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 |
Oil & Gas
| +$39.8B | +$25B | $1.85T | 4,836 | 361 |
|
| 2 |
Oil & Gas
LNG
| +$14.3B | +$158M | $287B | 2,952 | 32 |
|
| 3 |
Nuclear Energy
| +$14.1B | +$2.16B | $280B | 2,993 | 61 |
|
| 4 |
Immunotherapy & Oncology
| +$4.31B | +$22.9B | $1.49T | 4,858 | 388 |
|
| 5 |
Clean Energy
| +$4.28B | +$7.01B | $263B | 3,433 | 134 |
|
| 6 |
Copper & Industrial Metals
| +$3.88B | +$1.16B | $248B | 2,786 | 79 |
|
| 7 |
Electrification & Grid
| +$3.87B | +$18.1B | $589B | 3,634 | 59 |
|
| 8 |
Oil & Gas
Oilfield Services
| +$3.84B | +$3.5B | $181B | 2,235 | 88 |
|
| 9 |
Carbon & Pollution Control
| +$3.7B | +$1.01B | $75.5B | 1,835 | 23 |
|
| 10 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$3.33B | +$1.4B | $81.7B | 1,625 | 26 |
|
| 11 |
Electrification & Grid
Energy Storage
| +$3.22B | +$17B | $480B | 3,021 | 26 |
|
| 12 |
Infrastructure & Construction
| +$2.66B | +$659M | $416B | 3,698 | 127 |
|
| 13 |
Autonomous Driving
| +$2.55B | +$36.9B | $588B | 3,517 | 53 |
|
| 14 |
Genomics & Gene Editing
| +$2.54B | +$15.3B | $735B | 3,878 | 199 |
|
| 15 |
Genomics & Gene Editing
Gene Therapy
| +$2.12B | +$6.16B | $105B | 2,285 | 131 |
|
| 16 |
Sin Stocks
Tobacco & Nicotine
| +$2.1B | -$814M | $176B | 2,400 | 13 |
|
| 17 |
Gold & Precious Metals
| +$1.92B | +$919M | $184B | 2,192 | 133 |
|
| 18 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.78B | +$972M | $183B | 2,155 | 124 |
|
| 19 |
Agriculture & Food Technology
Precision Agriculture
| +$1.66B | +$1.06B | $93.3B | 2,068 | 4 |
|
| 20 |
Cybersecurity
Agentic AI Security
| +$1.6B | -$579M | $53.6B | 1,315 | 2 |
|
| 21 |
3D Printing & Additive Manufacturing
| +$1.38B | -$287M | $56.5B | 1,550 | 20 |
|
| 22 |
Electric Vehicles
| +$1.38B | +$98B | $873B | 4,099 | 124 |
|
| 23 |
Defense Modernization
| +$1.32B | -$2.66B | $857B | 4,426 | 163 |
|
| 24 |
Lithium & Battery Materials
| +$1.27B | +$1.14B | $35.8B | 1,509 | 47 |
|
| 25 |
Online Travel & Experiences
| +$1.25B | +$11.3B | $200B | 2,358 | 32 |
|
| 26 |
Agriculture & Food Technology
| +$1.2B | +$3.09B | $325B | 3,241 | 79 |
|
| 27 |
Small Business Economy
| +$1.12B | +$16.9B | $505B | 3,546 | 58 |
|
| 28 |
Sin Stocks
| +$1.09B | +$2.58B | $384B | 3,530 | 78 |
|
| 29 |
Internet of Things
Smart Home
| +$932M | +$942M | $47.9B | 1,400 | 17 |
|
| 30 |
Clean Energy
Solar
| +$871M | +$2.37B | $66.1B | 1,571 | 54 |
|
| 31 |
Cloud Computing
Edge Computing
| +$835M | +$2.15B | $66.2B | 1,471 | 11 |
|
| 32 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$805M | +$16.3B | $70.3B | 1,475 | 14 |
|
| 33 |
Defense Modernization
Defense Tech & C4ISR
| +$680M | -$706M | $334B | 3,392 | 53 |
|
| 34 |
Water
Sanitation
| +$630M | +$322M | $22B | 894 | 8 |
|
| 35 |
Reshoring & American Manufacturing
| +$600M | +$4.09B | $27.6B | 1,057 | 20 |
|
| 36 |
Defense Modernization
Drones & Counter-Drone
| +$586M | -$1.42B | $123B | 2,051 | 30 |
|
| 37 |
Water
Water Infrastructure
| +$565M | +$605M | $98.2B | 1,779 | 17 |
|
| 38 |
Agriculture & Food Technology
Plant-Based Foods
| +$532M | +$99.6M | $47.1B | 1,356 | 17 |
|
| 39 |
Electrification & Grid
Transmission Buildout
| +$506M | -$102M | $24.1B | 983 | 6 |
|
| 40 |
Defense Modernization
Munitions Restocking
| +$505M | -$2.17B | $230B | 2,882 | 11 |
|
| 41 |
Critical Minerals & Rare Earths
| +$444M | +$1.36B | $18.5B | 1,121 | 60 |
|
| 42 |
Nuclear Energy
Uranium Mining & Enrichment
| +$287M | +$290M | $10B | 735 | 20 |
|
| 43 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$257M | +$236M | $27B | 1,083 | 9 |
|
| 44 |
Cannabis
| +$241M | +$818M | $12.1B | 1,272 | 52 |
|
| 45 |
Digital Assets
Corporate Crypto Treasuries
| +$215M | +$663M | $8.43B | 747 | 63 |
|
| 46 |
Cybersecurity
Identity Security
| +$161M | +$7.5B | $38B | 1,036 | 15 |
|
| 47 |
Water
| +$158M | +$258M | $247B | 2,871 | 67 |
|
| 48 |
Semiconductors
Photonics & Optical Interconnect
| +$149M | +$1.06B | $32.2B | 1,242 | 20 |
|
| 49 |
Nuclear Energy
Small Modular Reactors
| +$133M | -$214M | $7.28B | 481 | 12 |
|
| 50 |
Space Economy
Earth Observation
| +$130M | +$473M | $674M | 209 | 6 |
|
| 51 |
Infrastructure & Construction
Green Building
| +$68M | -$128M | $7.84B | 511 | 5 |
|
| 52 |
Space Economy
Launch Services
| +$62.2M | +$1.33B | $5.59B | 393 | 5 |
|
| 53 |
Defense Modernization
Military Shipbuilding
| +$43M | -$512M | $73.8B | 1,680 | 6 |
|
| 54 |
Data Centers & Digital Infrastructure
Power for AI
| +$41.1M | +$1.01B | $83B | 1,780 | 22 |
|
| 55 |
Cybersecurity
Post-Quantum Cryptography
| +$33.9M | +$6.61M | $51.4M | 45 | 6 |
|
| 56 |
Electrification & Grid
Grid Equipment
| -$45.2M | +$899M | $59B | 1,655 | 10 |
|
| 57 |
Digital Payments & Fintech
Buy Now Pay Later
| -$72.2M | +$3.1B | $14B | 733 | 13 |
|
| 58 |
Longevity & Aging Population
| -$96.8M | +$4.94B | $236B | 2,319 | 60 |
|
| 59 |
Digital Assets
Bitcoin Miners
| -$114M | +$1.01B | $3.36B | 566 | 40 |
|
| 60 |
Streaming & Digital Media
News Media
| -$164M | -$309M | $64B | 1,368 | 26 |
|
| 61 |
Electric Vehicles
EV Charging Infrastructure
| -$167M | +$2.31B | $20.7B | 1,470 | 21 |
|
| 62 |
Sin Stocks
Alcohol
| -$171M | +$2.71B | $79.8B | 2,191 | 24 |
|
| 63 |
Virtual & Augmented Reality
| -$176M | +$77.8M | $673M | 317 | 20 |
|
| 64 |
Clean Energy
Wind
| -$180M | +$153M | $1.73B | 359 | 9 |
|
| 65 |
Sports Betting & iGaming
| -$191M | +$4.86B | $47.6B | 1,301 | 29 |
|
| 66 |
Space Economy
Satellite Communications
| -$206M | +$812M | $11.5B | 680 | 16 |
|
| 67 |
Artificial Intelligence
AI Inference Silicon
| -$223M | +$1.65B | $129B | 2,501 | 7 |
|
| 68 |
Sin Stocks
Firearms
| -$241M | -$18M | $11B | 822 | 12 |
|
| 69 |
Quantum Computing
| -$300M | -$2.07B | $66.6B | 2,387 | 19 |
|
| 70 |
Robotics & Automation
Humanoid Robotics
| -$320M | +$359M | $6.24B | 290 | 5 |
|
| 71 |
Semiconductors
Advanced Packaging
| -$464M | +$2.41B | $107B | 1,788 | 10 |
|
| 72 |
Digital Payments & Fintech
Neobanks
| -$515M | +$25.2B | $47B | 1,251 | 25 |
|
| 73 |
Health & Wellness
| -$592M | +$5.88B | $231B | 3,474 | 78 |
|
| 74 |
Semiconductors
Analog & Power Semis
| -$610M | +$762M | $346B | 2,959 | 27 |
|
| 75 |
Sin Stocks
Casinos
| -$622M | +$625M | $115B | 1,717 | 24 |
|
| 76 |
Clean Energy
Hydrogen & Fuel Cells
| -$664M | +$1.38B | $60.7B | 1,786 | 13 |
|
| 77 |
Reuse, Repair & Circular Economy
| -$755M | +$2.82B | $201B | 2,706 | 68 |
|
| 78 |
Pet Economy
| -$788M | +$2.3B | $448B | 3,792 | 34 |
|
| 79 |
Space Economy
| -$923M | +$2.31B | $183B | 2,956 | 64 |
|
| 80 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$1.39B | -$270M | $99B | 2,351 | 3 |
|
| 81 |
Cybersecurity
| -$1.48B | +$14B | $537B | 4,063 | 85 |
|
| 82 |
Robotics & Automation
| -$1.74B | +$5.78B | $301B | 3,417 | 83 |
|
| 83 |
E-Commerce
Food Delivery
| -$1.83B | +$5.39B | $143B | 1,690 | 12 |
|
| 84 |
Digital Assets
Crypto Exchanges
| -$1.99B | +$8.28B | $14.8B | 831 | 7 |
|
| 85 |
Robotics & Automation
Industrial Automation
| -$2.13B | +$4.6B | $212B | 3,002 | 16 |
|
| 86 |
GLP-1 & Obesity
| -$2.45B | +$8.59B | $885B | 4,279 | 92 |
|
| 87 |
Housing & Home Improvement
Homebuilders
| -$2.64B | -$1.38B | $115B | 2,003 | 45 |
|
| 88 |
Artificial Intelligence
Agentic AI
| -$2.86B | +$5.18B | $284B | 2,753 | 13 |
|
| 89 |
Medical Devices & Diagnostics
| -$2.97B | +$10.6B | $1.87T | 4,955 | 342 |
|
| 90 |
Semiconductors
Semicap & Lithography
| -$3.01B | +$1.54B | $287B | 2,668 | 21 |
|
| 91 |
Artificial Intelligence
AI Memory & HBM
| -$3.2B | +$2.52B | $137B | 1,983 | 12 |
|
| 92 |
Future of Education
| -$3.29B | -$1.52B | $63.3B | 1,428 | 77 |
|
| 93 |
Luxury & Affluent Consumer
| -$3.31B | +$3.5B | $119B | 1,919 | 40 |
|
| 94 |
Digital Assets
| -$4.55B | +$7.56B | $203B | 3,119 | 160 |
|
| 95 |
Energy Efficiency
| -$4.57B | +$7.31B | $273B | 3,063 | 31 |
|
| 96 |
Housing & Home Improvement
Home & Garden Retail
| -$8.94B | -$3.58B | $391B | 3,910 | 30 |
|
| 97 |
Artificial Intelligence
Chinese AI
| -$9.59B | -$17B | $62.4B | 1,453 | 14 |
|
| 98 |
Digital Assets
Stablecoin Infrastructure
| -$10.5B | -$1.66B | $114B | 2,524 | 9 |
|
| 99 |
Internet of Things
Wearables
| -$12.1B | +$13.5B | $1.73T | 4,547 | 21 |
|
| 100 |
Internet of Things
| -$12.6B | +$20B | $2.09T | 5,006 | 99 |
|
| 101 |
Housing & Home Improvement
| -$12.7B | -$5.91B | $873B | 4,698 | 223 |
|
| 102 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$13.1B | -$500M | $124B | 1,743 | 19 |
|
| 103 |
Data Centers & Digital Infrastructure
| -$13.6B | +$2.4B | $428B | 3,075 | 78 |
|
| 104 |
SaaS & Enterprise Software
| -$15.7B | +$84.3B | $3.95T | 5,561 | 266 |
|
| 105 |
Video Games & Esports
| -$16.2B | +$13.1B | $1.84T | 4,998 | 55 |
|
| 106 |
Digital Health & Telemedicine
| -$19.7B | +$12.2B | $566B | 3,655 | 84 |
|
| 107 |
Artificial Intelligence
AI Software & Applications
| -$20.1B | +$3.53B | $40B | 1,538 | 85 |
|
| 108 |
Digital Payments & Fintech
| -$26.3B | +$46.2B | $3.09T | 5,511 | 148 |
|
| 109 |
E-Commerce
Marketplaces
| -$26.7B | +$28.4B | $3.21T | 5,442 | 106 |
|
| 110 |
E-Commerce
| -$27.7B | +$55.9B | $3.49T | 5,649 | 240 |
|
| 111 |
Semiconductors
| -$33.9B | +$19.5B | $2.42T | 4,895 | 178 |
|
| 112 |
Streaming & Digital Media
| -$42.8B | +$22.3B | $2.88T | 5,266 | 120 |
|
| 113 |
Cloud Computing
| -$54.1B | +$42.9B | $4.24T | 5,348 | 64 |
|
| 114 |
Social Media & Creator Economy
| -$66.7B | -$5.63B | $3.3T | 5,128 | 45 |
|
| 115 |
Artificial Intelligence
| -$127B | -$35.5B | $4.89T | 5,556 | 264 |
|