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
Food Delivery
| +$45.8B | +$305M | $218B | 1,651 | 12 |
|
| 2 |
E-Commerce
| +$40B | -$72B | $3.52T | 4,892 | 240 |
|
| 3 |
Electric Vehicles
| +$29.6B | -$14.2B | $593B | 3,395 | 124 |
|
| 4 |
E-Commerce
Marketplaces
| +$29.4B | -$77.1B | $3.18T | 4,763 | 106 |
|
| 5 |
SaaS & Enterprise Software
| +$27B | +$18.8B | $3.36T | 4,762 | 266 |
|
| 6 |
Autonomous Driving
| +$25.2B | -$15.3B | $449B | 2,708 | 53 |
|
| 7 |
Social Media & Creator Economy
| +$20.6B | -$19.2B | $2.66T | 4,463 | 45 |
|
| 8 |
Streaming & Digital Media
| +$19.1B | -$32.7B | $2.65T | 4,708 | 120 |
|
| 9 |
Electrification & Grid
| +$18.1B | -$18.9B | $394B | 2,934 | 59 |
|
| 10 |
Electrification & Grid
Energy Storage
| +$17.8B | -$18.9B | $316B | 2,332 | 26 |
|
| 11 |
Defense Modernization
| +$17.4B | -$1.07B | $746B | 3,990 | 163 |
|
| 12 |
Small Business Economy
| +$13.3B | +$3.94B | $534B | 3,217 | 58 |
|
| 13 |
Clean Energy
| +$13.1B | +$2.4B | $229B | 2,940 | 134 |
|
| 14 |
Online Travel & Experiences
| +$12.8B | +$845M | $152B | 1,872 | 32 |
|
| 15 |
Medical Devices & Diagnostics
| +$12.1B | -$803M | $1.75T | 4,425 | 342 |
|
| 16 |
Artificial Intelligence
AI Software & Applications
| +$11.8B | +$2.26B | $42.7B | 1,149 | 85 |
|
| 17 |
Digital Health & Telemedicine
| +$11.8B | +$8.79B | $455B | 3,171 | 84 |
|
| 18 |
Health & Wellness
| +$11.2B | -$104M | $241B | 3,158 | 78 |
|
| 19 |
Defense Modernization
Defense Tech & C4ISR
| +$11B | +$314M | $249B | 2,953 | 53 |
|
| 20 |
Oil & Gas
| +$10.5B | -$3.81B | $890B | 4,006 | 361 |
|
| 21 |
Genomics & Gene Editing
| +$9.83B | +$1.58B | $685B | 3,456 | 199 |
|
| 22 |
Cybersecurity
| +$9.71B | +$509M | $428B | 3,533 | 85 |
|
| 23 |
Semiconductors
| +$8.79B | -$12.6B | $1.95T | 4,240 | 178 |
|
| 24 |
Clean Energy
Solar
| +$8.24B | +$2.05B | $73.2B | 1,343 | 54 |
|
| 25 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$7.12B | +$2.53B | $84.5B | 1,163 | 14 |
|
| 26 |
Video Games & Esports
| +$6.86B | +$3.13B | $1.46T | 4,346 | 55 |
|
| 27 |
Housing & Home Improvement
| +$5.66B | +$4.54B | $800B | 4,152 | 223 |
|
| 28 |
Immunotherapy & Oncology
| +$4.88B | +$1.26B | $1.36T | 4,250 | 388 |
|
| 29 |
Electric Vehicles
EV Charging Infrastructure
| +$3.96B | -$223M | $13.1B | 1,283 | 21 |
|
| 30 |
Genomics & Gene Editing
Gene Therapy
| +$3.83B | +$2.24B | $139B | 2,189 | 131 |
|
| 31 |
Copper & Industrial Metals
| +$3.08B | -$170M | $144B | 2,128 | 79 |
|
| 32 |
Semiconductors
Analog & Power Semis
| +$3.03B | +$3.13B | $289B | 2,613 | 27 |
|
| 33 |
Agriculture & Food Technology
| +$2.88B | +$1.53B | $204B | 2,559 | 79 |
|
| 34 |
Digital Payments & Fintech
Buy Now Pay Later
| +$2.82B | +$172M | $9.02B | 564 | 13 |
|
| 35 |
Digital Payments & Fintech
Neobanks
| +$2.77B | +$229M | $22.8B | 901 | 25 |
|
| 36 |
Luxury & Affluent Consumer
| +$2.52B | +$86.1M | $125B | 1,728 | 40 |
|
| 37 |
Water
| +$2.39B | -$767M | $240B | 2,667 | 67 |
|
| 38 |
Future of Education
| +$2.29B | +$4.64B | $131B | 1,482 | 77 |
|
| 39 |
Cloud Computing
Edge Computing
| +$1.99B | +$1.18B | $48.7B | 1,395 | 11 |
|
| 40 |
Sports Betting & iGaming
| +$1.99B | +$4.31B | $48B | 1,131 | 29 |
|
| 41 |
Reuse, Repair & Circular Economy
| +$1.95B | -$452M | $177B | 2,299 | 68 |
|
| 42 |
Critical Minerals & Rare Earths
| +$1.94B | +$197M | $11.9B | 756 | 60 |
|
| 43 |
Sin Stocks
Casinos
| +$1.78B | +$5.75B | $113B | 1,529 | 24 |
|
| 44 |
Oil & Gas
LNG
| +$1.55B | -$581M | $135B | 2,163 | 32 |
|
| 45 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.52B | +$652M | $65.6B | 1,687 | 13 |
|
| 46 |
Infrastructure & Construction
| +$1.49B | -$2.38B | $310B | 3,134 | 127 |
|
| 47 |
Digital Payments & Fintech
| +$1.43B | -$48.4B | $2.94T | 4,795 | 148 |
|
| 48 |
Longevity & Aging Population
| +$1.32B | +$7.82B | $210B | 2,152 | 60 |
|
| 49 |
Cannabis
| +$1.28B | +$230M | $14.6B | 1,182 | 52 |
|
| 50 |
Robotics & Automation
Humanoid Robotics
| +$1.18B | +$1.92B | $5.21B | 224 | 5 |
|
| 51 |
Semiconductors
Advanced Packaging
| +$1.16B | -$1.04B | $113B | 1,474 | 10 |
|
| 52 |
Robotics & Automation
| +$1.11B | +$3.21B | $294B | 3,090 | 83 |
|
| 53 |
Cybersecurity
Agentic AI Security
| +$1.1B | -$181M | $29.3B | 939 | 2 |
|
| 54 |
Oil & Gas
Oilfield Services
| +$900M | +$746M | $91.2B | 1,762 | 88 |
|
| 55 |
Artificial Intelligence
AI Memory & HBM
| +$881M | -$294M | $132B | 1,677 | 12 |
|
| 56 |
Sin Stocks
| +$826M | +$5.26B | $352B | 3,135 | 78 |
|
| 57 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$782M | -$1.78B | $79.9B | 1,480 | 26 |
|
| 58 |
Defense Modernization
Munitions Restocking
| +$772M | -$1.34B | $172B | 2,527 | 11 |
|
| 59 |
Artificial Intelligence
Agentic AI
| +$626M | +$1.46B | $274B | 2,363 | 13 |
|
| 60 |
Semiconductors
Photonics & Optical Interconnect
| +$496M | +$384M | $28.5B | 1,099 | 20 |
|
| 61 |
Agriculture & Food Technology
Plant-Based Foods
| +$478M | +$1.09B | $29.6B | 1,080 | 17 |
|
| 62 |
Internet of Things
Smart Home
| +$447M | -$527M | $47.1B | 1,196 | 17 |
|
| 63 |
Pet Economy
| +$440M | +$2.17B | $456B | 3,445 | 34 |
|
| 64 |
Carbon & Pollution Control
| +$401M | -$213M | $41.7B | 1,475 | 23 |
|
| 65 |
Artificial Intelligence
AI Inference Silicon
| +$361M | +$484M | $134B | 2,192 | 7 |
|
| 66 |
Lithium & Battery Materials
| +$337M | +$13.4M | $19.8B | 1,026 | 47 |
|
| 67 |
3D Printing & Additive Manufacturing
| +$331M | -$1.37B | $47.4B | 1,358 | 20 |
|
| 68 |
Sin Stocks
Alcohol
| +$328M | -$111M | $80.5B | 2,037 | 24 |
|
| 69 |
Housing & Home Improvement
Home & Garden Retail
| +$320M | -$243M | $370B | 3,443 | 30 |
|
| 70 |
Streaming & Digital Media
News Media
| +$312M | -$16.4B | $61.2B | 1,272 | 26 |
|
| 71 |
Space Economy
Launch Services
| +$301M | -$52.4M | $4.53B | 318 | 5 |
|
| 72 |
Space Economy
Satellite Communications
| +$271M | +$9.13M | $8.7B | 602 | 16 |
|
| 73 |
Digital Assets
Bitcoin Miners
| +$265M | +$36.2M | $953M | 194 | 40 |
|
| 74 |
Water
Sanitation
| +$258M | -$140M | $21B | 841 | 8 |
|
| 75 |
Semiconductors
Semicap & Lithography
| +$240M | -$2.3B | $221B | 2,138 | 21 |
|
| 76 |
Clean Energy
Wind
| +$235M | +$94.5M | $2.01B | 356 | 9 |
|
| 77 |
Cybersecurity
Identity Security
| +$220M | +$836M | $39.2B | 1,001 | 15 |
|
| 78 |
Electrification & Grid
Grid Equipment
| +$163M | +$269M | $45.8B | 1,437 | 10 |
|
| 79 |
Space Economy
Earth Observation
| +$150M | +$20.2M | $389M | 83 | 6 |
|
| 80 |
Data Centers & Digital Infrastructure
Power for AI
| +$133M | +$59.2M | $67.5B | 1,539 | 22 |
|
| 81 |
Defense Modernization
Military Shipbuilding
| +$84.1M | -$128M | $52.1B | 1,421 | 6 |
|
| 82 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$79.9M | -$10.3M | $21.8B | 971 | 9 |
|
| 83 |
Virtual & Augmented Reality
| +$69.8M | -$85.3M | $518M | 187 | 20 |
|
| 84 |
Electrification & Grid
Transmission Buildout
| +$48.9M | -$144M | $15.3B | 772 | 6 |
|
| 85 |
Nuclear Energy
Uranium Mining & Enrichment
| +$41.4M | +$114M | $3.85B | 431 | 20 |
|
| 86 |
Digital Assets
Corporate Crypto Treasuries
| +$41M | -$246K | $4.58B | 442 | 63 |
|
| 87 |
Digital Assets
Crypto Exchanges
| +$36.9M | -$13.2M | $104M | 59 | 7 |
|
| 88 |
Water
Water Infrastructure
| +$35.8M | -$330M | $87.2B | 1,587 | 17 |
|
| 89 |
Nuclear Energy
Small Modular Reactors
| +$23.1M | +$78.6M | $3.29B | 306 | 12 |
|
| 90 |
Space Economy
| +$13.6M | -$466M | $149B | 2,579 | 64 |
|
| 91 |
Cybersecurity
Post-Quantum Cryptography
| +$91.8K | +$248K | $355K | 6 | 6 |
|
| 92 |
Sin Stocks
Firearms
| -$42.3M | -$112M | $7.3B | 607 | 12 |
|
| 93 |
Infrastructure & Construction
Green Building
| -$123M | -$122M | $10B | 504 | 5 |
|
| 94 |
Reshoring & American Manufacturing
| -$126M | -$4.95M | $15.9B | 834 | 20 |
|
| 95 |
Quantum Computing
| -$142M | -$778M | $63.8B | 2,136 | 19 |
|
| 96 |
Digital Assets
| -$219M | -$2.67B | $306B | 2,849 | 160 |
|
| 97 |
Data Centers & Digital Infrastructure
| -$420M | +$2.66B | $347B | 2,740 | 78 |
|
| 98 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$434M | +$863M | $113B | 2,171 | 3 |
|
| 99 |
Agriculture & Food Technology
Precision Agriculture
| -$442M | -$54.7M | $60.8B | 1,607 | 4 |
|
| 100 |
Defense Modernization
Drones & Counter-Drone
| -$565M | -$1.58B | $91.6B | 1,731 | 30 |
|
| 101 |
Robotics & Automation
Industrial Automation
| -$683M | +$1.4B | $211B | 2,763 | 16 |
|
| 102 |
Energy Efficiency
| -$738M | +$200M | $244B | 2,872 | 31 |
|
| 103 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$797M | +$2.35B | $128B | 1,653 | 19 |
|
| 104 |
Artificial Intelligence
| -$811M | -$47.3B | $4.1T | 4,796 | 264 |
|
| 105 |
Housing & Home Improvement
Homebuilders
| -$1.02B | +$1.6B | $108B | 1,802 | 45 |
|
| 106 |
Sin Stocks
Tobacco & Nicotine
| -$1.27B | -$410M | $149B | 2,100 | 13 |
|
| 107 |
Digital Assets
Stablecoin Infrastructure
| -$1.29B | -$2.08B | $228B | 2,447 | 9 |
|
| 108 |
Nuclear Energy
| -$1.31B | +$1.62B | $214B | 2,609 | 61 |
|
| 109 |
Gold & Precious Metals
Gold & Silver Miners
| -$2.66B | -$765M | $166B | 1,964 | 124 |
|
| 110 |
Gold & Precious Metals
| -$2.71B | -$833M | $167B | 1,992 | 133 |
|
| 111 |
GLP-1 & Obesity
| -$5.56B | -$10.5B | $666B | 3,771 | 92 |
|
| 112 |
Cloud Computing
| -$9.16B | -$35.9B | $3.52T | 4,672 | 64 |
|
| 113 |
Internet of Things
| -$9.62B | -$53.1B | $1.72T | 4,361 | 99 |
|
| 114 |
Internet of Things
Wearables
| -$10.5B | -$52.5B | $1.36T | 3,997 | 21 |
|
| 115 |
Artificial Intelligence
Chinese AI
| -$25.8B | -$20.6B | $278B | 2,066 | 14 |
|