+$868M
net capital flow
Funds holding
2,425
Total invested
$261B
Last quarter
+$5.36B
$12.5B inflow $11.6B outflow
UNH icon
CERN
VEEV icon
RMD icon
HSIC icon
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#32
Semiconductors

Photonics & Optical Interconnect

20 stocks
+$790M
net capital flow
Funds holding
918
Total invested
$17B
Last quarter
+$105M
$2.31B inflow $1.52B outflow
NOK icon
CIEN icon
LITE icon
COHR icon
MTSI icon
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#33
Clean Energy

Solar

54 stocks
+$741M
net capital flow
Funds holding
802
Total invested
$15.1B
Last quarter
+$883M
$2.29B inflow $1.55B outflow
FSLR icon
SEDG icon
ENPH icon
ROCK icon
SPWR icon
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#34

Autonomous Driving

53 stocks · 1 sub-theme
+$662M
net capital flow
Funds holding
1,304
Total invested
$84.6B
Last quarter
+$38.6B
$6.58B inflow $5.92B outflow
TSLA icon
APTV icon
UBER icon
LYFT icon
NBIS icon
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#35

Health & Wellness

78 stocks
+$529M
net capital flow
Funds holding
2,533
Total invested
$162B
Last quarter
+$2.31B
$6.96B inflow $6.43B outflow
ABT icon
CHD icon
UL icon
PRGO icon
PLNT icon
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#36

3D Printing & Additive Manufacturing

20 stocks
+$510M
net capital flow
Funds holding
1,167
Total invested
$43.1B
Last quarter
+$130M
$3.52B inflow $3.01B outflow
HPQ icon
XRAY icon
LECO icon
CRS icon
DDD icon
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#37
Genomics & Gene Editing

Gene Therapy

131 stocks
+$499M
net capital flow
Funds holding
1,754
Total invested
$70.2B
Last quarter
+$1.57B
$5.08B inflow $4.58B outflow
NVS icon
CRL icon
SRPT icon
CTLT icon
BLUE icon
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#38

Cannabis

52 stocks
+$495M
net capital flow
Funds holding
880
Total invested
$6.88B
Last quarter
+$837M
$1.17B inflow $679M outflow
SMG icon
ACB icon
CGC icon
IIPR icon
CRON icon
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#39
Data Centers & Digital Infrastructure

Interconnect & Colocation

19 stocks
+$490M
net capital flow
Funds holding
1,253
Total invested
$96.3B
Last quarter
+$819M
$4.1B inflow $3.61B outflow
EQIX icon
DLR icon
IRM icon
CONE
GDS icon
Explore
#40
Housing & Home Improvement

Homebuilders

45 stocks
+$400M
net capital flow
Funds holding
1,510
Total invested
$92.4B
Last quarter
+$778M
$6.19B inflow $5.79B outflow
DHI icon
LEN icon
PHM icon
NVR icon
TOL icon
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#41

Sports Betting & iGaming

29 stocks
+$397M
net capital flow
Funds holding
555
Total invested
$12.1B
Last quarter
+$990M
$1.46B inflow $1.06B outflow
CHDN icon
CZR icon
PENN icon
BYD icon
BALY icon
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#42

Medical Devices & Diagnostics

342 stocks
+$360M
net capital flow
Funds holding
3,616
Total invested
$1.33T
Last quarter
+$16.8B
$34.8B inflow $34.5B outflow
JNJ icon
ABT icon
MDT icon
DHR icon
BDX icon
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#43
Water

Sanitation

8 stocks
+$359M
net capital flow
Funds holding
769
Total invested
$15.4B
Last quarter
+$249M
$1.04B inflow $678M outflow
XYL icon
WMS icon
NGL icon
CDTG icon
WBI icon
Explore
#44
Cybersecurity

Agentic AI Security

2 stocks
+$300M
net capital flow
Funds holding
745
Total invested
$16.1B
Last quarter
+$237M
$1.97B inflow $1.67B outflow
PANW icon
SAIL icon
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#45
Internet of Things

Smart Home

17 stocks
+$294M
net capital flow
Funds holding
1,037
Total invested
$27.6B
Last quarter
+$490M
$2.26B inflow $1.96B outflow
ALLE icon
REZI icon
GNRC icon
ALRM icon
IRBT icon
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#46
Data Centers & Digital Infrastructure

Liquid Cooling

9 stocks
+$280M
net capital flow
Funds holding
873
Total invested
$18.4B
Last quarter
+$239M
$1.47B inflow $1.19B outflow
DOV icon
NVT icon
AAON icon
MOD icon
CD icon
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#47
Agriculture & Food Technology

Plant-Based Foods

17 stocks
+$280M
net capital flow
Funds holding
892
Total invested
$21.1B
Last quarter
+$671M
$1.97B inflow $1.7B outflow
ADM icon
BYND icon
SMPL icon
STKL
TTCF
Explore
#48
E-Commerce

Food Delivery

12 stocks
+$236M
net capital flow
Funds holding
876
Total invested
$55B
Last quarter
+$37.3B
$5.79B inflow $5.55B outflow
JD icon
UBER icon
GRUB
SE icon
ASAP
Explore
#49
Artificial Intelligence

AI Software & Applications

85 stocks
+$212M
net capital flow
Funds holding
606
Total invested
$9.86B
Last quarter
+$352M
$1.16B inflow $951M outflow
NUAN
VRNT icon
LPSN icon
MITK icon
MCHX icon
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#50
Water

Water Infrastructure

17 stocks
+$209M
net capital flow
Funds holding
1,374
Total invested
$69.4B
Last quarter
+$445M
$3.28B inflow $3.07B outflow
ROP icon
XYL icon
J icon
WLK icon
BMI icon
Explore
#51

Quantum Computing

19 stocks
+$179M
net capital flow
Funds holding
1,963
Total invested
$73.5B
Last quarter
+$1.32B
$3.09B inflow $2.91B outflow
IBM icon
QTUM icon
WQTM icon
XQBT icon
PSQL
Explore
#52
Nuclear Energy

Small Modular Reactors

12 stocks
+$140M
net capital flow
Funds holding
263
Total invested
$2.17B
Last quarter
+$44.7M
$270M inflow $131M outflow
CCJ icon
OKLO icon
XE icon
NWCL
IMSR icon
Explore
#53
Nuclear Energy

Uranium Mining & Enrichment

20 stocks
+$121M
net capital flow
Funds holding
353
Total invested
$2.44B
Last quarter
+$63.5M
$285M inflow $164M outflow
CCJ icon
UEC icon
UUUU icon
DNN icon
NXE icon
Explore
#54
Digital Payments & Fintech

Neobanks

25 stocks
+$100M
net capital flow
Funds holding
784
Total invested
$17.7B
Last quarter
-$523M
$1.98B inflow $1.88B outflow
ALLY icon
AX icon
GDOT icon
CASH icon
TBBK icon
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#55
Artificial Intelligence

AI Memory & HBM

12 stocks
+$95.3M
net capital flow
Funds holding
1,263
Total invested
$69.3B
Last quarter
+$140M
$5.21B inflow $5.11B outflow
MU icon
LRCX icon
RMBS icon
FORM icon
CAMT icon
Explore
#56

Lithium & Battery Materials

47 stocks
+$86.7M
net capital flow
Funds holding
778
Total invested
$9.66B
Last quarter
+$224M
$840M inflow $753M outflow
ALB icon
LTHM
SQM icon
PKX icon
TTI icon
Explore
#57

Digital Assets

160 stocks · 4 sub-themes
+$35.1M
net capital flow
Funds holding
1,956
Total invested
$123B
Last quarter
+$4B
$9.45B inflow $9.41B outflow
PYPL icon
XYZ icon
SBNY
GME icon
MSTR icon
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#58
Streaming & Digital Media

News Media

26 stocks
+$16.9M
net capital flow
Funds holding
1,198
Total invested
$59.4B
Last quarter
+$2.54B
$5.04B inflow $5.02B outflow
PPLI icon
FOXA icon
NWSA icon
FOX icon
ZD icon
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#59
Digital Assets

Bitcoin Miners

40 stocks
+$15.2M
net capital flow
Funds holding
87
Total invested
$276M
Last quarter
+$6.31M
$23.8M inflow $8.61M outflow
RIOT icon
BTCT icon
SLAI
MARA icon
WULF icon
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#60
Digital Assets

Crypto Exchanges

7 stocks
-$2.2M
net capital flow
Funds holding
49
Total invested
$65.2M
Last quarter
+$159M
$29.9M inflow $32.2M outflow
SONM icon
EQOS
COIN icon
GEMI icon
CNCK icon
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#61
Electrification & Grid

Transmission Buildout

6 stocks
-$10.1M
net capital flow
Funds holding
629
Total invested
$10.1B
Last quarter
-$4.48M
$870M inflow $880M outflow
PWR icon
MTZ icon
MYRG icon
PRIM icon
ECG icon
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#62

Virtual & Augmented Reality

20 stocks
-$12.2M
net capital flow
Funds holding
118
Total invested
$500M
Last quarter
+$84.2M
$13.9M inflow $26.1M outflow
HIMX icon
VUZI icon
AIU
EMAN
VERS
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#63
Clean Energy

Wind

9 stocks
-$25.8M
net capital flow
Funds holding
216
Total invested
$750M
Last quarter
+$84.5M
$145M inflow $171M outflow
TPIC icon
NETI
FAN icon
BWEN icon
CDLR icon
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#64
Electrification & Grid

Grid Equipment

10 stocks
-$42.9M
net capital flow
Funds holding
1,260
Total invested
$34.1B
Last quarter
+$121M
$1.91B inflow $1.95B outflow
ETN icon
NVT icon
ABB
SXI icon
POWL icon
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#65
Space Economy

Launch Services

5 stocks
-$82.6M
net capital flow
Funds holding
256
Total invested
$4.37B
Last quarter
+$42.6M
$247M inflow $330M outflow
AJRD
VORB
SPCX icon
RKLB icon
ASTR icon
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#66
Infrastructure & Construction

Green Building

5 stocks
-$94.9M
net capital flow
Funds holding
365
Total invested
$6.27B
Last quarter
+$481M
$458M inflow $553M outflow
TREX icon
MERC icon
RETO icon
GBLD icon
GRNR
Explore
#67

Luxury & Affluent Consumer

40 stocks
-$124M
net capital flow
Funds holding
1,541
Total invested
$89.6B
Last quarter
+$1.17B
$6.26B inflow $6.38B outflow
EL icon
BF.B icon
TPR icon
RL icon
CPRI icon
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#68

Critical Minerals & Rare Earths

60 stocks
-$133M
net capital flow
Funds holding
631
Total invested
$6.01B
Last quarter
+$239M
$532M inflow $665M outflow
KMT icon
MTRN icon
TROX icon
CODI icon
SBSW icon
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#69
Defense Modernization

Military Shipbuilding

6 stocks
-$138M
net capital flow
Funds holding
1,302
Total invested
$63.7B
Last quarter
+$567M
$2.81B inflow $2.94B outflow
GD icon
HII icon
CW icon
BWXT icon
GHM icon
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#70
Sin Stocks

Firearms

12 stocks
-$154M
net capital flow
Funds holding
539
Total invested
$4.42B
Last quarter
+$161M
$333M inflow $487M outflow
OLN icon
RGR icon
SWBI icon
VSTO icon
CODI icon
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#71
Semiconductors

Semicap & Lithography

21 stocks
-$191M
net capital flow
Funds holding
1,660
Total invested
$124B
Last quarter
+$884M
$7.29B inflow $7.48B outflow
AMAT icon
LRCX icon
KLAC icon
ASML icon
MKSI icon
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#72
Semiconductors

Advanced Packaging

10 stocks
-$195M
net capital flow
Funds holding
971
Total invested
$50.9B
Last quarter
-$532M
$2.64B inflow $2.84B outflow
TSM icon
ADEA icon
KLIC icon
AMKR icon
ONTO icon
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#73
Digital Assets

Corporate Crypto Treasuries

63 stocks
-$205M
net capital flow
Funds holding
362
Total invested
$1.99B
Last quarter
+$169M
$153M inflow $358M outflow
GME icon
MSTR icon
LITS icon
CYPH icon
HYPD icon
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#74

Agriculture & Food Technology

79 stocks · 2 sub-themes
-$209M
net capital flow
Funds holding
2,193
Total invested
$157B
Last quarter
+$15.7B
$8.22B inflow $8.42B outflow
DE icon
CTVA icon
ADM icon
NTR icon
FMC icon
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#75
Data Centers & Digital Infrastructure

Power for AI

22 stocks
-$210M
net capital flow
Funds holding
1,298
Total invested
$41.9B
Last quarter
+$780M
$2.1B inflow $2.31B outflow
ETN icon
MPWR icon
FLEX icon
AEIS icon
SEI icon
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#76
Digital Payments & Fintech

Buy Now Pay Later

13 stocks
-$239M
net capital flow
Funds holding
458
Total invested
$6.37B
Last quarter
+$308M
$516M inflow $755M outflow
FCFS icon
UPBD icon
GSKY
CURO
DESP icon
Explore
#77
Electric Vehicles

EV Charging Infrastructure

21 stocks
-$242M
net capital flow
Funds holding
1,175
Total invested
$15.8B
Last quarter
-$298M
$1.54B inflow $1.78B outflow
BP icon
ABB
BLNK icon
NAAS icon
PPSI icon
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#78
Digital Assets

Stablecoin Infrastructure

9 stocks
-$257M
net capital flow
Funds holding
1,671
Total invested
$99.3B
Last quarter
+$2.21B
$6.78B inflow $7.04B outflow
PYPL icon
OXBR icon
CRCL icon
STBQ icon
USBC icon
Explore
#79

Water

67 stocks · 2 sub-themes
-$423M
net capital flow
Funds holding
2,415
Total invested
$205B
Last quarter
-$18.9B
$7.94B inflow $8.37B outflow
DD icon
ECL icon
AWK icon
ROP icon
XYL icon
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#80
Space Economy

Satellite Communications

16 stocks
-$436M
net capital flow
Funds holding
562
Total invested
$9.42B
Last quarter
-$137M
$519M inflow $955M outflow
IRDM icon
VSAT icon
ECHO icon
CMTL icon
GOGO icon
Explore
#81

Copper & Industrial Metals

79 stocks
-$519M
net capital flow
Funds holding
1,748
Total invested
$99.8B
Last quarter
+$330M
$5.75B inflow $6.27B outflow
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#82
Semiconductors

Analog & Power Semis

27 stocks
-$525M
net capital flow
Funds holding
2,101
Total invested
$197B
Last quarter
+$608M
$7.98B inflow $8.5B outflow
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#83
Sin Stocks

Alcohol

24 stocks
-$542M
net capital flow
Funds holding
1,840
Total invested
$76.8B
Last quarter
+$2.15B
$4.23B inflow $4.77B outflow
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#84

Reshoring & American Manufacturing

20 stocks
-$570M
net capital flow
Funds holding
749
Total invested
$15B
Last quarter
-$347M
$1.31B inflow $1.88B outflow
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#85
Agriculture & Food Technology

Precision Agriculture

4 stocks
-$633M
net capital flow
Funds holding
1,253
Total invested
$39B
Last quarter
+$161M
$2.04B inflow $2.67B outflow
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#86
Electrification & Grid

Energy Storage

26 stocks
-$799M
net capital flow
Funds holding
917
Total invested
$27.1B
Last quarter
+$892M
$1.61B inflow $2.41B outflow
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#87
Clean Energy

Hydrogen & Fuel Cells

13 stocks
-$803M
net capital flow
Funds holding
1,276
Total invested
$41.8B
Last quarter
-$242M
$1.76B inflow $2.57B outflow
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#88
Robotics & Automation

Warehouse & Logistics Robotics

3 stocks
-$1.03B
net capital flow
Funds holding
1,873
Total invested
$91.6B
Last quarter
+$828M
$2.94B inflow $3.96B outflow
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#89
Sin Stocks

Casinos

24 stocks
-$1.06B
net capital flow
Funds holding
1,248
Total invested
$78.7B
Last quarter
+$4.19B
$5.53B inflow $6.59B outflow
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#90

Space Economy

64 stocks · 3 sub-themes
-$1.13B
net capital flow
Funds holding
2,220
Total invested
$166B
Last quarter
+$1.63B
$5.66B inflow $6.78B outflow
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#91

Electrification & Grid

59 stocks · 3 sub-themes
-$1.22B
net capital flow
Funds holding
1,826
Total invested
$84.3B
Last quarter
+$1.35B
$4.23B inflow $5.46B outflow
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#92
GLP-1 & Obesity

Obesity Second-Order Effects

26 stocks
-$1.31B
net capital flow
Funds holding
1,320
Total invested
$56.2B
Last quarter
+$923M
$3.72B inflow $5.03B outflow
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#93

Clean Energy

134 stocks · 3 sub-themes
-$1.5B
net capital flow
Funds holding
2,544
Total invested
$152B
Last quarter
+$382M
$6.32B inflow $7.82B outflow
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#94

Social Media & Creator Economy

45 stocks
-$1.51B
net capital flow
Funds holding
3,612
Total invested
$1.74T
Last quarter
+$37B
$38.3B inflow $39.8B outflow
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#95

Energy Efficiency

31 stocks
-$1.57B
net capital flow
Funds holding
2,356
Total invested
$183B
Last quarter
-$1.6B
$6.11B inflow $7.68B outflow
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#96

Immunotherapy & Oncology

388 stocks
-$1.82B
net capital flow
Funds holding
3,502
Total invested
$1.04T
Last quarter
+$13.7B
$26.5B inflow $28.4B outflow
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#97

Electric Vehicles

124 stocks · 1 sub-theme
-$1.84B
net capital flow
Funds holding
2,524
Total invested
$213B
Last quarter
+$1.84B
$9.37B inflow $11.2B outflow
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#98

Pet Economy

34 stocks
-$2.03B
net capital flow
Funds holding
2,896
Total invested
$367B
Last quarter
+$18.1B
$10.9B inflow $12.9B outflow
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#99
Robotics & Automation

Industrial Automation

16 stocks
-$2.1B
net capital flow
Funds holding
2,355
Total invested
$159B
Last quarter
+$914M
$5.71B inflow $7.81B outflow
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ABB
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#100

Reuse, Repair & Circular Economy

68 stocks
-$2.12B
net capital flow
Funds holding
2,025
Total invested
$132B
Last quarter
+$2.03B
$7.39B inflow $9.52B outflow
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#101

Robotics & Automation

83 stocks · 3 sub-themes
-$2.39B
net capital flow
Funds holding
2,542
Total invested
$211B
Last quarter
+$1.97B
$7.14B inflow $9.54B outflow
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#102

Housing & Home Improvement

223 stocks · 2 sub-themes
-$2.49B
net capital flow
Funds holding
3,506
Total invested
$630B
Last quarter
+$5.56B
$20.1B inflow $22.6B outflow
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#103
Sin Stocks

Tobacco & Nicotine

13 stocks
-$2.53B
net capital flow
Funds holding
1,922
Total invested
$141B
Last quarter
+$1.63B
$6.32B inflow $8.85B outflow
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#104
Housing & Home Improvement

Home & Garden Retail

30 stocks
-$3.19B
net capital flow
Funds holding
2,830
Total invested
$289B
Last quarter
+$2.28B
$9.39B inflow $12.6B outflow
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#105
Internet of Things

Wearables

21 stocks
-$4B
net capital flow
Funds holding
3,178
Total invested
$627B
Last quarter
-$388M
$12.6B inflow $16.6B outflow
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#106

Sin Stocks

78 stocks · 4 sub-themes
-$4.18B
net capital flow
Funds holding
2,774
Total invested
$303B
Last quarter
+$8.24B
$12.7B inflow $16.9B outflow
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#107

Infrastructure & Construction

127 stocks · 1 sub-theme
-$4.23B
net capital flow
Funds holding
2,628
Total invested
$235B
Last quarter
+$6.04B
$9.58B inflow $13.8B outflow
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#108

Video Games & Esports

55 stocks
-$4.39B
net capital flow
Funds holding
3,427
Total invested
$898B
Last quarter
+$11.9B
$20.9B inflow $25.3B outflow
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#109
Artificial Intelligence

AI Inference Silicon

7 stocks
-$5.37B
net capital flow
Funds holding
1,545
Total invested
$70B
Last quarter
+$2.69B
$2.32B inflow $7.7B outflow
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CGPT
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#110

GLP-1 & Obesity

92 stocks · 1 sub-theme
-$7.29B
net capital flow
Funds holding
3,173
Total invested
$530B
Last quarter
-$3.48B
$15.3B inflow $22.6B outflow
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#111

Internet of Things

99 stocks · 2 sub-themes
-$10.2B
net capital flow
Funds holding
3,521
Total invested
$840B
Last quarter
+$3.11B
$16.5B inflow $26.7B outflow
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#112

Semiconductors

178 stocks · 4 sub-themes
-$11.6B
net capital flow
Funds holding
3,478
Total invested
$1.21T
Last quarter
+$9.06B
$33.5B inflow $45.1B outflow
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