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
E-Commerce

Marketplaces

106 stocks
+$26.1B
net capital flow
Funds holding
5,568
Total invested
$3.21T
Last quarter
+$13.8B
$85.4B inflow $59.3B outflow
AAPL icon
AMZN icon
WMT icon
UBER icon
BABA icon
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#2

E-Commerce

240 stocks · 2 sub-themes
+$24.7B
net capital flow
Funds holding
5,739
Total invested
$3.46T
Last quarter
+$16.4B
$90B inflow $65.4B outflow
AAPL icon
AMZN icon
WMT icon
UPS icon
UBER icon
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#3

Cloud Computing

64 stocks · 1 sub-theme
+$20.5B
net capital flow
Funds holding
5,540
Total invested
$4.09T
Last quarter
+$1.98B
$109B inflow $89B outflow
MSFT icon
AMZN icon
GOOGL icon
GOOG icon
ORCL icon
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#4

Streaming & Digital Media

120 stocks · 1 sub-theme
+$14B
net capital flow
Funds holding
5,375
Total invested
$2.46T
Last quarter
+$2.81B
$74.5B inflow $60.5B outflow
AMZN icon
GOOGL icon
GOOG icon
DIS icon
CMCSA icon
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#5

Social Media & Creator Economy

45 stocks
+$8.8B
net capital flow
Funds holding
5,307
Total invested
$3.35T
Last quarter
-$755M
$89.2B inflow $80.4B outflow
MSFT icon
GOOGL icon
GOOG icon
META icon
PINS icon
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#6

Artificial Intelligence

264 stocks · 6 sub-themes
+$7.03B
net capital flow
Funds holding
5,706
Total invested
$5.32T
Last quarter
+$20.4B
$144B inflow $137B outflow
MSFT icon
GOOGL icon
GOOG icon
NVDA icon
META icon
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#7

Autonomous Driving

53 stocks · 1 sub-theme
+$6.99B
net capital flow
Funds holding
3,567
Total invested
$475B
Last quarter
+$719M
$19.2B inflow $12.2B outflow
TSLA icon
UBER icon
APTV icon
LYFT icon
GRAB icon
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#8

Internet of Things

99 stocks · 2 sub-themes
+$5.61B
net capital flow
Funds holding
5,169
Total invested
$2.22T
Last quarter
+$11.9B
$47.8B inflow $42.2B outflow
AAPL icon
QCOM icon
MCHP icon
NXPI icon
DXCM icon
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#9
Water

Sanitation

8 stocks
+$4.55B
net capital flow
Funds holding
1,062
Total invested
$32.2B
Last quarter
+$1.73B
$5.28B inflow $729M outflow
XYL icon
WMS icon
ARIS icon
NGL icon
SCWO icon
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#10
Electrification & Grid

Energy Storage

26 stocks
+$4.23B
net capital flow
Funds holding
3,113
Total invested
$372B
Last quarter
-$1.28B
$13.9B inflow $9.65B outflow
TSLA icon
ENS icon
STEM icon
AMRC icon
CSIQ icon
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#11
Water

Water Infrastructure

17 stocks
+$4.17B
net capital flow
Funds holding
1,839
Total invested
$109B
Last quarter
+$3.1B
$7.7B inflow $3.53B outflow
ROP icon
XYL icon
J icon
WMS icon
BMI icon
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#12

Medical Devices & Diagnostics

342 stocks
+$3.65B
net capital flow
Funds holding
5,041
Total invested
$1.76T
Last quarter
+$36.8B
$48.4B inflow $44.7B outflow
JNJ icon
ABT icon
DHR icon
MDT icon
SYK icon
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#13

Cybersecurity

85 stocks · 3 sub-themes
+$3.49B
net capital flow
Funds holding
4,047
Total invested
$445B
Last quarter
+$942M
$20.6B inflow $17.2B outflow
CSCO icon
PANW icon
FTNT icon
CRWD icon
AKAM icon
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#14
Internet of Things

Wearables

21 stocks
+$3.44B
net capital flow
Funds holding
4,746
Total invested
$1.89T
Last quarter
+$6.27B
$39.9B inflow $36.5B outflow
AAPL icon
DXCM icon
GRMN icon
KN icon
IRTC icon
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#15

Reuse, Repair & Circular Economy

68 stocks
+$3.14B
net capital flow
Funds holding
2,772
Total invested
$197B
Last quarter
+$1.29B
$11.3B inflow $8.13B outflow
NUE icon
CPRT icon
LYB icon
KMX icon
EMN icon
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#16
Data Centers & Digital Infrastructure

Interconnect & Colocation

19 stocks
+$2.91B
net capital flow
Funds holding
1,634
Total invested
$121B
Last quarter
+$2.62B
$7.33B inflow $4.42B outflow
EQIX icon
DLR icon
IRM icon
GDS icon
TKC icon
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#17

Nuclear Energy

61 stocks · 2 sub-themes
+$2.81B
net capital flow
Funds holding
2,980
Total invested
$264B
Last quarter
+$5.3B
$11B inflow $8.22B outflow
SO icon
D icon
PEG icon
CEG icon
ETR icon
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#18
Clean Energy

Solar

54 stocks
+$2.53B
net capital flow
Funds holding
1,696
Total invested
$77.9B
Last quarter
+$3.55B
$7.98B inflow $5.45B outflow
ENPH icon
FSLR icon
SEDG icon
RUN icon
ARRY icon
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#19
Cybersecurity

Agentic AI Security

2 stocks
+$2.51B
net capital flow
Funds holding
1,593
Total invested
$68.7B
Last quarter
+$1.12B
$8.56B inflow $6.05B outflow
PANW icon
SAIL icon
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#20

Data Centers & Digital Infrastructure

78 stocks · 3 sub-themes
+$1.88B
net capital flow
Funds holding
3,193
Total invested
$430B
Last quarter
+$9.63B
$15.7B inflow $13.8B outflow
ETN icon
PLD icon
EQIX icon
DLR icon
DOV icon
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#21
Sin Stocks

Tobacco & Nicotine

13 stocks
+$1.86B
net capital flow
Funds holding
2,437
Total invested
$174B
Last quarter
+$3.18B
$9.2B inflow $7.33B outflow
PM icon
MO icon
BTI icon
VGR icon
UVV icon
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#22

Electric Vehicles

124 stocks · 1 sub-theme
+$1.61B
net capital flow
Funds holding
4,224
Total invested
$716B
Last quarter
+$6.37B
$22.7B inflow $21.1B outflow
TSLA icon
F icon
ETN icon
GM icon
BP icon
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#23

Electrification & Grid

59 stocks · 3 sub-themes
+$1.6B
net capital flow
Funds holding
3,763
Total invested
$521B
Last quarter
+$2.68B
$16.1B inflow $14.5B outflow
TSLA icon
ETN icon
PWR icon
HUBB icon
NVT icon
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#24

Sin Stocks

78 stocks · 4 sub-themes
+$1.32B
net capital flow
Funds holding
3,534
Total invested
$388B
Last quarter
+$5.06B
$16B inflow $14.7B outflow
PM icon
MO icon
STZ icon
DEO icon
VICI icon
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#25
Artificial Intelligence

Agentic AI

13 stocks
+$1.26B
net capital flow
Funds holding
2,820
Total invested
$287B
Last quarter
+$3.34B
$16.4B inflow $15.1B outflow
CRM icon
NOW icon
PLTR icon
PATH icon
G icon
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#26
Space Economy

Satellite Communications

16 stocks
+$1.21B
net capital flow
Funds holding
723
Total invested
$14B
Last quarter
+$718M
$1.99B inflow $776M outflow
IRDM icon
VSAT icon
GSAT icon
ECHO icon
GOGO icon
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#27
Sin Stocks

Alcohol

24 stocks
+$1.16B
net capital flow
Funds holding
2,224
Total invested
$82.8B
Last quarter
+$1.11B
$5.47B inflow $4.31B outflow
STZ icon
DEO icon
BF.B icon
TAP icon
BUD icon
Explore
#28

Clean Energy

134 stocks · 3 sub-themes
+$1.14B
net capital flow
Funds holding
3,589
Total invested
$278B
Last quarter
+$6.13B
$13.7B inflow $12.5B outflow
APD icon
PSX icon
VLO icon
BP icon
PWR icon
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#29
E-Commerce

Food Delivery

12 stocks
+$905M
net capital flow
Funds holding
1,692
Total invested
$123B
Last quarter
+$636M
$9.85B inflow $8.95B outflow
UBER icon
SE icon
JD icon
DASH icon
GRAB icon
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#30
Artificial Intelligence

Chinese AI

14 stocks
+$841M
net capital flow
Funds holding
1,271
Total invested
$41.5B
Last quarter
-$2.28B
$7.01B inflow $6.17B outflow
BABA icon
BIDU icon
KC icon
TUYA icon
SOGP icon
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#31
Autonomous Driving

Ride-Hailing & Shared Mobility

14 stocks
+$826M
net capital flow
Funds holding
1,472
Total invested
$77.1B
Last quarter
+$1.56B
$6.39B inflow $5.56B outflow
UBER icon
LYFT icon
GRAB icon
BRDS
GETR icon
Explore
#32
Robotics & Automation

Industrial Automation

16 stocks
+$743M
net capital flow
Funds holding
3,089
Total invested
$218B
Last quarter
-$2.94B
$8.67B inflow $7.93B outflow
HON icon
EMR icon
ROK icon
TER icon
LECO icon
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#33
Cybersecurity

Identity Security

15 stocks
+$720M
net capital flow
Funds holding
949
Total invested
$21.2B
Last quarter
+$624M
$2.89B inflow $2.17B outflow
OKTA icon
CYBR icon
HCP icon
YOU icon
MITK icon
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#34

Robotics & Automation

83 stocks · 3 sub-themes
+$678M
net capital flow
Funds holding
3,503
Total invested
$310B
Last quarter
-$1.07B
$11.1B inflow $10.4B outflow
HON icon
EMR icon
ROK icon
PH icon
TER icon
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#35
Digital Payments & Fintech

Neobanks

25 stocks
+$661M
net capital flow
Funds holding
1,219
Total invested
$38.6B
Last quarter
+$633M
$2.82B inflow $2.16B outflow
SOFI icon
ALLY icon
NU icon
AX icon
TBBK icon
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#36
Artificial Intelligence

AI Software & Applications

85 stocks
+$590M
net capital flow
Funds holding
1,500
Total invested
$32.1B
Last quarter
-$365M
$3.1B inflow $2.51B outflow
PLTR icon
AI icon
UPST icon
APP icon
CRNC icon
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#37

Health & Wellness

78 stocks
+$531M
net capital flow
Funds holding
3,447
Total invested
$222B
Last quarter
+$4.06B
$8.34B inflow $7.81B outflow
ABT icon
UL icon
CHD icon
HLN icon
PTON icon
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#38

Quantum Computing

19 stocks
+$432M
net capital flow
Funds holding
2,481
Total invested
$71B
Last quarter
-$591M
$3.38B inflow $2.94B outflow
IBM icon
IONQ icon
RGTI icon
QTUM icon
QUBT icon
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#39
Digital Assets

Corporate Crypto Treasuries

63 stocks
+$354M
net capital flow
Funds holding
670
Total invested
$6.03B
Last quarter
+$299M
$678M inflow $324M outflow
MSTR icon
GME icon
MARA icon
DJT icon
CLSK icon
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#40
Digital Assets

Bitcoin Miners

40 stocks
+$320M
net capital flow
Funds holding
442
Total invested
$2.52B
Last quarter
+$138M
$520M inflow $200M outflow
RIOT icon
MARA icon
HUT icon
CLSK icon
CIFR icon
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#41
Nuclear Energy

Uranium Mining & Enrichment

20 stocks
+$247M
net capital flow
Funds holding
813
Total invested
$12.4B
Last quarter
+$697M
$1.14B inflow $890M outflow
CCJ icon
UEC icon
URA icon
DNN icon
UUUU icon
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#42
Oil & Gas

Oilfield Services

88 stocks
+$204M
net capital flow
Funds holding
2,396
Total invested
$190B
Last quarter
+$6.54B
$10.2B inflow $10B outflow
SLB icon
HAL icon
BKR icon
RIG icon
CHX icon
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#43
Data Centers & Digital Infrastructure

Liquid Cooling

9 stocks
+$185M
net capital flow
Funds holding
1,161
Total invested
$30.5B
Last quarter
+$584M
$1.64B inflow $1.46B outflow
DOV icon
NVT icon
AAON icon
MOD icon
SAIH icon
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#44
Internet of Things

Smart Home

17 stocks
+$145M
net capital flow
Funds holding
1,309
Total invested
$33.4B
Last quarter
-$1.32B
$1.65B inflow $1.5B outflow
GNRC icon
ALLE icon
REZI icon
SONO icon
ALRM icon
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#45
Clean Energy

Hydrogen & Fuel Cells

13 stocks
+$135M
net capital flow
Funds holding
1,882
Total invested
$63B
Last quarter
+$567M
$2.57B inflow $2.43B outflow
APD icon
PLUG icon
BE icon
NKLA icon
FCEL icon
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#46
Nuclear Energy

Small Modular Reactors

12 stocks
+$131M
net capital flow
Funds holding
595
Total invested
$9.83B
Last quarter
+$559M
$932M inflow $801M outflow
CCJ icon
SMR icon
OKLO icon
XE icon
NWCL
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#47
Semiconductors

Advanced Packaging

10 stocks
+$129M
net capital flow
Funds holding
1,810
Total invested
$102B
Last quarter
+$2.39B
$7.09B inflow $6.96B outflow
TSM icon
ONTO icon
KLIC icon
AMKR icon
ASX icon
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#48
Digital Assets

Crypto Exchanges

7 stocks
+$129M
net capital flow
Funds holding
642
Total invested
$7.87B
Last quarter
+$417M
$991M inflow $862M outflow
COIN icon
BKKT icon
SONM icon
GEMI icon
CNCK icon
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#49
Infrastructure & Construction

Green Building

5 stocks
+$114M
net capital flow
Funds holding
494
Total invested
$7.41B
Last quarter
+$142M
$579M inflow $465M outflow
TREX icon
MERC icon
GBLD icon
GRNR
RETO icon
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#50
Electrification & Grid

Transmission Buildout

6 stocks
+$55.2M
net capital flow
Funds holding
1,143
Total invested
$35.8B
Last quarter
+$1.29B
$1.83B inflow $1.77B outflow
PWR icon
MTZ icon
MYRG icon
PRIM icon
QTEK
Explore
#51

Virtual & Augmented Reality

20 stocks
+$32.5M
net capital flow
Funds holding
292
Total invested
$993M
Last quarter
-$11.7M
$89.8M inflow $57.3M outflow
VUZI icon
HIMX icon
METV icon
EMAN
WIMI icon
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#52
Clean Energy

Wind

9 stocks
+$23.1M
net capital flow
Funds holding
384
Total invested
$2.05B
Last quarter
+$619M
$222M inflow $199M outflow
TPIC icon
FAN icon
NETI
RNW icon
ENLT icon
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#53
Cloud Computing

Edge Computing

11 stocks
+$21.7M
net capital flow
Funds holding
1,359
Total invested
$47.9B
Last quarter
-$92.6M
$3.2B inflow $3.18B outflow
HPE icon
AKAM icon
NET icon
FSLY icon
EGIO icon
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#54

Cannabis

52 stocks
+$20.6M
net capital flow
Funds holding
1,061
Total invested
$4.61B
Last quarter
+$56.3M
$437M inflow $416M outflow
SMG icon
TLRY icon
IIPR icon
CGC icon
MJ icon
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#55
Space Economy

Earth Observation

6 stocks
+$592K
net capital flow
Funds holding
259
Total invested
$513M
Last quarter
+$18.7M
$52.6M inflow $52M outflow
PL icon
BKSY icon
SPIR icon
SATL icon
HAWK icon
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#56
Cybersecurity

Post-Quantum Cryptography

6 stocks
-$27.2K
net capital flow
Funds holding
45
Total invested
$22.9M
Last quarter
-$7.39M
$4M inflow $4.02M outflow
ARQQ icon
LAES icon
WKEY
QUCY icon
BTQ icon
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#57
Semiconductors

Photonics & Optical Interconnect

20 stocks
-$21.3M
net capital flow
Funds holding
1,108
Total invested
$24.4B
Last quarter
+$571M
$2.36B inflow $2.38B outflow
NOK icon
CIEN icon
COHR icon
LITE icon
MTSI icon
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#58
Space Economy

Launch Services

5 stocks
-$22.1M
net capital flow
Funds holding
411
Total invested
$5.86B
Last quarter
+$234M
$450M inflow $472M outflow
AJRD
RKLB icon
ASTR icon
VORB
SPCX icon
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#59

Sports Betting & iGaming

29 stocks
-$37.1M
net capital flow
Funds holding
1,247
Total invested
$38.8B
Last quarter
-$339M
$3.07B inflow $3.1B outflow
DKNG icon
CZR icon
PENN icon
CHDN icon
BYD icon
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#60
Robotics & Automation

Humanoid Robotics

5 stocks
-$40.5M
net capital flow
Funds holding
201
Total invested
$1.39B
Last quarter
-$344M
$327M inflow $368M outflow
XPEV icon
BOTT icon
WDRN icon
KOID icon
HUMN icon
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#61
Sin Stocks

Firearms

12 stocks
-$107M
net capital flow
Funds holding
741
Total invested
$9.01B
Last quarter
+$116M
$814M inflow $921M outflow
OLN icon
VSTO icon
RGR icon
CODI icon
SWBI icon
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#62
Defense Modernization

Military Shipbuilding

6 stocks
-$162M
net capital flow
Funds holding
1,779
Total invested
$72.5B
Last quarter
+$1.6B
$3.14B inflow $3.31B outflow
GD icon
HII icon
CW icon
BWXT icon
DRS icon
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#63
Digital Payments & Fintech

Buy Now Pay Later

13 stocks
-$194M
net capital flow
Funds holding
644
Total invested
$9.27B
Last quarter
+$463M
$460M inflow $654M outflow
AFRM icon
FCFS icon
PRG icon
UPBD icon
DESP icon
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#64
Genomics & Gene Editing

Gene Therapy

131 stocks
-$203M
net capital flow
Funds holding
2,326
Total invested
$90.6B
Last quarter
+$3.49B
$8.44B inflow $8.64B outflow
NVS icon
CRL icon
CTLT icon
CRSP icon
SRPT icon
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#65

Infrastructure & Construction

127 stocks · 1 sub-theme
-$209M
net capital flow
Funds holding
3,853
Total invested
$458B
Last quarter
+$6.72B
$14.6B inflow $14.8B outflow
CAT icon
DE icon
URI icon
PWR icon
WAB icon
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#66
Robotics & Automation

Warehouse & Logistics Robotics

3 stocks
-$259M
net capital flow
Funds holding
2,405
Total invested
$105B
Last quarter
+$120M
$3.46B inflow $3.72B outflow
HON icon
SYM icon
BGRY
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#67

Reshoring & American Manufacturing

20 stocks
-$341M
net capital flow
Funds holding
1,139
Total invested
$28.9B
Last quarter
+$328M
$1.56B inflow $1.9B outflow
J icon
FIX icon
FLR icon
GFS icon
TE icon
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#68
GLP-1 & Obesity

Obesity Second-Order Effects

26 stocks
-$439M
net capital flow
Funds holding
1,740
Total invested
$84.7B
Last quarter
+$1.37B
$4.44B inflow $4.88B outflow
CAG icon
LW icon
RMD icon
DVA icon
INSP icon
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#69

Future of Education

77 stocks
-$445M
net capital flow
Funds holding
1,328
Total invested
$52.8B
Last quarter
+$1.28B
$3.51B inflow $3.96B outflow
LOPE icon
NTES icon
CLVT icon
GHC icon
LRN icon
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#70
Data Centers & Digital Infrastructure

Power for AI

22 stocks
-$488M
net capital flow
Funds holding
1,990
Total invested
$108B
Last quarter
+$1.98B
$5.45B inflow $5.94B outflow
ETN icon
MPWR icon
FLEX icon
AEIS icon
FCEL icon
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#71

Critical Minerals & Rare Earths

60 stocks
-$645M
net capital flow
Funds holding
1,104
Total invested
$12.7B
Last quarter
+$886M
$1.06B inflow $1.7B outflow
MP icon
KMT icon
MTRN icon
SBSW icon
TROX icon
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#72

3D Printing & Additive Manufacturing

20 stocks
-$687M
net capital flow
Funds holding
1,497
Total invested
$45.7B
Last quarter
+$326M
$2.24B inflow $2.92B outflow
HPQ icon
LECO icon
XRAY icon
CRS icon
DDD icon
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#73

Luxury & Affluent Consumer

40 stocks
-$789M
net capital flow
Funds holding
1,946
Total invested
$105B
Last quarter
+$1.17B
$7.25B inflow $8.04B outflow
EL icon
BF.B icon
TPR icon
RACE icon
RL icon
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#74
Agriculture & Food Technology

Plant-Based Foods

17 stocks
-$901M
net capital flow
Funds holding
1,289
Total invested
$36.6B
Last quarter
-$113M
$1.21B inflow $2.11B outflow
ADM icon
SMPL icon
BYND icon
STKL
OTLY icon
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#75
Defense Modernization

Munitions Restocking

11 stocks
-$982M
net capital flow
Funds holding
2,979
Total invested
$217B
Last quarter
-$1.03B
$6.09B inflow $7.07B outflow
RTX icon
NOC icon
LHX icon
OLN icon
AJRD
Explore
#76

Lithium & Battery Materials

47 stocks
-$986M
net capital flow
Funds holding
1,610
Total invested
$35.4B
Last quarter
+$1.94B
$4.12B inflow $5.11B outflow
ALB icon
LTHM
LIT icon
SQM icon
LAC icon
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#77

Pet Economy

34 stocks
-$1.07B
net capital flow
Funds holding
3,998
Total invested
$494B
Last quarter
+$5.65B
$15.8B inflow $16.9B outflow
MRK icon
CL icon
GIS icon
ZTS icon
IDXX icon
Explore
#78
Streaming & Digital Media

News Media

26 stocks
-$1.1B
net capital flow
Funds holding
1,247
Total invested
$47.6B
Last quarter
+$856M
$1.93B inflow $3.04B outflow
FOXA icon
NXST icon
NWSA icon
PPLI icon
NYT icon
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#79

Video Games & Esports

55 stocks
-$1.13B
net capital flow
Funds holding
5,172
Total invested
$1.99T
Last quarter
+$4.59B
$55.6B inflow $56.7B outflow
MSFT icon
ATVI
WBD icon
EA icon
TTWO icon
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#80

Carbon & Pollution Control

23 stocks
-$1.22B
net capital flow
Funds holding
1,905
Total invested
$71.5B
Last quarter
+$925M
$2.92B inflow $4.14B outflow
GLW icon
OXY icon
DCI icon
NGVT icon
CECO icon
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#81
Defense Modernization

Drones & Counter-Drone

30 stocks
-$1.23B
net capital flow
Funds holding
2,012
Total invested
$110B
Last quarter
-$372M
$4B inflow $5.24B outflow
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#82
Artificial Intelligence

AI Inference Silicon

7 stocks
-$1.26B
net capital flow
Funds holding
2,382
Total invested
$99.3B
Last quarter
+$1.38B
$5.04B inflow $6.3B outflow
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CGPT
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#83
Oil & Gas

LNG

32 stocks
-$1.29B
net capital flow
Funds holding
3,120
Total invested
$278B
Last quarter
+$3.9B
$9.76B inflow $11.1B outflow
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#84

Water

67 stocks · 2 sub-themes
-$1.44B
net capital flow
Funds holding
2,935
Total invested
$255B
Last quarter
+$6.26B
$9.46B inflow $10.9B outflow
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#85

Gold & Precious Metals

133 stocks · 1 sub-theme
-$1.45B
net capital flow
Funds holding
2,143
Total invested
$141B
Last quarter
+$4.03B
$7.27B inflow $8.72B outflow
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#86
Gold & Precious Metals

Gold & Silver Miners

124 stocks
-$1.48B
net capital flow
Funds holding
2,098
Total invested
$140B
Last quarter
+$3.91B
$7.21B inflow $8.7B outflow
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#87

Small Business Economy

58 stocks
-$1.57B
net capital flow
Funds holding
3,468
Total invested
$444B
Last quarter
+$2.77B
$17.9B inflow $19.4B outflow
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#88

Genomics & Gene Editing

199 stocks · 1 sub-theme
-$1.68B
net capital flow
Funds holding
3,905
Total invested
$625B
Last quarter
+$10.9B
$30B inflow $31.7B outflow
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#89
Sin Stocks

Casinos

24 stocks
-$1.7B
net capital flow
Funds holding
1,708
Total invested
$119B
Last quarter
+$573M
$5.73B inflow $7.43B outflow
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#90

Energy Efficiency

31 stocks
-$1.89B
net capital flow
Funds holding
3,160
Total invested
$283B
Last quarter
+$3.88B
$7.74B inflow $9.62B outflow
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#91
Electric Vehicles

EV Charging Infrastructure

21 stocks
-$1.91B
net capital flow
Funds holding
1,495
Total invested
$19B
Last quarter
+$1.14B
$1.75B inflow $3.67B outflow
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#92
Agriculture & Food Technology

Precision Agriculture

4 stocks
-$2.06B
net capital flow
Funds holding
2,210
Total invested
$85.7B
Last quarter
-$575M
$3.67B inflow $5.73B outflow
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#93

Defense Modernization

163 stocks · 4 sub-themes
-$2.44B
net capital flow
Funds holding
4,552
Total invested
$906B
Last quarter
-$8B
$25.8B inflow $28.2B outflow
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#94
Digital Assets

Stablecoin Infrastructure

9 stocks
-$2.57B
net capital flow
Funds holding
2,008
Total invested
$59.4B
Last quarter
-$1.15B
$4.95B inflow $7.52B outflow
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#95

Digital Health & Telemedicine

84 stocks
-$2.62B
net capital flow
Funds holding
3,613
Total invested
$480B
Last quarter
-$7.31B
$16.5B inflow $19.1B outflow
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#96
Artificial Intelligence

AI Memory & HBM

12 stocks
-$2.64B
net capital flow
Funds holding
2,006
Total invested
$138B
Last quarter
+$4.33B
$8.95B inflow $11.6B outflow
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#97
Electrification & Grid

Grid Equipment

10 stocks
-$2.64B
net capital flow
Funds holding
1,816
Total invested
$76.9B
Last quarter
+$1.77B
$3.18B inflow $5.82B outflow
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#98

Digital Assets

160 stocks · 4 sub-themes
-$3.44B
net capital flow
Funds holding
2,452
Total invested
$98B
Last quarter
-$6.84B
$7.98B inflow $11.4B outflow
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#99
Defense Modernization

Defense Tech & C4ISR

53 stocks
-$3.78B
net capital flow
Funds holding
3,412
Total invested
$308B
Last quarter
+$1.64B
$8.88B inflow $12.7B outflow
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#100

Copper & Industrial Metals

79 stocks
-$3.81B
net capital flow
Funds holding
2,741
Total invested
$194B
Last quarter
+$4.2B
$10B inflow $13.8B outflow
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#101
Semiconductors

Analog & Power Semis

27 stocks
-$4.58B
net capital flow
Funds holding
3,049
Total invested
$359B
Last quarter
+$9.85B
$13.3B inflow $17.9B outflow
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#102

Space Economy

64 stocks · 3 sub-themes
-$4.86B
net capital flow
Funds holding
3,014
Total invested
$179B
Last quarter
-$1.82B
$5.53B inflow $10.4B outflow
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#103

Agriculture & Food Technology

79 stocks · 2 sub-themes
-$5B
net capital flow
Funds holding
3,179
Total invested
$255B
Last quarter
+$2.01B
$11.5B inflow $16.5B outflow
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#104

Immunotherapy & Oncology

388 stocks
-$5.24B
net capital flow
Funds holding
4,955
Total invested
$1.44T
Last quarter
+$17.9B
$38.5B inflow $43.7B outflow
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#105
Semiconductors

Semicap & Lithography

21 stocks
-$5.64B
net capital flow
Funds holding
2,826
Total invested
$316B
Last quarter
+$6.06B
$11.8B inflow $17.4B outflow
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#106
Housing & Home Improvement

Home & Garden Retail

30 stocks
-$6.03B
net capital flow
Funds holding
4,014
Total invested
$384B
Last quarter
-$2.08B
$11B inflow $17B outflow
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#107

GLP-1 & Obesity

92 stocks · 1 sub-theme
-$6.33B
net capital flow
Funds holding
4,452
Total invested
$990B
Last quarter
+$13.1B
$28.5B inflow $34.8B outflow
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#108

Online Travel & Experiences

32 stocks
-$6.73B
net capital flow
Funds holding
2,261
Total invested
$173B
Last quarter
+$992M
$11B inflow $17.7B outflow
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#109

SaaS & Enterprise Software

266 stocks
-$6.88B
net capital flow
Funds holding
5,708
Total invested
$4.13T
Last quarter
+$15.9B
$98.3B inflow $105B outflow
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#110

Longevity & Aging Population

60 stocks
-$7.8B
net capital flow
Funds holding
2,297
Total invested
$211B
Last quarter
-$739M
$8.31B inflow $16.1B outflow
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#111
Housing & Home Improvement

Homebuilders

45 stocks
-$10.8B
net capital flow
Funds holding
2,007
Total invested
$164B
Last quarter
+$12B
$9.88B inflow $20.7B outflow
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#112

Digital Payments & Fintech

148 stocks · 2 sub-themes
-$11.2B
net capital flow
Funds holding
5,637
Total invested
$3.12T
Last quarter
+$10B
$66.7B inflow $77.9B outflow
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#113

Semiconductors

178 stocks · 4 sub-themes
-$15.5B
net capital flow
Funds holding
5,101
Total invested
$2.77T
Last quarter
+$51.7B
$75.2B inflow $90.7B outflow
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#114

Housing & Home Improvement

223 stocks · 2 sub-themes
-$20.1B
net capital flow
Funds holding
4,729
Total invested
$908B
Last quarter
+$8.25B
$21.8B inflow $41.9B outflow
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#115

Oil & Gas

361 stocks · 2 sub-themes
-$26.7B
net capital flow
Funds holding
5,125
Total invested
$1.83T
Last quarter
+$15.4B
$40.6B inflow $67.3B outflow
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