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
5
10
25
50
100
5
10
25
50
100
| # | Theme |
Capital flow |
Last quarter |
Total invested |
Funds holding | Stocks | |
|---|---|---|---|---|---|---|---|
| 1 |
Infrastructure & Construction
| +$19B | -$209M | $468B | 3,921 | 127 |
|
| 2 |
Oil & Gas
| +$12.1B | -$26.7B | $2.02T | 5,169 | 361 |
|
| 3 |
SaaS & Enterprise Software
| +$11.8B | -$6.88B | $3.97T | 5,711 | 266 |
|
| 4 |
Cloud Computing
| +$11.5B | +$20.5B | $4.02T | 5,542 | 64 |
|
| 5 |
Semiconductors
| +$11.2B | -$15.5B | $2.66T | 5,134 | 178 |
|
| 6 |
E-Commerce
Food Delivery
| +$6.31B | +$905M | $129B | 1,748 | 12 |
|
| 7 |
E-Commerce
Marketplaces
| +$6.1B | +$26.1B | $2.99T | 5,589 | 106 |
|
| 8 |
Autonomous Driving
| +$5.77B | +$6.99B | $468B | 3,569 | 53 |
|
| 9 |
Electric Vehicles
| +$5.5B | +$1.61B | $691B | 4,216 | 124 |
|
| 10 |
Nuclear Energy
| +$5.42B | +$2.81B | $263B | 2,979 | 61 |
|
| 11 |
Water
| +$5.11B | -$1.44B | $243B | 2,901 | 67 |
|
| 12 |
Oil & Gas
Oilfield Services
| +$4.61B | +$204M | $230B | 2,518 | 88 |
|
| 13 |
Social Media & Creator Economy
| +$4.5B | +$8.8B | $3.33T | 5,307 | 45 |
|
| 14 |
Video Games & Esports
| +$3.97B | -$1.13B | $1.85T | 5,179 | 55 |
|
| 15 |
GLP-1 & Obesity
| +$3.56B | -$6.33B | $1.05T | 4,530 | 92 |
|
| 16 |
Data Centers & Digital Infrastructure
| +$3B | +$1.88B | $423B | 3,217 | 78 |
|
| 17 |
Online Travel & Experiences
| +$2.77B | -$6.73B | $190B | 2,345 | 32 |
|
| 18 |
Electrification & Grid
| +$2.49B | +$1.6B | $502B | 3,749 | 59 |
|
| 19 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$2.33B | +$826M | $84.2B | 1,532 | 14 |
|
| 20 |
Electrification & Grid
Energy Storage
| +$1.99B | +$4.23B | $356B | 3,113 | 26 |
|
| 21 |
Semiconductors
Semicap & Lithography
| +$1.98B | -$5.64B | $296B | 2,822 | 21 |
|
| 22 |
Longevity & Aging Population
| +$1.84B | -$7.8B | $207B | 2,284 | 60 |
|
| 23 |
Water
Water Infrastructure
| +$1.74B | +$4.17B | $106B | 1,820 | 17 |
|
| 24 |
Housing & Home Improvement
| +$1.71B | -$20.1B | $864B | 4,714 | 223 |
|
| 25 |
Artificial Intelligence
| +$1.65B | +$7.03B | $5.28T | 5,697 | 264 |
|
| 26 |
Quantum Computing
| +$1.56B | +$432M | $75.8B | 2,519 | 19 |
|
| 27 |
Artificial Intelligence
AI Inference Silicon
| +$1.38B | -$1.26B | $92.8B | 2,304 | 7 |
|
| 28 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.03B | +$2.91B | $119B | 1,661 | 19 |
|
| 29 |
Electrification & Grid
Grid Equipment
| +$1.03B | -$2.64B | $81.7B | 1,846 | 10 |
|
| 30 |
Health & Wellness
| +$978M | +$531M | $201B | 3,395 | 78 |
|
| 31 |
Reshoring & American Manufacturing
| +$916M | -$341M | $32.1B | 1,246 | 20 |
|
| 32 |
Clean Energy
Solar
| +$871M | +$2.53B | $58.1B | 1,608 | 54 |
|
| 33 |
Oil & Gas
LNG
| +$841M | -$1.29B | $306B | 3,235 | 32 |
|
| 34 |
Artificial Intelligence
Agentic AI
| +$839M | +$1.26B | $281B | 2,799 | 13 |
|
| 35 |
Sports Betting & iGaming
| +$799M | -$37.1M | $36.4B | 1,261 | 29 |
|
| 36 |
Clean Energy
| +$795M | +$1.14B | $260B | 3,594 | 134 |
|
| 37 |
Water
Sanitation
| +$737M | +$4.55B | $27.7B | 1,030 | 8 |
|
| 38 |
Housing & Home Improvement
Home & Garden Retail
| +$707M | -$6.03B | $366B | 3,976 | 30 |
|
| 39 |
Critical Minerals & Rare Earths
| +$668M | -$645M | $12.2B | 1,130 | 60 |
|
| 40 |
Gold & Precious Metals
| +$662M | -$1.45B | $127B | 2,081 | 133 |
|
| 41 |
Genomics & Gene Editing
| +$655M | -$1.68B | $602B | 3,867 | 199 |
|
| 42 |
Cloud Computing
Edge Computing
| +$643M | +$21.7M | $51.1B | 1,367 | 11 |
|
| 43 |
Artificial Intelligence
AI Software & Applications
| +$635M | +$590M | $34.3B | 1,519 | 85 |
|
| 44 |
Nuclear Energy
Uranium Mining & Enrichment
| +$630M | +$247M | $17B | 885 | 20 |
|
| 45 |
Luxury & Affluent Consumer
| +$574M | -$789M | $88.2B | 1,901 | 40 |
|
| 46 |
Semiconductors
Analog & Power Semis
| +$554M | -$4.58B | $319B | 2,986 | 27 |
|
| 47 |
Gold & Precious Metals
Gold & Silver Miners
| +$514M | -$1.48B | $126B | 2,038 | 124 |
|
| 48 |
Digital Assets
Bitcoin Miners
| +$499M | +$320M | $2.14B | 453 | 40 |
|
| 49 |
Clean Energy
Hydrogen & Fuel Cells
| +$483M | +$135M | $58.8B | 1,874 | 13 |
|
| 50 |
Carbon & Pollution Control
| +$474M | -$1.22B | $72.4B | 1,889 | 23 |
|
| 51 |
3D Printing & Additive Manufacturing
| +$452M | -$687M | $40.2B | 1,474 | 20 |
|
| 52 |
Semiconductors
Photonics & Optical Interconnect
| +$440M | -$21.3M | $22.7B | 1,079 | 20 |
|
| 53 |
Defense Modernization
Drones & Counter-Drone
| +$420M | -$1.23B | $105B | 1,975 | 30 |
|
| 54 |
Reuse, Repair & Circular Economy
| +$363M | +$3.14B | $188B | 2,761 | 68 |
|
| 55 |
Lithium & Battery Materials
| +$347M | -$986M | $27.7B | 1,583 | 47 |
|
| 56 |
Digital Payments & Fintech
Buy Now Pay Later
| +$292M | -$194M | $10.9B | 613 | 13 |
|
| 57 |
Data Centers & Digital Infrastructure
Power for AI
| +$283M | -$488M | $108B | 2,009 | 22 |
|
| 58 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$275M | +$185M | $30.1B | 1,173 | 9 |
|
| 59 |
Sin Stocks
Casinos
| +$253M | -$1.7B | $105B | 1,640 | 24 |
|
| 60 |
Defense Modernization
Defense Tech & C4ISR
| +$230M | -$3.78B | $272B | 3,294 | 53 |
|
| 61 |
Digital Assets
Corporate Crypto Treasuries
| +$203M | +$354M | $4.98B | 660 | 63 |
|
| 62 |
Cannabis
| +$170M | +$20.6M | $4.56B | 1,034 | 52 |
|
| 63 |
Electric Vehicles
EV Charging Infrastructure
| +$152M | -$1.91B | $19.2B | 1,480 | 21 |
|
| 64 |
Digital Payments & Fintech
Neobanks
| +$150M | +$661M | $36.3B | 1,237 | 25 |
|
| 65 |
Sin Stocks
Alcohol
| +$87.1M | +$1.16B | $79.7B | 2,168 | 24 |
|
| 66 |
Infrastructure & Construction
Green Building
| +$48.5M | +$114M | $7.06B | 520 | 5 |
|
| 67 |
Semiconductors
Advanced Packaging
| +$33.7M | +$129M | $88.7B | 1,792 | 10 |
|
| 68 |
Cybersecurity
Post-Quantum Cryptography
| -$868K | -$27.2K | $11M | 43 | 6 |
|
| 69 |
Space Economy
Earth Observation
| -$5.52M | +$592K | $385M | 234 | 6 |
|
| 70 |
Nuclear Energy
Small Modular Reactors
| -$18.1M | +$131M | $12.1B | 629 | 12 |
|
| 71 |
Clean Energy
Wind
| -$23.2M | +$23.1M | $1.62B | 358 | 9 |
|
| 72 |
Virtual & Augmented Reality
| -$46M | +$32.5M | $868M | 303 | 20 |
|
| 73 |
Space Economy
Satellite Communications
| -$56M | +$1.21B | $9.68B | 690 | 16 |
|
| 74 |
Future of Education
| -$57.4M | -$445M | $57.6B | 1,351 | 77 |
|
| 75 |
Sin Stocks
Firearms
| -$113M | -$107M | $8.83B | 724 | 12 |
|
| 76 |
Internet of Things
Smart Home
| -$114M | +$145M | $28.8B | 1,253 | 17 |
|
| 77 |
Electrification & Grid
Transmission Buildout
| -$162M | +$55.2M | $31.6B | 1,140 | 6 |
|
| 78 |
Agriculture & Food Technology
Plant-Based Foods
| -$188M | -$901M | $35.6B | 1,311 | 17 |
|
| 79 |
Robotics & Automation
Humanoid Robotics
| -$266M | -$40.5M | $1.58B | 182 | 5 |
|
| 80 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$387M | -$259M | $92.9B | 2,340 | 3 |
|
| 81 |
Robotics & Automation
| -$409M | +$678M | $286B | 3,471 | 83 |
|
| 82 |
Digital Assets
Crypto Exchanges
| -$467M | +$129M | $7.8B | 625 | 7 |
|
| 83 |
Artificial Intelligence
AI Memory & HBM
| -$513M | -$2.64B | $139B | 2,002 | 12 |
|
| 84 |
Cybersecurity
Identity Security
| -$539M | +$720M | $21.4B | 920 | 15 |
|
| 85 |
Defense Modernization
Military Shipbuilding
| -$591M | -$162M | $73.2B | 1,786 | 6 |
|
| 86 |
Cybersecurity
Agentic AI Security
| -$614M | +$2.51B | $62.3B | 1,635 | 2 |
|
| 87 |
Energy Efficiency
| -$655M | -$1.89B | $266B | 3,136 | 31 |
|
| 88 |
Digital Health & Telemedicine
| -$872M | -$2.62B | $485B | 3,659 | 84 |
|
| 89 |
Robotics & Automation
Industrial Automation
| -$1.02B | +$743M | $200B | 3,044 | 16 |
|
| 90 |
Cybersecurity
| -$1.06B | +$3.49B | $448B | 4,076 | 85 |
|
| 91 |
Streaming & Digital Media
| -$1.17B | +$14B | $2.48T | 5,383 | 120 |
|
| 92 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$1.26B | -$439M | $68.2B | 1,710 | 26 |
|
| 93 |
Streaming & Digital Media
News Media
| -$1.29B | -$1.1B | $43.2B | 1,210 | 26 |
|
| 94 |
Housing & Home Improvement
Homebuilders
| -$1.43B | -$10.8B | $148B | 2,003 | 45 |
|
| 95 |
Agriculture & Food Technology
Precision Agriculture
| -$1.78B | -$2.06B | $77.6B | 2,201 | 4 |
|
| 96 |
Artificial Intelligence
Chinese AI
| -$2.03B | +$841M | $40.6B | 1,265 | 14 |
|
| 97 |
Agriculture & Food Technology
| -$2.19B | -$5B | $235B | 3,125 | 79 |
|
| 98 |
Sin Stocks
| -$2.24B | +$1.32B | $361B | 3,463 | 78 |
|
| 99 |
Digital Assets
Stablecoin Infrastructure
| -$2.46B | -$2.57B | $51B | 1,891 | 9 |
|
| 100 |
Sin Stocks
Tobacco & Nicotine
| -$2.49B | +$1.86B | $164B | 2,414 | 13 |
|
| 101 |
Digital Assets
| -$2.55B | -$3.44B | $79.5B | 2,319 | 160 |
|
| 102 |
E-Commerce
| -$2.6B | +$24.7B | $3.21T | 5,752 | 240 |
|
| 103 |
Copper & Industrial Metals
| -$2.88B | -$3.81B | $186B | 2,714 | 79 |
|
| 104 |
Genomics & Gene Editing
Gene Therapy
| -$3.14B | -$203M | $81.5B | 2,280 | 131 |
|
| 105 |
Small Business Economy
| -$4.18B | -$1.57B | $428B | 3,502 | 58 |
|
| 106 |
Space Economy
Launch Services
| -$4.3B | -$22.1M | $1.09B | 233 | 5 |
|
| 107 |
Defense Modernization
| -$5.56B | -$2.44B | $834B | 4,500 | 163 |
|
| 108 |
Space Economy
| -$5.62B | -$4.86B | $156B | 2,952 | 64 |
|
| 109 |
Defense Modernization
Munitions Restocking
| -$5.81B | -$982M | $176B | 2,783 | 11 |
|
| 110 |
Internet of Things
| -$7.87B | +$5.61B | $1.95T | 5,178 | 99 |
|
| 111 |
Pet Economy
| -$11B | -$1.07B | $439B | 3,917 | 34 |
|
| 112 |
Internet of Things
Wearables
| -$13.5B | +$3.44B | $1.65T | 4,768 | 21 |
|
| 113 |
Immunotherapy & Oncology
| -$17.5B | -$5.24B | $1.38T | 4,915 | 388 |
|
| 114 |
Digital Payments & Fintech
| -$21.9B | -$11.2B | $2.82T | 5,615 | 148 |
|
| 115 |
Medical Devices & Diagnostics
| -$24.8B | +$3.65B | $1.55T | 5,027 | 342 |
|