Themes With The Most
Capital Flowing In
Immunotherapy & Oncology
388 stocks
+$37.5B
net capital flow
Funds holding
3,892
Total invested
$1.23T
Last quarter
-$1.82B
$61.1B
inflow
$23.7B
outflow
Medical Devices & Diagnostics
342 stocks
+$17.9B
net capital flow
Funds holding
3,977
Total invested
$1.44T
Last quarter
+$360M
$48.4B
inflow
$30.5B
outflow
SaaS & Enterprise Software
266 stocks
+$8.85B
net capital flow
Funds holding
4,221
Total invested
$2.31T
Last quarter
+$8.59B
$75.8B
inflow
$67B
outflow
E-Commerce
240 stocks
· 2 sub-themes
+$8.56B
net capital flow
Funds holding
4,366
Total invested
$2.06T
Last quarter
+$13.2B
$77.9B
inflow
$69.3B
outflow
Autonomous Driving
53 stocks
· 1 sub-theme
+$8.17B
net capital flow
Funds holding
1,595
Total invested
$113B
Last quarter
+$662M
$20.3B
inflow
$12.1B
outflow
Streaming & Digital Media
120 stocks
· 1 sub-theme
+$7.81B
net capital flow
Funds holding
4,193
Total invested
$1.84T
Last quarter
+$890M
$63.8B
inflow
$56B
outflow
Autonomous Driving
Ride-Hailing & Shared Mobility
14 stocks
+$7.54B
net capital flow
Funds holding
791
Total invested
$39B
Last quarter
+$1.67B
$13.9B
inflow
$6.39B
outflow
HYRE
MCOM
E-Commerce
Food Delivery
12 stocks
+$5.9B
net capital flow
Funds holding
1,062
Total invested
$65.8B
Last quarter
+$236M
$14.5B
inflow
$8.57B
outflow
GRUB
ASAP
Artificial Intelligence
Agentic AI
13 stocks
+$5.74B
net capital flow
Funds holding
1,785
Total invested
$180B
Last quarter
+$10.5B
$16B
inflow
$10.2B
outflow
CHGA
Oil & Gas
361 stocks
· 2 sub-themes
+$5.7B
net capital flow
Funds holding
4,034
Total invested
$1.37T
Last quarter
+$10.9B
$39.6B
inflow
$33.9B
outflow
E-Commerce
Marketplaces
106 stocks
+$5.53B
net capital flow
Funds holding
4,249
Total invested
$1.89T
Last quarter
+$11.9B
$72.9B
inflow
$67.3B
outflow
Artificial Intelligence
Chinese AI
14 stocks
+$4.72B
net capital flow
Funds holding
1,866
Total invested
$289B
Last quarter
+$10.2B
$23.2B
inflow
$18.5B
outflow
LAIX
Artificial Intelligence
264 stocks
· 6 sub-themes
+$4.51B
net capital flow
Funds holding
4,269
Total invested
$3.02T
Last quarter
+$8.04B
$90.6B
inflow
$86.1B
outflow
Data Centers & Digital Infrastructure
78 stocks
· 3 sub-themes
+$4.24B
net capital flow
Funds holding
2,458
Total invested
$270B
Last quarter
+$1.51B
$12.6B
inflow
$8.34B
outflow
Digital Health & Telemedicine
84 stocks
+$4.22B
net capital flow
Funds holding
2,689
Total invested
$333B
Last quarter
+$868M
$15.9B
inflow
$11.7B
outflow
CERN
Data Centers & Digital Infrastructure
Interconnect & Colocation
19 stocks
+$3.42B
net capital flow
Funds holding
1,365
Total invested
$96B
Last quarter
+$490M
$6.55B
inflow
$3.13B
outflow
CONE
Sin Stocks
78 stocks
· 4 sub-themes
+$3.21B
net capital flow
Funds holding
2,975
Total invested
$341B
Last quarter
-$4.18B
$15.9B
inflow
$12.7B
outflow
Agriculture & Food Technology
79 stocks
· 2 sub-themes
+$2.95B
net capital flow
Funds holding
2,323
Total invested
$164B
Last quarter
-$209M
$10.5B
inflow
$7.56B
outflow
Small Business Economy
58 stocks
+$2.84B
net capital flow
Funds holding
2,730
Total invested
$350B
Last quarter
+$37.7B
$16.9B
inflow
$14.1B
outflow
Genomics & Gene Editing
199 stocks
· 1 sub-theme
+$2.7B
net capital flow
Funds holding
2,996
Total invested
$455B
Last quarter
+$1.78B
$16.1B
inflow
$13.4B
outflow
Digital Assets
160 stocks
· 4 sub-themes
+$2.55B
net capital flow
Funds holding
2,122
Total invested
$131B
Last quarter
+$35.1M
$11.8B
inflow
$9.2B
outflow
SBNY
Cybersecurity
85 stocks
· 3 sub-themes
+$2.55B
net capital flow
Funds holding
3,180
Total invested
$322B
Last quarter
+$1.93B
$18.6B
inflow
$16.1B
outflow
Health & Wellness
78 stocks
+$2.38B
net capital flow
Funds holding
2,729
Total invested
$170B
Last quarter
+$529M
$8.66B
inflow
$6.29B
outflow
Defense Modernization
163 stocks
· 4 sub-themes
+$2.37B
net capital flow
Funds holding
3,645
Total invested
$811B
Last quarter
+$13.1B
$29.2B
inflow
$26.8B
outflow
Genomics & Gene Editing
Gene Therapy
131 stocks
+$2.3B
net capital flow
Funds holding
1,889
Total invested
$86.8B
Last quarter
+$499M
$5.88B
inflow
$3.59B
outflow
Robotics & Automation
83 stocks
· 3 sub-themes
+$2.29B
net capital flow
Funds holding
2,769
Total invested
$235B
Last quarter
-$2.39B
$10.1B
inflow
$7.81B
outflow
Digital Assets
Stablecoin Infrastructure
9 stocks
+$2.22B
net capital flow
Funds holding
1,827
Total invested
$106B
Last quarter
-$257M
$10.2B
inflow
$8.01B
outflow
Clean Energy
134 stocks
· 3 sub-themes
+$2.11B
net capital flow
Funds holding
2,762
Total invested
$165B
Last quarter
-$1.5B
$10B
inflow
$7.89B
outflow
Future of Education
77 stocks
+$2.11B
net capital flow
Funds holding
1,244
Total invested
$88.9B
Last quarter
+$1.74B
$7.55B
inflow
$5.44B
outflow
Water
67 stocks
· 2 sub-themes
+$1.98B
net capital flow
Funds holding
2,554
Total invested
$205B
Last quarter
-$423M
$9.96B
inflow
$7.98B
outflow
Robotics & Automation
Industrial Automation
16 stocks
+$1.95B
net capital flow
Funds holding
2,549
Total invested
$176B
Last quarter
-$2.1B
$8.47B
inflow
$6.52B
outflow
ABB
Sin Stocks
Casinos
24 stocks
+$1.92B
net capital flow
Funds holding
1,369
Total invested
$96.4B
Last quarter
-$1.06B
$8.19B
inflow
$6.27B
outflow
Semiconductors
Semicap & Lithography
21 stocks
+$1.91B
net capital flow
Funds holding
1,840
Total invested
$151B
Last quarter
-$191M
$9.99B
inflow
$8.08B
outflow
Gold & Precious Metals
Gold & Silver Miners
124 stocks
+$1.86B
net capital flow
Funds holding
1,611
Total invested
$137B
Last quarter
+$3.32B
$8.55B
inflow
$6.69B
outflow
Pet Economy
34 stocks
+$1.76B
net capital flow
Funds holding
3,144
Total invested
$384B
Last quarter
-$2.03B
$14.5B
inflow
$12.8B
outflow
Gold & Precious Metals
133 stocks
· 1 sub-theme
+$1.75B
net capital flow
Funds holding
1,627
Total invested
$138B
Last quarter
+$3.34B
$8.59B
inflow
$6.84B
outflow
Nuclear Energy
61 stocks
· 2 sub-themes
+$1.68B
net capital flow
Funds holding
2,477
Total invested
$212B
Last quarter
+$3.38B
$11.3B
inflow
$9.66B
outflow
Reuse, Repair & Circular Economy
68 stocks
+$1.68B
net capital flow
Funds holding
2,174
Total invested
$144B
Last quarter
-$2.12B
$8.54B
inflow
$6.86B
outflow
Social Media & Creator Economy
45 stocks
+$1.66B
net capital flow
Funds holding
3,981
Total invested
$1.94T
Last quarter
-$1.51B
$56.5B
inflow
$54.8B
outflow
TWTR
Agriculture & Food Technology
Plant-Based Foods
17 stocks
+$1.66B
net capital flow
Funds holding
976
Total invested
$24.5B
Last quarter
+$280M
$2.9B
inflow
$1.24B
outflow
STKL
TTCF
Longevity & Aging Population
60 stocks
+$1.63B
net capital flow
Funds holding
2,107
Total invested
$192B
Last quarter
+$2.08B
$10.2B
inflow
$8.55B
outflow
Sin Stocks
Tobacco & Nicotine
13 stocks
+$1.49B
net capital flow
Funds holding
2,113
Total invested
$164B
Last quarter
-$2.53B
$8.48B
inflow
$6.99B
outflow
GLP-1 & Obesity
92 stocks
· 1 sub-theme
+$1.45B
net capital flow
Funds holding
3,457
Total invested
$607B
Last quarter
-$7.29B
$19.4B
inflow
$18B
outflow
Electrification & Grid
59 stocks
· 3 sub-themes
+$1.38B
net capital flow
Funds holding
2,061
Total invested
$110B
Last quarter
-$1.22B
$9.36B
inflow
$7.98B
outflow
Streaming & Digital Media
News Media
26 stocks
+$1.33B
net capital flow
Funds holding
1,275
Total invested
$67.7B
Last quarter
+$16.9M
$5.55B
inflow
$4.22B
outflow
Housing & Home Improvement
Homebuilders
45 stocks
+$1.03B
net capital flow
Funds holding
1,600
Total invested
$92.9B
Last quarter
+$400M
$8.69B
inflow
$7.65B
outflow
Cybersecurity
Identity Security
15 stocks
+$1.01B
net capital flow
Funds holding
747
Total invested
$18.9B
Last quarter
+$2.14B
$2.74B
inflow
$1.73B
outflow
Space Economy
64 stocks
· 3 sub-themes
+$941M
net capital flow
Funds holding
2,376
Total invested
$164B
Last quarter
-$1.13B
$8.18B
inflow
$7.24B
outflow
Electrification & Grid
Energy Storage
26 stocks
+$837M
net capital flow
Funds holding
1,092
Total invested
$45.5B
Last quarter
-$799M
$5.87B
inflow
$5.03B
outflow
Defense Modernization
Defense Tech & C4ISR
53 stocks
+$800M
net capital flow
Funds holding
2,707
Total invested
$272B
Last quarter
+$13.9B
$13.2B
inflow
$12.4B
outflow
Robotics & Automation
Warehouse & Logistics Robotics
3 stocks
+$763M
net capital flow
Funds holding
2,027
Total invested
$96.2B
Last quarter
-$1.03B
$4.88B
inflow
$4.12B
outflow
BGRY
Clean Energy
Solar
54 stocks
+$745M
net capital flow
Funds holding
849
Total invested
$16.5B
Last quarter
+$741M
$2.2B
inflow
$1.46B
outflow
Infrastructure & Construction
127 stocks
· 1 sub-theme
+$656M
net capital flow
Funds holding
2,840
Total invested
$253B
Last quarter
-$4.23B
$11.5B
inflow
$10.9B
outflow
Electric Vehicles
124 stocks
· 1 sub-theme
+$533M
net capital flow
Funds holding
2,750
Total invested
$245B
Last quarter
-$1.84B
$15B
inflow
$14.5B
outflow
Cloud Computing
Edge Computing
11 stocks
+$527M
net capital flow
Funds holding
1,118
Total invested
$31.9B
Last quarter
+$1.13B
$2.32B
inflow
$1.79B
outflow
Semiconductors
Advanced Packaging
10 stocks
+$492M
net capital flow
Funds holding
1,113
Total invested
$63.6B
Last quarter
-$195M
$4.21B
inflow
$3.72B
outflow
Cannabis
52 stocks
+$478M
net capital flow
Funds holding
956
Total invested
$6.82B
Last quarter
+$495M
$1.1B
inflow
$623M
outflow
Quantum Computing
19 stocks
+$447M
net capital flow
Funds holding
2,078
Total invested
$68B
Last quarter
+$179M
$3.77B
inflow
$3.33B
outflow
PSQL
Clean Energy
Hydrogen & Fuel Cells
13 stocks
+$442M
net capital flow
Funds holding
1,383
Total invested
$44.6B
Last quarter
-$803M
$2.88B
inflow
$2.44B
outflow
Electrification & Grid
Transmission Buildout
6 stocks
+$419M
net capital flow
Funds holding
683
Total invested
$10.8B
Last quarter
-$10.1M
$1.35B
inflow
$931M
outflow
Oil & Gas
Oilfield Services
88 stocks
+$410M
net capital flow
Funds holding
2,082
Total invested
$146B
Last quarter
+$11.3B
$6.93B
inflow
$6.52B
outflow
Water
Water Infrastructure
17 stocks
+$398M
net capital flow
Funds holding
1,459
Total invested
$70.6B
Last quarter
+$209M
$3.37B
inflow
$2.98B
outflow
Defense Modernization
Munitions Restocking
11 stocks
+$317M
net capital flow
Funds holding
2,507
Total invested
$203B
Last quarter
+$13.7B
$10.6B
inflow
$10.3B
outflow
Artificial Intelligence
AI Memory & HBM
12 stocks
+$277M
net capital flow
Funds holding
1,430
Total invested
$87.4B
Last quarter
+$95.3M
$7.22B
inflow
$6.94B
outflow
Space Economy
Satellite Communications
16 stocks
+$240M
net capital flow
Funds holding
598
Total invested
$10.2B
Last quarter
-$436M
$785M
inflow
$546M
outflow
Water
Sanitation
8 stocks
+$237M
net capital flow
Funds holding
802
Total invested
$15.6B
Last quarter
+$359M
$836M
inflow
$599M
outflow
Energy Efficiency
31 stocks
+$228M
net capital flow
Funds holding
2,552
Total invested
$190B
Last quarter
-$1.57B
$9.77B
inflow
$9.54B
outflow
Housing & Home Improvement
223 stocks
· 2 sub-themes
+$224M
net capital flow
Funds holding
3,751
Total invested
$644B
Last quarter
-$2.49B
$28.9B
inflow
$28.6B
outflow
Internet of Things
Smart Home
17 stocks
+$140M
net capital flow
Funds holding
1,110
Total invested
$31.8B
Last quarter
+$294M
$2.19B
inflow
$2.05B
outflow
Cybersecurity
Agentic AI Security
2 stocks
+$131M
net capital flow
Funds holding
810
Total invested
$18.2B
Last quarter
+$300M
$1.9B
inflow
$1.77B
outflow
Critical Minerals & Rare Earths
60 stocks
+$86M
net capital flow
Funds holding
669
Total invested
$7.52B
Last quarter
-$133M
$800M
inflow
$714M
outflow
Nuclear Energy
Small Modular Reactors
12 stocks
+$84.4M
net capital flow
Funds holding
287
Total invested
$2.11B
Last quarter
+$140M
$264M
inflow
$180M
outflow
NWCL
Space Economy
Earth Observation
6 stocks
+$78M
net capital flow
Funds holding
12
Total invested
$78.1M
Last quarter
$0
$78M
inflow
$0
outflow
Nuclear Energy
Uranium Mining & Enrichment
20 stocks
+$76.4M
net capital flow
Funds holding
383
Total invested
$2.36B
Last quarter
+$121M
$275M
inflow
$199M
outflow
GLP-1 & Obesity
Obesity Second-Order Effects
26 stocks
+$52.5M
net capital flow
Funds holding
1,408
Total invested
$65B
Last quarter
-$1.31B
$3.39B
inflow
$3.33B
outflow
Sports Betting & iGaming
29 stocks
+$38.7M
net capital flow
Funds holding
613
Total invested
$15.4B
Last quarter
+$397M
$1.56B
inflow
$1.52B
outflow
Virtual & Augmented Reality
20 stocks
+$32.7M
net capital flow
Funds holding
125
Total invested
$490M
Last quarter
-$12.2M
$40.5M
inflow
$7.89M
outflow
AIU
EMAN
VERS
Sin Stocks
Alcohol
24 stocks
+$26.2M
net capital flow
Funds holding
1,914
Total invested
$73.8B
Last quarter
-$542M
$3.71B
inflow
$3.69B
outflow
Digital Payments & Fintech
Buy Now Pay Later
13 stocks
+$15.1M
net capital flow
Funds holding
450
Total invested
$6.31B
Last quarter
-$239M
$562M
inflow
$547M
outflow
CURO
GSKY
Digital Assets
Crypto Exchanges
7 stocks
+$11.5M
net capital flow
Funds holding
58
Total invested
$83.9M
Last quarter
-$2.2M
$15.3M
inflow
$3.8M
outflow
EQOS
Digital Assets
Bitcoin Miners
40 stocks
+$7.79M
net capital flow
Funds holding
82
Total invested
$397M
Last quarter
+$15.2M
$18.8M
inflow
$11.1M
outflow
SLAI
Copper & Industrial Metals
79 stocks
+$7.7M
net capital flow
Funds holding
1,876
Total invested
$110B
Last quarter
-$519M
$6.34B
inflow
$6.33B
outflow
Digital Payments & Fintech
Neobanks
25 stocks
+$2.63M
net capital flow
Funds holding
787
Total invested
$16.9B
Last quarter
+$100M
$1.31B
inflow
$1.3B
outflow
Defense Modernization
Military Shipbuilding
6 stocks
+$2.07M
net capital flow
Funds holding
1,393
Total invested
$64.2B
Last quarter
-$138M
$3.33B
inflow
$3.33B
outflow
Defense Modernization
Drones & Counter-Drone
30 stocks
-$7.73M
net capital flow
Funds holding
1,668
Total invested
$98.8B
Last quarter
+$13.5B
$7.19B
inflow
$7.19B
outflow
Infrastructure & Construction
Green Building
5 stocks
-$23.1M
net capital flow
Funds holding
386
Total invested
$6.17B
Last quarter
-$94.9M
$324M
inflow
$347M
outflow
GRNR
Reshoring & American Manufacturing
20 stocks
-$24.7M
net capital flow
Funds holding
800
Total invested
$14.7B
Last quarter
-$570M
$1.19B
inflow
$1.21B
outflow
Clean Energy
Wind
9 stocks
-$48.7M
net capital flow
Funds holding
236
Total invested
$714M
Last quarter
-$25.8M
$89.9M
inflow
$139M
outflow
NETI
Data Centers & Digital Infrastructure
Power for AI
22 stocks
-$60.8M
net capital flow
Funds holding
1,424
Total invested
$48.2B
Last quarter
-$210M
$2.71B
inflow
$2.78B
outflow
Space Economy
Launch Services
5 stocks
-$72.4M
net capital flow
Funds holding
243
Total invested
$3.88B
Last quarter
-$82.6M
$233M
inflow
$306M
outflow
AJRD
VORB
Digital Assets
Corporate Crypto Treasuries
63 stocks
-$76.7M
net capital flow
Funds holding
346
Total invested
$1.95B
Last quarter
-$205M
$120M
inflow
$197M
outflow
SLAI
Sin Stocks
Firearms
12 stocks
-$91.2M
net capital flow
Funds holding
554
Total invested
$4.57B
Last quarter
-$154M
$411M
inflow
$502M
outflow
Lithium & Battery Materials
47 stocks
-$94.3M
net capital flow
Funds holding
820
Total invested
$10.1B
Last quarter
+$86.7M
$916M
inflow
$1.01B
outflow
LTHM
Artificial Intelligence
AI Software & Applications
85 stocks
-$107M
net capital flow
Funds holding
653
Total invested
$11.8B
Last quarter
+$212M
$1.09B
inflow
$1.2B
outflow
NUAN
Electrification & Grid
Grid Equipment
10 stocks
-$124M
net capital flow
Funds holding
1,381
Total invested
$38.7B
Last quarter
-$42.9M
$2.48B
inflow
$2.61B
outflow
ABB
Carbon & Pollution Control
23 stocks
-$182M
net capital flow
Funds holding
1,624
Total invested
$56.1B
Last quarter
+$3.26B
$3.78B
inflow
$3.97B
outflow
Agriculture & Food Technology
Precision Agriculture
4 stocks
-$245M
net capital flow
Funds holding
1,323
Total invested
$39.8B
Last quarter
-$633M
$2.91B
inflow
$3.15B
outflow
Data Centers & Digital Infrastructure
Liquid Cooling
9 stocks
-$258M
net capital flow
Funds holding
932
Total invested
$20.5B
Last quarter
+$280M
$1.16B
inflow
$1.42B
outflow
Electric Vehicles
EV Charging Infrastructure
21 stocks
-$353M
net capital flow
Funds holding
1,259
Total invested
$15.6B
Last quarter
-$242M
$1.34B
inflow
$1.7B
outflow
ABB
Luxury & Affluent Consumer
40 stocks
-$437M
net capital flow
Funds holding
1,630
Total invested
$94.2B
Last quarter
-$124M
$5.5B
inflow
$5.94B
outflow
Semiconductors
Photonics & Optical Interconnect
20 stocks
-$474M
net capital flow
Funds holding
893
Total invested
$19.1B
Last quarter
+$790M
$2.01B
inflow
$2.49B
outflow
Oil & Gas
LNG
32 stocks
-$530M
net capital flow
Funds holding
2,351
Total invested
$180B
Last quarter
+$10.3B
$7.3B
inflow
$7.83B
outflow
Digital Payments & Fintech
148 stocks
· 2 sub-themes
-$560M
net capital flow
Funds holding
4,221
Total invested
$1.97T
Last quarter
+$58.1B
$57.1B
inflow
$57.6B
outflow
Artificial Intelligence
AI Inference Silicon
7 stocks
-$976M
net capital flow
Funds holding
1,707
Total invested
$79.5B
Last quarter
-$5.37B
$5.22B
inflow
$6.19B
outflow
CGPT
Semiconductors
178 stocks
· 4 sub-themes
-$1.2B
net capital flow
Funds holding
3,801
Total invested
$1.39T
Last quarter
-$11.6B
$44.4B
inflow
$45.6B
outflow
3D Printing & Additive Manufacturing
20 stocks
-$1.54B
net capital flow
Funds holding
1,247
Total invested
$44.4B
Last quarter
+$510M
$2.77B
inflow
$4.31B
outflow
Semiconductors
Analog & Power Semis
27 stocks
-$1.64B
net capital flow
Funds holding
2,293
Total invested
$213B
Last quarter
-$525M
$10.2B
inflow
$11.8B
outflow
Housing & Home Improvement
Home & Garden Retail
30 stocks
-$1.86B
net capital flow
Funds holding
3,071
Total invested
$282B
Last quarter
-$3.19B
$12.4B
inflow
$14.3B
outflow
QVCGA
Online Travel & Experiences
32 stocks
-$2.8B
net capital flow
Funds holding
1,741
Total invested
$130B
Last quarter
+$897M
$8.73B
inflow
$11.5B
outflow
Cloud Computing
64 stocks
· 1 sub-theme
-$3.85B
net capital flow
Funds holding
4,188
Total invested
$2.55T
Last quarter
+$3.28B
$75.2B
inflow
$79.1B
outflow
Video Games & Esports
55 stocks
-$4.99B
net capital flow
Funds holding
3,760
Total invested
$1.01T
Last quarter
-$4.39B
$30.4B
inflow
$35.4B
outflow
ATVI
Internet of Things
Wearables
21 stocks
-$7.02B
net capital flow
Funds holding
3,507
Total invested
$811B
Last quarter
-$4B
$23.5B
inflow
$30.5B
outflow
Internet of Things
99 stocks
· 2 sub-themes
-$7.54B
net capital flow
Funds holding
3,876
Total invested
$1.06T
Last quarter
-$10.2B
$31.9B
inflow
$39.5B
outflow