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 |
Electric Vehicles
| +$98B | +$46.2B | $985B | 4,135 | 124 |
|
| 2 |
SaaS & Enterprise Software
| +$84.3B | +$79.6B | $4.51T | 5,558 | 266 |
|
| 3 |
E-Commerce
| +$55.9B | -$3.54B | $3.8T | 5,678 | 240 |
|
| 4 |
Digital Payments & Fintech
| +$46.2B | +$7.8B | $3.32T | 5,513 | 148 |
|
| 5 |
Cloud Computing
| +$42.9B | -$34.8B | $4.59T | 5,362 | 64 |
|
| 6 |
Autonomous Driving
| +$36.9B | +$14.6B | $627B | 3,506 | 53 |
|
| 7 |
E-Commerce
Marketplaces
| +$28.4B | -$18.3B | $3.4T | 5,474 | 106 |
|
| 8 |
Digital Payments & Fintech
Neobanks
| +$25.2B | +$418M | $56.9B | 1,264 | 25 |
|
| 9 |
Oil & Gas
| +$25B | +$6.27B | $1.36T | 4,669 | 361 |
|
| 10 |
Immunotherapy & Oncology
| +$22.9B | +$22.9B | $1.5T | 4,841 | 388 |
|
| 11 |
Streaming & Digital Media
| +$22.3B | -$23.1B | $3.13T | 5,282 | 120 |
|
| 12 |
Internet of Things
| +$20B | -$3B | $2.21T | 5,028 | 99 |
|
| 13 |
Semiconductors
| +$19.5B | +$2.43B | $2.78T | 4,918 | 178 |
|
| 14 |
Electrification & Grid
| +$18.1B | +$13B | $585B | 3,638 | 59 |
|
| 15 |
Electrification & Grid
Energy Storage
| +$17B | +$12.9B | $470B | 2,999 | 26 |
|
| 16 |
Small Business Economy
| +$16.9B | +$14.1B | $614B | 3,677 | 58 |
|
| 17 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$16.3B | -$1.28B | $87.8B | 1,472 | 14 |
|
| 18 |
Genomics & Gene Editing
| +$15.3B | +$27.7B | $843B | 3,948 | 199 |
|
| 19 |
Cybersecurity
| +$14B | +$10.9B | $573B | 4,120 | 85 |
|
| 20 |
Internet of Things
Wearables
| +$13.5B | -$6.82B | $1.76T | 4,559 | 21 |
|
| 21 |
Video Games & Esports
| +$13.1B | +$7.79B | $2.06T | 5,011 | 55 |
|
| 22 |
Digital Health & Telemedicine
| +$12.2B | +$5.79B | $591B | 3,720 | 84 |
|
| 23 |
Online Travel & Experiences
| +$11.3B | +$6.14B | $198B | 2,303 | 32 |
|
| 24 |
Medical Devices & Diagnostics
| +$10.6B | +$23B | $2.02T | 4,970 | 342 |
|
| 25 |
GLP-1 & Obesity
| +$8.59B | +$4.84B | $892B | 4,353 | 92 |
|
| 26 |
Digital Assets
Crypto Exchanges
| +$8.28B | +$3.43B | $21.8B | 936 | 7 |
|
| 27 |
Digital Assets
| +$7.56B | +$23.7B | $287B | 3,320 | 160 |
|
| 28 |
Cybersecurity
Identity Security
| +$7.5B | +$2.13B | $48.9B | 1,114 | 15 |
|
| 29 |
Energy Efficiency
| +$7.31B | -$833M | $315B | 3,148 | 31 |
|
| 30 |
Clean Energy
| +$7.01B | +$6.43B | $249B | 3,387 | 134 |
|
| 31 |
Genomics & Gene Editing
Gene Therapy
| +$6.16B | +$3.7B | $126B | 2,341 | 131 |
|
| 32 |
Health & Wellness
| +$5.88B | +$2.91B | $271B | 3,560 | 78 |
|
| 33 |
Robotics & Automation
| +$5.78B | +$359M | $341B | 3,524 | 83 |
|
| 34 |
E-Commerce
Food Delivery
| +$5.39B | +$3.38B | $201B | 1,828 | 12 |
|
| 35 |
Artificial Intelligence
Agentic AI
| +$5.18B | +$20.6B | $345B | 2,810 | 13 |
|
| 36 |
Longevity & Aging Population
| +$4.94B | +$3.02B | $233B | 2,304 | 60 |
|
| 37 |
Sports Betting & iGaming
| +$4.86B | +$4.65B | $56B | 1,407 | 29 |
|
| 38 |
Robotics & Automation
Industrial Automation
| +$4.6B | -$1.79B | $236B | 3,056 | 16 |
|
| 39 |
Reshoring & American Manufacturing
| +$4.09B | +$428M | $27.1B | 1,052 | 20 |
|
| 40 |
Artificial Intelligence
AI Software & Applications
| +$3.53B | +$14.7B | $73.5B | 1,662 | 85 |
|
| 41 |
Oil & Gas
Oilfield Services
| +$3.5B | -$611M | $118B | 2,063 | 88 |
|
| 42 |
Luxury & Affluent Consumer
| +$3.5B | +$1.14B | $158B | 2,020 | 40 |
|
| 43 |
Digital Payments & Fintech
Buy Now Pay Later
| +$3.1B | +$2.08B | $23.7B | 844 | 13 |
|
| 44 |
Agriculture & Food Technology
| +$3.09B | +$1.22B | $264B | 3,078 | 79 |
|
| 45 |
Reuse, Repair & Circular Economy
| +$2.82B | +$309M | $219B | 2,708 | 68 |
|
| 46 |
Sin Stocks
Alcohol
| +$2.71B | -$2.31B | $84.3B | 2,238 | 24 |
|
| 47 |
Sin Stocks
| +$2.58B | +$1.15B | $395B | 3,527 | 78 |
|
| 48 |
Artificial Intelligence
AI Memory & HBM
| +$2.52B | -$1.35B | $174B | 2,046 | 12 |
|
| 49 |
Semiconductors
Advanced Packaging
| +$2.41B | +$191M | $123B | 1,799 | 10 |
|
| 50 |
Data Centers & Digital Infrastructure
| +$2.4B | +$11.3B | $486B | 3,189 | 78 |
|
| 51 |
Clean Energy
Solar
| +$2.37B | +$3.75B | $65.2B | 1,555 | 54 |
|
| 52 |
Space Economy
| +$2.31B | +$2.82B | $160B | 2,875 | 64 |
|
| 53 |
Electric Vehicles
EV Charging Infrastructure
| +$2.31B | +$71.4M | $21.3B | 1,480 | 21 |
|
| 54 |
Pet Economy
| +$2.3B | +$346M | $490B | 3,788 | 34 |
|
| 55 |
Nuclear Energy
| +$2.16B | +$11.5B | $255B | 2,884 | 61 |
|
| 56 |
Cloud Computing
Edge Computing
| +$2.15B | +$739M | $67.6B | 1,496 | 11 |
|
| 57 |
Artificial Intelligence
AI Inference Silicon
| +$1.65B | +$418M | $157B | 2,522 | 7 |
|
| 58 |
Semiconductors
Semicap & Lithography
| +$1.54B | -$1.65B | $351B | 2,753 | 21 |
|
| 59 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.4B | +$1.02B | $83.5B | 1,642 | 26 |
|
| 60 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.38B | +$1.15B | $70.9B | 1,857 | 13 |
|
| 61 |
Critical Minerals & Rare Earths
| +$1.36B | +$478M | $17.3B | 1,053 | 60 |
|
| 62 |
Space Economy
Launch Services
| +$1.33B | +$3.61B | $7.87B | 362 | 5 |
|
| 63 |
Copper & Industrial Metals
| +$1.16B | -$4.81B | $192B | 2,624 | 79 |
|
| 64 |
Lithium & Battery Materials
| +$1.14B | +$807M | $33B | 1,501 | 47 |
|
| 65 |
Semiconductors
Photonics & Optical Interconnect
| +$1.06B | +$10.4M | $36.2B | 1,253 | 20 |
|
| 66 |
Agriculture & Food Technology
Precision Agriculture
| +$1.06B | -$1.06B | $76.8B | 1,954 | 4 |
|
| 67 |
Data Centers & Digital Infrastructure
Power for AI
| +$1.01B | +$30M | $90B | 1,832 | 22 |
|
| 68 |
Digital Assets
Bitcoin Miners
| +$1.01B | +$846M | $4.01B | 601 | 40 |
|
| 69 |
Carbon & Pollution Control
| +$1.01B | +$896M | $54.1B | 1,717 | 23 |
|
| 70 |
Gold & Precious Metals
Gold & Silver Miners
| +$972M | -$1.83B | $150B | 2,080 | 124 |
|
| 71 |
Internet of Things
Smart Home
| +$942M | +$2.01B | $56.2B | 1,485 | 17 |
|
| 72 |
Gold & Precious Metals
| +$919M | -$1.9B | $151B | 2,109 | 133 |
|
| 73 |
Electrification & Grid
Grid Equipment
| +$899M | +$62.1M | $67.1B | 1,717 | 10 |
|
| 74 |
Cannabis
| +$818M | +$378M | $14.9B | 1,332 | 52 |
|
| 75 |
Space Economy
Satellite Communications
| +$812M | +$119M | $11.5B | 680 | 16 |
|
| 76 |
Semiconductors
Analog & Power Semis
| +$762M | +$17.1B | $371B | 2,987 | 27 |
|
| 77 |
Digital Assets
Corporate Crypto Treasuries
| +$663M | -$642M | $8.64B | 716 | 63 |
|
| 78 |
Infrastructure & Construction
| +$659M | +$47.6M | $410B | 3,685 | 127 |
|
| 79 |
Sin Stocks
Casinos
| +$625M | +$3.65B | $125B | 1,733 | 24 |
|
| 80 |
Water
Water Infrastructure
| +$605M | +$1.36B | $106B | 1,825 | 17 |
|
| 81 |
Space Economy
Earth Observation
| +$473M | +$136M | $669M | 183 | 6 |
|
| 82 |
Robotics & Automation
Humanoid Robotics
| +$359M | +$1.06B | $11.5B | 343 | 5 |
|
| 83 |
Water
Sanitation
| +$322M | +$1.25B | $27.7B | 965 | 8 |
|
| 84 |
Nuclear Energy
Uranium Mining & Enrichment
| +$290M | +$127M | $7.42B | 657 | 20 |
|
| 85 |
Water
| +$258M | +$11.2B | $282B | 2,963 | 67 |
|
| 86 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$236M | -$205M | $31.2B | 1,133 | 9 |
|
| 87 |
Oil & Gas
LNG
| +$158M | +$1.19B | $201B | 2,618 | 32 |
|
| 88 |
Clean Energy
Wind
| +$153M | +$1.37B | $1.89B | 357 | 9 |
|
| 89 |
Agriculture & Food Technology
Plant-Based Foods
| +$99.6M | +$1.19B | $38.2B | 1,283 | 17 |
|
| 90 |
Virtual & Augmented Reality
| +$77.8M | +$182M | $1.46B | 350 | 20 |
|
| 91 |
Cybersecurity
Post-Quantum Cryptography
| +$6.61M | +$18.6M | $26M | 34 | 6 |
|
| 92 |
Sin Stocks
Firearms
| -$18M | -$3.61M | $12.8B | 836 | 12 |
|
| 93 |
Electrification & Grid
Transmission Buildout
| -$102M | -$91.4M | $21.9B | 998 | 6 |
|
| 94 |
Infrastructure & Construction
Green Building
| -$128M | -$26M | $15.1B | 592 | 5 |
|
| 95 |
Nuclear Energy
Small Modular Reactors
| -$214M | +$333M | $5.34B | 426 | 12 |
|
| 96 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$270M | -$205M | $108B | 2,377 | 3 |
|
| 97 |
3D Printing & Additive Manufacturing
| -$287M | -$10.4M | $57.9B | 1,602 | 20 |
|
| 98 |
Streaming & Digital Media
News Media
| -$309M | -$569M | $64.6B | 1,383 | 26 |
|
| 99 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$500M | +$3.26B | $156B | 1,876 | 19 |
|
| 100 |
Defense Modernization
Military Shipbuilding
| -$512M | -$187M | $64.7B | 1,617 | 6 |
|
| 101 |
Cybersecurity
Agentic AI Security
| -$579M | +$2.24B | $46.8B | 1,223 | 2 |
|
| 102 |
Defense Modernization
Defense Tech & C4ISR
| -$706M | +$3.64B | $295B | 3,302 | 53 |
|
| 103 |
Sin Stocks
Tobacco & Nicotine
| -$814M | -$246M | $170B | 2,378 | 13 |
|
| 104 |
Housing & Home Improvement
Homebuilders
| -$1.38B | -$929M | $157B | 2,169 | 45 |
|
| 105 |
Defense Modernization
Drones & Counter-Drone
| -$1.42B | -$183M | $106B | 1,969 | 30 |
|
| 106 |
Future of Education
| -$1.52B | +$4.59B | $74.4B | 1,479 | 77 |
|
| 107 |
Digital Assets
Stablecoin Infrastructure
| -$1.66B | +$2.21B | $191B | 2,783 | 9 |
|
| 108 |
Quantum Computing
| -$2.07B | +$489M | $69.3B | 2,417 | 19 |
|
| 109 |
Defense Modernization
Munitions Restocking
| -$2.17B | -$1.59B | $202B | 2,774 | 11 |
|
| 110 |
Defense Modernization
| -$2.66B | +$10.8B | $812B | 4,439 | 163 |
|
| 111 |
Housing & Home Improvement
Home & Garden Retail
| -$3.58B | -$2.76B | $536B | 4,005 | 30 |
|
| 112 |
Social Media & Creator Economy
| -$5.63B | -$20.6B | $3.81T | 5,147 | 45 |
|
| 113 |
Housing & Home Improvement
| -$5.91B | +$696M | $1.17T | 4,806 | 223 |
|
| 114 |
Artificial Intelligence
Chinese AI
| -$17B | -$15.9B | $79.2B | 1,548 | 14 |
|
| 115 |
Artificial Intelligence
| -$35.5B | -$28.1B | $5.67T | 5,582 | 264 |
|