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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| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
SaaS & Enterprise Software
| +$47.3B | +$27B | $3.39T | 4,816 | 266 |
|
| 2 |
Oil & Gas
| +$42B | +$10.5B | $1.14T | 4,118 | 361 |
|
| 3 |
E-Commerce
| +$32.1B | +$40B | $3.39T | 4,942 | 240 |
|
| 4 |
Housing & Home Improvement
| +$26.5B | +$5.66B | $970B | 4,231 | 223 |
|
| 5 |
Video Games & Esports
| +$19.6B | +$6.86B | $1.54T | 4,401 | 55 |
|
| 6 |
Social Media & Creator Economy
| +$18.5B | +$20.6B | $2.94T | 4,588 | 45 |
|
| 7 |
E-Commerce
Marketplaces
| +$17B | +$29.4B | $3.03T | 4,814 | 106 |
|
| 8 |
Immunotherapy & Oncology
| +$14.8B | +$4.88B | $1.37T | 4,307 | 388 |
|
| 9 |
Genomics & Gene Editing
| +$13.4B | +$9.83B | $684B | 3,485 | 199 |
|
| 10 |
Oil & Gas
LNG
| +$12.7B | +$1.55B | $168B | 2,265 | 32 |
|
| 11 |
Clean Energy
| +$12.5B | +$13.1B | $251B | 3,046 | 134 |
|
| 12 |
Digital Health & Telemedicine
| +$10.3B | +$11.8B | $470B | 3,240 | 84 |
|
| 13 |
Genomics & Gene Editing
Gene Therapy
| +$8.86B | +$3.83B | $134B | 2,167 | 131 |
|
| 14 |
Digital Payments & Fintech
Buy Now Pay Later
| +$8.39B | +$2.82B | $15.6B | 704 | 13 |
|
| 15 |
Sports Betting & iGaming
| +$7.08B | +$1.99B | $65.1B | 1,309 | 29 |
|
| 16 |
Streaming & Digital Media
| +$6.76B | +$19.1B | $2.78T | 4,746 | 120 |
|
| 17 |
Sin Stocks
| +$6.47B | +$826M | $394B | 3,269 | 78 |
|
| 18 |
Copper & Industrial Metals
| +$6.35B | +$3.08B | $174B | 2,275 | 79 |
|
| 19 |
Small Business Economy
| +$6.16B | +$13.3B | $540B | 3,276 | 58 |
|
| 20 |
Defense Modernization
| +$6B | +$17.4B | $810B | 4,036 | 163 |
|
| 21 |
Cybersecurity
| +$5.2B | +$9.71B | $431B | 3,553 | 85 |
|
| 22 |
Clean Energy
Solar
| +$5.04B | +$8.24B | $71.9B | 1,416 | 54 |
|
| 23 |
Longevity & Aging Population
| +$4.71B | +$1.32B | $219B | 2,192 | 60 |
|
| 24 |
Energy Efficiency
| +$4.64B | -$738M | $272B | 2,907 | 31 |
|
| 25 |
Cloud Computing
| +$4.45B | -$9.16B | $3.68T | 4,686 | 64 |
|
| 26 |
GLP-1 & Obesity
| +$4.24B | -$5.56B | $687B | 3,771 | 92 |
|
| 27 |
Electric Vehicles
EV Charging Infrastructure
| +$4.23B | +$3.96B | $17.3B | 1,310 | 21 |
|
| 28 |
Luxury & Affluent Consumer
| +$3.74B | +$2.52B | $135B | 1,814 | 40 |
|
| 29 |
Agriculture & Food Technology
| +$3.57B | +$2.88B | $251B | 2,766 | 79 |
|
| 30 |
Health & Wellness
| +$3.56B | +$11.2B | $248B | 3,169 | 78 |
|
| 31 |
Defense Modernization
Defense Tech & C4ISR
| +$3.53B | +$11B | $269B | 3,022 | 53 |
|
| 32 |
Data Centers & Digital Infrastructure
| +$3.45B | -$420M | $367B | 2,805 | 78 |
|
| 33 |
Medical Devices & Diagnostics
| +$3.33B | +$12.1B | $1.79T | 4,446 | 342 |
|
| 34 |
Future of Education
| +$3.29B | +$2.29B | $121B | 1,502 | 77 |
|
| 35 |
Robotics & Automation
| +$2.87B | +$1.11B | $313B | 3,187 | 83 |
|
| 36 |
Sin Stocks
Casinos
| +$2.75B | +$1.78B | $128B | 1,638 | 24 |
|
| 37 |
Infrastructure & Construction
| +$2.7B | +$1.49B | $395B | 3,280 | 127 |
|
| 38 |
Clean Energy
Hydrogen & Fuel Cells
| +$2.66B | +$1.52B | $69.3B | 1,709 | 13 |
|
| 39 |
Nuclear Energy
| +$2.34B | -$1.31B | $221B | 2,621 | 61 |
|
| 40 |
Semiconductors
Analog & Power Semis
| +$2.28B | +$3.03B | $321B | 2,716 | 27 |
|
| 41 |
Robotics & Automation
Humanoid Robotics
| +$2.04B | +$1.18B | $6.24B | 268 | 5 |
|
| 42 |
Sin Stocks
Tobacco & Nicotine
| +$1.98B | -$1.27B | $169B | 2,223 | 13 |
|
| 43 |
Sin Stocks
Alcohol
| +$1.67B | +$328M | $84.3B | 2,098 | 24 |
|
| 44 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.67B | -$797M | $126B | 1,667 | 19 |
|
| 45 |
Lithium & Battery Materials
| +$1.58B | +$337M | $21B | 1,156 | 47 |
|
| 46 |
Cannabis
| +$1.58B | +$1.28B | $18.9B | 1,282 | 52 |
|
| 47 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.57B | +$7.12B | $94.5B | 1,240 | 14 |
|
| 48 |
E-Commerce
Food Delivery
| +$1.32B | +$45.8B | $230B | 1,685 | 12 |
|
| 49 |
Carbon & Pollution Control
| +$1.25B | +$401M | $54B | 1,585 | 23 |
|
| 50 |
Cloud Computing
Edge Computing
| +$1.12B | +$1.99B | $50.7B | 1,326 | 11 |
|
| 51 |
Internet of Things
Smart Home
| +$1.06B | +$447M | $57.7B | 1,361 | 17 |
|
| 52 |
Pet Economy
| +$1.04B | +$440M | $443B | 3,428 | 34 |
|
| 53 |
Semiconductors
Photonics & Optical Interconnect
| +$899M | +$496M | $28.4B | 1,166 | 20 |
|
| 54 |
Cybersecurity
Identity Security
| +$855M | +$220M | $34.7B | 957 | 15 |
|
| 55 |
Digital Assets
Bitcoin Miners
| +$840M | +$265M | $3.07B | 336 | 40 |
|
| 56 |
Agriculture & Food Technology
Plant-Based Foods
| +$834M | +$478M | $33.4B | 1,157 | 17 |
|
| 57 |
Online Travel & Experiences
| +$747M | +$12.8B | $172B | 2,058 | 32 |
|
| 58 |
Defense Modernization
Munitions Restocking
| +$596M | +$772M | $185B | 2,574 | 11 |
|
| 59 |
Data Centers & Digital Infrastructure
Power for AI
| +$591M | +$133M | $74.1B | 1,601 | 22 |
|
| 60 |
Electrification & Grid
Grid Equipment
| +$550M | +$163M | $53B | 1,509 | 10 |
|
| 61 |
Digital Payments & Fintech
Neobanks
| +$542M | +$2.77B | $27.6B | 985 | 25 |
|
| 62 |
Reuse, Repair & Circular Economy
| +$523M | +$1.95B | $204B | 2,403 | 68 |
|
| 63 |
Critical Minerals & Rare Earths
| +$364M | +$1.94B | $13.5B | 875 | 60 |
|
| 64 |
Defense Modernization
Drones & Counter-Drone
| +$295M | -$565M | $97.9B | 1,800 | 30 |
|
| 65 |
Reshoring & American Manufacturing
| +$283M | -$126M | $19.9B | 872 | 20 |
|
| 66 |
Nuclear Energy
Uranium Mining & Enrichment
| +$281M | +$41.4M | $5.12B | 521 | 20 |
|
| 67 |
Virtual & Augmented Reality
| +$222M | +$69.8M | $1.14B | 238 | 20 |
|
| 68 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$178M | -$434M | $115B | 2,269 | 3 |
|
| 69 |
Digital Assets
Crypto Exchanges
| +$177M | +$36.9M | $246M | 87 | 7 |
|
| 70 |
Agriculture & Food Technology
Precision Agriculture
| +$165M | -$442M | $84.3B | 1,789 | 4 |
|
| 71 |
Oil & Gas
Oilfield Services
| +$134M | +$900M | $106B | 1,863 | 88 |
|
| 72 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$117M | +$782M | $78.8B | 1,472 | 26 |
|
| 73 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$104M | +$79.9M | $24.1B | 991 | 9 |
|
| 74 |
Housing & Home Improvement
Home & Garden Retail
| +$71.5M | +$320M | $441B | 3,507 | 30 |
|
| 75 |
Electrification & Grid
Transmission Buildout
| +$53.9M | +$48.9M | $19.2B | 831 | 6 |
|
| 76 |
Sin Stocks
Firearms
| +$30.6M | -$42.3M | $9.67B | 663 | 12 |
|
| 77 |
Water
Water Infrastructure
| +$19.2M | +$35.8M | $89.5B | 1,611 | 17 |
|
| 78 |
Housing & Home Improvement
Homebuilders
| +$3.66M | -$1.02B | $134B | 1,898 | 45 |
|
| 79 |
Cybersecurity
Post-Quantum Cryptography
| +$798K | +$91.8K | $1.99M | 12 | 6 |
|
| 80 |
Defense Modernization
Military Shipbuilding
| -$39.9M | +$84.1M | $61.8B | 1,463 | 6 |
|
| 81 |
Nuclear Energy
Small Modular Reactors
| -$41.2M | +$23.1M | $4B | 323 | 12 |
|
| 82 |
Water
Sanitation
| -$47.8M | +$258M | $22.5B | 860 | 8 |
|
| 83 |
Clean Energy
Wind
| -$62.7M | +$235M | $2.02B | 375 | 9 |
|
| 84 |
Space Economy
Earth Observation
| -$109M | +$150M | $281M | 88 | 6 |
|
| 85 |
Cybersecurity
Agentic AI Security
| -$161M | +$1.1B | $26.2B | 965 | 2 |
|
| 86 |
Space Economy
Launch Services
| -$189M | +$301M | $3.88B | 307 | 5 |
|
| 87 |
Semiconductors
Semicap & Lithography
| -$201M | +$240M | $297B | 2,334 | 21 |
|
| 88 |
3D Printing & Additive Manufacturing
| -$218M | +$331M | $58B | 1,446 | 20 |
|
| 89 |
Quantum Computing
| -$225M | -$142M | $67.2B | 2,184 | 19 |
|
| 90 |
Infrastructure & Construction
Green Building
| -$264M | -$123M | $10.8B | 510 | 5 |
|
| 91 |
Space Economy
Satellite Communications
| -$302M | +$271M | $10B | 601 | 16 |
|
| 92 |
Robotics & Automation
Industrial Automation
| -$459M | -$683M | $220B | 2,808 | 16 |
|
| 93 |
Streaming & Digital Media
News Media
| -$889M | +$312M | $72.3B | 1,313 | 26 |
|
| 94 |
Semiconductors
| -$1.6B | +$8.79B | $2.13T | 4,317 | 178 |
|
| 95 |
Artificial Intelligence
AI Software & Applications
| -$1.64B | +$11.8B | $40.8B | 1,332 | 85 |
|
| 96 |
Electric Vehicles
| -$1.88B | +$29.6B | $616B | 3,471 | 124 |
|
| 97 |
Gold & Precious Metals
Gold & Silver Miners
| -$1.99B | -$2.66B | $150B | 1,927 | 124 |
|
| 98 |
Artificial Intelligence
AI Memory & HBM
| -$2.12B | +$881M | $157B | 1,794 | 12 |
|
| 99 |
Gold & Precious Metals
| -$2.3B | -$2.71B | $151B | 1,963 | 133 |
|
| 100 |
Semiconductors
Advanced Packaging
| -$2.69B | +$1.16B | $121B | 1,589 | 10 |
|
| 101 |
Space Economy
| -$2.79B | +$13.6M | $154B | 2,619 | 64 |
|
| 102 |
Digital Assets
Corporate Crypto Treasuries
| -$3.75B | +$41M | $10.7B | 528 | 63 |
|
| 103 |
Artificial Intelligence
AI Inference Silicon
| -$4.06B | +$361M | $113B | 2,158 | 7 |
|
| 104 |
Artificial Intelligence
Agentic AI
| -$4.1B | +$626M | $253B | 2,414 | 13 |
|
| 105 |
Digital Assets
Stablecoin Infrastructure
| -$5.83B | -$1.29B | $230B | 2,511 | 9 |
|
| 106 |
Digital Assets
| -$6.95B | -$219M | $325B | 2,932 | 160 |
|
| 107 |
Digital Payments & Fintech
| -$7.19B | +$1.43B | $2.84T | 4,833 | 148 |
|
| 108 |
Water
| -$15.2B | +$2.39B | $232B | 2,631 | 67 |
|
| 109 |
Autonomous Driving
| -$16.6B | +$25.2B | $425B | 2,801 | 53 |
|
| 110 |
Electrification & Grid
| -$20.9B | +$18.1B | $373B | 2,978 | 59 |
|
| 111 |
Electrification & Grid
Energy Storage
| -$21.9B | +$17.8B | $279B | 2,358 | 26 |
|
| 112 |
Internet of Things
Wearables
| -$27.3B | -$10.5B | $1.23T | 4,001 | 21 |
|
| 113 |
Internet of Things
| -$28.3B | -$9.62B | $1.6T | 4,411 | 99 |
|
| 114 |
Artificial Intelligence
Chinese AI
| -$30.6B | -$25.8B | $243B | 2,052 | 14 |
|
| 115 |
Artificial Intelligence
| -$48.9B | -$811M | $4.3T | 4,860 | 264 |
|