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
| +$79.6B | +$84.5B | $4.08T | 4,921 | 266 |
|
| 2 |
Electric Vehicles
| +$46.2B | +$7.68B | $713B | 3,557 | 124 |
|
| 3 |
Genomics & Gene Editing
| +$27.7B | +$11.8B | $817B | 3,583 | 199 |
|
| 4 |
Digital Assets
| +$23.7B | +$15.2B | $378B | 3,097 | 160 |
|
| 5 |
Medical Devices & Diagnostics
| +$23B | +$21.2B | $1.95T | 4,479 | 342 |
|
| 6 |
Immunotherapy & Oncology
| +$22.9B | +$16.9B | $1.39T | 4,349 | 388 |
|
| 7 |
Artificial Intelligence
Agentic AI
| +$20.6B | +$23B | $355B | 2,604 | 13 |
|
| 8 |
Semiconductors
Analog & Power Semis
| +$17.1B | +$3.06B | $356B | 2,776 | 27 |
|
| 9 |
Artificial Intelligence
AI Software & Applications
| +$14.7B | +$14.8B | $80.9B | 1,585 | 85 |
|
| 10 |
Autonomous Driving
| +$14.6B | +$13.1B | $480B | 2,934 | 53 |
|
| 11 |
Small Business Economy
| +$14.1B | +$9.39B | $619B | 3,388 | 58 |
|
| 12 |
Electrification & Grid
| +$13B | +$3.56B | $437B | 3,093 | 59 |
|
| 13 |
Electrification & Grid
Energy Storage
| +$12.9B | +$1.33B | $335B | 2,477 | 26 |
|
| 14 |
Nuclear Energy
| +$11.5B | +$2.11B | $228B | 2,625 | 61 |
|
| 15 |
Data Centers & Digital Infrastructure
| +$11.3B | +$6.14B | $416B | 2,862 | 78 |
|
| 16 |
Water
| +$11.2B | +$1.6B | $253B | 2,679 | 67 |
|
| 17 |
Cybersecurity
| +$10.9B | +$15.1B | $521B | 3,676 | 85 |
|
| 18 |
Defense Modernization
| +$10.8B | +$4.84B | $814B | 4,040 | 163 |
|
| 19 |
Digital Payments & Fintech
| +$7.8B | +$23.4B | $3.14T | 4,886 | 148 |
|
| 20 |
Video Games & Esports
| +$7.79B | +$6.54B | $1.79T | 4,469 | 55 |
|
| 21 |
Clean Energy
| +$6.43B | +$3.45B | $233B | 3,066 | 134 |
|
| 22 |
Oil & Gas
| +$6.27B | +$22.1B | $1.3T | 4,176 | 361 |
|
| 23 |
Online Travel & Experiences
| +$6.14B | +$14.4B | $185B | 2,123 | 32 |
|
| 24 |
Digital Health & Telemedicine
| +$5.79B | +$18B | $501B | 3,326 | 84 |
|
| 25 |
GLP-1 & Obesity
| +$4.84B | +$4.8B | $770B | 3,825 | 92 |
|
| 26 |
Sports Betting & iGaming
| +$4.65B | +$3.23B | $68.2B | 1,407 | 29 |
|
| 27 |
Future of Education
| +$4.59B | +$354M | $83.5B | 1,419 | 77 |
|
| 28 |
Clean Energy
Solar
| +$3.75B | +$1.44B | $65.1B | 1,451 | 54 |
|
| 29 |
Genomics & Gene Editing
Gene Therapy
| +$3.7B | +$2.64B | $138B | 2,194 | 131 |
|
| 30 |
Sin Stocks
Casinos
| +$3.65B | -$182M | $130B | 1,662 | 24 |
|
| 31 |
Defense Modernization
Defense Tech & C4ISR
| +$3.64B | +$5.46B | $296B | 3,071 | 53 |
|
| 32 |
Space Economy
Launch Services
| +$3.61B | -$57.8M | $7.97B | 354 | 5 |
|
| 33 |
Digital Assets
Crypto Exchanges
| +$3.43B | +$11.5B | $13.3B | 692 | 7 |
|
| 34 |
E-Commerce
Food Delivery
| +$3.38B | -$4.15B | $243B | 1,662 | 12 |
|
| 35 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$3.26B | +$3.5B | $140B | 1,723 | 19 |
|
| 36 |
Longevity & Aging Population
| +$3.02B | +$17B | $224B | 2,211 | 60 |
|
| 37 |
Health & Wellness
| +$2.91B | +$1.9B | $244B | 3,209 | 78 |
|
| 38 |
Space Economy
| +$2.82B | -$1.17B | $155B | 2,652 | 64 |
|
| 39 |
Semiconductors
| +$2.43B | +$13.5B | $2.26T | 4,338 | 178 |
|
| 40 |
Cybersecurity
Agentic AI Security
| +$2.24B | +$496M | $41B | 1,089 | 2 |
|
| 41 |
Digital Assets
Stablecoin Infrastructure
| +$2.21B | +$13.2B | $257B | 2,638 | 9 |
|
| 42 |
Cybersecurity
Identity Security
| +$2.13B | +$4.78B | $43.2B | 1,045 | 15 |
|
| 43 |
Digital Payments & Fintech
Buy Now Pay Later
| +$2.08B | +$1.32B | $23.9B | 787 | 13 |
|
| 44 |
Internet of Things
Smart Home
| +$2.01B | +$400M | $58.9B | 1,430 | 17 |
|
| 45 |
Clean Energy
Wind
| +$1.37B | +$56.2M | $2.7B | 376 | 9 |
|
| 46 |
Water
Water Infrastructure
| +$1.36B | +$669M | $98.2B | 1,674 | 17 |
|
| 47 |
Water
Sanitation
| +$1.25B | +$216M | $26.2B | 896 | 8 |
|
| 48 |
Agriculture & Food Technology
| +$1.22B | +$4.77B | $242B | 2,790 | 79 |
|
| 49 |
Oil & Gas
LNG
| +$1.19B | +$2.3B | $197B | 2,362 | 32 |
|
| 50 |
Agriculture & Food Technology
Plant-Based Foods
| +$1.19B | +$3.65B | $36.8B | 1,157 | 17 |
|
| 51 |
Sin Stocks
| +$1.15B | -$118M | $386B | 3,244 | 78 |
|
| 52 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.15B | +$754M | $60.4B | 1,674 | 13 |
|
| 53 |
Luxury & Affluent Consumer
| +$1.14B | +$3.57B | $132B | 1,840 | 40 |
|
| 54 |
Robotics & Automation
Humanoid Robotics
| +$1.06B | +$1.03B | $7.83B | 297 | 5 |
|
| 55 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.02B | +$115M | $81.8B | 1,516 | 26 |
|
| 56 |
Carbon & Pollution Control
| +$896M | +$355M | $52.8B | 1,592 | 23 |
|
| 57 |
Digital Assets
Bitcoin Miners
| +$846M | +$1.11B | $3.72B | 515 | 40 |
|
| 58 |
Lithium & Battery Materials
| +$807M | +$1.37B | $31.1B | 1,331 | 47 |
|
| 59 |
Cloud Computing
Edge Computing
| +$739M | +$2.81B | $58.7B | 1,386 | 11 |
|
| 60 |
Housing & Home Improvement
| +$696M | +$2.46B | $1,000B | 4,290 | 223 |
|
| 61 |
Quantum Computing
| +$489M | +$1.08B | $71.1B | 2,239 | 19 |
|
| 62 |
Critical Minerals & Rare Earths
| +$478M | +$1.47B | $15.1B | 957 | 60 |
|
| 63 |
Reshoring & American Manufacturing
| +$428M | +$240M | $20.1B | 933 | 20 |
|
| 64 |
Artificial Intelligence
AI Inference Silicon
| +$418M | +$131M | $110B | 2,169 | 7 |
|
| 65 |
Digital Payments & Fintech
Neobanks
| +$418M | +$6.07B | $35.6B | 1,135 | 25 |
|
| 66 |
Cannabis
| +$378M | +$1.65B | $14.9B | 1,247 | 52 |
|
| 67 |
Robotics & Automation
| +$359M | +$3.97B | $313B | 3,191 | 83 |
|
| 68 |
Pet Economy
| +$346M | -$3.17B | $454B | 3,454 | 34 |
|
| 69 |
Nuclear Energy
Small Modular Reactors
| +$333M | +$144M | $5.66B | 395 | 12 |
|
| 70 |
Reuse, Repair & Circular Economy
| +$309M | +$3.7B | $216B | 2,486 | 68 |
|
| 71 |
Semiconductors
Advanced Packaging
| +$191M | -$3.37B | $113B | 1,667 | 10 |
|
| 72 |
Virtual & Augmented Reality
| +$182M | +$165M | $912M | 299 | 20 |
|
| 73 |
Space Economy
Earth Observation
| +$136M | +$325M | $778M | 140 | 6 |
|
| 74 |
Nuclear Energy
Uranium Mining & Enrichment
| +$127M | +$362M | $7.2B | 592 | 20 |
|
| 75 |
Space Economy
Satellite Communications
| +$119M | +$685M | $11.8B | 627 | 16 |
|
| 76 |
Electric Vehicles
EV Charging Infrastructure
| +$71.4M | +$1.44B | $19.5B | 1,375 | 21 |
|
| 77 |
Electrification & Grid
Grid Equipment
| +$62.1M | +$640M | $57.3B | 1,555 | 10 |
|
| 78 |
Infrastructure & Construction
| +$47.6M | +$888M | $374B | 3,317 | 127 |
|
| 79 |
Data Centers & Digital Infrastructure
Power for AI
| +$30M | +$901M | $81.2B | 1,677 | 22 |
|
| 80 |
Cybersecurity
Post-Quantum Cryptography
| +$18.6M | -$1.17M | $19M | 28 | 6 |
|
| 81 |
Semiconductors
Photonics & Optical Interconnect
| +$10.4M | +$977M | $27.5B | 1,116 | 20 |
|
| 82 |
Sin Stocks
Firearms
| -$3.61M | +$59.4M | $11.8B | 750 | 12 |
|
| 83 |
3D Printing & Additive Manufacturing
| -$10.4M | +$338M | $50.7B | 1,488 | 20 |
|
| 84 |
Infrastructure & Construction
Green Building
| -$26M | +$122M | $11.6B | 521 | 5 |
|
| 85 |
Electrification & Grid
Transmission Buildout
| -$91.4M | -$370M | $21.5B | 914 | 6 |
|
| 86 |
Defense Modernization
Drones & Counter-Drone
| -$183M | +$1.57B | $106B | 1,857 | 30 |
|
| 87 |
Defense Modernization
Military Shipbuilding
| -$187M | -$878M | $62.7B | 1,499 | 6 |
|
| 88 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$205M | -$924M | $111B | 2,241 | 3 |
|
| 89 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$205M | +$317M | $26.5B | 1,038 | 9 |
|
| 90 |
Sin Stocks
Tobacco & Nicotine
| -$246M | -$290M | $168B | 2,181 | 13 |
|
| 91 |
Streaming & Digital Media
News Media
| -$569M | -$6.1B | $67.5B | 1,299 | 26 |
|
| 92 |
Oil & Gas
Oilfield Services
| -$611M | +$7.14B | $144B | 1,900 | 88 |
|
| 93 |
Digital Assets
Corporate Crypto Treasuries
| -$642M | +$270M | $9.02B | 616 | 63 |
|
| 94 |
Energy Efficiency
| -$833M | +$1.05B | $283B | 2,903 | 31 |
|
| 95 |
Housing & Home Improvement
Homebuilders
| -$929M | +$113M | $128B | 1,928 | 45 |
|
| 96 |
Agriculture & Food Technology
Precision Agriculture
| -$1.06B | -$291M | $74B | 1,791 | 4 |
|
| 97 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| -$1.28B | +$6.73B | $81.5B | 1,277 | 14 |
|
| 98 |
Artificial Intelligence
AI Memory & HBM
| -$1.35B | -$810M | $134B | 1,790 | 12 |
|
| 99 |
Defense Modernization
Munitions Restocking
| -$1.59B | -$794M | $201B | 2,586 | 11 |
|
| 100 |
Semiconductors
Semicap & Lithography
| -$1.65B | -$3.26B | $289B | 2,441 | 21 |
|
| 101 |
Robotics & Automation
Industrial Automation
| -$1.79B | +$1.57B | $219B | 2,794 | 16 |
|
| 102 |
Gold & Precious Metals
Gold & Silver Miners
| -$1.83B | +$3.71B | $136B | 1,924 | 124 |
|
| 103 |
Gold & Precious Metals
| -$1.9B | +$3.77B | $137B | 1,958 | 133 |
|
| 104 |
Sin Stocks
Alcohol
| -$2.31B | +$288M | $73.4B | 2,042 | 24 |
|
| 105 |
Housing & Home Improvement
Home & Garden Retail
| -$2.76B | -$561M | $455B | 3,581 | 30 |
|
| 106 |
Internet of Things
| -$3B | +$420M | $1.78T | 4,441 | 99 |
|
| 107 |
E-Commerce
| -$3.54B | -$6.19B | $3.5T | 5,016 | 240 |
|
| 108 |
Copper & Industrial Metals
| -$4.81B | +$2.72B | $170B | 2,372 | 79 |
|
| 109 |
Internet of Things
Wearables
| -$6.82B | -$121M | $1.41T | 4,005 | 21 |
|
| 110 |
Artificial Intelligence
Chinese AI
| -$15.9B | -$53.6B | $111B | 1,675 | 14 |
|
| 111 |
E-Commerce
Marketplaces
| -$18.3B | -$21B | $3.12T | 4,850 | 106 |
|
| 112 |
Social Media & Creator Economy
| -$20.6B | +$9.17B | $3.49T | 4,612 | 45 |
|
| 113 |
Streaming & Digital Media
| -$23.1B | +$7.06B | $3.05T | 4,757 | 120 |
|
| 114 |
Artificial Intelligence
| -$28.1B | -$3.37B | $5.02T | 4,939 | 264 |
|
| 115 |
Cloud Computing
| -$34.8B | -$29.9B | $4.17T | 4,748 | 64 |
|