Themes With The Most
Capital Flowing In

Funds Holding Holding in Top 10 Capital Flow
New Positions Closed Positions Increased Positions Reduced Positions
Call Options Put Options
#1

Immunotherapy & Oncology

388 stocks
+$17B
net capital flow
Funds holding
5,036
Total invested
$1.55T
Last quarter
-$3.35B
$48.9B inflow $31.9B outflow
JNJ icon
PFE icon
MRK icon
ABBV icon
BMY icon
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#2

E-Commerce

240 stocks · 2 sub-themes
+$12.3B
net capital flow
Funds holding
5,730
Total invested
$2.41T
Last quarter
+$9.43B
$86.7B inflow $74.4B outflow
AAPL icon
AMZN icon
WMT icon
UPS icon
BABA icon
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#3
E-Commerce

Marketplaces

106 stocks
+$10.9B
net capital flow
Funds holding
5,548
Total invested
$2.21T
Last quarter
+$8.66B
$80.6B inflow $69.8B outflow
AAPL icon
AMZN icon
WMT icon
BABA icon
UBER icon
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#4

Digital Payments & Fintech

148 stocks · 2 sub-themes
+$10.6B
net capital flow
Funds holding
5,658
Total invested
$2.35T
Last quarter
+$3.73B
$69.4B inflow $58.8B outflow
AAPL icon
V icon
MA icon
PYPL icon
AXP icon
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#5

Housing & Home Improvement

223 stocks · 2 sub-themes
+$9.48B
net capital flow
Funds holding
4,803
Total invested
$799B
Last quarter
-$4.77B
$32.5B inflow $23B outflow
HD icon
LOW icon
SHW icon
TSCO icon
WY icon
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#6

Video Games & Esports

55 stocks
+$9.05B
net capital flow
Funds holding
5,130
Total invested
$1.43T
Last quarter
+$16.6B
$46.9B inflow $37.8B outflow
MSFT icon
WBD icon
ATVI
EA icon
TTWO icon
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#7

Artificial Intelligence

264 stocks · 6 sub-themes
+$8.42B
net capital flow
Funds holding
5,678
Total invested
$3.4T
Last quarter
-$58.5B
$101B inflow $92.7B outflow
MSFT icon
GOOGL icon
GOOG icon
NVDA icon
META icon
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#8

Semiconductors

178 stocks · 4 sub-themes
+$8.12B
net capital flow
Funds holding
4,931
Total invested
$1.81T
Last quarter
-$2.65B
$59B inflow $50.9B outflow
NVDA icon
INTC icon
QCOM icon
AVGO icon
TXN icon
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#9

Internet of Things

99 stocks · 2 sub-themes
+$7.71B
net capital flow
Funds holding
5,192
Total invested
$1.56T
Last quarter
-$837M
$47.6B inflow $39.9B outflow
AAPL icon
QCOM icon
MCHP icon
NXPI icon
DXCM icon
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#10
Internet of Things

Wearables

21 stocks
+$7.58B
net capital flow
Funds holding
4,701
Total invested
$1.27T
Last quarter
-$2.5B
$38.1B inflow $30.5B outflow
AAPL icon
DXCM icon
GRMN icon
KN icon
IRTC icon
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#11

Defense Modernization

163 stocks · 4 sub-themes
+$5.75B
net capital flow
Funds holding
4,559
Total invested
$858B
Last quarter
-$2.26B
$27.8B inflow $22B outflow
RTX icon
HON icon
LMT icon
BA icon
GD icon
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#12

Small Business Economy

58 stocks
+$4.62B
net capital flow
Funds holding
3,477
Total invested
$388B
Last quarter
+$2.58B
$21.3B inflow $16.7B outflow
INTU icon
PAYX icon
FISV icon
XYZ icon
SHOP icon
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#13

Sin Stocks

78 stocks · 4 sub-themes
+$4.41B
net capital flow
Funds holding
3,564
Total invested
$375B
Last quarter
-$1.07B
$16.2B inflow $11.7B outflow
PM icon
MO icon
STZ icon
DEO icon
VICI icon
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#14
Housing & Home Improvement

Home & Garden Retail

30 stocks
+$4.33B
net capital flow
Funds holding
4,022
Total invested
$377B
Last quarter
-$2.25B
$15.6B inflow $11.2B outflow
HD icon
LOW icon
TSCO icon
WSM icon
RH icon
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#15

GLP-1 & Obesity

92 stocks · 1 sub-theme
+$4.16B
net capital flow
Funds holding
4,507
Total invested
$944B
Last quarter
+$1.07B
$29.7B inflow $25.6B outflow
PFE icon
LLY icon
AMGN icon
BDX icon
MCK icon
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#16

Water

67 stocks · 2 sub-themes
+$2.96B
net capital flow
Funds holding
2,908
Total invested
$222B
Last quarter
+$1.69B
$10.2B inflow $7.2B outflow
DD icon
ECL icon
ROP icon
AWK icon
XYL icon
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#17

Genomics & Gene Editing

199 stocks · 1 sub-theme
+$2.61B
net capital flow
Funds holding
3,940
Total invested
$651B
Last quarter
+$9.58B
$26.9B inflow $24.3B outflow
TMO icon
DHR icon
NVS icon
REGN icon
A icon
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#18

Data Centers & Digital Infrastructure

78 stocks · 3 sub-themes
+$2.53B
net capital flow
Funds holding
3,066
Total invested
$351B
Last quarter
+$5.95B
$22.3B inflow $19.8B outflow
ETN icon
PLD icon
DLR icon
EQIX icon
DOV icon
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#19

Health & Wellness

78 stocks
+$2.44B
net capital flow
Funds holding
3,485
Total invested
$211B
Last quarter
+$3.18B
$9.58B inflow $7.15B outflow
ABT icon
UL icon
CHD icon
HLN icon
PTON icon
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#20
Sin Stocks

Tobacco & Nicotine

13 stocks
+$2.4B
net capital flow
Funds holding
2,455
Total invested
$178B
Last quarter
-$215M
$8.73B inflow $6.33B outflow
PM icon
MO icon
BTI icon
VGR icon
UVV icon
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#21

Oil & Gas

361 stocks · 2 sub-themes
+$2.39B
net capital flow
Funds holding
5,167
Total invested
$1.95T
Last quarter
-$4.58B
$58.2B inflow $55.8B outflow
XOM icon
CVX icon
COP icon
PSX icon
SLB icon
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#22

Pet Economy

34 stocks
+$2.35B
net capital flow
Funds holding
3,966
Total invested
$468B
Last quarter
+$745M
$17.5B inflow $15.1B outflow
MRK icon
CL icon
GIS icon
ZTS icon
TSCO icon
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#23

Gold & Precious Metals

133 stocks · 1 sub-theme
+$2.3B
net capital flow
Funds holding
2,168
Total invested
$140B
Last quarter
+$464M
$8.05B inflow $5.75B outflow
NEM icon
B icon
GDX icon
AEM icon
WPM icon
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#24
Gold & Precious Metals

Gold & Silver Miners

124 stocks
+$2.27B
net capital flow
Funds holding
2,127
Total invested
$138B
Last quarter
+$457M
$7.97B inflow $5.7B outflow
NEM icon
B icon
GDX icon
AEM icon
WPM icon
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#25
Clean Energy

Solar

54 stocks
+$1.94B
net capital flow
Funds holding
1,723
Total invested
$78.2B
Last quarter
+$2.14B
$7.25B inflow $5.31B outflow
ENPH icon
SEDG icon
FSLR icon
RUN icon
TAN icon
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#26

Cybersecurity

85 stocks · 3 sub-themes
+$1.91B
net capital flow
Funds holding
3,984
Total invested
$362B
Last quarter
-$14.8B
$18.8B inflow $16.9B outflow
CSCO icon
PANW icon
CRWD icon
FTNT icon
AKAM icon
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#27
Oil & Gas

Oilfield Services

88 stocks
+$1.86B
net capital flow
Funds holding
2,410
Total invested
$193B
Last quarter
+$1.91B
$12.9B inflow $11B outflow
SLB icon
HAL icon
BKR icon
HP icon
NOV icon
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#28

Quantum Computing

19 stocks
+$1.8B
net capital flow
Funds holding
2,481
Total invested
$74.2B
Last quarter
+$1.63B
$4.07B inflow $2.26B outflow
IBM icon
IONQ icon
RGTI icon
QTUM icon
QUBT icon
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#29
Artificial Intelligence

AI Memory & HBM

12 stocks
+$1.65B
net capital flow
Funds holding
1,859
Total invested
$96.1B
Last quarter
-$548M
$9.24B inflow $7.59B outflow
LRCX icon
MU icon
RMBS icon
FORM icon
CAMT icon
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#30

Infrastructure & Construction

127 stocks · 1 sub-theme
+$1.64B
net capital flow
Funds holding
3,859
Total invested
$407B
Last quarter
-$4.15B
$15.6B inflow $14B outflow
CAT icon
DE icon
URI icon
PWR icon
WAB icon
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#31
E-Commerce

Food Delivery

12 stocks
+$1.64B
net capital flow
Funds holding
1,551
Total invested
$88B
Last quarter
+$408M
$9.31B inflow $7.67B outflow
UBER icon
JD icon
SE icon
DASH icon
GRAB icon
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#32
Robotics & Automation

Industrial Automation

16 stocks
+$1.53B
net capital flow
Funds holding
3,112
Total invested
$210B
Last quarter
-$486M
$9.61B inflow $8.08B outflow
HON icon
EMR icon
ROK icon
TER icon
ABB
Explore
#33
Genomics & Gene Editing

Gene Therapy

131 stocks
+$1.48B
net capital flow
Funds holding
2,315
Total invested
$81.3B
Last quarter
+$355M
$6.69B inflow $5.2B outflow
NVS icon
CRL icon
CTLT icon
SRPT icon
CRSP icon
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#34
Autonomous Driving

Ride-Hailing & Shared Mobility

14 stocks
+$1.41B
net capital flow
Funds holding
1,348
Total invested
$47.4B
Last quarter
+$1.24B
$5.37B inflow $3.96B outflow
UBER icon
LYFT icon
GRAB icon
BRDS
ZCAR icon
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#35
Artificial Intelligence

AI Inference Silicon

7 stocks
+$1.36B
net capital flow
Funds holding
2,429
Total invested
$92B
Last quarter
+$160M
$6.35B inflow $4.99B outflow
QCOM icon
AMBA icon
BZAI icon
GSIT icon
CGPT
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#36

Reuse, Repair & Circular Economy

68 stocks
+$1.3B
net capital flow
Funds holding
2,717
Total invested
$157B
Last quarter
-$595M
$9.74B inflow $8.44B outflow
NUE icon
LYB icon
CPRT icon
EMN icon
LKQ icon
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#37
Housing & Home Improvement

Homebuilders

45 stocks
+$1.25B
net capital flow
Funds holding
1,935
Total invested
$114B
Last quarter
-$75.7M
$7.17B inflow $5.91B outflow
DHI icon
LEN icon
PHM icon
NVR icon
TOL icon
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#38
Sin Stocks

Casinos

24 stocks
+$1.25B
net capital flow
Funds holding
1,681
Total invested
$109B
Last quarter
-$1.18B
$6.45B inflow $5.2B outflow
VICI icon
MGM icon
LVS icon
WYNN icon
CZR icon
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#39
Sin Stocks

Alcohol

24 stocks
+$1.12B
net capital flow
Funds holding
2,238
Total invested
$76.7B
Last quarter
+$739M
$4.78B inflow $3.66B outflow
STZ icon
DEO icon
BF.B icon
TAP icon
BUD icon
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#40
Robotics & Automation

Warehouse & Logistics Robotics

3 stocks
+$1.1B
net capital flow
Funds holding
2,379
Total invested
$108B
Last quarter
-$71.5M
$4.56B inflow $3.45B outflow
HON icon
BGRY
SYM icon
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#41
Nuclear Energy

Uranium Mining & Enrichment

20 stocks
+$1.07B
net capital flow
Funds holding
745
Total invested
$9.07B
Last quarter
+$115M
$1.75B inflow $684M outflow
CCJ icon
UEC icon
URA icon
UUUU icon
DNN icon
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#42
Water

Water Infrastructure

17 stocks
+$1.05B
net capital flow
Funds holding
1,821
Total invested
$90.7B
Last quarter
+$521M
$4.75B inflow $3.7B outflow
ROP icon
XYL icon
J icon
WMS icon
WLK icon
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#43

Digital Assets

160 stocks · 4 sub-themes
+$1.03B
net capital flow
Funds holding
2,647
Total invested
$103B
Last quarter
+$1.2B
$10.4B inflow $9.42B outflow
PYPL icon
XYZ icon
COIN icon
SBNY
HOOD icon
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#44

Robotics & Automation

83 stocks · 3 sub-themes
+$970M
net capital flow
Funds holding
3,471
Total invested
$283B
Last quarter
-$680M
$11.9B inflow $11B outflow
HON icon
EMR icon
ROK icon
PH icon
TER icon
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#45
Artificial Intelligence

Chinese AI

14 stocks
+$954M
net capital flow
Funds holding
1,262
Total invested
$42.4B
Last quarter
-$4.96B
$6.45B inflow $5.5B outflow
BABA icon
BIDU icon
KC icon
TUYA icon
SOGP icon
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#46

Longevity & Aging Population

60 stocks
+$926M
net capital flow
Funds holding
2,345
Total invested
$208B
Last quarter
+$1.96B
$10.4B inflow $9.43B outflow
HUM icon
ZBH icon
WELL icon
VTR icon
ALC icon
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#47
Nuclear Energy

Small Modular Reactors

12 stocks
+$890M
net capital flow
Funds holding
524
Total invested
$6.79B
Last quarter
+$130M
$1.46B inflow $566M outflow
CCJ icon
SMR icon
OKLO icon
XE icon
NWCL
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#48
Clean Energy

Hydrogen & Fuel Cells

13 stocks
+$857M
net capital flow
Funds holding
1,865
Total invested
$65.8B
Last quarter
+$953M
$3.7B inflow $2.84B outflow
APD icon
PLUG icon
BE icon
NKLA icon
FCEL icon
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#49
Digital Payments & Fintech

Neobanks

25 stocks
+$779M
net capital flow
Funds holding
1,238
Total invested
$25.7B
Last quarter
-$983M
$2.65B inflow $1.87B outflow
SOFI icon
ALLY icon
NU icon
AX icon
HAPN icon
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#50
Agriculture & Food Technology

Plant-Based Foods

17 stocks
+$768M
net capital flow
Funds holding
1,424
Total invested
$45.5B
Last quarter
-$814M
$2.34B inflow $1.57B outflow
ADM icon
SMPL icon
BYND icon
STKL
OTLY icon
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#51
Cloud Computing

Edge Computing

11 stocks
+$736M
net capital flow
Funds holding
1,393
Total invested
$41.1B
Last quarter
-$653M
$2.66B inflow $1.92B outflow
HPE icon
AKAM icon
NET icon
FSLY icon
EGIO icon
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#52

Clean Energy

134 stocks · 3 sub-themes
+$686M
net capital flow
Funds holding
3,593
Total invested
$281B
Last quarter
+$1.9B
$12.1B inflow $11.4B outflow
APD icon
PSX icon
VLO icon
BP icon
ENPH icon
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#53
Semiconductors

Semicap & Lithography

21 stocks
+$683M
net capital flow
Funds holding
2,585
Total invested
$223B
Last quarter
-$6.35B
$13.1B inflow $12.5B outflow
AMAT icon
LRCX icon
KLAC icon
ASML icon
ACLS icon
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#54

Lithium & Battery Materials

47 stocks
+$680M
net capital flow
Funds holding
1,585
Total invested
$32.7B
Last quarter
+$132M
$4.29B inflow $3.61B outflow
ALB icon
LTHM
LIT icon
SQM icon
LAC icon
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#55

Luxury & Affluent Consumer

40 stocks
+$672M
net capital flow
Funds holding
1,965
Total invested
$108B
Last quarter
-$75.4M
$6.81B inflow $6.14B outflow
EL icon
BF.B icon
TPR icon
RACE icon
CPRI icon
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#56
Defense Modernization

Military Shipbuilding

6 stocks
+$656M
net capital flow
Funds holding
1,837
Total invested
$77.1B
Last quarter
-$388M
$3.56B inflow $2.9B outflow
GD icon
HII icon
CW icon
BWXT icon
DRS icon
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#57
Semiconductors

Analog & Power Semis

27 stocks
+$650M
net capital flow
Funds holding
2,972
Total invested
$300B
Last quarter
+$1.82B
$12.9B inflow $12.3B outflow
TXN icon
ADI icon
SWKS icon
ON icon
MPWR icon
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#58

Sports Betting & iGaming

29 stocks
+$620M
net capital flow
Funds holding
1,184
Total invested
$30.3B
Last quarter
-$51.9M
$2.47B inflow $1.85B outflow
DKNG icon
CZR icon
PENN icon
BYD icon
CHDN icon
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#59
Data Centers & Digital Infrastructure

Power for AI

22 stocks
+$589M
net capital flow
Funds holding
1,840
Total invested
$80.1B
Last quarter
+$1.17B
$5B inflow $4.41B outflow
ETN icon
MPWR icon
FLEX icon
AEIS icon
FCEL icon
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#60
Defense Modernization

Defense Tech & C4ISR

53 stocks
+$586M
net capital flow
Funds holding
3,532
Total invested
$325B
Last quarter
-$2.51B
$11.2B inflow $10.6B outflow
RTX icon
GD icon
NOC icon
LHX icon
PLTR icon
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#61
Water

Sanitation

8 stocks
+$559M
net capital flow
Funds holding
984
Total invested
$23B
Last quarter
+$222M
$1.99B inflow $1.43B outflow
XYL icon
WMS icon
ARIS icon
NGL icon
SCWO icon
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#62

Reshoring & American Manufacturing

20 stocks
+$547M
net capital flow
Funds holding
1,105
Total invested
$27.1B
Last quarter
+$405M
$2.26B inflow $1.72B outflow
J icon
FLR icon
FIX icon
GFS icon
TE icon
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#63

Cloud Computing

64 stocks · 1 sub-theme
+$427M
net capital flow
Funds holding
5,517
Total invested
$2.9T
Last quarter
-$49.8B
$94B inflow $93.6B outflow
MSFT icon
AMZN icon
GOOGL icon
GOOG icon
IBM icon
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#64
Artificial Intelligence

AI Software & Applications

85 stocks
+$424M
net capital flow
Funds holding
1,382
Total invested
$19.6B
Last quarter
+$1.08B
$1.68B inflow $1.26B outflow
PLTR icon
UPST icon
APP icon
VRNT icon
CRNC icon
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#65
Electrification & Grid

Transmission Buildout

6 stocks
+$284M
net capital flow
Funds holding
1,068
Total invested
$24.9B
Last quarter
-$389M
$1.73B inflow $1.45B outflow
PWR icon
MTZ icon
MYRG icon
PRIM icon
QTEK
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#66
Digital Assets

Crypto Exchanges

7 stocks
+$282M
net capital flow
Funds holding
590
Total invested
$3.6B
Last quarter
-$58.5M
$756M inflow $474M outflow
COIN icon
BKKT icon
SONM icon
EQOS
GEMI icon
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#67
Digital Assets

Corporate Crypto Treasuries

63 stocks
+$228M
net capital flow
Funds holding
670
Total invested
$3.09B
Last quarter
-$149M
$506M inflow $278M outflow
GME icon
MARA icon
MSTR icon
DJT icon
CLSK icon
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#68
Cybersecurity

Agentic AI Security

2 stocks
+$222M
net capital flow
Funds holding
1,376
Total invested
$35.1B
Last quarter
-$1.54B
$4.88B inflow $4.66B outflow
PANW icon
SAIL icon
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#69

Virtual & Augmented Reality

20 stocks
+$222M
net capital flow
Funds holding
324
Total invested
$582M
Last quarter
-$26.5M
$260M inflow $38M outflow
VUZI icon
HIMX icon
METV icon
ROI
EMAN
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#70
Space Economy

Satellite Communications

16 stocks
+$209M
net capital flow
Funds holding
701
Total invested
$10.2B
Last quarter
-$73.4M
$658M inflow $449M outflow
IRDM icon
VSAT icon
GSAT icon
ECHO icon
GOGO icon
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#71

3D Printing & Additive Manufacturing

20 stocks
+$203M
net capital flow
Funds holding
1,440
Total invested
$37.7B
Last quarter
-$1.37B
$2.16B inflow $1.96B outflow
HPQ icon
LECO icon
XRAY icon
DDD icon
CRS icon
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#72
Electric Vehicles

EV Charging Infrastructure

21 stocks
+$180M
net capital flow
Funds holding
1,564
Total invested
$18.1B
Last quarter
-$21.6M
$1.86B inflow $1.68B outflow
BP icon
ABB
VNT icon
CHPT icon
EVGO icon
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#73
GLP-1 & Obesity

Obesity Second-Order Effects

26 stocks
+$130M
net capital flow
Funds holding
1,772
Total invested
$76.7B
Last quarter
+$163M
$4.29B inflow $4.16B outflow
CAG icon
RMD icon
LW icon
DVA icon
EMBC icon
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#74

Cannabis

52 stocks
+$92.5M
net capital flow
Funds holding
1,091
Total invested
$5.28B
Last quarter
+$159M
$709M inflow $616M outflow
SMG icon
CGC icon
IIPR icon
TLRY icon
MJ icon
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#75

Critical Minerals & Rare Earths

60 stocks
+$92.1M
net capital flow
Funds holding
1,110
Total invested
$11.8B
Last quarter
+$154M
$1.04B inflow $944M outflow
MP icon
SBSW icon
TROX icon
KMT icon
MTRN icon
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#76
Cybersecurity

Post-Quantum Cryptography

6 stocks
+$82.7M
net capital flow
Funds holding
45
Total invested
$64.5M
Last quarter
+$6.69M
$88.9M inflow $6.17M outflow
ARQQ icon
WKEY
QUCY icon
BTQ icon
LAES icon
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#77

Online Travel & Experiences

32 stocks
+$59.8M
net capital flow
Funds holding
2,139
Total invested
$138B
Last quarter
-$2.31B
$8.03B inflow $7.97B outflow
BKNG icon
ABNB icon
EXPE icon
LYV icon
TCOM icon
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#78

Agriculture & Food Technology

79 stocks · 2 sub-themes
+$45.3M
net capital flow
Funds holding
3,293
Total invested
$293B
Last quarter
+$341M
$12.7B inflow $12.7B outflow
DE icon
CTVA icon
ADM icon
CF icon
MOS icon
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#79
Infrastructure & Construction

Green Building

5 stocks
+$43.4M
net capital flow
Funds holding
497
Total invested
$4.95B
Last quarter
-$196M
$751M inflow $708M outflow
TREX icon
MERC icon
GBLD icon
GRNR
RETO icon
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#80
Space Economy

Earth Observation

6 stocks
+$27M
net capital flow
Funds holding
257
Total invested
$641M
Last quarter
+$72.4M
$65.6M inflow $38.6M outflow
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#81
Space Economy

Launch Services

5 stocks
+$25.5M
net capital flow
Funds holding
422
Total invested
$5.18B
Last quarter
-$11.7M
$805M inflow $779M outflow
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#82
Data Centers & Digital Infrastructure

Liquid Cooling

9 stocks
-$1.83M
net capital flow
Funds holding
1,107
Total invested
$25.1B
Last quarter
+$92.2M
$1.39B inflow $1.39B outflow
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#83
Electrification & Grid

Grid Equipment

10 stocks
-$10.7M
net capital flow
Funds holding
1,731
Total invested
$60.4B
Last quarter
+$103M
$3.13B inflow $3.14B outflow
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#84

Copper & Industrial Metals

79 stocks
-$19.5M
net capital flow
Funds holding
2,716
Total invested
$186B
Last quarter
-$2.72B
$10.7B inflow $10.7B outflow
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#85
Clean Energy

Wind

9 stocks
-$23.4M
net capital flow
Funds holding
351
Total invested
$1.35B
Last quarter
+$10.8M
$116M inflow $140M outflow
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#86

Energy Efficiency

31 stocks
-$57.7M
net capital flow
Funds holding
3,145
Total invested
$259B
Last quarter
+$289M
$8.96B inflow $9.02B outflow
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#87
Streaming & Digital Media

News Media

26 stocks
-$106M
net capital flow
Funds holding
1,283
Total invested
$46.2B
Last quarter
+$166M
$3.32B inflow $3.43B outflow
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#88

Space Economy

64 stocks · 3 sub-themes
-$200M
net capital flow
Funds holding
3,134
Total invested
$198B
Last quarter
-$358M
$8.32B inflow $8.53B outflow
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#89

Future of Education

77 stocks
-$205M
net capital flow
Funds holding
1,391
Total invested
$49.5B
Last quarter
-$619M
$3.47B inflow $3.68B outflow
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#90
Semiconductors

Photonics & Optical Interconnect

20 stocks
-$211M
net capital flow
Funds holding
1,133
Total invested
$23.3B
Last quarter
+$1.07B
$1.94B inflow $2.15B outflow
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#91
Digital Assets

Bitcoin Miners

40 stocks
-$242M
net capital flow
Funds holding
470
Total invested
$590M
Last quarter
+$95.3M
$122M inflow $364M outflow
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#92
Digital Payments & Fintech

Buy Now Pay Later

13 stocks
-$292M
net capital flow
Funds holding
662
Total invested
$6.8B
Last quarter
+$230M
$518M inflow $810M outflow
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#93
Sin Stocks

Firearms

12 stocks
-$301M
net capital flow
Funds holding
771
Total invested
$8.9B
Last quarter
-$343M
$556M inflow $857M outflow
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#94
Defense Modernization

Munitions Restocking

11 stocks
-$315M
net capital flow
Funds holding
3,042
Total invested
$235B
Last quarter
-$764M
$8.52B inflow $8.83B outflow
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AJRD
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#95
Agriculture & Food Technology

Precision Agriculture

4 stocks
-$562M
net capital flow
Funds holding
2,217
Total invested
$94.2B
Last quarter
+$104M
$4.41B inflow $4.97B outflow
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#96
Digital Assets

Stablecoin Infrastructure

9 stocks
-$607M
net capital flow
Funds holding
2,119
Total invested
$62.8B
Last quarter
+$1.17B
$7.16B inflow $7.76B outflow
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#97
Internet of Things

Smart Home

17 stocks
-$701M
net capital flow
Funds holding
1,262
Total invested
$32.2B
Last quarter
-$27M
$3.76B inflow $4.46B outflow
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#98
Robotics & Automation

Humanoid Robotics

5 stocks
-$763M
net capital flow
Funds holding
227
Total invested
$1.39B
Last quarter
-$359M
$366M inflow $1.13B outflow
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#99

Medical Devices & Diagnostics

342 stocks
-$823M
net capital flow
Funds holding
5,080
Total invested
$1.64T
Last quarter
+$3.79B
$44.7B inflow $45.5B outflow
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#100
Artificial Intelligence

Agentic AI

13 stocks
-$963M
net capital flow
Funds holding
2,568
Total invested
$187B
Last quarter
-$232M
$13.3B inflow $14.3B outflow
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#101

Carbon & Pollution Control

23 stocks
-$1.16B
net capital flow
Funds holding
1,917
Total invested
$73.2B
Last quarter
-$834M
$3.2B inflow $4.35B outflow
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#102
Cybersecurity

Identity Security

15 stocks
-$1.23B
net capital flow
Funds holding
933
Total invested
$19.3B
Last quarter
-$5.09B
$1.94B inflow $3.17B outflow
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#103
Defense Modernization

Drones & Counter-Drone

30 stocks
-$1.38B
net capital flow
Funds holding
2,107
Total invested
$123B
Last quarter
+$842M
$5.79B inflow $7.16B outflow
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#104

Autonomous Driving

53 stocks · 1 sub-theme
-$2.43B
net capital flow
Funds holding
3,151
Total invested
$249B
Last quarter
+$8.54B
$28.5B inflow $30.9B outflow
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#105
Data Centers & Digital Infrastructure

Interconnect & Colocation

19 stocks
-$3.48B
net capital flow
Funds holding
1,622
Total invested
$99.7B
Last quarter
+$2.25B
$3.77B inflow $7.25B outflow
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#106
Oil & Gas

LNG

32 stocks
-$3.86B
net capital flow
Funds holding
3,204
Total invested
$292B
Last quarter
-$1.23B
$11.7B inflow $15.6B outflow
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#107
Semiconductors

Advanced Packaging

10 stocks
-$4.17B
net capital flow
Funds holding
1,637
Total invested
$72.3B
Last quarter
-$2.93B
$7.85B inflow $12B outflow
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#108

Electrification & Grid

59 stocks · 3 sub-themes
-$4.78B
net capital flow
Funds holding
3,401
Total invested
$294B
Last quarter
+$7.89B
$27.2B inflow $32B outflow
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#109
Electrification & Grid

Energy Storage

26 stocks
-$5.02B
net capital flow
Funds holding
2,666
Total invested
$180B
Last quarter
+$7.96B
$23.9B inflow $28.9B outflow
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#110

SaaS & Enterprise Software

266 stocks
-$5.7B
net capital flow
Funds holding
5,687
Total invested
$3.1T
Last quarter
+$20.1B
$83.4B inflow $89.1B outflow
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#111

Digital Health & Telemedicine

84 stocks
-$5.79B
net capital flow
Funds holding
3,708
Total invested
$523B
Last quarter
+$4.05B
$16.9B inflow $22.7B outflow
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#112

Electric Vehicles

124 stocks · 1 sub-theme
-$7.6B
net capital flow
Funds holding
3,969
Total invested
$461B
Last quarter
+$7.22B
$31.3B inflow $38.9B outflow
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#113

Nuclear Energy

61 stocks · 2 sub-themes
-$8.82B
net capital flow
Funds holding
3,025
Total invested
$254B
Last quarter
+$3.6B
$11B inflow $19.8B outflow
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#114

Streaming & Digital Media

120 stocks · 1 sub-theme
-$12.5B
net capital flow
Funds holding
5,319
Total invested
$1.78T
Last quarter
-$60.3B
$61.6B inflow $74.1B outflow
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#115

Social Media & Creator Economy

45 stocks
-$27.1B
net capital flow
Funds holding
5,233
Total invested
$2.26T
Last quarter
-$61.9B
$57.7B inflow $84.8B outflow
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