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 |
SaaS & Enterprise Software
| +$20.1B | +$16.9B | $2.99T | 5,496 | 266 |
|
| 2 |
Video Games & Esports
| +$16.6B | +$22.8B | $1.4T | 4,925 | 55 |
|
| 3 |
Genomics & Gene Editing
| +$9.58B | +$5.38B | $628B | 3,788 | 199 |
|
| 4 |
E-Commerce
| +$9.43B | -$4.49B | $2.63T | 5,520 | 240 |
|
| 5 |
E-Commerce
Marketplaces
| +$8.66B | -$5.3B | $2.44T | 5,333 | 106 |
|
| 6 |
Autonomous Driving
| +$8.54B | +$13B | $448B | 3,356 | 53 |
|
| 7 |
Electrification & Grid
Energy Storage
| +$7.96B | +$16.6B | $382B | 2,946 | 26 |
|
| 8 |
Electrification & Grid
| +$7.89B | +$18.4B | $483B | 3,544 | 59 |
|
| 9 |
Electric Vehicles
| +$7.22B | +$20.1B | $676B | 4,007 | 124 |
|
| 10 |
Data Centers & Digital Infrastructure
| +$5.95B | +$4.28B | $322B | 2,934 | 78 |
|
| 11 |
Digital Health & Telemedicine
| +$4.05B | -$19.3B | $517B | 3,591 | 84 |
|
| 12 |
Medical Devices & Diagnostics
| +$3.79B | +$9.35B | $1.49T | 4,844 | 342 |
|
| 13 |
Digital Payments & Fintech
| +$3.73B | -$5.23B | $2.35T | 5,429 | 148 |
|
| 14 |
Nuclear Energy
| +$3.6B | +$6.12B | $254B | 2,917 | 61 |
|
| 15 |
Health & Wellness
| +$3.18B | +$770M | $187B | 3,327 | 78 |
|
| 16 |
Small Business Economy
| +$2.58B | -$6.52B | $375B | 3,362 | 58 |
|
| 17 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.25B | +$2.26B | $95.6B | 1,632 | 19 |
|
| 18 |
Clean Energy
Solar
| +$2.14B | +$2.29B | $77.7B | 1,637 | 54 |
|
| 19 |
Longevity & Aging Population
| +$1.96B | +$745M | $201B | 2,272 | 60 |
|
| 20 |
Oil & Gas
Oilfield Services
| +$1.91B | +$4.05B | $135B | 2,181 | 88 |
|
| 21 |
Clean Energy
| +$1.9B | +$3.77B | $256B | 3,407 | 134 |
|
| 22 |
Semiconductors
Analog & Power Semis
| +$1.82B | +$2.1B | $284B | 2,845 | 27 |
|
| 23 |
Water
| +$1.69B | -$83.2M | $199B | 2,733 | 67 |
|
| 24 |
Quantum Computing
| +$1.63B | +$1.55B | $64B | 2,330 | 19 |
|
| 25 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.24B | -$1.12B | $48.6B | 1,320 | 14 |
|
| 26 |
Digital Assets
| +$1.2B | +$1.23B | $122B | 2,764 | 160 |
|
| 27 |
Data Centers & Digital Infrastructure
Power for AI
| +$1.17B | +$783M | $71.3B | 1,750 | 22 |
|
| 28 |
Digital Assets
Stablecoin Infrastructure
| +$1.17B | +$1.64B | $79.8B | 2,252 | 9 |
|
| 29 |
Artificial Intelligence
AI Software & Applications
| +$1.08B | +$508M | $22.2B | 1,405 | 85 |
|
| 30 |
GLP-1 & Obesity
| +$1.07B | +$12.2B | $845B | 4,234 | 92 |
|
| 31 |
Semiconductors
Photonics & Optical Interconnect
| +$1.07B | +$51.9M | $22.3B | 1,116 | 20 |
|
| 32 |
Clean Energy
Hydrogen & Fuel Cells
| +$953M | +$1.28B | $54.8B | 1,728 | 13 |
|
| 33 |
Defense Modernization
Drones & Counter-Drone
| +$842M | +$1.59B | $113B | 1,980 | 30 |
|
| 34 |
Pet Economy
| +$745M | +$6.11B | $402B | 3,763 | 34 |
|
| 35 |
Sin Stocks
Alcohol
| +$739M | +$735M | $74.2B | 2,141 | 24 |
|
| 36 |
Water
Water Infrastructure
| +$521M | -$585M | $81.6B | 1,708 | 17 |
|
| 37 |
Gold & Precious Metals
| +$464M | +$4B | $119B | 2,021 | 133 |
|
| 38 |
Gold & Precious Metals
Gold & Silver Miners
| +$457M | +$3.91B | $118B | 1,988 | 124 |
|
| 39 |
E-Commerce
Food Delivery
| +$408M | -$483M | $88.2B | 1,542 | 12 |
|
| 40 |
Reshoring & American Manufacturing
| +$405M | +$409M | $23.9B | 1,017 | 20 |
|
| 41 |
Genomics & Gene Editing
Gene Therapy
| +$355M | +$1.57B | $87B | 2,206 | 131 |
|
| 42 |
Agriculture & Food Technology
| +$341M | +$740M | $269B | 3,105 | 79 |
|
| 43 |
Energy Efficiency
| +$289M | -$875M | $223B | 2,935 | 31 |
|
| 44 |
Digital Payments & Fintech
Buy Now Pay Later
| +$230M | -$77.6M | $7.95B | 647 | 13 |
|
| 45 |
Water
Sanitation
| +$222M | -$360M | $22.2B | 919 | 8 |
|
| 46 |
Streaming & Digital Media
News Media
| +$166M | +$53.2M | $46.2B | 1,254 | 26 |
|
| 47 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$163M | +$1.8B | $73.5B | 1,660 | 26 |
|
| 48 |
Artificial Intelligence
AI Inference Silicon
| +$160M | -$923M | $93.9B | 2,379 | 7 |
|
| 49 |
Cannabis
| +$159M | +$242M | $4.97B | 1,077 | 52 |
|
| 50 |
Critical Minerals & Rare Earths
| +$154M | +$539M | $12B | 1,103 | 60 |
|
| 51 |
Lithium & Battery Materials
| +$132M | +$1.16B | $40.4B | 1,565 | 47 |
|
| 52 |
Nuclear Energy
Small Modular Reactors
| +$130M | +$127M | $6.99B | 556 | 12 |
|
| 53 |
Nuclear Energy
Uranium Mining & Enrichment
| +$115M | +$69.6M | $8.83B | 761 | 20 |
|
| 54 |
Agriculture & Food Technology
Precision Agriculture
| +$104M | -$1.26B | $75B | 1,995 | 4 |
|
| 55 |
Electrification & Grid
Grid Equipment
| +$103M | +$762M | $52B | 1,602 | 10 |
|
| 56 |
Digital Assets
Bitcoin Miners
| +$95.3M | +$375M | $1.57B | 522 | 40 |
|
| 57 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$92.2M | -$85.3M | $21.6B | 1,005 | 9 |
|
| 58 |
Space Economy
Earth Observation
| +$72.4M | +$98M | $771M | 234 | 6 |
|
| 59 |
Clean Energy
Wind
| +$10.8M | +$163M | $1.46B | 358 | 9 |
|
| 60 |
Cybersecurity
Post-Quantum Cryptography
| +$6.69M | -$8.91M | $21.1M | 35 | 6 |
|
| 61 |
Space Economy
Launch Services
| -$11.7M | +$13.6M | $4.22B | 399 | 5 |
|
| 62 |
Electric Vehicles
EV Charging Infrastructure
| -$21.6M | +$739M | $16.9B | 1,454 | 21 |
|
| 63 |
Virtual & Augmented Reality
| -$26.5M | -$68M | $362M | 311 | 20 |
|
| 64 |
Internet of Things
Smart Home
| -$27M | +$408M | $35.5B | 1,341 | 17 |
|
| 65 |
Sports Betting & iGaming
| -$51.9M | -$681M | $27.4B | 1,163 | 29 |
|
| 66 |
Digital Assets
Crypto Exchanges
| -$58.5M | +$2.63B | $6.99B | 648 | 7 |
|
| 67 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$71.5M | -$17.6M | $84.2B | 2,203 | 3 |
|
| 68 |
Space Economy
Satellite Communications
| -$73.4M | +$30M | $9.41B | 651 | 16 |
|
| 69 |
Luxury & Affluent Consumer
| -$75.4M | +$244M | $94.3B | 1,872 | 40 |
|
| 70 |
Housing & Home Improvement
Homebuilders
| -$75.7M | +$1.56B | $97.9B | 1,836 | 45 |
|
| 71 |
Digital Assets
Corporate Crypto Treasuries
| -$149M | +$69.6M | $4.24B | 675 | 63 |
|
| 72 |
Infrastructure & Construction
Green Building
| -$196M | +$26.3M | $5.25B | 493 | 5 |
|
| 73 |
Sin Stocks
Tobacco & Nicotine
| -$215M | +$1.59B | $148B | 2,302 | 13 |
|
| 74 |
Artificial Intelligence
Agentic AI
| -$232M | +$4.23B | $196B | 2,546 | 13 |
|
| 75 |
Sin Stocks
Firearms
| -$343M | +$291M | $8.43B | 759 | 12 |
|
| 76 |
Space Economy
| -$358M | +$896M | $166B | 2,893 | 64 |
|
| 77 |
Robotics & Automation
Humanoid Robotics
| -$359M | -$112M | $2.58B | 264 | 5 |
|
| 78 |
Defense Modernization
Military Shipbuilding
| -$388M | +$741M | $66.9B | 1,656 | 6 |
|
| 79 |
Electrification & Grid
Transmission Buildout
| -$389M | +$678M | $22B | 997 | 6 |
|
| 80 |
Robotics & Automation
Industrial Automation
| -$486M | +$507M | $170B | 2,856 | 16 |
|
| 81 |
Artificial Intelligence
AI Memory & HBM
| -$548M | -$137M | $89.5B | 1,805 | 12 |
|
| 82 |
Reuse, Repair & Circular Economy
| -$595M | +$460M | $149B | 2,559 | 68 |
|
| 83 |
Future of Education
| -$619M | -$3.46B | $47.5B | 1,343 | 77 |
|
| 84 |
Cloud Computing
Edge Computing
| -$653M | -$49.6M | $38.6B | 1,351 | 11 |
|
| 85 |
Robotics & Automation
| -$680M | +$1.59B | $236B | 3,227 | 83 |
|
| 86 |
Defense Modernization
Munitions Restocking
| -$764M | +$1.86B | $203B | 2,807 | 11 |
|
| 87 |
Agriculture & Food Technology
Plant-Based Foods
| -$814M | -$59.4M | $39.7B | 1,322 | 17 |
|
| 88 |
Carbon & Pollution Control
| -$834M | -$360M | $71.3B | 1,867 | 23 |
|
| 89 |
Internet of Things
| -$837M | +$1.66B | $1.62T | 4,966 | 99 |
|
| 90 |
Digital Payments & Fintech
Neobanks
| -$983M | -$1.07B | $27.3B | 1,226 | 25 |
|
| 91 |
Sin Stocks
| -$1.07B | +$4.84B | $326B | 3,358 | 78 |
|
| 92 |
Sin Stocks
Casinos
| -$1.18B | +$2.23B | $93.2B | 1,558 | 24 |
|
| 93 |
Oil & Gas
LNG
| -$1.23B | +$7.72B | $275B | 3,015 | 32 |
|
| 94 |
3D Printing & Additive Manufacturing
| -$1.37B | -$1.77B | $35.6B | 1,420 | 20 |
|
| 95 |
Cybersecurity
Agentic AI Security
| -$1.54B | +$474M | $41.6B | 1,354 | 2 |
|
| 96 |
Housing & Home Improvement
Home & Garden Retail
| -$2.25B | -$665M | $338B | 3,810 | 30 |
|
| 97 |
Defense Modernization
| -$2.26B | +$8.41B | $705B | 4,284 | 163 |
|
| 98 |
Online Travel & Experiences
| -$2.31B | +$480M | $131B | 2,100 | 32 |
|
| 99 |
Internet of Things
Wearables
| -$2.5B | +$1.85B | $1.35T | 4,483 | 21 |
|
| 100 |
Defense Modernization
Defense Tech & C4ISR
| -$2.51B | +$2.64B | $283B | 3,293 | 53 |
|
| 101 |
Semiconductors
| -$2.65B | +$6.29B | $1.63T | 4,691 | 178 |
|
| 102 |
Copper & Industrial Metals
| -$2.72B | -$3.69B | $150B | 2,532 | 79 |
|
| 103 |
Semiconductors
Advanced Packaging
| -$2.93B | -$441M | $68.9B | 1,551 | 10 |
|
| 104 |
Immunotherapy & Oncology
| -$3.35B | +$22.4B | $1.36T | 4,792 | 388 |
|
| 105 |
Infrastructure & Construction
| -$4.15B | +$1.19B | $332B | 3,579 | 127 |
|
| 106 |
Oil & Gas
| -$4.58B | +$19.1B | $1.71T | 4,862 | 361 |
|
| 107 |
Housing & Home Improvement
| -$4.77B | +$1.53B | $726B | 4,577 | 223 |
|
| 108 |
Artificial Intelligence
Chinese AI
| -$4.96B | -$6.09B | $39.1B | 1,245 | 14 |
|
| 109 |
Cybersecurity
Identity Security
| -$5.09B | +$1.21B | $19.7B | 931 | 15 |
|
| 110 |
Semiconductors
Semicap & Lithography
| -$6.35B | -$1.53B | $188B | 2,407 | 21 |
|
| 111 |
Cybersecurity
| -$14.8B | -$2.56B | $361B | 3,829 | 85 |
|
| 112 |
Cloud Computing
| -$49.8B | +$55.4B | $3.09T | 5,288 | 64 |
|
| 113 |
Artificial Intelligence
| -$58.5B | +$55.3B | $3.36T | 5,437 | 264 |
|
| 114 |
Streaming & Digital Media
| -$60.3B | +$48.6B | $2.01T | 5,135 | 120 |
|
| 115 |
Social Media & Creator Economy
| -$61.9B | +$53.5B | $2.36T | 5,071 | 45 |
|