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 |
SaaS & Enterprise Software
| +$18.8B | +$23.9B | $3.06T | 4,291 | 266 |
|
| 2 |
Digital Health & Telemedicine
| +$8.79B | +$2.62B | $399B | 2,905 | 84 |
|
| 3 |
Longevity & Aging Population
| +$7.82B | +$382M | $187B | 2,028 | 60 |
|
| 4 |
Sin Stocks
Casinos
| +$5.75B | +$1.07B | $88B | 1,379 | 24 |
|
| 5 |
Sin Stocks
| +$5.26B | +$312M | $302B | 2,877 | 78 |
|
| 6 |
Future of Education
| +$4.64B | +$1.9B | $118B | 1,355 | 77 |
|
| 7 |
Housing & Home Improvement
| +$4.54B | +$4.86B | $767B | 3,787 | 223 |
|
| 8 |
Sports Betting & iGaming
| +$4.31B | +$6.13B | $39.7B | 933 | 29 |
|
| 9 |
Small Business Economy
| +$3.94B | +$2.48B | $430B | 2,857 | 58 |
|
| 10 |
Robotics & Automation
| +$3.21B | +$271M | $228B | 2,802 | 83 |
|
| 11 |
Semiconductors
Analog & Power Semis
| +$3.13B | -$684M | $233B | 2,370 | 27 |
|
| 12 |
Video Games & Esports
| +$3.13B | -$2.88B | $1.33T | 3,908 | 55 |
|
| 13 |
Data Centers & Digital Infrastructure
| +$2.66B | +$3.52B | $322B | 2,503 | 78 |
|
| 14 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$2.53B | +$3.91B | $52.8B | 931 | 14 |
|
| 15 |
Clean Energy
| +$2.4B | +$1.5B | $168B | 2,647 | 134 |
|
| 16 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.35B | +$2.96B | $132B | 1,550 | 19 |
|
| 17 |
Artificial Intelligence
AI Software & Applications
| +$2.26B | +$664M | $20.4B | 817 | 85 |
|
| 18 |
Genomics & Gene Editing
Gene Therapy
| +$2.24B | +$5.19B | $103B | 1,984 | 131 |
|
| 19 |
Pet Economy
| +$2.17B | +$523M | $422B | 3,191 | 34 |
|
| 20 |
Clean Energy
Solar
| +$2.05B | +$952M | $44.1B | 1,083 | 54 |
|
| 21 |
Robotics & Automation
Humanoid Robotics
| +$1.92B | $0 | $1.97B | 153 | 5 |
|
| 22 |
Nuclear Energy
| +$1.62B | +$6.59B | $194B | 2,427 | 61 |
|
| 23 |
Housing & Home Improvement
Homebuilders
| +$1.6B | +$507M | $112B | 1,691 | 45 |
|
| 24 |
Genomics & Gene Editing
| +$1.58B | +$23.1B | $598B | 3,132 | 199 |
|
| 25 |
Agriculture & Food Technology
| +$1.53B | +$1.28B | $167B | 2,309 | 79 |
|
| 26 |
Artificial Intelligence
Agentic AI
| +$1.46B | +$220M | $281B | 2,115 | 13 |
|
| 27 |
Robotics & Automation
Industrial Automation
| +$1.4B | -$439M | $166B | 2,505 | 16 |
|
| 28 |
Immunotherapy & Oncology
| +$1.26B | +$34.1B | $1.29T | 3,876 | 388 |
|
| 29 |
Cloud Computing
Edge Computing
| +$1.18B | +$3.32B | $39.3B | 1,311 | 11 |
|
| 30 |
Agriculture & Food Technology
Plant-Based Foods
| +$1.09B | +$517M | $27.5B | 993 | 17 |
|
| 31 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$863M | -$1.02B | $87.9B | 1,942 | 3 |
|
| 32 |
Online Travel & Experiences
| +$845M | +$192M | $106B | 1,565 | 32 |
|
| 33 |
Cybersecurity
Identity Security
| +$836M | +$635M | $31.9B | 876 | 15 |
|
| 34 |
Oil & Gas
Oilfield Services
| +$746M | +$487M | $59.5B | 1,656 | 88 |
|
| 35 |
Clean Energy
Hydrogen & Fuel Cells
| +$652M | +$1.83B | $61.8B | 1,545 | 13 |
|
| 36 |
Cybersecurity
| +$509M | +$9.33B | $348B | 3,165 | 85 |
|
| 37 |
Artificial Intelligence
AI Inference Silicon
| +$484M | +$590M | $103B | 1,923 | 7 |
|
| 38 |
Semiconductors
Photonics & Optical Interconnect
| +$384M | -$48.3M | $19.2B | 1,015 | 20 |
|
| 39 |
Defense Modernization
Defense Tech & C4ISR
| +$314M | +$2.74B | $207B | 2,630 | 53 |
|
| 40 |
E-Commerce
Food Delivery
| +$305M | +$5.97B | $140B | 1,370 | 12 |
|
| 41 |
Electrification & Grid
Grid Equipment
| +$269M | -$319M | $38.5B | 1,314 | 10 |
|
| 42 |
Cannabis
| +$230M | +$486M | $9.37B | 985 | 52 |
|
| 43 |
Digital Payments & Fintech
Neobanks
| +$229M | -$218M | $14.1B | 747 | 25 |
|
| 44 |
Energy Efficiency
| +$200M | +$13.2B | $199B | 2,566 | 31 |
|
| 45 |
Critical Minerals & Rare Earths
| +$197M | +$554M | $6.61B | 668 | 60 |
|
| 46 |
Digital Payments & Fintech
Buy Now Pay Later
| +$172M | +$46M | $4.83B | 477 | 13 |
|
| 47 |
Nuclear Energy
Uranium Mining & Enrichment
| +$114M | +$120M | $2.74B | 386 | 20 |
|
| 48 |
Clean Energy
Wind
| +$94.5M | +$15.5M | $992M | 281 | 9 |
|
| 49 |
Luxury & Affluent Consumer
| +$86.1M | -$1.23B | $88.9B | 1,545 | 40 |
|
| 50 |
Nuclear Energy
Small Modular Reactors
| +$78.6M | +$111M | $2.45B | 278 | 12 |
|
| 51 |
Data Centers & Digital Infrastructure
Power for AI
| +$59.2M | -$11.4M | $52.6B | 1,366 | 22 |
|
| 52 |
Digital Assets
Bitcoin Miners
| +$36.2M | +$756K | $278M | 103 | 40 |
|
| 53 |
Space Economy
Earth Observation
| +$20.2M | +$29.9M | $230M | 55 | 6 |
|
| 54 |
Lithium & Battery Materials
| +$13.4M | -$114M | $11.6B | 843 | 47 |
|
| 55 |
Space Economy
Satellite Communications
| +$9.13M | +$37M | $6.96B | 565 | 16 |
|
| 56 |
Cybersecurity
Post-Quantum Cryptography
| +$248K | +$201 | $217K | 4 | 6 |
|
| 57 |
Digital Assets
Corporate Crypto Treasuries
| -$246K | -$59.2M | $2.19B | 374 | 63 |
|
| 58 |
Reshoring & American Manufacturing
| -$4.95M | -$217M | $13.5B | 764 | 20 |
|
| 59 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$10.3M | -$32.9M | $18.3B | 900 | 9 |
|
| 60 |
Digital Assets
Crypto Exchanges
| -$13.2M | +$26.3M | $58.4M | 47 | 7 |
|
| 61 |
Space Economy
Launch Services
| -$52.4M | +$6.08M | $3.21B | 266 | 5 |
|
| 62 |
Agriculture & Food Technology
Precision Agriculture
| -$54.7M | +$424M | $50.1B | 1,368 | 4 |
|
| 63 |
Virtual & Augmented Reality
| -$85.3M | +$18.8M | $326M | 162 | 20 |
|
| 64 |
Health & Wellness
| -$104M | +$1.91B | $215B | 2,868 | 78 |
|
| 65 |
Sin Stocks
Alcohol
| -$111M | -$188M | $68.9B | 1,854 | 24 |
|
| 66 |
Sin Stocks
Firearms
| -$112M | +$79.9M | $5.25B | 579 | 12 |
|
| 67 |
Infrastructure & Construction
Green Building
| -$122M | -$341M | $8.59B | 437 | 5 |
|
| 68 |
Defense Modernization
Military Shipbuilding
| -$128M | -$602M | $47.4B | 1,330 | 6 |
|
| 69 |
Water
Sanitation
| -$140M | -$165M | $16.9B | 746 | 8 |
|
| 70 |
Electrification & Grid
Transmission Buildout
| -$144M | +$104M | $10.6B | 647 | 6 |
|
| 71 |
Copper & Industrial Metals
| -$170M | +$1.91B | $108B | 1,845 | 79 |
|
| 72 |
Cybersecurity
Agentic AI Security
| -$181M | +$273M | $19.3B | 821 | 2 |
|
| 73 |
Carbon & Pollution Control
| -$213M | -$161M | $32.5B | 1,349 | 23 |
|
| 74 |
Electric Vehicles
EV Charging Infrastructure
| -$223M | -$1.47B | $7.26B | 1,020 | 21 |
|
| 75 |
Housing & Home Improvement
Home & Garden Retail
| -$243M | -$274M | $379B | 3,145 | 30 |
|
| 76 |
Artificial Intelligence
AI Memory & HBM
| -$294M | -$348M | $86.9B | 1,426 | 12 |
|
| 77 |
Water
Water Infrastructure
| -$330M | -$36.5M | $75.4B | 1,460 | 17 |
|
| 78 |
Sin Stocks
Tobacco & Nicotine
| -$410M | -$723M | $138B | 1,949 | 13 |
|
| 79 |
Reuse, Repair & Circular Economy
| -$452M | +$1.51B | $144B | 2,067 | 68 |
|
| 80 |
Space Economy
| -$466M | -$972M | $150B | 2,411 | 64 |
|
| 81 |
Internet of Things
Smart Home
| -$527M | -$17.2M | $37.5B | 1,067 | 17 |
|
| 82 |
Oil & Gas
LNG
| -$581M | -$483M | $108B | 1,993 | 32 |
|
| 83 |
Gold & Precious Metals
Gold & Silver Miners
| -$765M | -$727M | $185B | 1,855 | 124 |
|
| 84 |
Water
| -$767M | +$39.2M | $206B | 2,459 | 67 |
|
| 85 |
Quantum Computing
| -$778M | +$693M | $61.9B | 1,992 | 19 |
|
| 86 |
Medical Devices & Diagnostics
| -$803M | +$15.4B | $1.57T | 3,970 | 342 |
|
| 87 |
Gold & Precious Metals
| -$833M | -$615M | $186B | 1,873 | 133 |
|
| 88 |
Semiconductors
Advanced Packaging
| -$1.04B | +$309M | $82.2B | 1,276 | 10 |
|
| 89 |
Defense Modernization
| -$1.07B | -$8.55B | $598B | 3,572 | 163 |
|
| 90 |
Defense Modernization
Munitions Restocking
| -$1.34B | +$2.59B | $149B | 2,318 | 11 |
|
| 91 |
3D Printing & Additive Manufacturing
| -$1.37B | -$401M | $36.4B | 1,206 | 20 |
|
| 92 |
Defense Modernization
Drones & Counter-Drone
| -$1.58B | -$1.18B | $86.4B | 1,624 | 30 |
|
| 93 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$1.78B | +$1.11B | $66.7B | 1,374 | 26 |
|
| 94 |
Digital Assets
Stablecoin Infrastructure
| -$2.08B | +$1.29B | $193B | 2,160 | 9 |
|
| 95 |
Semiconductors
Semicap & Lithography
| -$2.3B | +$707M | $158B | 1,887 | 21 |
|
| 96 |
Infrastructure & Construction
| -$2.38B | +$4.17B | $250B | 2,775 | 127 |
|
| 97 |
Digital Assets
| -$2.67B | +$3.22B | $248B | 2,483 | 160 |
|
| 98 |
Oil & Gas
| -$3.81B | -$768M | $702B | 3,670 | 361 |
|
| 99 |
GLP-1 & Obesity
| -$10.5B | +$11.8B | $641B | 3,471 | 92 |
|
| 100 |
Semiconductors
| -$12.6B | -$2.54B | $1.64T | 3,831 | 178 |
|
| 101 |
Electric Vehicles
| -$14.2B | +$2.12B | $367B | 2,904 | 124 |
|
| 102 |
Autonomous Driving
| -$15.3B | +$5.6B | $268B | 2,203 | 53 |
|
| 103 |
Streaming & Digital Media
News Media
| -$16.4B | -$2.23B | $48.4B | 1,172 | 26 |
|
| 104 |
Electrification & Grid
Energy Storage
| -$18.9B | -$810M | $178B | 1,868 | 26 |
|
| 105 |
Electrification & Grid
| -$18.9B | -$783M | $240B | 2,479 | 59 |
|
| 106 |
Social Media & Creator Economy
| -$19.2B | -$2.12B | $2.38T | 4,035 | 45 |
|
| 107 |
Artificial Intelligence
Chinese AI
| -$20.6B | -$4.04B | $351B | 1,961 | 14 |
|
| 108 |
Streaming & Digital Media
| -$32.7B | +$1.32B | $2.29T | 4,244 | 120 |
|
| 109 |
Cloud Computing
| -$35.9B | -$7.72B | $3.33T | 4,217 | 64 |
|
| 110 |
Artificial Intelligence
| -$47.3B | -$11.1B | $3.8T | 4,300 | 264 |
|
| 111 |
Digital Payments & Fintech
| -$48.4B | +$354M | $2.55T | 4,283 | 148 |
|
| 112 |
Internet of Things
Wearables
| -$52.5B | -$3.99B | $1.21T | 3,579 | 21 |
|
| 113 |
Internet of Things
| -$53.1B | -$3.5B | $1.48T | 3,920 | 99 |
|
| 114 |
E-Commerce
| -$72B | +$5.69B | $3.19T | 4,382 | 240 |
|
| 115 |
E-Commerce
Marketplaces
| -$77.1B | +$2.37B | $2.89T | 4,270 | 106 |
|