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 |
E-Commerce
Marketplaces
| +$26.1B | +$13.8B | $3.21T | 5,568 | 106 |
|
| 2 |
E-Commerce
| +$24.7B | +$16.4B | $3.46T | 5,739 | 240 |
|
| 3 |
Cloud Computing
| +$20.5B | +$1.98B | $4.09T | 5,540 | 64 |
|
| 4 |
Streaming & Digital Media
| +$14B | +$2.81B | $2.46T | 5,375 | 120 |
|
| 5 |
Social Media & Creator Economy
| +$8.8B | -$755M | $3.35T | 5,307 | 45 |
|
| 6 |
Artificial Intelligence
| +$7.03B | +$20.4B | $5.32T | 5,706 | 264 |
|
| 7 |
Autonomous Driving
| +$6.99B | +$719M | $475B | 3,567 | 53 |
|
| 8 |
Internet of Things
| +$5.61B | +$11.9B | $2.22T | 5,169 | 99 |
|
| 9 |
Water
Sanitation
| +$4.55B | +$1.73B | $32.2B | 1,062 | 8 |
|
| 10 |
Electrification & Grid
Energy Storage
| +$4.23B | -$1.28B | $372B | 3,113 | 26 |
|
| 11 |
Water
Water Infrastructure
| +$4.17B | +$3.1B | $109B | 1,839 | 17 |
|
| 12 |
Medical Devices & Diagnostics
| +$3.65B | +$36.8B | $1.76T | 5,041 | 342 |
|
| 13 |
Cybersecurity
| +$3.49B | +$942M | $445B | 4,047 | 85 |
|
| 14 |
Internet of Things
Wearables
| +$3.44B | +$6.27B | $1.89T | 4,746 | 21 |
|
| 15 |
Reuse, Repair & Circular Economy
| +$3.14B | +$1.29B | $197B | 2,772 | 68 |
|
| 16 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.91B | +$2.62B | $121B | 1,634 | 19 |
|
| 17 |
Nuclear Energy
| +$2.81B | +$5.3B | $264B | 2,980 | 61 |
|
| 18 |
Clean Energy
Solar
| +$2.53B | +$3.55B | $77.9B | 1,696 | 54 |
|
| 19 |
Cybersecurity
Agentic AI Security
| +$2.51B | +$1.12B | $68.7B | 1,593 | 2 |
|
| 20 |
Data Centers & Digital Infrastructure
| +$1.88B | +$9.63B | $430B | 3,193 | 78 |
|
| 21 |
Sin Stocks
Tobacco & Nicotine
| +$1.86B | +$3.18B | $174B | 2,437 | 13 |
|
| 22 |
Electric Vehicles
| +$1.61B | +$6.37B | $716B | 4,224 | 124 |
|
| 23 |
Electrification & Grid
| +$1.6B | +$2.68B | $521B | 3,763 | 59 |
|
| 24 |
Sin Stocks
| +$1.32B | +$5.06B | $388B | 3,534 | 78 |
|
| 25 |
Artificial Intelligence
Agentic AI
| +$1.26B | +$3.34B | $287B | 2,820 | 13 |
|
| 26 |
Space Economy
Satellite Communications
| +$1.21B | +$718M | $14B | 723 | 16 |
|
| 27 |
Sin Stocks
Alcohol
| +$1.16B | +$1.11B | $82.8B | 2,224 | 24 |
|
| 28 |
Clean Energy
| +$1.14B | +$6.13B | $278B | 3,589 | 134 |
|
| 29 |
E-Commerce
Food Delivery
| +$905M | +$636M | $123B | 1,692 | 12 |
|
| 30 |
Artificial Intelligence
Chinese AI
| +$841M | -$2.28B | $41.5B | 1,271 | 14 |
|
| 31 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$826M | +$1.56B | $77.1B | 1,472 | 14 |
|
| 32 |
Robotics & Automation
Industrial Automation
| +$743M | -$2.94B | $218B | 3,089 | 16 |
|
| 33 |
Cybersecurity
Identity Security
| +$720M | +$624M | $21.2B | 949 | 15 |
|
| 34 |
Robotics & Automation
| +$678M | -$1.07B | $310B | 3,503 | 83 |
|
| 35 |
Digital Payments & Fintech
Neobanks
| +$661M | +$633M | $38.6B | 1,219 | 25 |
|
| 36 |
Artificial Intelligence
AI Software & Applications
| +$590M | -$365M | $32.1B | 1,500 | 85 |
|
| 37 |
Health & Wellness
| +$531M | +$4.06B | $222B | 3,447 | 78 |
|
| 38 |
Quantum Computing
| +$432M | -$591M | $71B | 2,481 | 19 |
|
| 39 |
Digital Assets
Corporate Crypto Treasuries
| +$354M | +$299M | $6.03B | 670 | 63 |
|
| 40 |
Digital Assets
Bitcoin Miners
| +$320M | +$138M | $2.52B | 442 | 40 |
|
| 41 |
Nuclear Energy
Uranium Mining & Enrichment
| +$247M | +$697M | $12.4B | 813 | 20 |
|
| 42 |
Oil & Gas
Oilfield Services
| +$204M | +$6.54B | $190B | 2,396 | 88 |
|
| 43 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$185M | +$584M | $30.5B | 1,161 | 9 |
|
| 44 |
Internet of Things
Smart Home
| +$145M | -$1.32B | $33.4B | 1,309 | 17 |
|
| 45 |
Clean Energy
Hydrogen & Fuel Cells
| +$135M | +$567M | $63B | 1,882 | 13 |
|
| 46 |
Nuclear Energy
Small Modular Reactors
| +$131M | +$559M | $9.83B | 595 | 12 |
|
| 47 |
Semiconductors
Advanced Packaging
| +$129M | +$2.39B | $102B | 1,810 | 10 |
|
| 48 |
Digital Assets
Crypto Exchanges
| +$129M | +$417M | $7.87B | 642 | 7 |
|
| 49 |
Infrastructure & Construction
Green Building
| +$114M | +$142M | $7.41B | 494 | 5 |
|
| 50 |
Electrification & Grid
Transmission Buildout
| +$55.2M | +$1.29B | $35.8B | 1,143 | 6 |
|
| 51 |
Virtual & Augmented Reality
| +$32.5M | -$11.7M | $993M | 292 | 20 |
|
| 52 |
Clean Energy
Wind
| +$23.1M | +$619M | $2.05B | 384 | 9 |
|
| 53 |
Cloud Computing
Edge Computing
| +$21.7M | -$92.6M | $47.9B | 1,359 | 11 |
|
| 54 |
Cannabis
| +$20.6M | +$56.3M | $4.61B | 1,061 | 52 |
|
| 55 |
Space Economy
Earth Observation
| +$592K | +$18.7M | $513M | 259 | 6 |
|
| 56 |
Cybersecurity
Post-Quantum Cryptography
| -$27.2K | -$7.39M | $22.9M | 45 | 6 |
|
| 57 |
Semiconductors
Photonics & Optical Interconnect
| -$21.3M | +$571M | $24.4B | 1,108 | 20 |
|
| 58 |
Space Economy
Launch Services
| -$22.1M | +$234M | $5.86B | 411 | 5 |
|
| 59 |
Sports Betting & iGaming
| -$37.1M | -$339M | $38.8B | 1,247 | 29 |
|
| 60 |
Robotics & Automation
Humanoid Robotics
| -$40.5M | -$344M | $1.39B | 201 | 5 |
|
| 61 |
Sin Stocks
Firearms
| -$107M | +$116M | $9.01B | 741 | 12 |
|
| 62 |
Defense Modernization
Military Shipbuilding
| -$162M | +$1.6B | $72.5B | 1,779 | 6 |
|
| 63 |
Digital Payments & Fintech
Buy Now Pay Later
| -$194M | +$463M | $9.27B | 644 | 13 |
|
| 64 |
Genomics & Gene Editing
Gene Therapy
| -$203M | +$3.49B | $90.6B | 2,326 | 131 |
|
| 65 |
Infrastructure & Construction
| -$209M | +$6.72B | $458B | 3,853 | 127 |
|
| 66 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$259M | +$120M | $105B | 2,405 | 3 |
|
| 67 |
Reshoring & American Manufacturing
| -$341M | +$328M | $28.9B | 1,139 | 20 |
|
| 68 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$439M | +$1.37B | $84.7B | 1,740 | 26 |
|
| 69 |
Future of Education
| -$445M | +$1.28B | $52.8B | 1,328 | 77 |
|
| 70 |
Data Centers & Digital Infrastructure
Power for AI
| -$488M | +$1.98B | $108B | 1,990 | 22 |
|
| 71 |
Critical Minerals & Rare Earths
| -$645M | +$886M | $12.7B | 1,104 | 60 |
|
| 72 |
3D Printing & Additive Manufacturing
| -$687M | +$326M | $45.7B | 1,497 | 20 |
|
| 73 |
Luxury & Affluent Consumer
| -$789M | +$1.17B | $105B | 1,946 | 40 |
|
| 74 |
Agriculture & Food Technology
Plant-Based Foods
| -$901M | -$113M | $36.6B | 1,289 | 17 |
|
| 75 |
Defense Modernization
Munitions Restocking
| -$982M | -$1.03B | $217B | 2,979 | 11 |
|
| 76 |
Lithium & Battery Materials
| -$986M | +$1.94B | $35.4B | 1,610 | 47 |
|
| 77 |
Pet Economy
| -$1.07B | +$5.65B | $494B | 3,998 | 34 |
|
| 78 |
Streaming & Digital Media
News Media
| -$1.1B | +$856M | $47.6B | 1,247 | 26 |
|
| 79 |
Video Games & Esports
| -$1.13B | +$4.59B | $1.99T | 5,172 | 55 |
|
| 80 |
Carbon & Pollution Control
| -$1.22B | +$925M | $71.5B | 1,905 | 23 |
|
| 81 |
Defense Modernization
Drones & Counter-Drone
| -$1.23B | -$372M | $110B | 2,012 | 30 |
|
| 82 |
Artificial Intelligence
AI Inference Silicon
| -$1.26B | +$1.38B | $99.3B | 2,382 | 7 |
|
| 83 |
Oil & Gas
LNG
| -$1.29B | +$3.9B | $278B | 3,120 | 32 |
|
| 84 |
Water
| -$1.44B | +$6.26B | $255B | 2,935 | 67 |
|
| 85 |
Gold & Precious Metals
| -$1.45B | +$4.03B | $141B | 2,143 | 133 |
|
| 86 |
Gold & Precious Metals
Gold & Silver Miners
| -$1.48B | +$3.91B | $140B | 2,098 | 124 |
|
| 87 |
Small Business Economy
| -$1.57B | +$2.77B | $444B | 3,468 | 58 |
|
| 88 |
Genomics & Gene Editing
| -$1.68B | +$10.9B | $625B | 3,905 | 199 |
|
| 89 |
Sin Stocks
Casinos
| -$1.7B | +$573M | $119B | 1,708 | 24 |
|
| 90 |
Energy Efficiency
| -$1.89B | +$3.88B | $283B | 3,160 | 31 |
|
| 91 |
Electric Vehicles
EV Charging Infrastructure
| -$1.91B | +$1.14B | $19B | 1,495 | 21 |
|
| 92 |
Agriculture & Food Technology
Precision Agriculture
| -$2.06B | -$575M | $85.7B | 2,210 | 4 |
|
| 93 |
Defense Modernization
| -$2.44B | -$8B | $906B | 4,552 | 163 |
|
| 94 |
Digital Assets
Stablecoin Infrastructure
| -$2.57B | -$1.15B | $59.4B | 2,008 | 9 |
|
| 95 |
Digital Health & Telemedicine
| -$2.62B | -$7.31B | $480B | 3,613 | 84 |
|
| 96 |
Artificial Intelligence
AI Memory & HBM
| -$2.64B | +$4.33B | $138B | 2,006 | 12 |
|
| 97 |
Electrification & Grid
Grid Equipment
| -$2.64B | +$1.77B | $76.9B | 1,816 | 10 |
|
| 98 |
Digital Assets
| -$3.44B | -$6.84B | $98B | 2,452 | 160 |
|
| 99 |
Defense Modernization
Defense Tech & C4ISR
| -$3.78B | +$1.64B | $308B | 3,412 | 53 |
|
| 100 |
Copper & Industrial Metals
| -$3.81B | +$4.2B | $194B | 2,741 | 79 |
|
| 101 |
Semiconductors
Analog & Power Semis
| -$4.58B | +$9.85B | $359B | 3,049 | 27 |
|
| 102 |
Space Economy
| -$4.86B | -$1.82B | $179B | 3,014 | 64 |
|
| 103 |
Agriculture & Food Technology
| -$5B | +$2.01B | $255B | 3,179 | 79 |
|
| 104 |
Immunotherapy & Oncology
| -$5.24B | +$17.9B | $1.44T | 4,955 | 388 |
|
| 105 |
Semiconductors
Semicap & Lithography
| -$5.64B | +$6.06B | $316B | 2,826 | 21 |
|
| 106 |
Housing & Home Improvement
Home & Garden Retail
| -$6.03B | -$2.08B | $384B | 4,014 | 30 |
|
| 107 |
GLP-1 & Obesity
| -$6.33B | +$13.1B | $990B | 4,452 | 92 |
|
| 108 |
Online Travel & Experiences
| -$6.73B | +$992M | $173B | 2,261 | 32 |
|
| 109 |
SaaS & Enterprise Software
| -$6.88B | +$15.9B | $4.13T | 5,708 | 266 |
|
| 110 |
Longevity & Aging Population
| -$7.8B | -$739M | $211B | 2,297 | 60 |
|
| 111 |
Housing & Home Improvement
Homebuilders
| -$10.8B | +$12B | $164B | 2,007 | 45 |
|
| 112 |
Digital Payments & Fintech
| -$11.2B | +$10B | $3.12T | 5,637 | 148 |
|
| 113 |
Semiconductors
| -$15.5B | +$51.7B | $2.77T | 5,101 | 178 |
|
| 114 |
Housing & Home Improvement
| -$20.1B | +$8.25B | $908B | 4,729 | 223 |
|
| 115 |
Oil & Gas
| -$26.7B | +$15.4B | $1.83T | 5,125 | 361 |
|