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
5
10
25
50
100
5
10
25
50
100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Immunotherapy & Oncology
| +$34.1B | +$3.37B | $1.26T | 3,876 | 388 |
|
| 2 |
SaaS & Enterprise Software
| +$23.9B | -$4.95B | $2.83T | 4,265 | 266 |
|
| 3 |
Genomics & Gene Editing
| +$23.1B | +$1.94B | $545B | 3,095 | 199 |
|
| 4 |
Medical Devices & Diagnostics
| +$15.4B | +$3.65B | $1.42T | 3,947 | 342 |
|
| 5 |
Energy Efficiency
| +$13.2B | -$3.09B | $166B | 2,491 | 31 |
|
| 6 |
GLP-1 & Obesity
| +$11.8B | -$1.81B | $642B | 3,461 | 92 |
|
| 7 |
Cybersecurity
| +$9.33B | +$102M | $357B | 3,243 | 85 |
|
| 8 |
Nuclear Energy
| +$6.59B | +$23.2M | $187B | 2,413 | 61 |
|
| 9 |
Sports Betting & iGaming
| +$6.13B | -$438M | $21B | 785 | 29 |
|
| 10 |
E-Commerce
Food Delivery
| +$5.97B | +$4.09B | $110B | 1,277 | 12 |
|
| 11 |
E-Commerce
| +$5.69B | +$22.9B | $2.68T | 4,359 | 240 |
|
| 12 |
Autonomous Driving
| +$5.6B | +$670M | $178B | 1,928 | 53 |
|
| 13 |
Genomics & Gene Editing
Gene Therapy
| +$5.19B | +$1.39B | $101B | 1,943 | 131 |
|
| 14 |
Housing & Home Improvement
| +$4.86B | -$6.51B | $651B | 3,767 | 223 |
|
| 15 |
Infrastructure & Construction
| +$4.17B | -$2.55B | $213B | 2,672 | 127 |
|
| 16 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$3.91B | +$3.12B | $45B | 896 | 14 |
|
| 17 |
Data Centers & Digital Infrastructure
| +$3.52B | +$16.3B | $298B | 2,437 | 78 |
|
| 18 |
Cloud Computing
Edge Computing
| +$3.32B | -$93.3M | $37.1B | 1,279 | 11 |
|
| 19 |
Digital Assets
| +$3.22B | +$2.56B | $212B | 2,375 | 160 |
|
| 20 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.96B | +$6.68B | $123B | 1,505 | 19 |
|
| 21 |
Defense Modernization
Defense Tech & C4ISR
| +$2.74B | -$2.27B | $213B | 2,641 | 53 |
|
| 22 |
Digital Health & Telemedicine
| +$2.62B | +$3.1B | $362B | 2,794 | 84 |
|
| 23 |
Defense Modernization
Munitions Restocking
| +$2.59B | -$2.54B | $154B | 2,384 | 11 |
|
| 24 |
Small Business Economy
| +$2.48B | +$3.63B | $386B | 2,796 | 58 |
|
| 25 |
E-Commerce
Marketplaces
| +$2.37B | +$21.6B | $2.44T | 4,246 | 106 |
|
| 26 |
Electric Vehicles
| +$2.12B | -$5.89B | $267B | 2,739 | 124 |
|
| 27 |
Copper & Industrial Metals
| +$1.91B | -$1.42B | $99.6B | 1,842 | 79 |
|
| 28 |
Health & Wellness
| +$1.91B | +$1.38B | $181B | 2,762 | 78 |
|
| 29 |
Future of Education
| +$1.9B | +$609M | $109B | 1,287 | 77 |
|
| 30 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.83B | +$426M | $51.6B | 1,426 | 13 |
|
| 31 |
Reuse, Repair & Circular Economy
| +$1.51B | +$544M | $124B | 2,034 | 68 |
|
| 32 |
Clean Energy
| +$1.5B | +$64.2M | $143B | 2,597 | 134 |
|
| 33 |
Streaming & Digital Media
| +$1.32B | +$16.2B | $2.12T | 4,242 | 120 |
|
| 34 |
Digital Assets
Stablecoin Infrastructure
| +$1.29B | +$822M | $173B | 2,063 | 9 |
|
| 35 |
Agriculture & Food Technology
| +$1.28B | -$1.6B | $138B | 2,228 | 79 |
|
| 36 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.11B | -$610M | $67B | 1,401 | 26 |
|
| 37 |
Sin Stocks
Casinos
| +$1.07B | -$1.72B | $65.5B | 1,309 | 24 |
|
| 38 |
Clean Energy
Solar
| +$952M | +$1.6B | $22.6B | 908 | 54 |
|
| 39 |
Semiconductors
Semicap & Lithography
| +$707M | -$178M | $162B | 1,866 | 21 |
|
| 40 |
Quantum Computing
| +$693M | +$438M | $62.2B | 1,995 | 19 |
|
| 41 |
Artificial Intelligence
AI Software & Applications
| +$664M | -$3.14M | $14.8B | 670 | 85 |
|
| 42 |
Cybersecurity
Identity Security
| +$635M | +$479M | $28.6B | 851 | 15 |
|
| 43 |
Artificial Intelligence
AI Inference Silicon
| +$590M | -$2.52B | $79.4B | 1,798 | 7 |
|
| 44 |
Critical Minerals & Rare Earths
| +$554M | -$564M | $6.12B | 630 | 60 |
|
| 45 |
Pet Economy
| +$523M | -$112M | $378B | 3,151 | 34 |
|
| 46 |
Agriculture & Food Technology
Plant-Based Foods
| +$517M | -$293M | $22.2B | 991 | 17 |
|
| 47 |
Housing & Home Improvement
Homebuilders
| +$507M | -$1.06B | $86.5B | 1,578 | 45 |
|
| 48 |
Oil & Gas
Oilfield Services
| +$487M | -$4.12B | $69.3B | 1,693 | 88 |
|
| 49 |
Cannabis
| +$486M | +$264M | $8.07B | 950 | 52 |
|
| 50 |
Agriculture & Food Technology
Precision Agriculture
| +$424M | -$22.7M | $36.1B | 1,239 | 4 |
|
| 51 |
Longevity & Aging Population
| +$382M | +$531M | $166B | 1,976 | 60 |
|
| 52 |
Digital Payments & Fintech
| +$354M | -$5.58B | $2.22T | 4,252 | 148 |
|
| 53 |
Sin Stocks
| +$312M | +$796M | $268B | 2,824 | 78 |
|
| 54 |
Semiconductors
Advanced Packaging
| +$309M | -$1.08B | $60.6B | 1,144 | 10 |
|
| 55 |
Cybersecurity
Agentic AI Security
| +$273M | -$99.7M | $18.3B | 796 | 2 |
|
| 56 |
Robotics & Automation
| +$271M | -$1.9B | $208B | 2,727 | 83 |
|
| 57 |
Artificial Intelligence
Agentic AI
| +$220M | -$1.13B | $218B | 1,943 | 13 |
|
| 58 |
Online Travel & Experiences
| +$192M | +$1.05B | $96.6B | 1,557 | 32 |
|
| 59 |
Nuclear Energy
Uranium Mining & Enrichment
| +$120M | -$5.08M | $2.64B | 373 | 20 |
|
| 60 |
Nuclear Energy
Small Modular Reactors
| +$111M | +$10.5M | $2.42B | 272 | 12 |
|
| 61 |
Electrification & Grid
Transmission Buildout
| +$104M | -$279M | $9.09B | 610 | 6 |
|
| 62 |
Sin Stocks
Firearms
| +$79.9M | +$60.7M | $5.16B | 548 | 12 |
|
| 63 |
Digital Payments & Fintech
Buy Now Pay Later
| +$46M | -$184M | $5.03B | 436 | 13 |
|
| 64 |
Water
| +$39.2M | -$155M | $195B | 2,458 | 67 |
|
| 65 |
Space Economy
Satellite Communications
| +$37M | +$130M | $7.15B | 554 | 16 |
|
| 66 |
Space Economy
Earth Observation
| +$29.9M | +$94.2M | $207M | 44 | 6 |
|
| 67 |
Digital Assets
Crypto Exchanges
| +$26.3M | -$2.95M | $73.5M | 54 | 7 |
|
| 68 |
Virtual & Augmented Reality
| +$18.8M | +$30.6M | $380M | 133 | 20 |
|
| 69 |
Clean Energy
Wind
| +$15.5M | +$5.26M | $752M | 245 | 9 |
|
| 70 |
Space Economy
Launch Services
| +$6.08M | -$150M | $3.25B | 257 | 5 |
|
| 71 |
Digital Assets
Bitcoin Miners
| +$756K | -$13.9M | $264M | 78 | 40 |
|
| 72 |
Cybersecurity
Post-Quantum Cryptography
| +$201 | +$17.2K | $16K | 2 | 6 |
|
| 73 |
Data Centers & Digital Infrastructure
Power for AI
| -$11.4M | -$765M | $46B | 1,345 | 22 |
|
| 74 |
Internet of Things
Smart Home
| -$17.2M | +$1.7B | $34.6B | 1,043 | 17 |
|
| 75 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$32.9M | -$413M | $16.8B | 880 | 9 |
|
| 76 |
Water
Water Infrastructure
| -$36.5M | -$393M | $69.8B | 1,427 | 17 |
|
| 77 |
Semiconductors
Photonics & Optical Interconnect
| -$48.3M | -$10.8M | $22.1B | 1,022 | 20 |
|
| 78 |
Digital Assets
Corporate Crypto Treasuries
| -$59.2M | -$58.3M | $1.6B | 357 | 63 |
|
| 79 |
Lithium & Battery Materials
| -$114M | +$57.9M | $9.83B | 796 | 47 |
|
| 80 |
Carbon & Pollution Control
| -$161M | -$1.05B | $34.2B | 1,334 | 23 |
|
| 81 |
Water
Sanitation
| -$165M | -$65.3M | $13.3B | 727 | 8 |
|
| 82 |
Sin Stocks
Alcohol
| -$188M | +$783M | $62.4B | 1,839 | 24 |
|
| 83 |
Reshoring & American Manufacturing
| -$217M | -$297M | $12.5B | 763 | 20 |
|
| 84 |
Digital Payments & Fintech
Neobanks
| -$218M | -$330M | $12B | 715 | 25 |
|
| 85 |
Housing & Home Improvement
Home & Garden Retail
| -$274M | -$1.44B | $326B | 3,113 | 30 |
|
| 86 |
Electrification & Grid
Grid Equipment
| -$319M | -$900M | $33.5B | 1,292 | 10 |
|
| 87 |
Infrastructure & Construction
Green Building
| -$341M | +$22.8M | $8.03B | 415 | 5 |
|
| 88 |
Artificial Intelligence
AI Memory & HBM
| -$348M | +$1.46B | $90.6B | 1,470 | 12 |
|
| 89 |
3D Printing & Additive Manufacturing
| -$401M | +$216M | $36.1B | 1,204 | 20 |
|
| 90 |
Robotics & Automation
Industrial Automation
| -$439M | -$1.51B | $151B | 2,471 | 16 |
|
| 91 |
Oil & Gas
LNG
| -$483M | -$2.58B | $118B | 2,076 | 32 |
|
| 92 |
Defense Modernization
Military Shipbuilding
| -$602M | -$614M | $51.3B | 1,380 | 6 |
|
| 93 |
Gold & Precious Metals
| -$615M | -$728M | $175B | 1,798 | 133 |
|
| 94 |
Semiconductors
Analog & Power Semis
| -$684M | -$2.62B | $211B | 2,299 | 27 |
|
| 95 |
Sin Stocks
Tobacco & Nicotine
| -$723M | +$1.77B | $134B | 1,930 | 13 |
|
| 96 |
Gold & Precious Metals
Gold & Silver Miners
| -$727M | -$427M | $174B | 1,781 | 124 |
|
| 97 |
Oil & Gas
| -$768M | -$24.3B | $838B | 3,791 | 361 |
|
| 98 |
Electrification & Grid
| -$783M | -$3.96B | $158B | 2,238 | 59 |
|
| 99 |
Electrification & Grid
Energy Storage
| -$810M | -$2.63B | $103B | 1,537 | 26 |
|
| 100 |
Space Economy
| -$972M | -$1.26B | $145B | 2,387 | 64 |
|
| 101 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$1.02B | -$1.05B | $76.5B | 1,920 | 3 |
|
| 102 |
Defense Modernization
Drones & Counter-Drone
| -$1.18B | +$754M | $86.9B | 1,660 | 30 |
|
| 103 |
Luxury & Affluent Consumer
| -$1.23B | +$202M | $77.4B | 1,526 | 40 |
|
| 104 |
Electric Vehicles
EV Charging Infrastructure
| -$1.47B | -$294M | $8.78B | 1,063 | 21 |
|
| 105 |
Social Media & Creator Economy
| -$2.12B | -$13.8B | $2.27T | 4,005 | 45 |
|
| 106 |
Streaming & Digital Media
News Media
| -$2.23B | -$797M | $58.1B | 1,169 | 26 |
|
| 107 |
Semiconductors
| -$2.54B | -$4.05B | $1.47T | 3,797 | 178 |
|
| 108 |
Video Games & Esports
| -$2.88B | -$14.1B | $1.28T | 3,857 | 55 |
|
| 109 |
Internet of Things
| -$3.5B | -$6.57B | $1.24T | 3,868 | 99 |
|
| 110 |
Internet of Things
Wearables
| -$3.99B | -$4.99B | $1T | 3,547 | 21 |
|
| 111 |
Artificial Intelligence
Chinese AI
| -$4.04B | -$607M | $282B | 1,857 | 14 |
|
| 112 |
Cloud Computing
| -$7.72B | -$2.85B | $3.09T | 4,208 | 64 |
|
| 113 |
Defense Modernization
| -$8.55B | -$13.4B | $598B | 3,579 | 163 |
|
| 114 |
Artificial Intelligence
| -$11.1B | -$17.2B | $3.43T | 4,278 | 264 |
|