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 |
Immunotherapy & Oncology
| +$17B | -$3.35B | $1.55T | 5,036 | 388 |
|
| 2 |
E-Commerce
| +$12.3B | +$9.43B | $2.41T | 5,730 | 240 |
|
| 3 |
E-Commerce
Marketplaces
| +$10.9B | +$8.66B | $2.21T | 5,548 | 106 |
|
| 4 |
Digital Payments & Fintech
| +$10.6B | +$3.73B | $2.35T | 5,658 | 148 |
|
| 5 |
Housing & Home Improvement
| +$9.48B | -$4.77B | $799B | 4,803 | 223 |
|
| 6 |
Video Games & Esports
| +$9.05B | +$16.6B | $1.43T | 5,130 | 55 |
|
| 7 |
Artificial Intelligence
| +$8.42B | -$58.5B | $3.4T | 5,678 | 264 |
|
| 8 |
Semiconductors
| +$8.12B | -$2.65B | $1.81T | 4,931 | 178 |
|
| 9 |
Internet of Things
| +$7.71B | -$837M | $1.56T | 5,192 | 99 |
|
| 10 |
Internet of Things
Wearables
| +$7.58B | -$2.5B | $1.27T | 4,701 | 21 |
|
| 11 |
Defense Modernization
| +$5.75B | -$2.26B | $858B | 4,559 | 163 |
|
| 12 |
Small Business Economy
| +$4.62B | +$2.58B | $388B | 3,477 | 58 |
|
| 13 |
Sin Stocks
| +$4.41B | -$1.07B | $375B | 3,564 | 78 |
|
| 14 |
Housing & Home Improvement
Home & Garden Retail
| +$4.33B | -$2.25B | $377B | 4,022 | 30 |
|
| 15 |
GLP-1 & Obesity
| +$4.16B | +$1.07B | $944B | 4,507 | 92 |
|
| 16 |
Water
| +$2.96B | +$1.69B | $222B | 2,908 | 67 |
|
| 17 |
Genomics & Gene Editing
| +$2.61B | +$9.58B | $651B | 3,940 | 199 |
|
| 18 |
Data Centers & Digital Infrastructure
| +$2.53B | +$5.95B | $351B | 3,066 | 78 |
|
| 19 |
Health & Wellness
| +$2.44B | +$3.18B | $211B | 3,485 | 78 |
|
| 20 |
Sin Stocks
Tobacco & Nicotine
| +$2.4B | -$215M | $178B | 2,455 | 13 |
|
| 21 |
Oil & Gas
| +$2.39B | -$4.58B | $1.95T | 5,167 | 361 |
|
| 22 |
Pet Economy
| +$2.35B | +$745M | $468B | 3,966 | 34 |
|
| 23 |
Gold & Precious Metals
| +$2.3B | +$464M | $140B | 2,168 | 133 |
|
| 24 |
Gold & Precious Metals
Gold & Silver Miners
| +$2.27B | +$457M | $138B | 2,127 | 124 |
|
| 25 |
Clean Energy
Solar
| +$1.94B | +$2.14B | $78.2B | 1,723 | 54 |
|
| 26 |
Cybersecurity
| +$1.91B | -$14.8B | $362B | 3,984 | 85 |
|
| 27 |
Oil & Gas
Oilfield Services
| +$1.86B | +$1.91B | $193B | 2,410 | 88 |
|
| 28 |
Quantum Computing
| +$1.8B | +$1.63B | $74.2B | 2,481 | 19 |
|
| 29 |
Artificial Intelligence
AI Memory & HBM
| +$1.65B | -$548M | $96.1B | 1,859 | 12 |
|
| 30 |
Infrastructure & Construction
| +$1.64B | -$4.15B | $407B | 3,859 | 127 |
|
| 31 |
E-Commerce
Food Delivery
| +$1.64B | +$408M | $88B | 1,551 | 12 |
|
| 32 |
Robotics & Automation
Industrial Automation
| +$1.53B | -$486M | $210B | 3,112 | 16 |
|
| 33 |
Genomics & Gene Editing
Gene Therapy
| +$1.48B | +$355M | $81.3B | 2,315 | 131 |
|
| 34 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.41B | +$1.24B | $47.4B | 1,348 | 14 |
|
| 35 |
Artificial Intelligence
AI Inference Silicon
| +$1.36B | +$160M | $92B | 2,429 | 7 |
|
| 36 |
Reuse, Repair & Circular Economy
| +$1.3B | -$595M | $157B | 2,717 | 68 |
|
| 37 |
Housing & Home Improvement
Homebuilders
| +$1.25B | -$75.7M | $114B | 1,935 | 45 |
|
| 38 |
Sin Stocks
Casinos
| +$1.25B | -$1.18B | $109B | 1,681 | 24 |
|
| 39 |
Sin Stocks
Alcohol
| +$1.12B | +$739M | $76.7B | 2,238 | 24 |
|
| 40 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$1.1B | -$71.5M | $108B | 2,379 | 3 |
|
| 41 |
Nuclear Energy
Uranium Mining & Enrichment
| +$1.07B | +$115M | $9.07B | 745 | 20 |
|
| 42 |
Water
Water Infrastructure
| +$1.05B | +$521M | $90.7B | 1,821 | 17 |
|
| 43 |
Digital Assets
| +$1.03B | +$1.2B | $103B | 2,647 | 160 |
|
| 44 |
Robotics & Automation
| +$970M | -$680M | $283B | 3,471 | 83 |
|
| 45 |
Artificial Intelligence
Chinese AI
| +$954M | -$4.96B | $42.4B | 1,262 | 14 |
|
| 46 |
Longevity & Aging Population
| +$926M | +$1.96B | $208B | 2,345 | 60 |
|
| 47 |
Nuclear Energy
Small Modular Reactors
| +$890M | +$130M | $6.79B | 524 | 12 |
|
| 48 |
Clean Energy
Hydrogen & Fuel Cells
| +$857M | +$953M | $65.8B | 1,865 | 13 |
|
| 49 |
Digital Payments & Fintech
Neobanks
| +$779M | -$983M | $25.7B | 1,238 | 25 |
|
| 50 |
Agriculture & Food Technology
Plant-Based Foods
| +$768M | -$814M | $45.5B | 1,424 | 17 |
|
| 51 |
Cloud Computing
Edge Computing
| +$736M | -$653M | $41.1B | 1,393 | 11 |
|
| 52 |
Clean Energy
| +$686M | +$1.9B | $281B | 3,593 | 134 |
|
| 53 |
Semiconductors
Semicap & Lithography
| +$683M | -$6.35B | $223B | 2,585 | 21 |
|
| 54 |
Lithium & Battery Materials
| +$680M | +$132M | $32.7B | 1,585 | 47 |
|
| 55 |
Luxury & Affluent Consumer
| +$672M | -$75.4M | $108B | 1,965 | 40 |
|
| 56 |
Defense Modernization
Military Shipbuilding
| +$656M | -$388M | $77.1B | 1,837 | 6 |
|
| 57 |
Semiconductors
Analog & Power Semis
| +$650M | +$1.82B | $300B | 2,972 | 27 |
|
| 58 |
Sports Betting & iGaming
| +$620M | -$51.9M | $30.3B | 1,184 | 29 |
|
| 59 |
Data Centers & Digital Infrastructure
Power for AI
| +$589M | +$1.17B | $80.1B | 1,840 | 22 |
|
| 60 |
Defense Modernization
Defense Tech & C4ISR
| +$586M | -$2.51B | $325B | 3,532 | 53 |
|
| 61 |
Water
Sanitation
| +$559M | +$222M | $23B | 984 | 8 |
|
| 62 |
Reshoring & American Manufacturing
| +$547M | +$405M | $27.1B | 1,105 | 20 |
|
| 63 |
Cloud Computing
| +$427M | -$49.8B | $2.9T | 5,517 | 64 |
|
| 64 |
Artificial Intelligence
AI Software & Applications
| +$424M | +$1.08B | $19.6B | 1,382 | 85 |
|
| 65 |
Electrification & Grid
Transmission Buildout
| +$284M | -$389M | $24.9B | 1,068 | 6 |
|
| 66 |
Digital Assets
Crypto Exchanges
| +$282M | -$58.5M | $3.6B | 590 | 7 |
|
| 67 |
Digital Assets
Corporate Crypto Treasuries
| +$228M | -$149M | $3.09B | 670 | 63 |
|
| 68 |
Cybersecurity
Agentic AI Security
| +$222M | -$1.54B | $35.1B | 1,376 | 2 |
|
| 69 |
Virtual & Augmented Reality
| +$222M | -$26.5M | $582M | 324 | 20 |
|
| 70 |
Space Economy
Satellite Communications
| +$209M | -$73.4M | $10.2B | 701 | 16 |
|
| 71 |
3D Printing & Additive Manufacturing
| +$203M | -$1.37B | $37.7B | 1,440 | 20 |
|
| 72 |
Electric Vehicles
EV Charging Infrastructure
| +$180M | -$21.6M | $18.1B | 1,564 | 21 |
|
| 73 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$130M | +$163M | $76.7B | 1,772 | 26 |
|
| 74 |
Cannabis
| +$92.5M | +$159M | $5.28B | 1,091 | 52 |
|
| 75 |
Critical Minerals & Rare Earths
| +$92.1M | +$154M | $11.8B | 1,110 | 60 |
|
| 76 |
Cybersecurity
Post-Quantum Cryptography
| +$82.7M | +$6.69M | $64.5M | 45 | 6 |
|
| 77 |
Online Travel & Experiences
| +$59.8M | -$2.31B | $138B | 2,139 | 32 |
|
| 78 |
Agriculture & Food Technology
| +$45.3M | +$341M | $293B | 3,293 | 79 |
|
| 79 |
Infrastructure & Construction
Green Building
| +$43.4M | -$196M | $4.95B | 497 | 5 |
|
| 80 |
Space Economy
Earth Observation
| +$27M | +$72.4M | $641M | 257 | 6 |
|
| 81 |
Space Economy
Launch Services
| +$25.5M | -$11.7M | $5.18B | 422 | 5 |
|
| 82 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$1.83M | +$92.2M | $25.1B | 1,107 | 9 |
|
| 83 |
Electrification & Grid
Grid Equipment
| -$10.7M | +$103M | $60.4B | 1,731 | 10 |
|
| 84 |
Copper & Industrial Metals
| -$19.5M | -$2.72B | $186B | 2,716 | 79 |
|
| 85 |
Clean Energy
Wind
| -$23.4M | +$10.8M | $1.35B | 351 | 9 |
|
| 86 |
Energy Efficiency
| -$57.7M | +$289M | $259B | 3,145 | 31 |
|
| 87 |
Streaming & Digital Media
News Media
| -$106M | +$166M | $46.2B | 1,283 | 26 |
|
| 88 |
Space Economy
| -$200M | -$358M | $198B | 3,134 | 64 |
|
| 89 |
Future of Education
| -$205M | -$619M | $49.5B | 1,391 | 77 |
|
| 90 |
Semiconductors
Photonics & Optical Interconnect
| -$211M | +$1.07B | $23.3B | 1,133 | 20 |
|
| 91 |
Digital Assets
Bitcoin Miners
| -$242M | +$95.3M | $590M | 470 | 40 |
|
| 92 |
Digital Payments & Fintech
Buy Now Pay Later
| -$292M | +$230M | $6.8B | 662 | 13 |
|
| 93 |
Sin Stocks
Firearms
| -$301M | -$343M | $8.9B | 771 | 12 |
|
| 94 |
Defense Modernization
Munitions Restocking
| -$315M | -$764M | $235B | 3,042 | 11 |
|
| 95 |
Agriculture & Food Technology
Precision Agriculture
| -$562M | +$104M | $94.2B | 2,217 | 4 |
|
| 96 |
Digital Assets
Stablecoin Infrastructure
| -$607M | +$1.17B | $62.8B | 2,119 | 9 |
|
| 97 |
Internet of Things
Smart Home
| -$701M | -$27M | $32.2B | 1,262 | 17 |
|
| 98 |
Robotics & Automation
Humanoid Robotics
| -$763M | -$359M | $1.39B | 227 | 5 |
|
| 99 |
Medical Devices & Diagnostics
| -$823M | +$3.79B | $1.64T | 5,080 | 342 |
|
| 100 |
Artificial Intelligence
Agentic AI
| -$963M | -$232M | $187B | 2,568 | 13 |
|
| 101 |
Carbon & Pollution Control
| -$1.16B | -$834M | $73.2B | 1,917 | 23 |
|
| 102 |
Cybersecurity
Identity Security
| -$1.23B | -$5.09B | $19.3B | 933 | 15 |
|
| 103 |
Defense Modernization
Drones & Counter-Drone
| -$1.38B | +$842M | $123B | 2,107 | 30 |
|
| 104 |
Autonomous Driving
| -$2.43B | +$8.54B | $249B | 3,151 | 53 |
|
| 105 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$3.48B | +$2.25B | $99.7B | 1,622 | 19 |
|
| 106 |
Oil & Gas
LNG
| -$3.86B | -$1.23B | $292B | 3,204 | 32 |
|
| 107 |
Semiconductors
Advanced Packaging
| -$4.17B | -$2.93B | $72.3B | 1,637 | 10 |
|
| 108 |
Electrification & Grid
| -$4.78B | +$7.89B | $294B | 3,401 | 59 |
|
| 109 |
Electrification & Grid
Energy Storage
| -$5.02B | +$7.96B | $180B | 2,666 | 26 |
|
| 110 |
SaaS & Enterprise Software
| -$5.7B | +$20.1B | $3.1T | 5,687 | 266 |
|
| 111 |
Digital Health & Telemedicine
| -$5.79B | +$4.05B | $523B | 3,708 | 84 |
|
| 112 |
Electric Vehicles
| -$7.6B | +$7.22B | $461B | 3,969 | 124 |
|
| 113 |
Nuclear Energy
| -$8.82B | +$3.6B | $254B | 3,025 | 61 |
|
| 114 |
Streaming & Digital Media
| -$12.5B | -$60.3B | $1.78T | 5,319 | 120 |
|
| 115 |
Social Media & Creator Economy
| -$27.1B | -$61.9B | $2.26T | 5,233 | 45 |
|