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 |
E-Commerce
| +$22.9B | +$8.56B | $1.92T | 4,308 | 240 |
|
| 2 |
E-Commerce
Marketplaces
| +$21.6B | +$5.53B | $1.77T | 4,196 | 106 |
|
| 3 |
Data Centers & Digital Infrastructure
| +$16.3B | +$4.24B | $260B | 2,388 | 78 |
|
| 4 |
Streaming & Digital Media
| +$16.2B | +$7.81B | $1.65T | 4,181 | 120 |
|
| 5 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$6.68B | +$3.42B | $109B | 1,424 | 19 |
|
| 6 |
E-Commerce
Food Delivery
| +$4.09B | +$5.9B | $70.9B | 1,160 | 12 |
|
| 7 |
Medical Devices & Diagnostics
| +$3.65B | +$17.9B | $1.21T | 3,887 | 342 |
|
| 8 |
Small Business Economy
| +$3.63B | +$2.84B | $282B | 2,622 | 58 |
|
| 9 |
Immunotherapy & Oncology
| +$3.37B | +$37.5B | $1.09T | 3,840 | 388 |
|
| 10 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$3.12B | +$7.54B | $36.4B | 839 | 14 |
|
| 11 |
Digital Health & Telemedicine
| +$3.1B | +$4.22B | $297B | 2,688 | 84 |
|
| 12 |
Digital Assets
| +$2.56B | +$2.55B | $115B | 2,086 | 160 |
|
| 13 |
Genomics & Gene Editing
| +$1.94B | +$2.7B | $401B | 2,934 | 199 |
|
| 14 |
Sin Stocks
Tobacco & Nicotine
| +$1.77B | +$1.49B | $137B | 1,937 | 13 |
|
| 15 |
Internet of Things
Smart Home
| +$1.7B | +$140M | $24.2B | 1,024 | 17 |
|
| 16 |
Clean Energy
Solar
| +$1.6B | +$745M | $14.8B | 832 | 54 |
|
| 17 |
Artificial Intelligence
AI Memory & HBM
| +$1.46B | +$277M | $71B | 1,390 | 12 |
|
| 18 |
Genomics & Gene Editing
Gene Therapy
| +$1.39B | +$2.3B | $71B | 1,839 | 131 |
|
| 19 |
Health & Wellness
| +$1.38B | +$2.38B | $148B | 2,670 | 78 |
|
| 20 |
Online Travel & Experiences
| +$1.05B | -$2.8B | $81.4B | 1,524 | 32 |
|
| 21 |
Digital Assets
Stablecoin Infrastructure
| +$822M | +$2.22B | $94.4B | 1,798 | 9 |
|
| 22 |
Sin Stocks
| +$796M | +$3.21B | $246B | 2,790 | 78 |
|
| 23 |
Sin Stocks
Alcohol
| +$783M | +$26.2M | $54.6B | 1,773 | 24 |
|
| 24 |
Defense Modernization
Drones & Counter-Drone
| +$754M | -$7.73M | $88.3B | 1,638 | 30 |
|
| 25 |
Autonomous Driving
| +$670M | +$8.17B | $106B | 1,673 | 53 |
|
| 26 |
Future of Education
| +$609M | +$2.11B | $83.7B | 1,224 | 77 |
|
| 27 |
Reuse, Repair & Circular Economy
| +$544M | +$1.68B | $92.3B | 1,960 | 68 |
|
| 28 |
Longevity & Aging Population
| +$531M | +$1.63B | $141B | 1,914 | 60 |
|
| 29 |
Cybersecurity
Identity Security
| +$479M | +$1.01B | $17.9B | 745 | 15 |
|
| 30 |
Quantum Computing
| +$438M | +$447M | $56.6B | 1,974 | 19 |
|
| 31 |
Clean Energy
Hydrogen & Fuel Cells
| +$426M | +$442M | $38.4B | 1,337 | 13 |
|
| 32 |
Cannabis
| +$264M | +$478M | $6.16B | 936 | 52 |
|
| 33 |
3D Printing & Additive Manufacturing
| +$216M | -$1.54B | $34.3B | 1,209 | 20 |
|
| 34 |
Luxury & Affluent Consumer
| +$202M | -$437M | $66.6B | 1,511 | 40 |
|
| 35 |
Space Economy
Satellite Communications
| +$130M | +$240M | $6.74B | 572 | 16 |
|
| 36 |
Cybersecurity
| +$102M | +$2.55B | $274B | 3,088 | 85 |
|
| 37 |
Space Economy
Earth Observation
| +$94.2M | +$78M | $171M | 33 | 6 |
|
| 38 |
Clean Energy
| +$64.2M | +$2.11B | $110B | 2,542 | 134 |
|
| 39 |
Sin Stocks
Firearms
| +$60.7M | -$91.2M | $3.64B | 524 | 12 |
|
| 40 |
Lithium & Battery Materials
| +$57.9M | -$94.3M | $7.49B | 761 | 47 |
|
| 41 |
Virtual & Augmented Reality
| +$30.6M | +$32.7M | $406M | 130 | 20 |
|
| 42 |
Nuclear Energy
| +$23.2M | +$1.68B | $170B | 2,347 | 61 |
|
| 43 |
Infrastructure & Construction
Green Building
| +$22.8M | -$23.1M | $5.32B | 384 | 5 |
|
| 44 |
Nuclear Energy
Small Modular Reactors
| +$10.5M | +$84.4M | $1.73B | 260 | 12 |
|
| 45 |
Clean Energy
Wind
| +$5.26M | -$48.7M | $506M | 227 | 9 |
|
| 46 |
Cybersecurity
Post-Quantum Cryptography
| +$17.2K | $0 | $10K | 1 | 6 |
|
| 47 |
Digital Assets
Crypto Exchanges
| -$2.95M | +$11.5M | $53.3M | 53 | 7 |
|
| 48 |
Artificial Intelligence
AI Software & Applications
| -$3.14M | -$107M | $9.55B | 621 | 85 |
|
| 49 |
Nuclear Energy
Uranium Mining & Enrichment
| -$5.08M | +$76.4M | $1.87B | 359 | 20 |
|
| 50 |
Semiconductors
Photonics & Optical Interconnect
| -$10.8M | -$474M | $16.6B | 908 | 20 |
|
| 51 |
Digital Assets
Bitcoin Miners
| -$13.9M | +$7.79M | $238M | 68 | 40 |
|
| 52 |
Agriculture & Food Technology
Precision Agriculture
| -$22.7M | -$245M | $31.4B | 1,222 | 4 |
|
| 53 |
Digital Assets
Corporate Crypto Treasuries
| -$58.3M | -$76.7M | $1.43B | 337 | 63 |
|
| 54 |
Water
Sanitation
| -$65.3M | +$237M | $12.2B | 758 | 8 |
|
| 55 |
Cloud Computing
Edge Computing
| -$93.3M | +$527M | $26.6B | 1,144 | 11 |
|
| 56 |
Cybersecurity
Agentic AI Security
| -$99.7M | +$131M | $12.9B | 700 | 2 |
|
| 57 |
Pet Economy
| -$112M | +$1.76B | $342B | 3,093 | 34 |
|
| 58 |
Space Economy
Launch Services
| -$150M | -$72.4M | $3.42B | 248 | 5 |
|
| 59 |
Water
| -$155M | +$1.98B | $160B | 2,404 | 67 |
|
| 60 |
Semiconductors
Semicap & Lithography
| -$178M | +$1.91B | $119B | 1,748 | 21 |
|
| 61 |
Digital Payments & Fintech
Buy Now Pay Later
| -$184M | +$15.1M | $4.27B | 431 | 13 |
|
| 62 |
Electrification & Grid
Transmission Buildout
| -$279M | +$419M | $7.15B | 604 | 6 |
|
| 63 |
Agriculture & Food Technology
Plant-Based Foods
| -$293M | +$1.66B | $18.2B | 903 | 17 |
|
| 64 |
Electric Vehicles
EV Charging Infrastructure
| -$294M | -$353M | $10.1B | 1,134 | 21 |
|
| 65 |
Reshoring & American Manufacturing
| -$297M | -$24.7M | $11.4B | 751 | 20 |
|
| 66 |
Digital Payments & Fintech
Neobanks
| -$330M | +$2.63M | $9.13B | 744 | 25 |
|
| 67 |
Water
Water Infrastructure
| -$393M | +$398M | $59.1B | 1,413 | 17 |
|
| 68 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$413M | -$258M | $14.7B | 867 | 9 |
|
| 69 |
Gold & Precious Metals
Gold & Silver Miners
| -$427M | +$1.86B | $118B | 1,570 | 124 |
|
| 70 |
Sports Betting & iGaming
| -$438M | +$38.7M | $7.61B | 612 | 29 |
|
| 71 |
Critical Minerals & Rare Earths
| -$564M | +$86M | $3.62B | 611 | 60 |
|
| 72 |
Artificial Intelligence
Chinese AI
| -$607M | +$4.72B | $257B | 1,844 | 14 |
|
| 73 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$610M | +$52.5M | $53.4B | 1,336 | 26 |
|
| 74 |
Defense Modernization
Military Shipbuilding
| -$614M | +$2.07M | $47.2B | 1,309 | 6 |
|
| 75 |
Gold & Precious Metals
| -$728M | +$1.75B | $118B | 1,587 | 133 |
|
| 76 |
Data Centers & Digital Infrastructure
Power for AI
| -$765M | -$60.8M | $38.2B | 1,306 | 22 |
|
| 77 |
Streaming & Digital Media
News Media
| -$797M | +$1.33B | $45.4B | 1,162 | 26 |
|
| 78 |
Electrification & Grid
Grid Equipment
| -$900M | -$124M | $29.9B | 1,288 | 10 |
|
| 79 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$1.05B | +$763M | $71.8B | 1,874 | 3 |
|
| 80 |
Carbon & Pollution Control
| -$1.05B | -$182M | $25.3B | 1,351 | 23 |
|
| 81 |
Housing & Home Improvement
Homebuilders
| -$1.06B | +$1.03B | $57.8B | 1,464 | 45 |
|
| 82 |
Semiconductors
Advanced Packaging
| -$1.08B | +$492M | $50.9B | 1,086 | 10 |
|
| 83 |
Artificial Intelligence
Agentic AI
| -$1.13B | +$5.74B | $163B | 1,806 | 13 |
|
| 84 |
Space Economy
| -$1.26B | +$941M | $138B | 2,302 | 64 |
|
| 85 |
Copper & Industrial Metals
| -$1.42B | +$7.7M | $72.2B | 1,765 | 79 |
|
| 86 |
Housing & Home Improvement
Home & Garden Retail
| -$1.44B | -$1.86B | $220B | 2,991 | 30 |
|
| 87 |
Robotics & Automation
Industrial Automation
| -$1.51B | +$1.95B | $126B | 2,397 | 16 |
|
| 88 |
Agriculture & Food Technology
| -$1.6B | +$2.95B | $122B | 2,155 | 79 |
|
| 89 |
Sin Stocks
Casinos
| -$1.72B | +$1.92B | $50.7B | 1,255 | 24 |
|
| 90 |
GLP-1 & Obesity
| -$1.81B | +$1.45B | $550B | 3,387 | 92 |
|
| 91 |
Robotics & Automation
| -$1.9B | +$2.29B | $167B | 2,612 | 83 |
|
| 92 |
Defense Modernization
Defense Tech & C4ISR
| -$2.27B | +$800M | $203B | 2,510 | 53 |
|
| 93 |
Artificial Intelligence
AI Inference Silicon
| -$2.52B | -$976M | $59B | 1,670 | 7 |
|
| 94 |
Defense Modernization
Munitions Restocking
| -$2.54B | +$317M | $150B | 2,283 | 11 |
|
| 95 |
Infrastructure & Construction
| -$2.55B | +$656M | $183B | 2,626 | 127 |
|
| 96 |
Oil & Gas
LNG
| -$2.58B | -$530M | $95.5B | 2,007 | 32 |
|
| 97 |
Semiconductors
Analog & Power Semis
| -$2.62B | -$1.64B | $159B | 2,151 | 27 |
|
| 98 |
Electrification & Grid
Energy Storage
| -$2.63B | +$837M | $52.1B | 1,233 | 26 |
|
| 99 |
Cloud Computing
| -$2.85B | -$3.85B | $2.42T | 4,174 | 64 |
|
| 100 |
Energy Efficiency
| -$3.09B | +$228M | $131B | 2,361 | 31 |
|
| 101 |
Electrification & Grid
| -$3.96B | +$1.38B | $100B | 2,056 | 59 |
|
| 102 |
Semiconductors
| -$4.05B | -$1.2B | $1.14T | 3,732 | 178 |
|
| 103 |
Oil & Gas
Oilfield Services
| -$4.12B | +$410M | $48.7B | 1,752 | 88 |
|
| 104 |
SaaS & Enterprise Software
| -$4.95B | +$8.85B | $2.13T | 4,222 | 266 |
|
| 105 |
Internet of Things
Wearables
| -$4.99B | -$7.02B | $703B | 3,479 | 21 |
|
| 106 |
Digital Payments & Fintech
| -$5.58B | -$560M | $1.62T | 4,202 | 148 |
|
| 107 |
Electric Vehicles
| -$5.89B | +$533M | $174B | 2,617 | 124 |
|
| 108 |
Housing & Home Improvement
| -$6.51B | +$224M | $454B | 3,675 | 223 |
|
| 109 |
Internet of Things
| -$6.57B | -$7.54B | $881B | 3,805 | 99 |
|
| 110 |
Defense Modernization
| -$13.4B | +$2.37B | $560B | 3,543 | 163 |
|
| 111 |
Social Media & Creator Economy
| -$13.8B | +$1.66B | $1.76T | 3,972 | 45 |
|
| 112 |
Video Games & Esports
| -$14.1B | -$4.99B | $987B | 3,812 | 55 |
|
| 113 |
Artificial Intelligence
| -$17.2B | +$4.51B | $2.71T | 4,260 | 264 |
|
| 114 |
Oil & Gas
| -$24.3B | +$5.7B | $676B | 3,760 | 361 |
|