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 |
Semiconductors
| +$51.7B | +$8.12B | $2.35T | 5,005 | 178 |
|
| 2 |
Medical Devices & Diagnostics
| +$36.8B | -$823M | $1.66T | 5,015 | 342 |
|
| 3 |
Artificial Intelligence
| +$20.4B | +$8.42B | $4.35T | 5,672 | 264 |
|
| 4 |
Immunotherapy & Oncology
| +$17.9B | +$17B | $1.47T | 4,948 | 388 |
|
| 5 |
E-Commerce
| +$16.4B | +$12.3B | $2.96T | 5,711 | 240 |
|
| 6 |
SaaS & Enterprise Software
| +$15.9B | -$5.7B | $3.59T | 5,664 | 266 |
|
| 7 |
Oil & Gas
| +$15.4B | +$2.39B | $1.87T | 5,125 | 361 |
|
| 8 |
E-Commerce
Marketplaces
| +$13.8B | +$10.9B | $2.72T | 5,535 | 106 |
|
| 9 |
GLP-1 & Obesity
| +$13.1B | +$4.16B | $909B | 4,416 | 92 |
|
| 10 |
Housing & Home Improvement
Homebuilders
| +$12B | +$1.25B | $138B | 1,922 | 45 |
|
| 11 |
Internet of Things
| +$11.9B | +$7.71B | $1.93T | 5,134 | 99 |
|
| 12 |
Genomics & Gene Editing
| +$10.9B | +$2.61B | $664B | 3,897 | 199 |
|
| 13 |
Digital Payments & Fintech
| +$10B | +$10.6B | $2.79T | 5,620 | 148 |
|
| 14 |
Semiconductors
Analog & Power Semis
| +$9.85B | +$650M | $363B | 3,052 | 27 |
|
| 15 |
Data Centers & Digital Infrastructure
| +$9.63B | +$2.53B | $396B | 3,112 | 78 |
|
| 16 |
Housing & Home Improvement
| +$8.25B | +$9.48B | $810B | 4,699 | 223 |
|
| 17 |
Infrastructure & Construction
| +$6.72B | +$1.64B | $417B | 3,808 | 127 |
|
| 18 |
Oil & Gas
Oilfield Services
| +$6.54B | +$1.86B | $183B | 2,410 | 88 |
|
| 19 |
Electric Vehicles
| +$6.37B | -$7.6B | $617B | 4,088 | 124 |
|
| 20 |
Internet of Things
Wearables
| +$6.27B | +$7.58B | $1.61T | 4,663 | 21 |
|
| 21 |
Water
| +$6.26B | +$2.96B | $238B | 2,924 | 67 |
|
| 22 |
Clean Energy
| +$6.13B | +$686M | $289B | 3,601 | 134 |
|
| 23 |
Semiconductors
Semicap & Lithography
| +$6.06B | +$683M | $271B | 2,716 | 21 |
|
| 24 |
Pet Economy
| +$5.65B | +$2.35B | $479B | 3,930 | 34 |
|
| 25 |
Nuclear Energy
| +$5.3B | -$8.82B | $255B | 2,999 | 61 |
|
| 26 |
Sin Stocks
| +$5.06B | +$4.41B | $385B | 3,506 | 78 |
|
| 27 |
Video Games & Esports
| +$4.59B | +$9.05B | $1.72T | 5,124 | 55 |
|
| 28 |
Artificial Intelligence
AI Memory & HBM
| +$4.33B | +$1.65B | $122B | 1,923 | 12 |
|
| 29 |
Copper & Industrial Metals
| +$4.2B | -$19.5M | $201B | 2,755 | 79 |
|
| 30 |
Health & Wellness
| +$4.06B | +$2.44B | $208B | 3,398 | 78 |
|
| 31 |
Gold & Precious Metals
| +$4.03B | +$2.3B | $156B | 2,170 | 133 |
|
| 32 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.91B | +$2.27B | $155B | 2,125 | 124 |
|
| 33 |
Oil & Gas
LNG
| +$3.9B | -$3.86B | $275B | 3,119 | 32 |
|
| 34 |
Energy Efficiency
| +$3.88B | -$57.7M | $260B | 3,100 | 31 |
|
| 35 |
Clean Energy
Solar
| +$3.55B | +$1.94B | $84.4B | 1,728 | 54 |
|
| 36 |
Genomics & Gene Editing
Gene Therapy
| +$3.49B | +$1.48B | $87.9B | 2,284 | 131 |
|
| 37 |
Artificial Intelligence
Agentic AI
| +$3.34B | -$963M | $257B | 2,713 | 13 |
|
| 38 |
Sin Stocks
Tobacco & Nicotine
| +$3.18B | +$2.4B | $174B | 2,427 | 13 |
|
| 39 |
Water
Water Infrastructure
| +$3.1B | +$1.05B | $95.4B | 1,798 | 17 |
|
| 40 |
Streaming & Digital Media
| +$2.81B | -$12.5B | $2.1T | 5,308 | 120 |
|
| 41 |
Small Business Economy
| +$2.77B | +$4.62B | $419B | 3,451 | 58 |
|
| 42 |
Electrification & Grid
| +$2.68B | -$4.78B | $421B | 3,594 | 59 |
|
| 43 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.62B | -$3.48B | $107B | 1,602 | 19 |
|
| 44 |
Semiconductors
Advanced Packaging
| +$2.39B | -$4.17B | $92.5B | 1,736 | 10 |
|
| 45 |
Agriculture & Food Technology
| +$2.01B | +$45.3M | $287B | 3,230 | 79 |
|
| 46 |
Data Centers & Digital Infrastructure
Power for AI
| +$1.98B | +$589M | $94.2B | 1,896 | 22 |
|
| 47 |
Cloud Computing
| +$1.98B | +$427M | $3.43T | 5,490 | 64 |
|
| 48 |
Lithium & Battery Materials
| +$1.94B | +$680M | $35.6B | 1,598 | 47 |
|
| 49 |
Electrification & Grid
Grid Equipment
| +$1.77B | -$10.7M | $68B | 1,777 | 10 |
|
| 50 |
Water
Sanitation
| +$1.73B | +$559M | $24.1B | 986 | 8 |
|
| 51 |
Defense Modernization
Defense Tech & C4ISR
| +$1.64B | +$586M | $311B | 3,467 | 53 |
|
| 52 |
Defense Modernization
Military Shipbuilding
| +$1.6B | +$656M | $73.4B | 1,823 | 6 |
|
| 53 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.56B | +$1.41B | $58B | 1,362 | 14 |
|
| 54 |
Artificial Intelligence
AI Inference Silicon
| +$1.38B | +$1.36B | $107B | 2,413 | 7 |
|
| 55 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.37B | +$130M | $81.7B | 1,768 | 26 |
|
| 56 |
Reuse, Repair & Circular Economy
| +$1.29B | +$1.3B | $176B | 2,720 | 68 |
|
| 57 |
Electrification & Grid
Transmission Buildout
| +$1.29B | +$284M | $30.1B | 1,099 | 6 |
|
| 58 |
Future of Education
| +$1.28B | -$205M | $55.2B | 1,337 | 77 |
|
| 59 |
Luxury & Affluent Consumer
| +$1.17B | +$672M | $114B | 1,983 | 40 |
|
| 60 |
Electric Vehicles
EV Charging Infrastructure
| +$1.14B | +$180M | $21.5B | 1,583 | 21 |
|
| 61 |
Cybersecurity
Agentic AI Security
| +$1.12B | +$222M | $51.6B | 1,470 | 2 |
|
| 62 |
Sin Stocks
Alcohol
| +$1.11B | +$1.12B | $77.4B | 2,195 | 24 |
|
| 63 |
Online Travel & Experiences
| +$992M | +$59.8M | $174B | 2,239 | 32 |
|
| 64 |
Cybersecurity
| +$942M | +$1.91B | $417B | 4,013 | 85 |
|
| 65 |
Carbon & Pollution Control
| +$925M | -$1.16B | $75.9B | 1,935 | 23 |
|
| 66 |
Critical Minerals & Rare Earths
| +$886M | +$92.1M | $14.1B | 1,123 | 60 |
|
| 67 |
Streaming & Digital Media
News Media
| +$856M | -$106M | $47.2B | 1,263 | 26 |
|
| 68 |
Autonomous Driving
| +$719M | -$2.43B | $377B | 3,379 | 53 |
|
| 69 |
Space Economy
Satellite Communications
| +$718M | +$209M | $12.1B | 705 | 16 |
|
| 70 |
Nuclear Energy
Uranium Mining & Enrichment
| +$697M | +$1.07B | $10.3B | 794 | 20 |
|
| 71 |
E-Commerce
Food Delivery
| +$636M | +$1.64B | $111B | 1,579 | 12 |
|
| 72 |
Digital Payments & Fintech
Neobanks
| +$633M | +$779M | $28.2B | 1,252 | 25 |
|
| 73 |
Cybersecurity
Identity Security
| +$624M | -$1.23B | $22.9B | 970 | 15 |
|
| 74 |
Clean Energy
Wind
| +$619M | -$23.4M | $3.46B | 382 | 9 |
|
| 75 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$584M | -$1.83M | $29.2B | 1,131 | 9 |
|
| 76 |
Sin Stocks
Casinos
| +$573M | +$1.25B | $122B | 1,692 | 24 |
|
| 77 |
Semiconductors
Photonics & Optical Interconnect
| +$571M | -$211M | $24.7B | 1,122 | 20 |
|
| 78 |
Clean Energy
Hydrogen & Fuel Cells
| +$567M | +$857M | $61.6B | 1,847 | 13 |
|
| 79 |
Nuclear Energy
Small Modular Reactors
| +$559M | +$890M | $8.25B | 554 | 12 |
|
| 80 |
Digital Payments & Fintech
Buy Now Pay Later
| +$463M | -$292M | $8.08B | 627 | 13 |
|
| 81 |
Digital Assets
Crypto Exchanges
| +$417M | +$282M | $7.26B | 632 | 7 |
|
| 82 |
Reshoring & American Manufacturing
| +$328M | +$547M | $29.3B | 1,149 | 20 |
|
| 83 |
3D Printing & Additive Manufacturing
| +$326M | +$203M | $43.5B | 1,462 | 20 |
|
| 84 |
Digital Assets
Corporate Crypto Treasuries
| +$299M | +$228M | $4.88B | 677 | 63 |
|
| 85 |
Space Economy
Launch Services
| +$234M | +$25.5M | $5.48B | 413 | 5 |
|
| 86 |
Infrastructure & Construction
Green Building
| +$142M | +$43.4M | $5.62B | 466 | 5 |
|
| 87 |
Digital Assets
Bitcoin Miners
| +$138M | -$242M | $1.52B | 417 | 40 |
|
| 88 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$120M | +$1.1B | $97.1B | 2,336 | 3 |
|
| 89 |
Sin Stocks
Firearms
| +$116M | -$301M | $9.6B | 764 | 12 |
|
| 90 |
Cannabis
| +$56.3M | +$92.5M | $5.38B | 1,068 | 52 |
|
| 91 |
Space Economy
Earth Observation
| +$18.7M | +$27M | $575M | 252 | 6 |
|
| 92 |
Cybersecurity
Post-Quantum Cryptography
| -$7.39M | +$82.7M | $22.5M | 48 | 6 |
|
| 93 |
Virtual & Augmented Reality
| -$11.7M | +$222M | $663M | 305 | 20 |
|
| 94 |
Cloud Computing
Edge Computing
| -$92.6M | +$736M | $44.8B | 1,359 | 11 |
|
| 95 |
Agriculture & Food Technology
Plant-Based Foods
| -$113M | +$768M | $39.7B | 1,336 | 17 |
|
| 96 |
Sports Betting & iGaming
| -$339M | +$620M | $37.4B | 1,169 | 29 |
|
| 97 |
Robotics & Automation
Humanoid Robotics
| -$344M | -$763M | $1.16B | 221 | 5 |
|
| 98 |
Artificial Intelligence
AI Software & Applications
| -$365M | +$424M | $23.1B | 1,413 | 85 |
|
| 99 |
Defense Modernization
Drones & Counter-Drone
| -$372M | -$1.38B | $113B | 2,028 | 30 |
|
| 100 |
Agriculture & Food Technology
Precision Agriculture
| -$575M | -$562M | $89.9B | 2,204 | 4 |
|
| 101 |
Quantum Computing
| -$591M | +$1.8B | $68.3B | 2,444 | 19 |
|
| 102 |
Longevity & Aging Population
| -$739M | +$926M | $213B | 2,275 | 60 |
|
| 103 |
Social Media & Creator Economy
| -$755M | -$27.1B | $2.8T | 5,248 | 45 |
|
| 104 |
Defense Modernization
Munitions Restocking
| -$1.03B | -$315M | $219B | 2,982 | 11 |
|
| 105 |
Robotics & Automation
| -$1.07B | +$970M | $282B | 3,416 | 83 |
|
| 106 |
Digital Assets
Stablecoin Infrastructure
| -$1.15B | -$607M | $68.8B | 2,090 | 9 |
|
| 107 |
Electrification & Grid
Energy Storage
| -$1.28B | -$5.02B | $292B | 2,906 | 26 |
|
| 108 |
Internet of Things
Smart Home
| -$1.32B | -$701M | $30.6B | 1,251 | 17 |
|
| 109 |
Space Economy
| -$1.82B | -$200M | $183B | 3,038 | 64 |
|
| 110 |
Housing & Home Improvement
Home & Garden Retail
| -$2.08B | +$4.33B | $364B | 3,959 | 30 |
|
| 111 |
Artificial Intelligence
Chinese AI
| -$2.28B | +$954M | $48B | 1,360 | 14 |
|
| 112 |
Robotics & Automation
Industrial Automation
| -$2.94B | +$1.53B | $202B | 3,012 | 16 |
|
| 113 |
Digital Assets
| -$6.84B | +$1.03B | $108B | 2,557 | 160 |
|
| 114 |
Digital Health & Telemedicine
| -$7.31B | -$5.79B | $473B | 3,590 | 84 |
|
| 115 |
Defense Modernization
| -$8B | +$5.75B | $868B | 4,503 | 163 |
|