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
| +$23B | +$55.4B | $3.53T | 6,020 | 106 |
|
| 2 |
E-Commerce
| +$21.9B | +$59.7B | $3.79T | 6,154 | 240 |
|
| 3 |
Sports Betting & iGaming
| +$20.9B | +$1.16B | $62.4B | 1,464 | 29 |
|
| 4 |
Streaming & Digital Media
| +$18.7B | +$31.6B | $3.17T | 5,836 | 120 |
|
| 5 |
Cloud Computing
| +$17.7B | +$18.2B | $5.16T | 5,960 | 64 |
|
| 6 |
Oil & Gas
| +$13.8B | +$21.2B | $2.15T | 5,503 | 361 |
|
| 7 |
Genomics & Gene Editing
| +$6.69B | -$8.5B | $680B | 4,115 | 199 |
|
| 8 |
Medical Devices & Diagnostics
| +$6.15B | -$3.49B | $1.78T | 5,305 | 342 |
|
| 9 |
Online Travel & Experiences
| +$5.52B | -$863M | $233B | 2,547 | 32 |
|
| 10 |
Sin Stocks
| +$4.51B | +$2.21B | $377B | 3,649 | 78 |
|
| 11 |
Semiconductors
Analog & Power Semis
| +$4.24B | +$2.35B | $351B | 3,128 | 27 |
|
| 12 |
Genomics & Gene Editing
Gene Therapy
| +$4.06B | +$1.41B | $105B | 2,399 | 131 |
|
| 13 |
Clean Energy
| +$4.01B | +$2.45B | $282B | 3,785 | 134 |
|
| 14 |
Nuclear Energy
| +$3.83B | +$3.13B | $332B | 3,302 | 61 |
|
| 15 |
Clean Energy
Solar
| +$3.82B | +$519M | $58.4B | 1,598 | 54 |
|
| 16 |
Video Games & Esports
| +$3.51B | -$37.8B | $2.36T | 5,521 | 55 |
|
| 17 |
Robotics & Automation
| +$3.5B | +$1.68B | $337B | 3,776 | 83 |
|
| 18 |
GLP-1 & Obesity
| +$3.25B | +$2.68B | $1.28T | 4,937 | 92 |
|
| 19 |
Artificial Intelligence
AI Inference Silicon
| +$3.2B | +$2.34B | $145B | 2,688 | 7 |
|
| 20 |
Longevity & Aging Population
| +$3.14B | +$2.57B | $209B | 2,395 | 60 |
|
| 21 |
Robotics & Automation
Industrial Automation
| +$2.84B | +$341M | $226B | 3,271 | 16 |
|
| 22 |
Sin Stocks
Alcohol
| +$2.81B | +$394M | $84.4B | 2,312 | 24 |
|
| 23 |
Health & Wellness
| +$2.62B | +$3.03B | $237B | 3,671 | 78 |
|
| 24 |
Electrification & Grid
| +$2.32B | +$8.09B | $464B | 3,946 | 59 |
|
| 25 |
Electrification & Grid
Energy Storage
| +$2.24B | +$6.1B | $261B | 3,071 | 26 |
|
| 26 |
Autonomous Driving
| +$2.16B | +$13.2B | $428B | 3,636 | 53 |
|
| 27 |
Energy Efficiency
| +$1.95B | -$152M | $327B | 3,388 | 31 |
|
| 28 |
Artificial Intelligence
AI Software & Applications
| +$1.94B | +$1.39B | $47.9B | 1,775 | 85 |
|
| 29 |
Digital Payments & Fintech
Neobanks
| +$1.71B | +$861M | $55.7B | 1,431 | 25 |
|
| 30 |
Digital Assets
Corporate Crypto Treasuries
| +$1.63B | +$1.05B | $22.5B | 940 | 63 |
|
| 31 |
Sin Stocks
Tobacco & Nicotine
| +$1.58B | -$250M | $165B | 2,564 | 13 |
|
| 32 |
Carbon & Pollution Control
| +$1.4B | +$724M | $77.8B | 1,994 | 23 |
|
| 33 |
Reuse, Repair & Circular Economy
| +$1.37B | +$752M | $233B | 2,972 | 68 |
|
| 34 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$1.34B | +$1.55B | $106B | 2,503 | 3 |
|
| 35 |
Artificial Intelligence
Chinese AI
| +$1.29B | -$1.38B | $34.5B | 1,249 | 14 |
|
| 36 |
Clean Energy
Wind
| +$1.23B | -$7.4M | $3B | 376 | 9 |
|
| 37 |
Digital Assets
| +$1.06B | +$4.56B | $146B | 2,584 | 160 |
|
| 38 |
Semiconductors
Photonics & Optical Interconnect
| +$973M | +$940M | $30.3B | 1,132 | 20 |
|
| 39 |
Digital Assets
Bitcoin Miners
| +$970M | +$860M | $7.37B | 604 | 40 |
|
| 40 |
Space Economy
Satellite Communications
| +$933M | +$416M | $8.38B | 732 | 16 |
|
| 41 |
Quantum Computing
| +$929M | +$2.04B | $105B | 2,878 | 19 |
|
| 42 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$898M | +$387M | $140B | 1,817 | 19 |
|
| 43 |
Internet of Things
| +$842M | +$26.9B | $2.09T | 5,555 | 99 |
|
| 44 |
Electrification & Grid
Grid Equipment
| +$792M | +$508M | $120B | 2,240 | 10 |
|
| 45 |
Future of Education
| +$747M | +$150M | $64.1B | 1,422 | 77 |
|
| 46 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$662M | -$4B | $78.5B | 1,821 | 26 |
|
| 47 |
Nuclear Energy
Uranium Mining & Enrichment
| +$558M | +$1.09B | $19.9B | 1,039 | 20 |
|
| 48 |
E-Commerce
Food Delivery
| +$512M | +$9.76B | $212B | 2,098 | 12 |
|
| 49 |
Cannabis
| +$432M | +$114M | $6.79B | 1,070 | 52 |
|
| 50 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$417M | +$6.79B | $144B | 1,852 | 14 |
|
| 51 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$346M | +$111M | $42.6B | 1,344 | 9 |
|
| 52 |
Sin Stocks
Casinos
| +$317M | +$1.7B | $115B | 1,779 | 24 |
|
| 53 |
Reshoring & American Manufacturing
| +$285M | +$26.4B | $64.4B | 1,349 | 20 |
|
| 54 |
Electric Vehicles
EV Charging Infrastructure
| +$265M | -$769M | $19.6B | 1,548 | 21 |
|
| 55 |
Cloud Computing
Edge Computing
| +$247M | +$182M | $59.9B | 1,480 | 11 |
|
| 56 |
Critical Minerals & Rare Earths
| +$233M | +$384M | $12.9B | 1,146 | 60 |
|
| 57 |
Semiconductors
Semicap & Lithography
| +$232M | +$1.14B | $444B | 3,289 | 21 |
|
| 58 |
Electric Vehicles
| +$212M | +$6.27B | $631B | 4,331 | 124 |
|
| 59 |
Cybersecurity
Identity Security
| +$174M | +$849M | $30.2B | 1,037 | 15 |
|
| 60 |
Nuclear Energy
Small Modular Reactors
| +$149M | -$69M | $13B | 668 | 12 |
|
| 61 |
Internet of Things
Smart Home
| +$124M | +$40.2M | $34.2B | 1,298 | 17 |
|
| 62 |
Artificial Intelligence
Agentic AI
| +$66.6M | +$7.32B | $406B | 3,311 | 13 |
|
| 63 |
Digital Assets
Crypto Exchanges
| +$59.5M | +$558M | $27.9B | 940 | 7 |
|
| 64 |
Digital Payments & Fintech
Buy Now Pay Later
| +$58.5M | +$54.3M | $15.6B | 702 | 13 |
|
| 65 |
Space Economy
Launch Services
| +$37.2M | +$74.9M | $1.15B | 259 | 5 |
|
| 66 |
Space Economy
Earth Observation
| +$17.4M | +$11.2M | $448M | 241 | 6 |
|
| 67 |
Robotics & Automation
Humanoid Robotics
| +$5.74M | +$333M | $850M | 196 | 5 |
|
| 68 |
Cybersecurity
Post-Quantum Cryptography
| +$1.69M | -$388K | $8.44M | 40 | 6 |
|
| 69 |
Sin Stocks
Firearms
| +$1.56M | +$90M | $10B | 731 | 12 |
|
| 70 |
Water
Sanitation
| -$41.7M | +$467M | $39.8B | 1,189 | 8 |
|
| 71 |
Clean Energy
Hydrogen & Fuel Cells
| -$51.4M | +$561M | $49.6B | 1,898 | 13 |
|
| 72 |
Virtual & Augmented Reality
| -$54.7M | -$32.8M | $713M | 257 | 20 |
|
| 73 |
Luxury & Affluent Consumer
| -$155M | -$69.6M | $104B | 1,979 | 40 |
|
| 74 |
Agriculture & Food Technology
| -$157M | +$1.54B | $236B | 3,214 | 79 |
|
| 75 |
Infrastructure & Construction
Green Building
| -$199M | -$104M | $10.6B | 562 | 5 |
|
| 76 |
Housing & Home Improvement
Homebuilders
| -$352M | -$1.97B | $209B | 2,334 | 45 |
|
| 77 |
Artificial Intelligence
AI Memory & HBM
| -$463M | +$1.65B | $224B | 2,393 | 12 |
|
| 78 |
Electrification & Grid
Transmission Buildout
| -$465M | +$1.1B | $44.3B | 1,260 | 6 |
|
| 79 |
Streaming & Digital Media
News Media
| -$537M | -$187M | $46.7B | 1,270 | 26 |
|
| 80 |
Defense Modernization
Drones & Counter-Drone
| -$553M | +$2.29B | $119B | 2,188 | 30 |
|
| 81 |
3D Printing & Additive Manufacturing
| -$556M | -$8.56M | $45.7B | 1,576 | 20 |
|
| 82 |
Defense Modernization
Military Shipbuilding
| -$571M | +$466M | $95.1B | 2,074 | 6 |
|
| 83 |
Water
| -$652M | +$15.4B | $309B | 3,196 | 67 |
|
| 84 |
Space Economy
| -$657M | -$535M | $166B | 3,180 | 64 |
|
| 85 |
Agriculture & Food Technology
Precision Agriculture
| -$684M | -$439M | $82.2B | 2,285 | 4 |
|
| 86 |
Immunotherapy & Oncology
| -$690M | -$19.9B | $1.47T | 5,220 | 388 |
|
| 87 |
Oil & Gas
Oilfield Services
| -$784M | +$1.91B | $228B | 2,593 | 88 |
|
| 88 |
Lithium & Battery Materials
| -$844M | +$868M | $21.6B | 1,473 | 47 |
|
| 89 |
Housing & Home Improvement
Home & Garden Retail
| -$900M | +$2.8B | $469B | 4,323 | 30 |
|
| 90 |
Defense Modernization
| -$1.02B | +$8.68B | $1.05T | 4,868 | 163 |
|
| 91 |
Digital Assets
Stablecoin Infrastructure
| -$1.03B | +$655M | $76.1B | 2,036 | 9 |
|
| 92 |
Digital Payments & Fintech
| -$1.12B | +$29.4B | $3.17T | 6,045 | 148 |
|
| 93 |
Pet Economy
| -$1.14B | +$6.58B | $530B | 4,235 | 34 |
|
| 94 |
Water
Water Infrastructure
| -$1.21B | +$979M | $130B | 2,061 | 17 |
|
| 95 |
Gold & Precious Metals
| -$1.38B | +$9.84B | $150B | 2,244 | 133 |
|
| 96 |
Semiconductors
Advanced Packaging
| -$1.42B | +$1.28B | $134B | 2,189 | 10 |
|
| 97 |
Agriculture & Food Technology
Plant-Based Foods
| -$1.44B | -$540M | $28.5B | 1,264 | 17 |
|
| 98 |
Gold & Precious Metals
Gold & Silver Miners
| -$1.45B | +$9.64B | $149B | 2,200 | 124 |
|
| 99 |
Oil & Gas
LNG
| -$1.62B | +$4.63B | $314B | 3,440 | 32 |
|
| 100 |
Small Business Economy
| -$1.78B | +$6.83B | $549B | 3,888 | 58 |
|
| 101 |
Copper & Industrial Metals
| -$1.97B | +$5.26B | $224B | 2,983 | 79 |
|
| 102 |
Infrastructure & Construction
| -$2.51B | +$9.58B | $631B | 4,367 | 127 |
|
| 103 |
Digital Health & Telemedicine
| -$2.73B | +$2.08B | $484B | 3,874 | 84 |
|
| 104 |
Defense Modernization
Defense Tech & C4ISR
| -$2.99B | +$4.17B | $336B | 3,650 | 53 |
|
| 105 |
Defense Modernization
Munitions Restocking
| -$3.13B | +$2.07B | $216B | 3,083 | 11 |
|
| 106 |
Internet of Things
Wearables
| -$3.38B | +$22B | $1.68T | 5,163 | 21 |
|
| 107 |
Cybersecurity
Agentic AI Security
| -$3.44B | -$914M | $70.2B | 1,903 | 2 |
|
| 108 |
Data Centers & Digital Infrastructure
Power for AI
| -$3.74B | +$739M | $150B | 2,379 | 22 |
|
| 109 |
Housing & Home Improvement
| -$4.05B | +$3.86B | $1.14T | 5,100 | 223 |
|
| 110 |
Data Centers & Digital Infrastructure
| -$5.13B | +$4.94B | $553B | 3,588 | 78 |
|
| 111 |
Social Media & Creator Economy
| -$5.6B | +$38.1B | $4.38T | 5,781 | 45 |
|
| 112 |
Semiconductors
| -$15.1B | +$80.4B | $4.18T | 5,630 | 178 |
|
| 113 |
SaaS & Enterprise Software
| -$20.2B | +$43B | $5.09T | 6,101 | 266 |
|
| 114 |
Cybersecurity
| -$23.9B | +$5.12B | $495B | 4,325 | 85 |
|
| 115 |
Artificial Intelligence
| -$25.5B | +$89.7B | $7.7T | 6,141 | 264 |
|