Themes With The Most
Capital Flowing In
Immunotherapy & Oncology
388 stocks
+$34.1B
net capital flow
Funds holding
3,876
Total invested
$1.26T
Last quarter
+$3.37B
$62.9B
inflow
$28.8B
outflow
SaaS & Enterprise Software
266 stocks
+$23.9B
net capital flow
Funds holding
4,265
Total invested
$2.83T
Last quarter
-$4.95B
$85.8B
inflow
$61.9B
outflow
Genomics & Gene Editing
199 stocks
· 1 sub-theme
+$23.1B
net capital flow
Funds holding
3,095
Total invested
$545B
Last quarter
+$1.94B
$36B
inflow
$13B
outflow
Medical Devices & Diagnostics
342 stocks
+$15.4B
net capital flow
Funds holding
3,947
Total invested
$1.42T
Last quarter
+$3.65B
$49.6B
inflow
$34.2B
outflow
Energy Efficiency
31 stocks
+$13.2B
net capital flow
Funds holding
2,491
Total invested
$166B
Last quarter
-$3.09B
$18.2B
inflow
$5.05B
outflow
GLP-1 & Obesity
92 stocks
· 1 sub-theme
+$11.8B
net capital flow
Funds holding
3,461
Total invested
$642B
Last quarter
-$1.81B
$29.9B
inflow
$18B
outflow
Cybersecurity
85 stocks
· 3 sub-themes
+$9.33B
net capital flow
Funds holding
3,243
Total invested
$357B
Last quarter
+$102M
$22.8B
inflow
$13.5B
outflow
Nuclear Energy
61 stocks
· 2 sub-themes
+$6.59B
net capital flow
Funds holding
2,413
Total invested
$187B
Last quarter
+$23.2M
$15.3B
inflow
$8.7B
outflow
Sports Betting & iGaming
29 stocks
+$6.13B
net capital flow
Funds holding
785
Total invested
$21B
Last quarter
-$438M
$7.13B
inflow
$995M
outflow
E-Commerce
Food Delivery
12 stocks
+$5.97B
net capital flow
Funds holding
1,277
Total invested
$110B
Last quarter
+$4.09B
$14.5B
inflow
$8.52B
outflow
GRUB
ASAP
E-Commerce
240 stocks
· 2 sub-themes
+$5.69B
net capital flow
Funds holding
4,359
Total invested
$2.68T
Last quarter
+$22.9B
$78.5B
inflow
$72.9B
outflow
Autonomous Driving
53 stocks
· 1 sub-theme
+$5.6B
net capital flow
Funds holding
1,928
Total invested
$178B
Last quarter
+$670M
$13.2B
inflow
$7.61B
outflow
Genomics & Gene Editing
Gene Therapy
131 stocks
+$5.19B
net capital flow
Funds holding
1,943
Total invested
$101B
Last quarter
+$1.39B
$9.17B
inflow
$3.98B
outflow
Housing & Home Improvement
223 stocks
· 2 sub-themes
+$4.86B
net capital flow
Funds holding
3,767
Total invested
$651B
Last quarter
-$6.51B
$26.3B
inflow
$21.5B
outflow
Infrastructure & Construction
127 stocks
· 1 sub-theme
+$4.17B
net capital flow
Funds holding
2,672
Total invested
$213B
Last quarter
-$2.55B
$13.9B
inflow
$9.73B
outflow
Autonomous Driving
Ride-Hailing & Shared Mobility
14 stocks
+$3.91B
net capital flow
Funds holding
896
Total invested
$45B
Last quarter
+$3.12B
$6.94B
inflow
$3.04B
outflow
HYRE
MCOM
Data Centers & Digital Infrastructure
78 stocks
· 3 sub-themes
+$3.52B
net capital flow
Funds holding
2,437
Total invested
$298B
Last quarter
+$16.3B
$13B
inflow
$9.47B
outflow
Cloud Computing
Edge Computing
11 stocks
+$3.32B
net capital flow
Funds holding
1,279
Total invested
$37.1B
Last quarter
-$93.3M
$5.7B
inflow
$2.38B
outflow
Digital Assets
160 stocks
· 4 sub-themes
+$3.22B
net capital flow
Funds holding
2,375
Total invested
$212B
Last quarter
+$2.56B
$11.9B
inflow
$8.67B
outflow
SBNY
Data Centers & Digital Infrastructure
Interconnect & Colocation
19 stocks
+$2.96B
net capital flow
Funds holding
1,505
Total invested
$123B
Last quarter
+$6.68B
$8.01B
inflow
$5.04B
outflow
CONE
Defense Modernization
Defense Tech & C4ISR
53 stocks
+$2.74B
net capital flow
Funds holding
2,641
Total invested
$213B
Last quarter
-$2.27B
$19.9B
inflow
$17.2B
outflow
Digital Health & Telemedicine
84 stocks
+$2.62B
net capital flow
Funds holding
2,794
Total invested
$362B
Last quarter
+$3.1B
$16.4B
inflow
$13.8B
outflow
CERN
Defense Modernization
Munitions Restocking
11 stocks
+$2.59B
net capital flow
Funds holding
2,384
Total invested
$154B
Last quarter
-$2.54B
$18.6B
inflow
$16B
outflow
Small Business Economy
58 stocks
+$2.48B
net capital flow
Funds holding
2,796
Total invested
$386B
Last quarter
+$3.63B
$19.5B
inflow
$17.1B
outflow
E-Commerce
Marketplaces
106 stocks
+$2.37B
net capital flow
Funds holding
4,246
Total invested
$2.44T
Last quarter
+$21.6B
$71.5B
inflow
$69.1B
outflow
Electric Vehicles
124 stocks
· 1 sub-theme
+$2.12B
net capital flow
Funds holding
2,739
Total invested
$267B
Last quarter
-$5.89B
$14.8B
inflow
$12.7B
outflow
Copper & Industrial Metals
79 stocks
+$1.91B
net capital flow
Funds holding
1,842
Total invested
$99.6B
Last quarter
-$1.42B
$8.33B
inflow
$6.42B
outflow
Health & Wellness
78 stocks
+$1.91B
net capital flow
Funds holding
2,762
Total invested
$181B
Last quarter
+$1.38B
$9.6B
inflow
$7.69B
outflow
Future of Education
77 stocks
+$1.9B
net capital flow
Funds holding
1,287
Total invested
$109B
Last quarter
+$609M
$9.2B
inflow
$7.3B
outflow
Clean Energy
Hydrogen & Fuel Cells
13 stocks
+$1.83B
net capital flow
Funds holding
1,426
Total invested
$51.6B
Last quarter
+$426M
$3.73B
inflow
$1.9B
outflow
Reuse, Repair & Circular Economy
68 stocks
+$1.51B
net capital flow
Funds holding
2,034
Total invested
$124B
Last quarter
+$544M
$8.58B
inflow
$7.07B
outflow
Clean Energy
134 stocks
· 3 sub-themes
+$1.5B
net capital flow
Funds holding
2,597
Total invested
$143B
Last quarter
+$64.2M
$9.3B
inflow
$7.8B
outflow
Streaming & Digital Media
120 stocks
· 1 sub-theme
+$1.32B
net capital flow
Funds holding
4,242
Total invested
$2.12T
Last quarter
+$16.2B
$57.3B
inflow
$56B
outflow
Digital Assets
Stablecoin Infrastructure
9 stocks
+$1.29B
net capital flow
Funds holding
2,063
Total invested
$173B
Last quarter
+$822M
$8.65B
inflow
$7.37B
outflow
Agriculture & Food Technology
79 stocks
· 2 sub-themes
+$1.28B
net capital flow
Funds holding
2,228
Total invested
$138B
Last quarter
-$1.6B
$7.1B
inflow
$5.82B
outflow
GLP-1 & Obesity
Obesity Second-Order Effects
26 stocks
+$1.11B
net capital flow
Funds holding
1,401
Total invested
$67B
Last quarter
-$610M
$4.64B
inflow
$3.53B
outflow
Sin Stocks
Casinos
24 stocks
+$1.07B
net capital flow
Funds holding
1,309
Total invested
$65.5B
Last quarter
-$1.72B
$7.72B
inflow
$6.64B
outflow
Clean Energy
Solar
54 stocks
+$952M
net capital flow
Funds holding
908
Total invested
$22.6B
Last quarter
+$1.6B
$2.84B
inflow
$1.89B
outflow
Semiconductors
Semicap & Lithography
21 stocks
+$707M
net capital flow
Funds holding
1,866
Total invested
$162B
Last quarter
-$178M
$8.09B
inflow
$7.38B
outflow
Quantum Computing
19 stocks
+$693M
net capital flow
Funds holding
1,995
Total invested
$62.2B
Last quarter
+$438M
$3.26B
inflow
$2.57B
outflow
PSQL
Artificial Intelligence
AI Software & Applications
85 stocks
+$664M
net capital flow
Funds holding
670
Total invested
$14.8B
Last quarter
-$3.14M
$1.82B
inflow
$1.16B
outflow
NUAN
Cybersecurity
Identity Security
15 stocks
+$635M
net capital flow
Funds holding
851
Total invested
$28.6B
Last quarter
+$479M
$2.51B
inflow
$1.88B
outflow
PING
Artificial Intelligence
AI Inference Silicon
7 stocks
+$590M
net capital flow
Funds holding
1,798
Total invested
$79.4B
Last quarter
-$2.52B
$5.39B
inflow
$4.8B
outflow
CGPT
Critical Minerals & Rare Earths
60 stocks
+$554M
net capital flow
Funds holding
630
Total invested
$6.12B
Last quarter
-$564M
$983M
inflow
$429M
outflow
Pet Economy
34 stocks
+$523M
net capital flow
Funds holding
3,151
Total invested
$378B
Last quarter
-$112M
$15.2B
inflow
$14.7B
outflow
Agriculture & Food Technology
Plant-Based Foods
17 stocks
+$517M
net capital flow
Funds holding
991
Total invested
$22.2B
Last quarter
-$293M
$2.07B
inflow
$1.55B
outflow
STKL
TTCF
Housing & Home Improvement
Homebuilders
45 stocks
+$507M
net capital flow
Funds holding
1,578
Total invested
$86.5B
Last quarter
-$1.06B
$6.05B
inflow
$5.54B
outflow
Oil & Gas
Oilfield Services
88 stocks
+$487M
net capital flow
Funds holding
1,693
Total invested
$69.3B
Last quarter
-$4.12B
$4.37B
inflow
$3.89B
outflow
Cannabis
52 stocks
+$486M
net capital flow
Funds holding
950
Total invested
$8.07B
Last quarter
+$264M
$1.17B
inflow
$680M
outflow
Agriculture & Food Technology
Precision Agriculture
4 stocks
+$424M
net capital flow
Funds holding
1,239
Total invested
$36.1B
Last quarter
-$22.7M
$2.16B
inflow
$1.74B
outflow
Longevity & Aging Population
60 stocks
+$382M
net capital flow
Funds holding
1,976
Total invested
$166B
Last quarter
+$531M
$9.86B
inflow
$9.48B
outflow
Digital Payments & Fintech
148 stocks
· 2 sub-themes
+$354M
net capital flow
Funds holding
4,252
Total invested
$2.22T
Last quarter
-$5.58B
$54.5B
inflow
$54.1B
outflow
Sin Stocks
78 stocks
· 4 sub-themes
+$312M
net capital flow
Funds holding
2,824
Total invested
$268B
Last quarter
+$796M
$13B
inflow
$12.7B
outflow
Semiconductors
Advanced Packaging
10 stocks
+$309M
net capital flow
Funds holding
1,144
Total invested
$60.6B
Last quarter
-$1.08B
$4.21B
inflow
$3.9B
outflow
Cybersecurity
Agentic AI Security
2 stocks
+$273M
net capital flow
Funds holding
796
Total invested
$18.3B
Last quarter
-$99.7M
$1.84B
inflow
$1.56B
outflow
Robotics & Automation
83 stocks
· 3 sub-themes
+$271M
net capital flow
Funds holding
2,727
Total invested
$208B
Last quarter
-$1.9B
$9.23B
inflow
$8.96B
outflow
Artificial Intelligence
Agentic AI
13 stocks
+$220M
net capital flow
Funds holding
1,943
Total invested
$218B
Last quarter
-$1.13B
$10.7B
inflow
$10.5B
outflow
CHGA
Online Travel & Experiences
32 stocks
+$192M
net capital flow
Funds holding
1,557
Total invested
$96.6B
Last quarter
+$1.05B
$10.2B
inflow
$10B
outflow
Nuclear Energy
Uranium Mining & Enrichment
20 stocks
+$120M
net capital flow
Funds holding
373
Total invested
$2.64B
Last quarter
-$5.08M
$352M
inflow
$231M
outflow
Nuclear Energy
Small Modular Reactors
12 stocks
+$111M
net capital flow
Funds holding
272
Total invested
$2.42B
Last quarter
+$10.5M
$337M
inflow
$225M
outflow
NWCL
Electrification & Grid
Transmission Buildout
6 stocks
+$104M
net capital flow
Funds holding
610
Total invested
$9.09B
Last quarter
-$279M
$880M
inflow
$777M
outflow
Sin Stocks
Firearms
12 stocks
+$79.9M
net capital flow
Funds holding
548
Total invested
$5.16B
Last quarter
+$60.7M
$504M
inflow
$424M
outflow
Digital Payments & Fintech
Buy Now Pay Later
13 stocks
+$46M
net capital flow
Funds holding
436
Total invested
$5.03B
Last quarter
-$184M
$391M
inflow
$345M
outflow
CURO
GSKY
Water
67 stocks
· 2 sub-themes
+$39.2M
net capital flow
Funds holding
2,458
Total invested
$195B
Last quarter
-$155M
$8.86B
inflow
$8.82B
outflow
Space Economy
Satellite Communications
16 stocks
+$37M
net capital flow
Funds holding
554
Total invested
$7.15B
Last quarter
+$130M
$469M
inflow
$432M
outflow
Space Economy
Earth Observation
6 stocks
+$29.9M
net capital flow
Funds holding
44
Total invested
$207M
Last quarter
+$94.2M
$35.3M
inflow
$5.38M
outflow
Digital Assets
Crypto Exchanges
7 stocks
+$26.3M
net capital flow
Funds holding
54
Total invested
$73.5M
Last quarter
-$2.95M
$28.3M
inflow
$2.01M
outflow
EQOS
Virtual & Augmented Reality
20 stocks
+$18.8M
net capital flow
Funds holding
133
Total invested
$380M
Last quarter
+$30.6M
$26.1M
inflow
$7.33M
outflow
AIU
EMAN
Clean Energy
Wind
9 stocks
+$15.5M
net capital flow
Funds holding
245
Total invested
$752M
Last quarter
+$5.26M
$120M
inflow
$105M
outflow
NETI
Space Economy
Launch Services
5 stocks
+$6.08M
net capital flow
Funds holding
257
Total invested
$3.25B
Last quarter
-$150M
$214M
inflow
$207M
outflow
AJRD
VORB
Digital Assets
Bitcoin Miners
40 stocks
+$756K
net capital flow
Funds holding
78
Total invested
$264M
Last quarter
-$13.9M
$9.66M
inflow
$8.9M
outflow
ABTC
SLAI
Cybersecurity
Post-Quantum Cryptography
6 stocks
+$201
net capital flow
Funds holding
2
Total invested
$16K
Last quarter
+$17.2K
$201
inflow
$0
outflow
WKEY
Data Centers & Digital Infrastructure
Power for AI
22 stocks
-$11.4M
net capital flow
Funds holding
1,345
Total invested
$46B
Last quarter
-$765M
$2.85B
inflow
$2.86B
outflow
Internet of Things
Smart Home
17 stocks
-$17.2M
net capital flow
Funds holding
1,043
Total invested
$34.6B
Last quarter
+$1.7B
$1.77B
inflow
$1.79B
outflow
Data Centers & Digital Infrastructure
Liquid Cooling
9 stocks
-$32.9M
net capital flow
Funds holding
880
Total invested
$16.8B
Last quarter
-$413M
$842M
inflow
$874M
outflow
Water
Water Infrastructure
17 stocks
-$36.5M
net capital flow
Funds holding
1,427
Total invested
$69.8B
Last quarter
-$393M
$3.78B
inflow
$3.81B
outflow
Semiconductors
Photonics & Optical Interconnect
20 stocks
-$48.3M
net capital flow
Funds holding
1,022
Total invested
$22.1B
Last quarter
-$10.8M
$2.04B
inflow
$2.09B
outflow
Digital Assets
Corporate Crypto Treasuries
63 stocks
-$59.2M
net capital flow
Funds holding
357
Total invested
$1.6B
Last quarter
-$58.3M
$218M
inflow
$277M
outflow
Lithium & Battery Materials
47 stocks
-$114M
net capital flow
Funds holding
796
Total invested
$9.83B
Last quarter
+$57.9M
$577M
inflow
$691M
outflow
LTHM
Carbon & Pollution Control
23 stocks
-$161M
net capital flow
Funds holding
1,334
Total invested
$34.2B
Last quarter
-$1.05B
$2.13B
inflow
$2.29B
outflow
Water
Sanitation
8 stocks
-$165M
net capital flow
Funds holding
727
Total invested
$13.3B
Last quarter
-$65.3M
$962M
inflow
$1.13B
outflow
Sin Stocks
Alcohol
24 stocks
-$188M
net capital flow
Funds holding
1,839
Total invested
$62.4B
Last quarter
+$783M
$4.58B
inflow
$4.77B
outflow
Reshoring & American Manufacturing
20 stocks
-$217M
net capital flow
Funds holding
763
Total invested
$12.5B
Last quarter
-$297M
$794M
inflow
$1.01B
outflow
Digital Payments & Fintech
Neobanks
25 stocks
-$218M
net capital flow
Funds holding
715
Total invested
$12B
Last quarter
-$330M
$945M
inflow
$1.16B
outflow
Housing & Home Improvement
Home & Garden Retail
30 stocks
-$274M
net capital flow
Funds holding
3,113
Total invested
$326B
Last quarter
-$1.44B
$13.9B
inflow
$14.1B
outflow
Electrification & Grid
Grid Equipment
10 stocks
-$319M
net capital flow
Funds holding
1,292
Total invested
$33.5B
Last quarter
-$900M
$2.13B
inflow
$2.45B
outflow
ABB
Infrastructure & Construction
Green Building
5 stocks
-$341M
net capital flow
Funds holding
415
Total invested
$8.03B
Last quarter
+$22.8M
$785M
inflow
$1.13B
outflow
GRNR
Artificial Intelligence
AI Memory & HBM
12 stocks
-$348M
net capital flow
Funds holding
1,470
Total invested
$90.6B
Last quarter
+$1.46B
$5.55B
inflow
$5.9B
outflow
3D Printing & Additive Manufacturing
20 stocks
-$401M
net capital flow
Funds holding
1,204
Total invested
$36.1B
Last quarter
+$216M
$3.09B
inflow
$3.49B
outflow
Robotics & Automation
Industrial Automation
16 stocks
-$439M
net capital flow
Funds holding
2,471
Total invested
$151B
Last quarter
-$1.51B
$6.36B
inflow
$6.8B
outflow
ABB
Oil & Gas
LNG
32 stocks
-$483M
net capital flow
Funds holding
2,076
Total invested
$118B
Last quarter
-$2.58B
$6.5B
inflow
$6.98B
outflow
Defense Modernization
Military Shipbuilding
6 stocks
-$602M
net capital flow
Funds holding
1,380
Total invested
$51.3B
Last quarter
-$614M
$2.38B
inflow
$2.99B
outflow
Gold & Precious Metals
133 stocks
· 1 sub-theme
-$615M
net capital flow
Funds holding
1,798
Total invested
$175B
Last quarter
-$728M
$12.2B
inflow
$12.8B
outflow
Semiconductors
Analog & Power Semis
27 stocks
-$684M
net capital flow
Funds holding
2,299
Total invested
$211B
Last quarter
-$2.62B
$8.63B
inflow
$9.31B
outflow
Sin Stocks
Tobacco & Nicotine
13 stocks
-$723M
net capital flow
Funds holding
1,930
Total invested
$134B
Last quarter
+$1.77B
$5.99B
inflow
$6.71B
outflow
Gold & Precious Metals
Gold & Silver Miners
124 stocks
-$727M
net capital flow
Funds holding
1,781
Total invested
$174B
Last quarter
-$427M
$12.1B
inflow
$12.8B
outflow
Oil & Gas
361 stocks
· 2 sub-themes
-$768M
net capital flow
Funds holding
3,791
Total invested
$838B
Last quarter
-$24.3B
$30.5B
inflow
$31.2B
outflow
Electrification & Grid
59 stocks
· 3 sub-themes
-$783M
net capital flow
Funds holding
2,238
Total invested
$158B
Last quarter
-$3.96B
$6.97B
inflow
$7.76B
outflow
Electrification & Grid
Energy Storage
26 stocks
-$810M
net capital flow
Funds holding
1,537
Total invested
$103B
Last quarter
-$2.63B
$4.56B
inflow
$5.37B
outflow
Space Economy
64 stocks
· 3 sub-themes
-$972M
net capital flow
Funds holding
2,387
Total invested
$145B
Last quarter
-$1.26B
$6.57B
inflow
$7.54B
outflow
AJRD
Robotics & Automation
Warehouse & Logistics Robotics
3 stocks
-$1.02B
net capital flow
Funds holding
1,920
Total invested
$76.5B
Last quarter
-$1.05B
$3.75B
inflow
$4.77B
outflow
BGRY
Defense Modernization
Drones & Counter-Drone
30 stocks
-$1.18B
net capital flow
Funds holding
1,660
Total invested
$86.9B
Last quarter
+$754M
$5.44B
inflow
$6.62B
outflow
Luxury & Affluent Consumer
40 stocks
-$1.23B
net capital flow
Funds holding
1,526
Total invested
$77.4B
Last quarter
+$202M
$4.86B
inflow
$6.09B
outflow
Electric Vehicles
EV Charging Infrastructure
21 stocks
-$1.47B
net capital flow
Funds holding
1,063
Total invested
$8.78B
Last quarter
-$294M
$690M
inflow
$2.16B
outflow
ABB
Social Media & Creator Economy
45 stocks
-$2.12B
net capital flow
Funds holding
4,005
Total invested
$2.27T
Last quarter
-$13.8B
$52.8B
inflow
$54.9B
outflow
TWTR
Streaming & Digital Media
News Media
26 stocks
-$2.23B
net capital flow
Funds holding
1,169
Total invested
$58.1B
Last quarter
-$797M
$4.65B
inflow
$6.88B
outflow
Semiconductors
178 stocks
· 4 sub-themes
-$2.54B
net capital flow
Funds holding
3,797
Total invested
$1.47T
Last quarter
-$4.05B
$38.1B
inflow
$40.6B
outflow
Video Games & Esports
55 stocks
-$2.88B
net capital flow
Funds holding
3,857
Total invested
$1.28T
Last quarter
-$14.1B
$33.4B
inflow
$36.3B
outflow
ATVI
Internet of Things
99 stocks
· 2 sub-themes
-$3.5B
net capital flow
Funds holding
3,868
Total invested
$1.24T
Last quarter
-$6.57B
$26.7B
inflow
$30.2B
outflow
Internet of Things
Wearables
21 stocks
-$3.99B
net capital flow
Funds holding
3,547
Total invested
$1T
Last quarter
-$4.99B
$20.7B
inflow
$24.6B
outflow
Artificial Intelligence
Chinese AI
14 stocks
-$4.04B
net capital flow
Funds holding
1,857
Total invested
$282B
Last quarter
-$607M
$26.7B
inflow
$30.7B
outflow
LAIX
Cloud Computing
64 stocks
· 1 sub-theme
-$7.72B
net capital flow
Funds holding
4,208
Total invested
$3.09T
Last quarter
-$2.85B
$76.8B
inflow
$84.5B
outflow
Defense Modernization
163 stocks
· 4 sub-themes
-$8.55B
net capital flow
Funds holding
3,579
Total invested
$598B
Last quarter
-$13.4B
$27.4B
inflow
$35.9B
outflow
Artificial Intelligence
264 stocks
· 6 sub-themes
-$11.1B
net capital flow
Funds holding
4,278
Total invested
$3.43T
Last quarter
-$17.2B
$83.9B
inflow
$95B
outflow