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
5
10
25
50
100
5
10
25
50
100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Cloud Computing
| +$55.4B | -$54.1B | $3.28T | 5,315 | 64 |
|
| 2 |
Artificial Intelligence
| +$55.3B | -$127B | $3.78T | 5,485 | 264 |
|
| 3 |
Social Media & Creator Economy
| +$53.5B | -$66.7B | $2.6T | 5,075 | 45 |
|
| 4 |
Streaming & Digital Media
| +$48.6B | -$42.8B | $2.08T | 5,163 | 120 |
|
| 5 |
Video Games & Esports
| +$22.8B | -$16.2B | $1.53T | 4,974 | 55 |
|
| 6 |
Immunotherapy & Oncology
| +$22.4B | +$4.31B | $1.49T | 4,859 | 388 |
|
| 7 |
Electric Vehicles
| +$20.1B | +$1.38B | $615B | 3,979 | 124 |
|
| 8 |
Oil & Gas
| +$19.1B | +$39.8B | $1.72T | 4,828 | 361 |
|
| 9 |
Electrification & Grid
| +$18.4B | +$3.87B | $410B | 3,463 | 59 |
|
| 10 |
SaaS & Enterprise Software
| +$16.9B | -$15.7B | $3.2T | 5,516 | 266 |
|
| 11 |
Electrification & Grid
Energy Storage
| +$16.6B | +$3.22B | $315B | 2,852 | 26 |
|
| 12 |
Autonomous Driving
| +$13B | +$2.55B | $380B | 3,270 | 53 |
|
| 13 |
GLP-1 & Obesity
| +$12.2B | -$2.45B | $894B | 4,260 | 92 |
|
| 14 |
Medical Devices & Diagnostics
| +$9.35B | -$2.97B | $1.58T | 4,890 | 342 |
|
| 15 |
Defense Modernization
| +$8.41B | +$1.32B | $765B | 4,340 | 163 |
|
| 16 |
Oil & Gas
LNG
| +$7.72B | +$14.3B | $263B | 2,988 | 32 |
|
| 17 |
Semiconductors
| +$6.29B | -$33.9B | $1.81T | 4,782 | 178 |
|
| 18 |
Nuclear Energy
| +$6.12B | +$14.1B | $257B | 2,958 | 61 |
|
| 19 |
Pet Economy
| +$6.11B | -$788M | $438B | 3,787 | 34 |
|
| 20 |
Genomics & Gene Editing
| +$5.38B | +$2.54B | $623B | 3,799 | 199 |
|
| 21 |
Sin Stocks
| +$4.84B | +$1.09B | $355B | 3,430 | 78 |
|
| 22 |
Data Centers & Digital Infrastructure
| +$4.28B | -$13.6B | $349B | 3,004 | 78 |
|
| 23 |
Artificial Intelligence
Agentic AI
| +$4.23B | -$2.86B | $232B | 2,647 | 13 |
|
| 24 |
Oil & Gas
Oilfield Services
| +$4.05B | +$3.84B | $149B | 2,212 | 88 |
|
| 25 |
Gold & Precious Metals
| +$4B | +$1.92B | $139B | 2,119 | 133 |
|
| 26 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.91B | +$1.78B | $138B | 2,082 | 124 |
|
| 27 |
Clean Energy
| +$3.77B | +$4.28B | $239B | 3,348 | 134 |
|
| 28 |
Defense Modernization
Defense Tech & C4ISR
| +$2.64B | +$680M | $316B | 3,367 | 53 |
|
| 29 |
Digital Assets
Crypto Exchanges
| +$2.63B | -$1.99B | $5.47B | 661 | 7 |
|
| 30 |
Clean Energy
Solar
| +$2.29B | +$871M | $61.8B | 1,540 | 54 |
|
| 31 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.26B | -$13.1B | $113B | 1,720 | 19 |
|
| 32 |
Sin Stocks
Casinos
| +$2.23B | -$622M | $95.1B | 1,598 | 24 |
|
| 33 |
Semiconductors
Analog & Power Semis
| +$2.1B | -$610M | $282B | 2,827 | 27 |
|
| 34 |
Defense Modernization
Munitions Restocking
| +$1.86B | +$505M | $228B | 2,872 | 11 |
|
| 35 |
Internet of Things
Wearables
| +$1.85B | -$12.1B | $1.34T | 4,489 | 21 |
|
| 36 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.8B | +$3.33B | $74B | 1,703 | 26 |
|
| 37 |
Internet of Things
| +$1.66B | -$12.6B | $1.63T | 4,958 | 99 |
|
| 38 |
Digital Assets
Stablecoin Infrastructure
| +$1.64B | -$10.5B | $64.1B | 2,150 | 9 |
|
| 39 |
Defense Modernization
Drones & Counter-Drone
| +$1.59B | +$586M | $121B | 2,037 | 30 |
|
| 40 |
Sin Stocks
Tobacco & Nicotine
| +$1.59B | +$2.1B | $170B | 2,353 | 13 |
|
| 41 |
Robotics & Automation
| +$1.59B | -$1.74B | $250B | 3,282 | 83 |
|
| 42 |
Genomics & Gene Editing
Gene Therapy
| +$1.57B | +$2.12B | $92.6B | 2,245 | 131 |
|
| 43 |
Housing & Home Improvement
Homebuilders
| +$1.56B | -$2.64B | $100B | 1,880 | 45 |
|
| 44 |
Quantum Computing
| +$1.55B | -$300M | $72.5B | 2,425 | 19 |
|
| 45 |
Housing & Home Improvement
| +$1.53B | -$12.7B | $745B | 4,598 | 223 |
|
| 46 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.28B | -$664M | $53.8B | 1,727 | 13 |
|
| 47 |
Digital Assets
| +$1.23B | -$4.55B | $109B | 2,705 | 160 |
|
| 48 |
Cybersecurity
Identity Security
| +$1.21B | +$161M | $27.5B | 1,025 | 15 |
|
| 49 |
Infrastructure & Construction
| +$1.19B | +$2.66B | $331B | 3,609 | 127 |
|
| 50 |
Lithium & Battery Materials
| +$1.16B | +$1.27B | $33B | 1,500 | 47 |
|
| 51 |
Space Economy
| +$896M | -$923M | $178B | 2,923 | 64 |
|
| 52 |
Data Centers & Digital Infrastructure
Power for AI
| +$783M | +$41.1M | $67.9B | 1,718 | 22 |
|
| 53 |
Health & Wellness
| +$770M | -$592M | $208B | 3,373 | 78 |
|
| 54 |
Electrification & Grid
Grid Equipment
| +$762M | -$45.2M | $49.7B | 1,602 | 10 |
|
| 55 |
Longevity & Aging Population
| +$745M | -$96.8M | $211B | 2,251 | 60 |
|
| 56 |
Defense Modernization
Military Shipbuilding
| +$741M | +$43M | $69.6B | 1,667 | 6 |
|
| 57 |
Agriculture & Food Technology
| +$740M | +$1.2B | $258B | 3,057 | 79 |
|
| 58 |
Electric Vehicles
EV Charging Infrastructure
| +$739M | -$167M | $18B | 1,459 | 21 |
|
| 59 |
Sin Stocks
Alcohol
| +$735M | -$171M | $77.3B | 2,154 | 24 |
|
| 60 |
Electrification & Grid
Transmission Buildout
| +$678M | +$506M | $22.9B | 949 | 6 |
|
| 61 |
Critical Minerals & Rare Earths
| +$539M | +$444M | $13.4B | 1,099 | 60 |
|
| 62 |
Artificial Intelligence
AI Software & Applications
| +$508M | -$20.1B | $27B | 1,431 | 85 |
|
| 63 |
Robotics & Automation
Industrial Automation
| +$507M | -$2.13B | $176B | 2,896 | 16 |
|
| 64 |
Online Travel & Experiences
| +$480M | +$1.25B | $134B | 2,178 | 32 |
|
| 65 |
Cybersecurity
Agentic AI Security
| +$474M | +$1.6B | $42.9B | 1,328 | 2 |
|
| 66 |
Reuse, Repair & Circular Economy
| +$460M | -$755M | $160B | 2,591 | 68 |
|
| 67 |
Reshoring & American Manufacturing
| +$409M | +$600M | $24B | 1,043 | 20 |
|
| 68 |
Internet of Things
Smart Home
| +$408M | +$932M | $36.7B | 1,354 | 17 |
|
| 69 |
Digital Assets
Bitcoin Miners
| +$375M | -$114M | $1.16B | 546 | 40 |
|
| 70 |
Sin Stocks
Firearms
| +$291M | -$241M | $9.8B | 807 | 12 |
|
| 71 |
Luxury & Affluent Consumer
| +$244M | -$3.31B | $105B | 1,888 | 40 |
|
| 72 |
Cannabis
| +$242M | +$241M | $6.96B | 1,167 | 52 |
|
| 73 |
Clean Energy
Wind
| +$163M | -$180M | $1.57B | 340 | 9 |
|
| 74 |
Nuclear Energy
Small Modular Reactors
| +$127M | +$133M | $5.56B | 488 | 12 |
|
| 75 |
Space Economy
Earth Observation
| +$98M | +$130M | $601M | 225 | 6 |
|
| 76 |
Digital Assets
Corporate Crypto Treasuries
| +$69.6M | +$215M | $4.28B | 712 | 63 |
|
| 77 |
Nuclear Energy
Uranium Mining & Enrichment
| +$69.6M | +$287M | $7.16B | 695 | 20 |
|
| 78 |
Streaming & Digital Media
News Media
| +$53.2M | -$164M | $49.4B | 1,294 | 26 |
|
| 79 |
Semiconductors
Photonics & Optical Interconnect
| +$51.9M | +$149M | $24.6B | 1,195 | 20 |
|
| 80 |
Space Economy
Satellite Communications
| +$30M | -$206M | $9.19B | 637 | 16 |
|
| 81 |
Infrastructure & Construction
Green Building
| +$26.3M | +$68M | $6.62B | 512 | 5 |
|
| 82 |
Space Economy
Launch Services
| +$13.6M | +$62.2M | $4.27B | 397 | 5 |
|
| 83 |
Cybersecurity
Post-Quantum Cryptography
| -$8.91M | +$33.9M | $16.7M | 40 | 6 |
|
| 84 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$17.6M | -$1.39B | $87.7B | 2,231 | 3 |
|
| 85 |
Cloud Computing
Edge Computing
| -$49.6M | +$835M | $39.6B | 1,392 | 11 |
|
| 86 |
Agriculture & Food Technology
Plant-Based Foods
| -$59.4M | +$532M | $40.1B | 1,343 | 17 |
|
| 87 |
Virtual & Augmented Reality
| -$68M | -$176M | $512M | 328 | 20 |
|
| 88 |
Digital Payments & Fintech
Buy Now Pay Later
| -$77.6M | -$72.2M | $8.02B | 652 | 13 |
|
| 89 |
Water
| -$83.2M | +$158M | $209B | 2,788 | 67 |
|
| 90 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$85.3M | +$257M | $21.9B | 1,028 | 9 |
|
| 91 |
Robotics & Automation
Humanoid Robotics
| -$112M | -$320M | $7.02B | 304 | 5 |
|
| 92 |
Artificial Intelligence
AI Memory & HBM
| -$137M | -$3.2B | $102B | 1,852 | 12 |
|
| 93 |
Water
Sanitation
| -$360M | +$630M | $18.5B | 881 | 8 |
|
| 94 |
Carbon & Pollution Control
| -$360M | +$3.7B | $72.1B | 1,846 | 23 |
|
| 95 |
Semiconductors
Advanced Packaging
| -$441M | -$464M | $84.5B | 1,650 | 10 |
|
| 96 |
E-Commerce
Food Delivery
| -$483M | -$1.83B | $90.6B | 1,544 | 12 |
|
| 97 |
Water
Water Infrastructure
| -$585M | +$565M | $83.2B | 1,747 | 17 |
|
| 98 |
Housing & Home Improvement
Home & Garden Retail
| -$665M | -$8.94B | $333B | 3,814 | 30 |
|
| 99 |
Sports Betting & iGaming
| -$681M | -$191M | $29.1B | 1,227 | 29 |
|
| 100 |
Energy Efficiency
| -$875M | -$4.57B | $222B | 2,944 | 31 |
|
| 101 |
Artificial Intelligence
AI Inference Silicon
| -$923M | -$223M | $106B | 2,440 | 7 |
|
| 102 |
Digital Payments & Fintech
Neobanks
| -$1.07B | -$515M | $30.2B | 1,234 | 25 |
|
| 103 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| -$1.12B | +$805M | $38.9B | 1,267 | 14 |
|
| 104 |
Agriculture & Food Technology
Precision Agriculture
| -$1.26B | +$1.66B | $66.9B | 1,946 | 4 |
|
| 105 |
Semiconductors
Semicap & Lithography
| -$1.53B | -$3.01B | $216B | 2,533 | 21 |
|
| 106 |
3D Printing & Additive Manufacturing
| -$1.77B | +$1.38B | $44.9B | 1,501 | 20 |
|
| 107 |
Cybersecurity
| -$2.56B | -$1.48B | $398B | 3,893 | 85 |
|
| 108 |
Future of Education
| -$3.46B | -$3.29B | $54.9B | 1,371 | 77 |
|
| 109 |
Copper & Industrial Metals
| -$3.69B | +$3.88B | $164B | 2,607 | 79 |
|
| 110 |
E-Commerce
| -$4.49B | -$27.7B | $2.6T | 5,556 | 240 |
|
| 111 |
Digital Payments & Fintech
| -$5.23B | -$26.3B | $2.4T | 5,420 | 148 |
|
| 112 |
E-Commerce
Marketplaces
| -$5.3B | -$26.7B | $2.39T | 5,358 | 106 |
|
| 113 |
Artificial Intelligence
Chinese AI
| -$6.09B | -$9.59B | $59.4B | 1,425 | 14 |
|
| 114 |
Small Business Economy
| -$6.52B | +$1.12B | $376B | 3,376 | 58 |
|
| 115 |
Digital Health & Telemedicine
| -$19.3B | -$19.7B | $523B | 3,604 | 84 |
|