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 |
Immunotherapy & Oncology
| +$37.5B | -$1.82B | $1.23T | 3,892 | 388 |
|
| 2 |
Medical Devices & Diagnostics
| +$17.9B | +$360M | $1.44T | 3,977 | 342 |
|
| 3 |
SaaS & Enterprise Software
| +$8.85B | +$8.59B | $2.31T | 4,221 | 266 |
|
| 4 |
E-Commerce
| +$8.56B | +$13.2B | $2.06T | 4,366 | 240 |
|
| 5 |
Autonomous Driving
| +$8.17B | +$662M | $113B | 1,595 | 53 |
|
| 6 |
Streaming & Digital Media
| +$7.81B | +$890M | $1.84T | 4,193 | 120 |
|
| 7 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$7.54B | +$1.67B | $39B | 791 | 14 |
|
| 8 |
E-Commerce
Food Delivery
| +$5.9B | +$236M | $65.8B | 1,062 | 12 |
|
| 9 |
Artificial Intelligence
Agentic AI
| +$5.74B | +$10.5B | $180B | 1,785 | 13 |
|
| 10 |
Oil & Gas
| +$5.7B | +$10.9B | $1.37T | 4,034 | 361 |
|
| 11 |
E-Commerce
Marketplaces
| +$5.53B | +$11.9B | $1.89T | 4,249 | 106 |
|
| 12 |
Artificial Intelligence
Chinese AI
| +$4.72B | +$10.2B | $289B | 1,866 | 14 |
|
| 13 |
Artificial Intelligence
| +$4.51B | +$8.04B | $3.02T | 4,269 | 264 |
|
| 14 |
Data Centers & Digital Infrastructure
| +$4.24B | +$1.51B | $270B | 2,458 | 78 |
|
| 15 |
Digital Health & Telemedicine
| +$4.22B | +$868M | $333B | 2,689 | 84 |
|
| 16 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$3.42B | +$490M | $96B | 1,365 | 19 |
|
| 17 |
Sin Stocks
| +$3.21B | -$4.18B | $341B | 2,975 | 78 |
|
| 18 |
Agriculture & Food Technology
| +$2.95B | -$209M | $164B | 2,323 | 79 |
|
| 19 |
Small Business Economy
| +$2.84B | +$37.7B | $350B | 2,730 | 58 |
|
| 20 |
Genomics & Gene Editing
| +$2.7B | +$1.78B | $455B | 2,996 | 199 |
|
| 21 |
Digital Assets
| +$2.55B | +$35.1M | $131B | 2,122 | 160 |
|
| 22 |
Cybersecurity
| +$2.55B | +$1.93B | $322B | 3,180 | 85 |
|
| 23 |
Health & Wellness
| +$2.38B | +$529M | $170B | 2,729 | 78 |
|
| 24 |
Defense Modernization
| +$2.37B | +$13.1B | $811B | 3,645 | 163 |
|
| 25 |
Genomics & Gene Editing
Gene Therapy
| +$2.3B | +$499M | $86.8B | 1,889 | 131 |
|
| 26 |
Robotics & Automation
| +$2.29B | -$2.39B | $235B | 2,769 | 83 |
|
| 27 |
Digital Assets
Stablecoin Infrastructure
| +$2.22B | -$257M | $106B | 1,827 | 9 |
|
| 28 |
Clean Energy
| +$2.11B | -$1.5B | $165B | 2,762 | 134 |
|
| 29 |
Future of Education
| +$2.11B | +$1.74B | $88.9B | 1,244 | 77 |
|
| 30 |
Water
| +$1.98B | -$423M | $205B | 2,554 | 67 |
|
| 31 |
Robotics & Automation
Industrial Automation
| +$1.95B | -$2.1B | $176B | 2,549 | 16 |
|
| 32 |
Sin Stocks
Casinos
| +$1.92B | -$1.06B | $96.4B | 1,369 | 24 |
|
| 33 |
Semiconductors
Semicap & Lithography
| +$1.91B | -$191M | $151B | 1,840 | 21 |
|
| 34 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.86B | +$3.32B | $137B | 1,611 | 124 |
|
| 35 |
Pet Economy
| +$1.76B | -$2.03B | $384B | 3,144 | 34 |
|
| 36 |
Gold & Precious Metals
| +$1.75B | +$3.34B | $138B | 1,627 | 133 |
|
| 37 |
Nuclear Energy
| +$1.68B | +$3.38B | $212B | 2,477 | 61 |
|
| 38 |
Reuse, Repair & Circular Economy
| +$1.68B | -$2.12B | $144B | 2,174 | 68 |
|
| 39 |
Social Media & Creator Economy
| +$1.66B | -$1.51B | $1.94T | 3,981 | 45 |
|
| 40 |
Agriculture & Food Technology
Plant-Based Foods
| +$1.66B | +$280M | $24.5B | 976 | 17 |
|
| 41 |
Longevity & Aging Population
| +$1.63B | +$2.08B | $192B | 2,107 | 60 |
|
| 42 |
Sin Stocks
Tobacco & Nicotine
| +$1.49B | -$2.53B | $164B | 2,113 | 13 |
|
| 43 |
GLP-1 & Obesity
| +$1.45B | -$7.29B | $607B | 3,457 | 92 |
|
| 44 |
Electrification & Grid
| +$1.38B | -$1.22B | $110B | 2,061 | 59 |
|
| 45 |
Streaming & Digital Media
News Media
| +$1.33B | +$16.9M | $67.7B | 1,275 | 26 |
|
| 46 |
Housing & Home Improvement
Homebuilders
| +$1.03B | +$400M | $92.9B | 1,600 | 45 |
|
| 47 |
Cybersecurity
Identity Security
| +$1.01B | +$2.14B | $18.9B | 747 | 15 |
|
| 48 |
Space Economy
| +$941M | -$1.13B | $164B | 2,376 | 64 |
|
| 49 |
Electrification & Grid
Energy Storage
| +$837M | -$799M | $45.5B | 1,092 | 26 |
|
| 50 |
Defense Modernization
Defense Tech & C4ISR
| +$800M | +$13.9B | $272B | 2,707 | 53 |
|
| 51 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$763M | -$1.03B | $96.2B | 2,027 | 3 |
|
| 52 |
Clean Energy
Solar
| +$745M | +$741M | $16.5B | 849 | 54 |
|
| 53 |
Infrastructure & Construction
| +$656M | -$4.23B | $253B | 2,840 | 127 |
|
| 54 |
Electric Vehicles
| +$533M | -$1.84B | $245B | 2,750 | 124 |
|
| 55 |
Cloud Computing
Edge Computing
| +$527M | +$1.13B | $31.9B | 1,118 | 11 |
|
| 56 |
Semiconductors
Advanced Packaging
| +$492M | -$195M | $63.6B | 1,113 | 10 |
|
| 57 |
Cannabis
| +$478M | +$495M | $6.82B | 956 | 52 |
|
| 58 |
Quantum Computing
| +$447M | +$179M | $68B | 2,078 | 19 |
|
| 59 |
Clean Energy
Hydrogen & Fuel Cells
| +$442M | -$803M | $44.6B | 1,383 | 13 |
|
| 60 |
Electrification & Grid
Transmission Buildout
| +$419M | -$10.1M | $10.8B | 683 | 6 |
|
| 61 |
Oil & Gas
Oilfield Services
| +$410M | +$11.3B | $146B | 2,082 | 88 |
|
| 62 |
Water
Water Infrastructure
| +$398M | +$209M | $70.6B | 1,459 | 17 |
|
| 63 |
Defense Modernization
Munitions Restocking
| +$317M | +$13.7B | $203B | 2,507 | 11 |
|
| 64 |
Artificial Intelligence
AI Memory & HBM
| +$277M | +$95.3M | $87.4B | 1,430 | 12 |
|
| 65 |
Space Economy
Satellite Communications
| +$240M | -$436M | $10.2B | 598 | 16 |
|
| 66 |
Water
Sanitation
| +$237M | +$359M | $15.6B | 802 | 8 |
|
| 67 |
Energy Efficiency
| +$228M | -$1.57B | $190B | 2,552 | 31 |
|
| 68 |
Housing & Home Improvement
| +$224M | -$2.49B | $644B | 3,751 | 223 |
|
| 69 |
Internet of Things
Smart Home
| +$140M | +$294M | $31.8B | 1,110 | 17 |
|
| 70 |
Cybersecurity
Agentic AI Security
| +$131M | +$300M | $18.2B | 810 | 2 |
|
| 71 |
Critical Minerals & Rare Earths
| +$86M | -$133M | $7.52B | 669 | 60 |
|
| 72 |
Nuclear Energy
Small Modular Reactors
| +$84.4M | +$140M | $2.11B | 287 | 12 |
|
| 73 |
Space Economy
Earth Observation
| +$78M | $0 | $78.1M | 12 | 6 |
|
| 74 |
Nuclear Energy
Uranium Mining & Enrichment
| +$76.4M | +$121M | $2.36B | 383 | 20 |
|
| 75 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$52.5M | -$1.31B | $65B | 1,408 | 26 |
|
| 76 |
Sports Betting & iGaming
| +$38.7M | +$397M | $15.4B | 613 | 29 |
|
| 77 |
Virtual & Augmented Reality
| +$32.7M | -$12.2M | $490M | 125 | 20 |
|
| 78 |
Sin Stocks
Alcohol
| +$26.2M | -$542M | $73.8B | 1,914 | 24 |
|
| 79 |
Digital Payments & Fintech
Buy Now Pay Later
| +$15.1M | -$239M | $6.31B | 450 | 13 |
|
| 80 |
Digital Assets
Crypto Exchanges
| +$11.5M | -$2.2M | $83.9M | 58 | 7 |
|
| 81 |
Digital Assets
Bitcoin Miners
| +$7.79M | +$15.2M | $397M | 82 | 40 |
|
| 82 |
Copper & Industrial Metals
| +$7.7M | -$519M | $110B | 1,876 | 79 |
|
| 83 |
Digital Payments & Fintech
Neobanks
| +$2.63M | +$100M | $16.9B | 787 | 25 |
|
| 84 |
Defense Modernization
Military Shipbuilding
| +$2.07M | -$138M | $64.2B | 1,393 | 6 |
|
| 85 |
Defense Modernization
Drones & Counter-Drone
| -$7.73M | +$13.5B | $98.8B | 1,668 | 30 |
|
| 86 |
Infrastructure & Construction
Green Building
| -$23.1M | -$94.9M | $6.17B | 386 | 5 |
|
| 87 |
Reshoring & American Manufacturing
| -$24.7M | -$570M | $14.7B | 800 | 20 |
|
| 88 |
Clean Energy
Wind
| -$48.7M | -$25.8M | $714M | 236 | 9 |
|
| 89 |
Data Centers & Digital Infrastructure
Power for AI
| -$60.8M | -$210M | $48.2B | 1,424 | 22 |
|
| 90 |
Space Economy
Launch Services
| -$72.4M | -$82.6M | $3.88B | 243 | 5 |
|
| 91 |
Digital Assets
Corporate Crypto Treasuries
| -$76.7M | -$205M | $1.95B | 346 | 63 |
|
| 92 |
Sin Stocks
Firearms
| -$91.2M | -$154M | $4.57B | 554 | 12 |
|
| 93 |
Lithium & Battery Materials
| -$94.3M | +$86.7M | $10.1B | 820 | 47 |
|
| 94 |
Artificial Intelligence
AI Software & Applications
| -$107M | +$212M | $11.8B | 653 | 85 |
|
| 95 |
Electrification & Grid
Grid Equipment
| -$124M | -$42.9M | $38.7B | 1,381 | 10 |
|
| 96 |
Carbon & Pollution Control
| -$182M | +$3.26B | $56.1B | 1,624 | 23 |
|
| 97 |
Agriculture & Food Technology
Precision Agriculture
| -$245M | -$633M | $39.8B | 1,323 | 4 |
|
| 98 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$258M | +$280M | $20.5B | 932 | 9 |
|
| 99 |
Electric Vehicles
EV Charging Infrastructure
| -$353M | -$242M | $15.6B | 1,259 | 21 |
|
| 100 |
Luxury & Affluent Consumer
| -$437M | -$124M | $94.2B | 1,630 | 40 |
|
| 101 |
Semiconductors
Photonics & Optical Interconnect
| -$474M | +$790M | $19.1B | 893 | 20 |
|
| 102 |
Oil & Gas
LNG
| -$530M | +$10.3B | $180B | 2,351 | 32 |
|
| 103 |
Digital Payments & Fintech
| -$560M | +$58.1B | $1.97T | 4,221 | 148 |
|
| 104 |
Artificial Intelligence
AI Inference Silicon
| -$976M | -$5.37B | $79.5B | 1,707 | 7 |
|
| 105 |
Semiconductors
| -$1.2B | -$11.6B | $1.39T | 3,801 | 178 |
|
| 106 |
3D Printing & Additive Manufacturing
| -$1.54B | +$510M | $44.4B | 1,247 | 20 |
|
| 107 |
Semiconductors
Analog & Power Semis
| -$1.64B | -$525M | $213B | 2,293 | 27 |
|
| 108 |
Housing & Home Improvement
Home & Garden Retail
| -$1.86B | -$3.19B | $282B | 3,071 | 30 |
|
| 109 |
Online Travel & Experiences
| -$2.8B | +$897M | $130B | 1,741 | 32 |
|
| 110 |
Cloud Computing
| -$3.85B | +$3.28B | $2.55T | 4,188 | 64 |
|
| 111 |
Video Games & Esports
| -$4.99B | -$4.39B | $1.01T | 3,760 | 55 |
|
| 112 |
Internet of Things
Wearables
| -$7.02B | -$4B | $811B | 3,507 | 21 |
|
| 113 |
Internet of Things
| -$7.54B | -$10.2B | $1.06T | 3,876 | 99 |
|