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 |
Artificial Intelligence
| +$89.7B | +$1.65B | $6.23T | 6,102 | 264 |
|
| 2 |
Semiconductors
| +$80.4B | +$11.2B | $3.25T | 5,516 | 178 |
|
| 3 |
E-Commerce
| +$59.7B | -$2.6B | $3.72T | 6,118 | 240 |
|
| 4 |
E-Commerce
Marketplaces
| +$55.4B | +$6.1B | $3.46T | 5,980 | 106 |
|
| 5 |
SaaS & Enterprise Software
| +$43B | +$11.8B | $4.72T | 6,088 | 266 |
|
| 6 |
Social Media & Creator Economy
| +$38.1B | +$4.5B | $3.86T | 5,711 | 45 |
|
| 7 |
Streaming & Digital Media
| +$31.6B | -$1.17B | $2.81T | 5,737 | 120 |
|
| 8 |
Digital Payments & Fintech
| +$29.4B | -$21.9B | $3.23T | 6,031 | 148 |
|
| 9 |
Internet of Things
| +$26.9B | -$7.87B | $2.25T | 5,537 | 99 |
|
| 10 |
Reshoring & American Manufacturing
| +$26.4B | +$916M | $61.9B | 1,288 | 20 |
|
| 11 |
Internet of Things
Wearables
| +$22B | -$13.5B | $1.88T | 5,118 | 21 |
|
| 12 |
Oil & Gas
| +$21.2B | +$12.1B | $1.94T | 5,455 | 361 |
|
| 13 |
Cloud Computing
| +$18.2B | +$11.5B | $4.62T | 5,921 | 64 |
|
| 14 |
Water
| +$15.4B | +$5.11B | $287B | 3,186 | 67 |
|
| 15 |
Autonomous Driving
| +$13.2B | +$5.77B | $506B | 3,811 | 53 |
|
| 16 |
Gold & Precious Metals
| +$9.84B | +$662M | $154B | 2,243 | 133 |
|
| 17 |
E-Commerce
Food Delivery
| +$9.76B | +$6.31B | $168B | 1,925 | 12 |
|
| 18 |
Gold & Precious Metals
Gold & Silver Miners
| +$9.64B | +$514M | $152B | 2,201 | 124 |
|
| 19 |
Infrastructure & Construction
| +$9.58B | +$19B | $539B | 4,236 | 127 |
|
| 20 |
Defense Modernization
| +$8.68B | -$5.56B | $973B | 4,820 | 163 |
|
| 21 |
Electrification & Grid
| +$8.09B | +$2.49B | $526B | 4,044 | 59 |
|
| 22 |
Artificial Intelligence
Agentic AI
| +$7.32B | +$839M | $363B | 3,138 | 13 |
|
| 23 |
Small Business Economy
| +$6.83B | -$4.18B | $514B | 3,826 | 58 |
|
| 24 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$6.79B | +$2.33B | $117B | 1,709 | 14 |
|
| 25 |
Pet Economy
| +$6.58B | -$11B | $486B | 4,169 | 34 |
|
| 26 |
Electric Vehicles
| +$6.27B | +$5.5B | $709B | 4,447 | 124 |
|
| 27 |
Electrification & Grid
Energy Storage
| +$6.1B | +$1.99B | $362B | 3,334 | 26 |
|
| 28 |
Copper & Industrial Metals
| +$5.26B | -$2.88B | $216B | 2,920 | 79 |
|
| 29 |
Cybersecurity
| +$5.12B | -$1.06B | $504B | 4,329 | 85 |
|
| 30 |
Data Centers & Digital Infrastructure
| +$4.94B | +$3B | $497B | 3,454 | 78 |
|
| 31 |
Oil & Gas
LNG
| +$4.63B | +$841M | $308B | 3,405 | 32 |
|
| 32 |
Digital Assets
| +$4.56B | -$2.55B | $115B | 2,544 | 160 |
|
| 33 |
Defense Modernization
Defense Tech & C4ISR
| +$4.17B | +$230M | $313B | 3,550 | 53 |
|
| 34 |
Housing & Home Improvement
| +$3.86B | +$1.71B | $1.03T | 5,062 | 223 |
|
| 35 |
Nuclear Energy
| +$3.13B | +$5.42B | $294B | 3,194 | 61 |
|
| 36 |
Health & Wellness
| +$3.03B | +$978M | $227B | 3,612 | 78 |
|
| 37 |
Housing & Home Improvement
Home & Garden Retail
| +$2.8B | +$707M | $416B | 4,254 | 30 |
|
| 38 |
GLP-1 & Obesity
| +$2.68B | +$3.56B | $1.09T | 4,843 | 92 |
|
| 39 |
Longevity & Aging Population
| +$2.57B | +$1.84B | $218B | 2,395 | 60 |
|
| 40 |
Clean Energy
| +$2.45B | +$795M | $266B | 3,761 | 134 |
|
| 41 |
Semiconductors
Analog & Power Semis
| +$2.35B | +$554M | $350B | 3,158 | 27 |
|
| 42 |
Artificial Intelligence
AI Inference Silicon
| +$2.34B | +$1.38B | $123B | 2,579 | 7 |
|
| 43 |
Defense Modernization
Drones & Counter-Drone
| +$2.29B | +$420M | $119B | 2,172 | 30 |
|
| 44 |
Sin Stocks
| +$2.21B | -$2.24B | $371B | 3,660 | 78 |
|
| 45 |
Digital Health & Telemedicine
| +$2.08B | -$872M | $509B | 3,891 | 84 |
|
| 46 |
Defense Modernization
Munitions Restocking
| +$2.07B | -$5.81B | $202B | 2,987 | 11 |
|
| 47 |
Quantum Computing
| +$2.04B | +$1.56B | $89.9B | 2,760 | 19 |
|
| 48 |
Oil & Gas
Oilfield Services
| +$1.91B | +$4.61B | $212B | 2,576 | 88 |
|
| 49 |
Sin Stocks
Casinos
| +$1.7B | +$253M | $117B | 1,755 | 24 |
|
| 50 |
Robotics & Automation
| +$1.68B | -$409M | $316B | 3,738 | 83 |
|
| 51 |
Artificial Intelligence
AI Memory & HBM
| +$1.65B | -$513M | $175B | 2,238 | 12 |
|
| 52 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$1.55B | -$387M | $107B | 2,525 | 3 |
|
| 53 |
Agriculture & Food Technology
| +$1.54B | -$2.19B | $235B | 3,261 | 79 |
|
| 54 |
Genomics & Gene Editing
Gene Therapy
| +$1.41B | -$3.14B | $91B | 2,389 | 131 |
|
| 55 |
Artificial Intelligence
AI Software & Applications
| +$1.39B | +$635M | $36.5B | 1,649 | 85 |
|
| 56 |
Semiconductors
Advanced Packaging
| +$1.28B | +$33.7M | $108B | 1,948 | 10 |
|
| 57 |
Sports Betting & iGaming
| +$1.16B | +$799M | $41.6B | 1,364 | 29 |
|
| 58 |
Semiconductors
Semicap & Lithography
| +$1.14B | +$1.98B | $360B | 3,096 | 21 |
|
| 59 |
Electrification & Grid
Transmission Buildout
| +$1.1B | -$162M | $37B | 1,204 | 6 |
|
| 60 |
Nuclear Energy
Uranium Mining & Enrichment
| +$1.09B | +$630M | $19.5B | 984 | 20 |
|
| 61 |
Digital Assets
Corporate Crypto Treasuries
| +$1.05B | +$203M | $10.5B | 778 | 63 |
|
| 62 |
Water
Water Infrastructure
| +$979M | +$1.74B | $120B | 1,993 | 17 |
|
| 63 |
Semiconductors
Photonics & Optical Interconnect
| +$940M | +$440M | $26.5B | 1,106 | 20 |
|
| 64 |
Lithium & Battery Materials
| +$868M | +$347M | $25.1B | 1,542 | 47 |
|
| 65 |
Digital Payments & Fintech
Neobanks
| +$861M | +$150M | $44.3B | 1,366 | 25 |
|
| 66 |
Digital Assets
Bitcoin Miners
| +$860M | +$499M | $5.95B | 532 | 40 |
|
| 67 |
Cybersecurity
Identity Security
| +$849M | -$539M | $25.6B | 983 | 15 |
|
| 68 |
Reuse, Repair & Circular Economy
| +$752M | +$363M | $203B | 2,903 | 68 |
|
| 69 |
Data Centers & Digital Infrastructure
Power for AI
| +$739M | +$283M | $126B | 2,212 | 22 |
|
| 70 |
Carbon & Pollution Control
| +$724M | +$474M | $69.9B | 1,940 | 23 |
|
| 71 |
Digital Assets
Stablecoin Infrastructure
| +$655M | -$2.46B | $63.9B | 2,037 | 9 |
|
| 72 |
Clean Energy
Hydrogen & Fuel Cells
| +$561M | +$483M | $56.5B | 1,948 | 13 |
|
| 73 |
Digital Assets
Crypto Exchanges
| +$558M | -$467M | $18.4B | 844 | 7 |
|
| 74 |
Clean Energy
Solar
| +$519M | +$871M | $61B | 1,613 | 54 |
|
| 75 |
Electrification & Grid
Grid Equipment
| +$508M | +$1.03B | $92.1B | 2,023 | 10 |
|
| 76 |
Water
Sanitation
| +$467M | +$737M | $34.5B | 1,109 | 8 |
|
| 77 |
Defense Modernization
Military Shipbuilding
| +$466M | -$591M | $85.9B | 1,982 | 6 |
|
| 78 |
Space Economy
Satellite Communications
| +$416M | -$56M | $10.7B | 722 | 16 |
|
| 79 |
Sin Stocks
Alcohol
| +$394M | +$87.1M | $78.5B | 2,271 | 24 |
|
| 80 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$387M | +$1.03B | $133B | 1,790 | 19 |
|
| 81 |
Critical Minerals & Rare Earths
| +$384M | +$668M | $13.2B | 1,167 | 60 |
|
| 82 |
Robotics & Automation
Industrial Automation
| +$341M | -$1.02B | $217B | 3,283 | 16 |
|
| 83 |
Robotics & Automation
Humanoid Robotics
| +$333M | -$266M | $1.53B | 196 | 5 |
|
| 84 |
Cloud Computing
Edge Computing
| +$182M | +$643M | $57.3B | 1,483 | 11 |
|
| 85 |
Future of Education
| +$150M | -$57.4M | $64.8B | 1,430 | 77 |
|
| 86 |
Cannabis
| +$114M | +$170M | $5.58B | 1,081 | 52 |
|
| 87 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$111M | +$275M | $34.4B | 1,255 | 9 |
|
| 88 |
Sin Stocks
Firearms
| +$90M | -$113M | $9.24B | 723 | 12 |
|
| 89 |
Space Economy
Launch Services
| +$74.9M | -$4.3B | $1.51B | 243 | 5 |
|
| 90 |
Digital Payments & Fintech
Buy Now Pay Later
| +$54.3M | +$292M | $16.8B | 713 | 13 |
|
| 91 |
Internet of Things
Smart Home
| +$40.2M | -$114M | $33.1B | 1,301 | 17 |
|
| 92 |
Space Economy
Earth Observation
| +$11.2M | -$5.52M | $411M | 241 | 6 |
|
| 93 |
Cybersecurity
Post-Quantum Cryptography
| -$388K | -$868K | $3.8M | 40 | 6 |
|
| 94 |
Clean Energy
Wind
| -$7.4M | -$23.2M | $2.08B | 337 | 9 |
|
| 95 |
3D Printing & Additive Manufacturing
| -$8.56M | +$452M | $45.3B | 1,562 | 20 |
|
| 96 |
Virtual & Augmented Reality
| -$32.8M | -$46M | $623M | 286 | 20 |
|
| 97 |
Nuclear Energy
Small Modular Reactors
| -$69M | -$18.1M | $13B | 639 | 12 |
|
| 98 |
Luxury & Affluent Consumer
| -$69.6M | +$574M | $95.4B | 1,921 | 40 |
|
| 99 |
Infrastructure & Construction
Green Building
| -$104M | +$48.5M | $9.21B | 518 | 5 |
|
| 100 |
Energy Efficiency
| -$152M | -$655M | $299B | 3,374 | 31 |
|
| 101 |
Streaming & Digital Media
News Media
| -$187M | -$1.29B | $47B | 1,276 | 26 |
|
| 102 |
Sin Stocks
Tobacco & Nicotine
| -$250M | -$2.49B | $163B | 2,549 | 13 |
|
| 103 |
Agriculture & Food Technology
Precision Agriculture
| -$439M | -$1.78B | $81.1B | 2,298 | 4 |
|
| 104 |
Space Economy
| -$535M | -$5.62B | $169B | 3,180 | 64 |
|
| 105 |
Agriculture & Food Technology
Plant-Based Foods
| -$540M | -$188M | $34.2B | 1,329 | 17 |
|
| 106 |
Electric Vehicles
EV Charging Infrastructure
| -$769M | +$152M | $17.5B | 1,546 | 21 |
|
| 107 |
Online Travel & Experiences
| -$863M | +$2.77B | $212B | 2,452 | 32 |
|
| 108 |
Cybersecurity
Agentic AI Security
| -$914M | -$614M | $76.7B | 1,838 | 2 |
|
| 109 |
Artificial Intelligence
Chinese AI
| -$1.38B | -$2.03B | $34.6B | 1,262 | 14 |
|
| 110 |
Housing & Home Improvement
Homebuilders
| -$1.97B | -$1.43B | $191B | 2,212 | 45 |
|
| 111 |
Medical Devices & Diagnostics
| -$3.49B | -$24.8B | $1.66T | 5,291 | 342 |
|
| 112 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$4B | -$1.26B | $72.3B | 1,816 | 26 |
|
| 113 |
Genomics & Gene Editing
| -$8.5B | +$655M | $638B | 4,081 | 199 |
|
| 114 |
Immunotherapy & Oncology
| -$19.9B | -$17.5B | $1.39T | 5,195 | 388 |
|
| 115 |
Video Games & Esports
| -$37.8B | +$3.97B | $2.14T | 5,477 | 55 |
|