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

Infrastructure & Construction

127 stocks · 1 sub-theme
+$19B
net capital flow
Funds holding
3,921
Total invested
$468B
Last quarter
-$209M
$31.4B inflow $12.3B outflow
CAT icon
DE icon
URI icon
PWR icon
WAB icon
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#2

Oil & Gas

361 stocks · 2 sub-themes
+$12.1B
net capital flow
Funds holding
5,169
Total invested
$2.02T
Last quarter
-$26.7B
$57.7B inflow $45.6B outflow
XOM icon
CVX icon
COP icon
PSX icon
SLB icon
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#3

SaaS & Enterprise Software

266 stocks
+$11.8B
net capital flow
Funds holding
5,711
Total invested
$3.97T
Last quarter
-$6.88B
$102B inflow $90.4B outflow
MSFT icon
ADBE icon
ORCL icon
IBM icon
AVGO icon
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#4

Cloud Computing

64 stocks · 1 sub-theme
+$11.5B
net capital flow
Funds holding
5,542
Total invested
$4.02T
Last quarter
+$20.5B
$99.7B inflow $88.2B outflow
MSFT icon
AMZN icon
GOOGL icon
GOOG icon
ORCL icon
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#5

Semiconductors

178 stocks · 4 sub-themes
+$11.2B
net capital flow
Funds holding
5,134
Total invested
$2.66T
Last quarter
-$15.5B
$78B inflow $66.7B outflow
NVDA icon
INTC icon
AVGO icon
QCOM icon
TXN icon
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#6
E-Commerce

Food Delivery

12 stocks
+$6.31B
net capital flow
Funds holding
1,748
Total invested
$129B
Last quarter
+$905M
$14.5B inflow $8.16B outflow
UBER icon
SE icon
DASH icon
JD icon
GRAB icon
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#7
E-Commerce

Marketplaces

106 stocks
+$6.1B
net capital flow
Funds holding
5,589
Total invested
$2.99T
Last quarter
+$26.1B
$72.1B inflow $66B outflow
AAPL icon
AMZN icon
WMT icon
UBER icon
BABA icon
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#8

Autonomous Driving

53 stocks · 1 sub-theme
+$5.77B
net capital flow
Funds holding
3,569
Total invested
$468B
Last quarter
+$6.99B
$21.3B inflow $15.5B outflow
TSLA icon
UBER icon
APTV icon
LYFT icon
GRAB icon
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#9

Electric Vehicles

124 stocks · 1 sub-theme
+$5.5B
net capital flow
Funds holding
4,216
Total invested
$691B
Last quarter
+$1.61B
$26.8B inflow $21.4B outflow
TSLA icon
F icon
ETN icon
GM icon
BP icon
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#10

Nuclear Energy

61 stocks · 2 sub-themes
+$5.42B
net capital flow
Funds holding
2,979
Total invested
$263B
Last quarter
+$2.81B
$18.2B inflow $12.7B outflow
SO icon
D icon
PEG icon
CEG icon
ETR icon
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#11

Water

67 stocks · 2 sub-themes
+$5.11B
net capital flow
Funds holding
2,901
Total invested
$243B
Last quarter
-$1.44B
$14.4B inflow $9.29B outflow
DD icon
ECL icon
ROP icon
AWK icon
XYL icon
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#12
Oil & Gas

Oilfield Services

88 stocks
+$4.61B
net capital flow
Funds holding
2,518
Total invested
$230B
Last quarter
+$204M
$16.3B inflow $11.7B outflow
SLB icon
HAL icon
BKR icon
RIG icon
CHX icon
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#13

Social Media & Creator Economy

45 stocks
+$4.5B
net capital flow
Funds holding
5,307
Total invested
$3.33T
Last quarter
+$8.8B
$79.8B inflow $75.3B outflow
MSFT icon
GOOGL icon
GOOG icon
META icon
PINS icon
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#14

Video Games & Esports

55 stocks
+$3.97B
net capital flow
Funds holding
5,179
Total invested
$1.85T
Last quarter
-$1.13B
$56.9B inflow $52.9B outflow
MSFT icon
WBD icon
ATVI
EA icon
TTWO icon
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#15

GLP-1 & Obesity

92 stocks · 1 sub-theme
+$3.56B
net capital flow
Funds holding
4,530
Total invested
$1.05T
Last quarter
-$6.33B
$31.3B inflow $27.8B outflow
LLY icon
PFE icon
AMGN icon
BDX icon
MCK icon
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#16

Data Centers & Digital Infrastructure

78 stocks · 3 sub-themes
+$3B
net capital flow
Funds holding
3,217
Total invested
$423B
Last quarter
+$1.88B
$23.3B inflow $20.3B outflow
ETN icon
PLD icon
EQIX icon
DLR icon
DOV icon
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#17

Online Travel & Experiences

32 stocks
+$2.77B
net capital flow
Funds holding
2,345
Total invested
$190B
Last quarter
-$6.73B
$13.5B inflow $10.7B outflow
BKNG icon
ABNB icon
EXPE icon
LYV icon
TCOM icon
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#18

Electrification & Grid

59 stocks · 3 sub-themes
+$2.49B
net capital flow
Funds holding
3,749
Total invested
$502B
Last quarter
+$1.6B
$19.4B inflow $16.9B outflow
TSLA icon
ETN icon
PWR icon
HUBB icon
NVT icon
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#19
Autonomous Driving

Ride-Hailing & Shared Mobility

14 stocks
+$2.33B
net capital flow
Funds holding
1,532
Total invested
$84.2B
Last quarter
+$826M
$8.65B inflow $6.32B outflow
UBER icon
LYFT icon
GRAB icon
GETR icon
ZCAR icon
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#20
Electrification & Grid

Energy Storage

26 stocks
+$1.99B
net capital flow
Funds holding
3,113
Total invested
$356B
Last quarter
+$4.23B
$13.1B inflow $11.1B outflow
TSLA icon
ENS icon
STEM icon
AMRC icon
FLNC icon
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#21
Semiconductors

Semicap & Lithography

21 stocks
+$1.98B
net capital flow
Funds holding
2,822
Total invested
$296B
Last quarter
-$5.64B
$14.5B inflow $12.6B outflow
AMAT icon
LRCX icon
KLAC icon
ASML icon
ACLS icon
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#22

Longevity & Aging Population

60 stocks
+$1.84B
net capital flow
Funds holding
2,284
Total invested
$207B
Last quarter
-$7.8B
$12.2B inflow $10.3B outflow
HUM icon
ZBH icon
WELL icon
VTR icon
ALC icon
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#23
Water

Water Infrastructure

17 stocks
+$1.74B
net capital flow
Funds holding
1,820
Total invested
$106B
Last quarter
+$4.17B
$5.67B inflow $3.93B outflow
ROP icon
XYL icon
J icon
WMS icon
BMI icon
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#24

Housing & Home Improvement

223 stocks · 2 sub-themes
+$1.71B
net capital flow
Funds holding
4,714
Total invested
$864B
Last quarter
-$20.1B
$32B inflow $30.3B outflow
HD icon
LOW icon
SHW icon
TSCO icon
WY icon
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#25

Artificial Intelligence

264 stocks · 6 sub-themes
+$1.65B
net capital flow
Funds holding
5,697
Total invested
$5.28T
Last quarter
+$7.03B
$122B inflow $120B outflow
MSFT icon
GOOGL icon
NVDA icon
GOOG icon
META icon
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#26

Quantum Computing

19 stocks
+$1.56B
net capital flow
Funds holding
2,519
Total invested
$75.8B
Last quarter
+$432M
$3.91B inflow $2.35B outflow
IBM icon
IONQ icon
RGTI icon
QTUM icon
QBTS icon
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#27
Artificial Intelligence

AI Inference Silicon

7 stocks
+$1.38B
net capital flow
Funds holding
2,304
Total invested
$92.8B
Last quarter
-$1.26B
$6.2B inflow $4.81B outflow
QCOM icon
AMBA icon
GSIT icon
BZAI icon
CGPT
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#28
Data Centers & Digital Infrastructure

Interconnect & Colocation

19 stocks
+$1.03B
net capital flow
Funds holding
1,661
Total invested
$119B
Last quarter
+$2.91B
$6.28B inflow $5.25B outflow
EQIX icon
DLR icon
IRM icon
TKC icon
CD icon
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#29
Electrification & Grid

Grid Equipment

10 stocks
+$1.03B
net capital flow
Funds holding
1,846
Total invested
$81.7B
Last quarter
-$2.64B
$5.84B inflow $4.81B outflow
ETN icon
NVT icon
SXI icon
POWL icon
AMSC icon
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#30

Health & Wellness

78 stocks
+$978M
net capital flow
Funds holding
3,395
Total invested
$201B
Last quarter
+$531M
$9.42B inflow $8.44B outflow
ABT icon
UL icon
CHD icon
HLN icon
CELH icon
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#31

Reshoring & American Manufacturing

20 stocks
+$916M
net capital flow
Funds holding
1,246
Total invested
$32.1B
Last quarter
-$341M
$2.42B inflow $1.5B outflow
J icon
FIX icon
FLR icon
GFS icon
TE icon
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#32
Clean Energy

Solar

54 stocks
+$871M
net capital flow
Funds holding
1,608
Total invested
$58.1B
Last quarter
+$2.53B
$6.56B inflow $5.69B outflow
ENPH icon
FSLR icon
SEDG icon
RUN icon
SHLS icon
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#33
Oil & Gas

LNG

32 stocks
+$841M
net capital flow
Funds holding
3,235
Total invested
$306B
Last quarter
-$1.29B
$11.3B inflow $10.5B outflow
COP icon
SHEL icon
SRE icon
ET icon
LNG icon
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#34
Artificial Intelligence

Agentic AI

13 stocks
+$839M
net capital flow
Funds holding
2,799
Total invested
$281B
Last quarter
+$1.26B
$11.3B inflow $10.4B outflow
CRM icon
NOW icon
PLTR icon
PATH icon
G icon
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#35

Sports Betting & iGaming

29 stocks
+$799M
net capital flow
Funds holding
1,261
Total invested
$36.4B
Last quarter
-$37.1M
$3.6B inflow $2.8B outflow
DKNG icon
CZR icon
PENN icon
CHDN icon
BYD icon
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#36

Clean Energy

134 stocks · 3 sub-themes
+$795M
net capital flow
Funds holding
3,594
Total invested
$260B
Last quarter
+$1.14B
$12.6B inflow $11.8B outflow
PSX icon
APD icon
VLO icon
BP icon
PWR icon
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#37
Water

Sanitation

8 stocks
+$737M
net capital flow
Funds holding
1,030
Total invested
$27.7B
Last quarter
+$4.55B
$2.93B inflow $2.19B outflow
XYL icon
WMS icon
ARIS icon
NGL icon
SCWO icon
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#38
Housing & Home Improvement

Home & Garden Retail

30 stocks
+$707M
net capital flow
Funds holding
3,976
Total invested
$366B
Last quarter
-$6.03B
$13.8B inflow $13.1B outflow
HD icon
LOW icon
TSCO icon
WSM icon
FND icon
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#39

Critical Minerals & Rare Earths

60 stocks
+$668M
net capital flow
Funds holding
1,130
Total invested
$12.2B
Last quarter
-$645M
$1.4B inflow $733M outflow
MP icon
MTRN icon
KMT icon
TROX icon
CODI icon
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#40

Gold & Precious Metals

133 stocks · 1 sub-theme
+$662M
net capital flow
Funds holding
2,081
Total invested
$127B
Last quarter
-$1.45B
$6.29B inflow $5.63B outflow
NEM icon
B icon
GDX icon
AEM icon
FNV icon
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#41

Genomics & Gene Editing

199 stocks · 1 sub-theme
+$655M
net capital flow
Funds holding
3,867
Total invested
$602B
Last quarter
-$1.68B
$25.5B inflow $24.9B outflow
TMO icon
DHR icon
NVS icon
REGN icon
A icon
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#42
Cloud Computing

Edge Computing

11 stocks
+$643M
net capital flow
Funds holding
1,367
Total invested
$51.1B
Last quarter
+$21.7M
$3.04B inflow $2.4B outflow
HPE icon
AKAM icon
NET icon
FSLY icon
EGIO icon
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#43
Artificial Intelligence

AI Software & Applications

85 stocks
+$635M
net capital flow
Funds holding
1,519
Total invested
$34.3B
Last quarter
+$590M
$3.78B inflow $3.14B outflow
PLTR icon
APP icon
AI icon
UPST icon
CRNC icon
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#44
Nuclear Energy

Uranium Mining & Enrichment

20 stocks
+$630M
net capital flow
Funds holding
885
Total invested
$17B
Last quarter
+$247M
$2B inflow $1.37B outflow
CCJ icon
URA icon
UEC icon
NXE icon
DNN icon
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#45

Luxury & Affluent Consumer

40 stocks
+$574M
net capital flow
Funds holding
1,901
Total invested
$88.2B
Last quarter
-$789M
$9.69B inflow $9.11B outflow
EL icon
BF.B icon
TPR icon
RACE icon
RL icon
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#46
Semiconductors

Analog & Power Semis

27 stocks
+$554M
net capital flow
Funds holding
2,986
Total invested
$319B
Last quarter
-$4.58B
$13.8B inflow $13.3B outflow
TXN icon
ADI icon
ON icon
SWKS icon
MPWR icon
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#47
Gold & Precious Metals

Gold & Silver Miners

124 stocks
+$514M
net capital flow
Funds holding
2,038
Total invested
$126B
Last quarter
-$1.48B
$6.15B inflow $5.64B outflow
NEM icon
B icon
GDX icon
AEM icon
FNV icon
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#48
Digital Assets

Bitcoin Miners

40 stocks
+$499M
net capital flow
Funds holding
453
Total invested
$2.14B
Last quarter
+$320M
$667M inflow $168M outflow
RIOT icon
MARA icon
CLSK icon
HUT icon
WULF icon
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#49
Clean Energy

Hydrogen & Fuel Cells

13 stocks
+$483M
net capital flow
Funds holding
1,874
Total invested
$58.8B
Last quarter
+$135M
$2.47B inflow $1.99B outflow
APD icon
PLUG icon
BE icon
NKLA icon
FCEL icon
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#50

Carbon & Pollution Control

23 stocks
+$474M
net capital flow
Funds holding
1,889
Total invested
$72.4B
Last quarter
-$1.22B
$3.05B inflow $2.58B outflow
OXY icon
GLW icon
DCI icon
NGVT icon
ONT icon
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#51

3D Printing & Additive Manufacturing

20 stocks
+$452M
net capital flow
Funds holding
1,474
Total invested
$40.2B
Last quarter
-$687M
$2.94B inflow $2.49B outflow
HPQ icon
LECO icon
XRAY icon
CRS icon
DDD icon
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#52
Semiconductors

Photonics & Optical Interconnect

20 stocks
+$440M
net capital flow
Funds holding
1,079
Total invested
$22.7B
Last quarter
-$21.3M
$2.45B inflow $2.01B outflow
CIEN icon
NOK icon
COHR icon
LITE icon
MTSI icon
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#53
Defense Modernization

Drones & Counter-Drone

30 stocks
+$420M
net capital flow
Funds holding
1,975
Total invested
$105B
Last quarter
-$1.23B
$5.38B inflow $4.96B outflow
NOC icon
LHX icon
TDY icon
AVAV icon
KTOS icon
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#54

Reuse, Repair & Circular Economy

68 stocks
+$363M
net capital flow
Funds holding
2,761
Total invested
$188B
Last quarter
+$3.14B
$8.34B inflow $7.98B outflow
NUE icon
CPRT icon
LYB icon
KMX icon
EMN icon
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#55

Lithium & Battery Materials

47 stocks
+$347M
net capital flow
Funds holding
1,583
Total invested
$27.7B
Last quarter
-$986M
$2.84B inflow $2.49B outflow
ALB icon
LTHM
LIT icon
SQM icon
TTI icon
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#56
Digital Payments & Fintech

Buy Now Pay Later

13 stocks
+$292M
net capital flow
Funds holding
613
Total invested
$10.9B
Last quarter
-$194M
$850M inflow $558M outflow
AFRM icon
FCFS icon
PRG icon
UPBD icon
DESP icon
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#57
Data Centers & Digital Infrastructure

Power for AI

22 stocks
+$283M
net capital flow
Funds holding
2,009
Total invested
$108B
Last quarter
-$488M
$6.91B inflow $6.62B outflow
ETN icon
MPWR icon
FLEX icon
AEIS icon
FCEL icon
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#58
Data Centers & Digital Infrastructure

Liquid Cooling

9 stocks
+$275M
net capital flow
Funds holding
1,173
Total invested
$30.1B
Last quarter
+$185M
$2.16B inflow $1.89B outflow
DOV icon
NVT icon
AAON icon
MOD icon
SAIH icon
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#59
Sin Stocks

Casinos

24 stocks
+$253M
net capital flow
Funds holding
1,640
Total invested
$105B
Last quarter
-$1.7B
$6.97B inflow $6.71B outflow
VICI icon
MGM icon
LVS icon
WYNN icon
CZR icon
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#60
Defense Modernization

Defense Tech & C4ISR

53 stocks
+$230M
net capital flow
Funds holding
3,294
Total invested
$272B
Last quarter
-$3.78B
$12.2B inflow $12B outflow
RTX icon
GD icon
NOC icon
LHX icon
PLTR icon
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#61
Digital Assets

Corporate Crypto Treasuries

63 stocks
+$203M
net capital flow
Funds holding
660
Total invested
$4.98B
Last quarter
+$354M
$766M inflow $563M outflow
MSTR icon
GME icon
MARA icon
CLSK icon
DJT icon
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#62

Cannabis

52 stocks
+$170M
net capital flow
Funds holding
1,034
Total invested
$4.56B
Last quarter
+$20.6M
$539M inflow $369M outflow
SMG icon
TLRY icon
IIPR icon
CGC icon
MJ icon
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#63
Electric Vehicles

EV Charging Infrastructure

21 stocks
+$152M
net capital flow
Funds holding
1,480
Total invested
$19.2B
Last quarter
-$1.91B
$2.11B inflow $1.95B outflow
BP icon
VNT icon
CHPT icon
EVGO icon
BLNK icon
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#64
Digital Payments & Fintech

Neobanks

25 stocks
+$150M
net capital flow
Funds holding
1,237
Total invested
$36.3B
Last quarter
+$661M
$4.21B inflow $4.06B outflow
SOFI icon
ALLY icon
NU icon
AX icon
TBBK icon
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#65
Sin Stocks

Alcohol

24 stocks
+$87.1M
net capital flow
Funds holding
2,168
Total invested
$79.7B
Last quarter
+$1.16B
$4.45B inflow $4.37B outflow
STZ icon
DEO icon
TAP icon
BF.B icon
BUD icon
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#66
Infrastructure & Construction

Green Building

5 stocks
+$48.5M
net capital flow
Funds holding
520
Total invested
$7.06B
Last quarter
+$114M
$742M inflow $694M outflow
TREX icon
MERC icon
GBLD icon
GRNR
RETO icon
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#67
Semiconductors

Advanced Packaging

10 stocks
+$33.7M
net capital flow
Funds holding
1,792
Total invested
$88.7B
Last quarter
+$129M
$6.76B inflow $6.73B outflow
TSM icon
ONTO icon
AMKR icon
KLIC icon
ASX icon
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#68
Cybersecurity

Post-Quantum Cryptography

6 stocks
-$868K
net capital flow
Funds holding
43
Total invested
$11M
Last quarter
-$27.2K
$4.32M inflow $5.19M outflow
ARQQ icon
WKEY
LAES icon
QUCY icon
BTQ icon
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#69
Space Economy

Earth Observation

6 stocks
-$5.52M
net capital flow
Funds holding
234
Total invested
$385M
Last quarter
+$592K
$20.2M inflow $25.7M outflow
PL icon
BKSY icon
SPIR icon
SATL icon
HAWK icon
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#70
Nuclear Energy

Small Modular Reactors

12 stocks
-$18.1M
net capital flow
Funds holding
629
Total invested
$12.1B
Last quarter
+$131M
$1.33B inflow $1.35B outflow
CCJ icon
SMR icon
OKLO icon
XE icon
NWCL
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#71
Clean Energy

Wind

9 stocks
-$23.2M
net capital flow
Funds holding
358
Total invested
$1.62B
Last quarter
+$23.1M
$204M inflow $228M outflow
TPIC icon
FAN icon
NETI
RNW icon
ENLT icon
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#72

Virtual & Augmented Reality

20 stocks
-$46M
net capital flow
Funds holding
303
Total invested
$868M
Last quarter
+$32.5M
$43M inflow $89M outflow
HIMX icon
VUZI icon
METV icon
EMAN
BTLN
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#73
Space Economy

Satellite Communications

16 stocks
-$56M
net capital flow
Funds holding
690
Total invested
$9.68B
Last quarter
+$1.21B
$761M inflow $817M outflow
IRDM icon
VSAT icon
GSAT icon
ECHO icon
GOGO icon
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#74

Future of Education

77 stocks
-$57.4M
net capital flow
Funds holding
1,351
Total invested
$57.6B
Last quarter
-$445M
$4.01B inflow $4.07B outflow
NTES icon
LOPE icon
LRN icon
GHC icon
DUOL icon
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#75
Sin Stocks

Firearms

12 stocks
-$113M
net capital flow
Funds holding
724
Total invested
$8.83B
Last quarter
-$107M
$639M inflow $752M outflow
OLN icon
VSTO icon
RGR icon
CODI icon
SWBI icon
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#76
Internet of Things

Smart Home

17 stocks
-$114M
net capital flow
Funds holding
1,253
Total invested
$28.8B
Last quarter
+$145M
$1.88B inflow $2B outflow
GNRC icon
ALLE icon
REZI icon
ALRM icon
SONO icon
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#77
Electrification & Grid

Transmission Buildout

6 stocks
-$162M
net capital flow
Funds holding
1,140
Total invested
$31.6B
Last quarter
+$55.2M
$2.14B inflow $2.3B outflow
PWR icon
MTZ icon
MYRG icon
PRIM icon
ECG icon
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#78
Agriculture & Food Technology

Plant-Based Foods

17 stocks
-$188M
net capital flow
Funds holding
1,311
Total invested
$35.6B
Last quarter
-$901M
$2.2B inflow $2.39B outflow
ADM icon
SMPL icon
BYND icon
STKL
OTLY icon
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#79
Robotics & Automation

Humanoid Robotics

5 stocks
-$266M
net capital flow
Funds holding
182
Total invested
$1.58B
Last quarter
-$40.5M
$388M inflow $654M outflow
XPEV icon
BOTT icon
WDRN icon
KOID icon
HUMN icon
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#80
Robotics & Automation

Warehouse & Logistics Robotics

3 stocks
-$387M
net capital flow
Funds holding
2,340
Total invested
$92.9B
Last quarter
-$259M
$3.99B inflow $4.37B outflow
HON icon
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BGRY
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#81

Robotics & Automation

83 stocks · 3 sub-themes
-$409M
net capital flow
Funds holding
3,471
Total invested
$286B
Last quarter
+$678M
$10.7B inflow $11.1B outflow
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#82
Digital Assets

Crypto Exchanges

7 stocks
-$467M
net capital flow
Funds holding
625
Total invested
$7.8B
Last quarter
+$129M
$813M inflow $1.28B outflow
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#83
Artificial Intelligence

AI Memory & HBM

12 stocks
-$513M
net capital flow
Funds holding
2,002
Total invested
$139B
Last quarter
-$2.64B
$7.49B inflow $8.01B outflow
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#84
Cybersecurity

Identity Security

15 stocks
-$539M
net capital flow
Funds holding
920
Total invested
$21.4B
Last quarter
+$720M
$2B inflow $2.53B outflow
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#85
Defense Modernization

Military Shipbuilding

6 stocks
-$591M
net capital flow
Funds holding
1,786
Total invested
$73.2B
Last quarter
-$162M
$2.63B inflow $3.22B outflow
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#86
Cybersecurity

Agentic AI Security

2 stocks
-$614M
net capital flow
Funds holding
1,635
Total invested
$62.3B
Last quarter
+$2.51B
$5.76B inflow $6.37B outflow
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#87

Energy Efficiency

31 stocks
-$655M
net capital flow
Funds holding
3,136
Total invested
$266B
Last quarter
-$1.89B
$9.46B inflow $10.1B outflow
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#88

Digital Health & Telemedicine

84 stocks
-$872M
net capital flow
Funds holding
3,659
Total invested
$485B
Last quarter
-$2.62B
$15.7B inflow $16.6B outflow
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#89
Robotics & Automation

Industrial Automation

16 stocks
-$1.02B
net capital flow
Funds holding
3,044
Total invested
$200B
Last quarter
+$743M
$6.56B inflow $7.58B outflow
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#90

Cybersecurity

85 stocks · 3 sub-themes
-$1.06B
net capital flow
Funds holding
4,076
Total invested
$448B
Last quarter
+$3.49B
$18.8B inflow $19.9B outflow
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#91

Streaming & Digital Media

120 stocks · 1 sub-theme
-$1.17B
net capital flow
Funds holding
5,383
Total invested
$2.48T
Last quarter
+$14B
$68.2B inflow $69.4B outflow
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#92
GLP-1 & Obesity

Obesity Second-Order Effects

26 stocks
-$1.26B
net capital flow
Funds holding
1,710
Total invested
$68.2B
Last quarter
-$439M
$5.08B inflow $6.34B outflow
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#93
Streaming & Digital Media

News Media

26 stocks
-$1.29B
net capital flow
Funds holding
1,210
Total invested
$43.2B
Last quarter
-$1.1B
$2.41B inflow $3.7B outflow
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#94
Housing & Home Improvement

Homebuilders

45 stocks
-$1.43B
net capital flow
Funds holding
2,003
Total invested
$148B
Last quarter
-$10.8B
$8.85B inflow $10.3B outflow
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#95
Agriculture & Food Technology

Precision Agriculture

4 stocks
-$1.78B
net capital flow
Funds holding
2,201
Total invested
$77.6B
Last quarter
-$2.06B
$3.08B inflow $4.86B outflow
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#96
Artificial Intelligence

Chinese AI

14 stocks
-$2.03B
net capital flow
Funds holding
1,265
Total invested
$40.6B
Last quarter
+$841M
$4.55B inflow $6.58B outflow
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#97

Agriculture & Food Technology

79 stocks · 2 sub-themes
-$2.19B
net capital flow
Funds holding
3,125
Total invested
$235B
Last quarter
-$5B
$9.03B inflow $11.2B outflow
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#98

Sin Stocks

78 stocks · 4 sub-themes
-$2.24B
net capital flow
Funds holding
3,463
Total invested
$361B
Last quarter
+$1.32B
$13.7B inflow $15.9B outflow
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#99
Digital Assets

Stablecoin Infrastructure

9 stocks
-$2.46B
net capital flow
Funds holding
1,891
Total invested
$51B
Last quarter
-$2.57B
$3.3B inflow $5.75B outflow
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#100
Sin Stocks

Tobacco & Nicotine

13 stocks
-$2.49B
net capital flow
Funds holding
2,414
Total invested
$164B
Last quarter
+$1.86B
$6.09B inflow $8.59B outflow
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#101

Digital Assets

160 stocks · 4 sub-themes
-$2.55B
net capital flow
Funds holding
2,319
Total invested
$79.5B
Last quarter
-$3.44B
$6.21B inflow $8.76B outflow
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#102

E-Commerce

240 stocks · 2 sub-themes
-$2.6B
net capital flow
Funds holding
5,752
Total invested
$3.21T
Last quarter
+$24.7B
$81.7B inflow $84.3B outflow
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#103

Copper & Industrial Metals

79 stocks
-$2.88B
net capital flow
Funds holding
2,714
Total invested
$186B
Last quarter
-$3.81B
$8.78B inflow $11.7B outflow
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#104
Genomics & Gene Editing

Gene Therapy

131 stocks
-$3.14B
net capital flow
Funds holding
2,280
Total invested
$81.5B
Last quarter
-$203M
$5.16B inflow $8.3B outflow
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#105

Small Business Economy

58 stocks
-$4.18B
net capital flow
Funds holding
3,502
Total invested
$428B
Last quarter
-$1.57B
$17.3B inflow $21.5B outflow
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#106
Space Economy

Launch Services

5 stocks
-$4.3B
net capital flow
Funds holding
233
Total invested
$1.09B
Last quarter
-$22.1M
$35.3M inflow $4.34B outflow
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#107

Defense Modernization

163 stocks · 4 sub-themes
-$5.56B
net capital flow
Funds holding
4,500
Total invested
$834B
Last quarter
-$2.44B
$22.9B inflow $28.5B outflow
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#108

Space Economy

64 stocks · 3 sub-themes
-$5.62B
net capital flow
Funds holding
2,952
Total invested
$156B
Last quarter
-$4.86B
$4.63B inflow $10.3B outflow
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#109
Defense Modernization

Munitions Restocking

11 stocks
-$5.81B
net capital flow
Funds holding
2,783
Total invested
$176B
Last quarter
-$982M
$8.58B inflow $14.4B outflow
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#110

Internet of Things

99 stocks · 2 sub-themes
-$7.87B
net capital flow
Funds holding
5,178
Total invested
$1.95T
Last quarter
+$5.61B
$45.5B inflow $53.4B outflow
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#111

Pet Economy

34 stocks
-$11B
net capital flow
Funds holding
3,917
Total invested
$439B
Last quarter
-$1.07B
$17.3B inflow $28.3B outflow
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#112
Internet of Things

Wearables

21 stocks
-$13.5B
net capital flow
Funds holding
4,768
Total invested
$1.65T
Last quarter
+$3.44B
$34B inflow $47.4B outflow
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#113

Immunotherapy & Oncology

388 stocks
-$17.5B
net capital flow
Funds holding
4,915
Total invested
$1.38T
Last quarter
-$5.24B
$30.7B inflow $48.1B outflow
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#114

Digital Payments & Fintech

148 stocks · 2 sub-themes
-$21.9B
net capital flow
Funds holding
5,615
Total invested
$2.82T
Last quarter
-$11.2B
$56.2B inflow $78.1B outflow
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#115

Medical Devices & Diagnostics

342 stocks
-$24.8B
net capital flow
Funds holding
5,027
Total invested
$1.55T
Last quarter
+$3.65B
$37.6B inflow $62.5B outflow
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