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
| +$47.1B | +$21.9B | $4.27T | 6,180 | 240 |
|
| 2 |
Electrification & Grid
| +$44.3B | +$2.32B | $541B | 4,167 | 59 |
|
| 3 |
SaaS & Enterprise Software
| +$41.1B | -$20.2B | $5.26T | 6,122 | 266 |
|
| 4 |
E-Commerce
Marketplaces
| +$38.4B | +$23B | $4.01T | 6,025 | 106 |
|
| 5 |
Cloud Computing
| +$36.1B | +$17.7B | $5.64T | 5,988 | 64 |
|
| 6 |
Nuclear Energy
| +$35.6B | +$3.83B | $389B | 3,550 | 61 |
|
| 7 |
Clean Energy
| +$34.8B | +$4.01B | $305B | 3,881 | 134 |
|
| 8 |
Electrification & Grid
Grid Equipment
| +$33.7B | +$792M | $157B | 2,640 | 10 |
|
| 9 |
Clean Energy
Wind
| +$33.6B | +$1.23B | $39.6B | 1,569 | 9 |
|
| 10 |
Streaming & Digital Media
| +$21.2B | +$18.7B | $3.5T | 5,871 | 120 |
|
| 11 |
Infrastructure & Construction
| +$19.8B | -$2.51B | $601B | 4,351 | 127 |
|
| 12 |
Social Media & Creator Economy
| +$17.5B | -$5.6B | $4.82T | 5,797 | 45 |
|
| 13 |
Digital Payments & Fintech
| +$13.4B | -$1.12B | $3.45T | 6,075 | 148 |
|
| 14 |
Digital Health & Telemedicine
| +$12.5B | -$2.73B | $492B | 3,941 | 84 |
|
| 15 |
Immunotherapy & Oncology
| +$12.3B | -$690M | $1.42T | 5,180 | 388 |
|
| 16 |
Medical Devices & Diagnostics
| +$11.6B | +$6.15B | $1.7T | 5,275 | 342 |
|
| 17 |
Autonomous Driving
| +$9.74B | +$2.16B | $459B | 3,710 | 53 |
|
| 18 |
Internet of Things
| +$9.67B | +$842M | $2.48T | 5,637 | 99 |
|
| 19 |
Video Games & Esports
| +$9.26B | +$3.51B | $2.51T | 5,532 | 55 |
|
| 20 |
GLP-1 & Obesity
| +$8.61B | +$3.25B | $1.4T | 4,997 | 92 |
|
| 21 |
Electrification & Grid
Energy Storage
| +$8.33B | +$2.24B | $302B | 3,147 | 26 |
|
| 22 |
Longevity & Aging Population
| +$8.32B | +$3.14B | $226B | 2,399 | 60 |
|
| 23 |
Pet Economy
| +$7.9B | -$1.14B | $522B | 4,220 | 34 |
|
| 24 |
Cybersecurity
| +$7.88B | -$23.9B | $506B | 4,306 | 85 |
|
| 25 |
Internet of Things
Wearables
| +$6.41B | -$3.38B | $2.04T | 5,262 | 21 |
|
| 26 |
Sports Betting & iGaming
| +$6.27B | +$20.9B | $65B | 1,475 | 29 |
|
| 27 |
Artificial Intelligence
| +$5.84B | -$25.5B | $8.71T | 6,173 | 264 |
|
| 28 |
Semiconductors
Analog & Power Semis
| +$5.68B | +$4.24B | $392B | 3,186 | 27 |
|
| 29 |
Genomics & Gene Editing
| +$5.64B | +$6.69B | $668B | 4,125 | 199 |
|
| 30 |
Semiconductors
Semicap & Lithography
| +$4.41B | +$232M | $502B | 3,412 | 21 |
|
| 31 |
Digital Assets
| +$4.2B | +$1.06B | $132B | 2,523 | 160 |
|
| 32 |
Gold & Precious Metals
| +$4.03B | -$1.38B | $166B | 2,317 | 133 |
|
| 33 |
Copper & Industrial Metals
| +$4B | -$1.97B | $218B | 2,998 | 79 |
|
| 34 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.95B | -$1.45B | $164B | 2,270 | 124 |
|
| 35 |
Oil & Gas
Oilfield Services
| +$3.82B | -$784M | $217B | 2,537 | 88 |
|
| 36 |
Data Centers & Digital Infrastructure
| +$3.65B | -$5.13B | $549B | 3,685 | 78 |
|
| 37 |
Robotics & Automation
| +$3.35B | +$3.5B | $332B | 3,760 | 83 |
|
| 38 |
Artificial Intelligence
AI Software & Applications
| +$3.11B | +$1.94B | $55B | 1,875 | 85 |
|
| 39 |
E-Commerce
Food Delivery
| +$3.1B | +$512M | $203B | 2,167 | 12 |
|
| 40 |
Oil & Gas
LNG
| +$2.86B | -$1.62B | $311B | 3,432 | 32 |
|
| 41 |
Digital Assets
Bitcoin Miners
| +$2.59B | +$970M | $10.3B | 709 | 40 |
|
| 42 |
Robotics & Automation
Industrial Automation
| +$2.54B | +$2.84B | $229B | 3,257 | 16 |
|
| 43 |
Genomics & Gene Editing
Gene Therapy
| +$2.41B | +$4.06B | $98.2B | 2,426 | 131 |
|
| 44 |
Health & Wellness
| +$2.31B | +$2.62B | $223B | 3,617 | 78 |
|
| 45 |
Electric Vehicles
| +$2.29B | +$212M | $654B | 4,355 | 124 |
|
| 46 |
Water
| +$2.07B | -$652M | $311B | 3,231 | 67 |
|
| 47 |
Reuse, Repair & Circular Economy
| +$2.02B | +$1.37B | $220B | 2,955 | 68 |
|
| 48 |
Artificial Intelligence
AI Inference Silicon
| +$1.98B | +$3.2B | $172B | 2,833 | 7 |
|
| 49 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.94B | -$51.4M | $53.7B | 1,889 | 13 |
|
| 50 |
Nuclear Energy
Uranium Mining & Enrichment
| +$1.85B | +$558M | $22.7B | 1,095 | 20 |
|
| 51 |
Cybersecurity
Identity Security
| +$1.79B | +$174M | $31.1B | 1,092 | 15 |
|
| 52 |
Digital Assets
Stablecoin Infrastructure
| +$1.75B | -$1.03B | $67B | 1,968 | 9 |
|
| 53 |
Digital Payments & Fintech
Neobanks
| +$1.74B | +$1.71B | $59.9B | 1,467 | 25 |
|
| 54 |
Agriculture & Food Technology
| +$1.69B | -$157M | $218B | 3,134 | 79 |
|
| 55 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.68B | +$898M | $140B | 1,827 | 19 |
|
| 56 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.62B | +$417M | $138B | 1,920 | 14 |
|
| 57 |
Digital Assets
Crypto Exchanges
| +$1.58B | +$59.5M | $25B | 930 | 7 |
|
| 58 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$1.43B | +$662M | $71.3B | 1,810 | 26 |
|
| 59 |
Agriculture & Food Technology
Precision Agriculture
| +$1.37B | -$684M | $77.9B | 2,210 | 4 |
|
| 60 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$1.28B | +$1.34B | $110B | 2,543 | 3 |
|
| 61 |
Carbon & Pollution Control
| +$1.16B | +$1.4B | $80.8B | 2,057 | 23 |
|
| 62 |
Reshoring & American Manufacturing
| +$1.01B | +$285M | $62.7B | 1,403 | 20 |
|
| 63 |
Nuclear Energy
Small Modular Reactors
| +$963M | +$149M | $15.6B | 750 | 12 |
|
| 64 |
Energy Efficiency
| +$959M | +$1.95B | $334B | 3,409 | 31 |
|
| 65 |
Quantum Computing
| +$905M | +$929M | $95.8B | 2,817 | 19 |
|
| 66 |
Sin Stocks
Tobacco & Nicotine
| +$904M | +$1.58B | $179B | 2,625 | 13 |
|
| 67 |
Electrification & Grid
Transmission Buildout
| +$900M | -$465M | $44.8B | 1,367 | 6 |
|
| 68 |
Digital Assets
Corporate Crypto Treasuries
| +$856M | +$1.63B | $20.4B | 996 | 63 |
|
| 69 |
Water
Water Infrastructure
| +$852M | -$1.21B | $130B | 2,090 | 17 |
|
| 70 |
Defense Modernization
Military Shipbuilding
| +$668M | -$571M | $96B | 2,096 | 6 |
|
| 71 |
Sin Stocks
| +$661M | +$4.51B | $374B | 3,659 | 78 |
|
| 72 |
Cybersecurity
Agentic AI Security
| +$634M | -$3.44B | $84.1B | 2,010 | 2 |
|
| 73 |
Semiconductors
Photonics & Optical Interconnect
| +$499M | +$973M | $34.6B | 1,166 | 20 |
|
| 74 |
Data Centers & Digital Infrastructure
Power for AI
| +$443M | -$3.74B | $158B | 2,427 | 22 |
|
| 75 |
Critical Minerals & Rare Earths
| +$424M | +$233M | $12B | 1,143 | 60 |
|
| 76 |
Small Business Economy
| +$420M | -$1.78B | $509B | 3,829 | 58 |
|
| 77 |
3D Printing & Additive Manufacturing
| +$319M | -$556M | $46.3B | 1,612 | 20 |
|
| 78 |
Digital Payments & Fintech
Buy Now Pay Later
| +$300M | +$58.5M | $13.6B | 714 | 13 |
|
| 79 |
Clean Energy
Solar
| +$279M | +$3.82B | $54.8B | 1,619 | 54 |
|
| 80 |
Water
Sanitation
| +$276M | -$41.7M | $40.4B | 1,224 | 8 |
|
| 81 |
Luxury & Affluent Consumer
| +$239M | -$155M | $86.9B | 1,881 | 40 |
|
| 82 |
Cloud Computing
Edge Computing
| +$167M | +$247M | $56.9B | 1,454 | 11 |
|
| 83 |
Cannabis
| +$157M | +$432M | $6.42B | 1,093 | 52 |
|
| 84 |
Space Economy
Satellite Communications
| +$138M | +$933M | $8.76B | 733 | 16 |
|
| 85 |
Semiconductors
Advanced Packaging
| +$96.4M | -$1.42B | $168B | 2,387 | 10 |
|
| 86 |
Housing & Home Improvement
Home & Garden Retail
| +$84.7M | -$900M | $414B | 4,305 | 30 |
|
| 87 |
Infrastructure & Construction
Green Building
| +$66.9M | -$199M | $8.11B | 553 | 5 |
|
| 88 |
Sin Stocks
Casinos
| +$40.2M | +$317M | $108B | 1,781 | 24 |
|
| 89 |
Sin Stocks
Firearms
| +$22.8M | +$1.56M | $8.85B | 736 | 12 |
|
| 90 |
Virtual & Augmented Reality
| +$12M | -$54.7M | $1.09B | 254 | 20 |
|
| 91 |
Space Economy
Earth Observation
| +$10.6M | +$17.4M | $353M | 237 | 6 |
|
| 92 |
Cybersecurity
Post-Quantum Cryptography
| -$5.77M | +$1.69M | $1.59M | 34 | 6 |
|
| 93 |
Space Economy
Launch Services
| -$30.6M | +$37.2M | $1.31B | 258 | 5 |
|
| 94 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$47.9M | +$346M | $43.2B | 1,389 | 9 |
|
| 95 |
Lithium & Battery Materials
| -$88.8M | -$844M | $15.9B | 1,400 | 47 |
|
| 96 |
Streaming & Digital Media
News Media
| -$99.2M | -$537M | $48.3B | 1,289 | 26 |
|
| 97 |
Robotics & Automation
Humanoid Robotics
| -$129M | +$5.74M | $683M | 189 | 5 |
|
| 98 |
Artificial Intelligence
Agentic AI
| -$216M | +$66.6M | $374B | 3,264 | 13 |
|
| 99 |
Sin Stocks
Alcohol
| -$266M | +$2.81B | $74.8B | 2,240 | 24 |
|
| 100 |
Future of Education
| -$363M | +$747M | $60.6B | 1,436 | 77 |
|
| 101 |
Internet of Things
Smart Home
| -$397M | +$124M | $32.2B | 1,315 | 17 |
|
| 102 |
Defense Modernization
Drones & Counter-Drone
| -$448M | -$553M | $114B | 2,217 | 30 |
|
| 103 |
Electric Vehicles
EV Charging Infrastructure
| -$449M | +$265M | $17.5B | 1,507 | 21 |
|
| 104 |
Agriculture & Food Technology
Plant-Based Foods
| -$487M | -$1.44B | $27B | 1,232 | 17 |
|
| 105 |
Defense Modernization
Defense Tech & C4ISR
| -$932M | -$2.99B | $337B | 3,686 | 53 |
|
| 106 |
Space Economy
| -$1.52B | -$657M | $161B | 3,154 | 64 |
|
| 107 |
Oil & Gas
| -$1.71B | +$13.8B | $2.09T | 5,500 | 361 |
|
| 108 |
Artificial Intelligence
Chinese AI
| -$1.85B | +$1.29B | $31B | 1,212 | 14 |
|
| 109 |
Defense Modernization
Munitions Restocking
| -$2.06B | -$3.13B | $211B | 3,095 | 11 |
|
| 110 |
Online Travel & Experiences
| -$2.28B | +$5.52B | $232B | 2,540 | 32 |
|
| 111 |
Artificial Intelligence
AI Memory & HBM
| -$2.74B | -$463M | $244B | 2,510 | 12 |
|
| 112 |
Semiconductors
| -$5.27B | -$15.1B | $4.9T | 5,714 | 178 |
|
| 113 |
Housing & Home Improvement
Homebuilders
| -$5.27B | -$352M | $182B | 2,275 | 45 |
|
| 114 |
Housing & Home Improvement
| -$5.96B | -$4.05B | $1T | 5,062 | 223 |
|
| 115 |
Defense Modernization
| -$25B | -$1.02B | $1.05T | 4,877 | 163 |
|