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 |
Nuclear Energy
| +$11.2B | +$35.6B | $492B | 3,769 | 61 |
|
| 2 |
Immunotherapy & Oncology
| +$9.13B | +$12.3B | $1.53T | 5,212 | 388 |
|
| 3 |
Artificial Intelligence
AI Software & Applications
| +$8.04B | +$3.11B | $85.8B | 2,073 | 85 |
|
| 4 |
Sports Betting & iGaming
| +$8.01B | +$6.27B | $82B | 1,499 | 29 |
|
| 5 |
Longevity & Aging Population
| +$6.76B | +$8.32B | $255B | 2,487 | 60 |
|
| 6 |
E-Commerce
Marketplaces
| +$6.5B | +$38.4B | $4.23T | 6,038 | 106 |
|
| 7 |
Housing & Home Improvement
| +$6.38B | -$5.96B | $1.2T | 5,159 | 223 |
|
| 8 |
E-Commerce
| +$6.11B | +$47.1B | $4.52T | 6,190 | 240 |
|
| 9 |
Space Economy
| +$5.93B | -$1.52B | $202B | 3,304 | 64 |
|
| 10 |
Autonomous Driving
| +$5.12B | +$9.74B | $553B | 3,865 | 53 |
|
| 11 |
Defense Modernization
| +$4.9B | -$25B | $1.18T | 4,931 | 163 |
|
| 12 |
Electrification & Grid
Energy Storage
| +$4.58B | +$8.33B | $390B | 3,346 | 26 |
|
| 13 |
Artificial Intelligence
Agentic AI
| +$4.53B | -$216M | $424B | 3,358 | 13 |
|
| 14 |
Defense Modernization
Defense Tech & C4ISR
| +$4.28B | -$932M | $398B | 3,828 | 53 |
|
| 15 |
Digital Payments & Fintech
Neobanks
| +$3.5B | +$1.74B | $66.6B | 1,501 | 25 |
|
| 16 |
Sin Stocks
| +$3.17B | +$661M | $421B | 3,736 | 78 |
|
| 17 |
Quantum Computing
| +$3.11B | +$905M | $126B | 2,994 | 19 |
|
| 18 |
E-Commerce
Food Delivery
| +$3.09B | +$3.1B | $235B | 2,264 | 12 |
|
| 19 |
Digital Health & Telemedicine
| +$2.45B | +$12.5B | $570B | 4,030 | 84 |
|
| 20 |
Electrification & Grid
| +$2.31B | +$44.3B | $661B | 4,322 | 59 |
|
| 21 |
Luxury & Affluent Consumer
| +$2.08B | +$239M | $94.9B | 1,885 | 40 |
|
| 22 |
Data Centers & Digital Infrastructure
| +$1.9B | +$3.65B | $625B | 3,777 | 78 |
|
| 23 |
Artificial Intelligence
Chinese AI
| +$1.88B | -$1.85B | $46.3B | 1,335 | 14 |
|
| 24 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$1.83B | +$1.68B | $165B | 1,906 | 19 |
|
| 25 |
Sin Stocks
Tobacco & Nicotine
| +$1.72B | +$904M | $213B | 2,755 | 13 |
|
| 26 |
Digital Assets
Corporate Crypto Treasuries
| +$1.41B | +$856M | $23B | 1,050 | 63 |
|
| 27 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.35B | +$1.94B | $62.5B | 1,895 | 13 |
|
| 28 |
Digital Assets
| +$1.23B | +$4.2B | $144B | 2,659 | 160 |
|
| 29 |
Electric Vehicles
| +$1.21B | +$2.29B | $724B | 4,443 | 124 |
|
| 30 |
Defense Modernization
Military Shipbuilding
| +$1.15B | +$668M | $104B | 2,153 | 6 |
|
| 31 |
Gold & Precious Metals
| +$1.14B | +$4.03B | $198B | 2,417 | 133 |
|
| 32 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.09B | +$3.95B | $197B | 2,379 | 124 |
|
| 33 |
Sin Stocks
Alcohol
| +$881M | -$266M | $79.9B | 2,257 | 24 |
|
| 34 |
Cybersecurity
Identity Security
| +$860M | +$1.79B | $31.5B | 1,128 | 15 |
|
| 35 |
Semiconductors
Photonics & Optical Interconnect
| +$783M | +$499M | $40.9B | 1,178 | 20 |
|
| 36 |
Agriculture & Food Technology
| +$768M | +$1.69B | $231B | 3,135 | 79 |
|
| 37 |
Cloud Computing
Edge Computing
| +$745M | +$167M | $58.1B | 1,455 | 11 |
|
| 38 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$599M | +$1.62B | $143B | 1,974 | 14 |
|
| 39 |
Sin Stocks
Casinos
| +$570M | +$40.2M | $117B | 1,772 | 24 |
|
| 40 |
Digital Assets
Bitcoin Miners
| +$471M | +$2.59B | $9.45B | 739 | 40 |
|
| 41 |
3D Printing & Additive Manufacturing
| +$411M | +$319M | $50.3B | 1,605 | 20 |
|
| 42 |
Cybersecurity
Agentic AI Security
| +$356M | +$634M | $85.1B | 2,069 | 2 |
|
| 43 |
Future of Education
| +$302M | -$363M | $65.8B | 1,452 | 77 |
|
| 44 |
Artificial Intelligence
AI Memory & HBM
| +$295M | -$2.74B | $178B | 2,322 | 12 |
|
| 45 |
Water
Sanitation
| +$291M | +$276M | $40.4B | 1,199 | 8 |
|
| 46 |
Digital Payments & Fintech
| +$261M | +$13.4B | $3.81T | 6,072 | 148 |
|
| 47 |
Agriculture & Food Technology
Precision Agriculture
| +$234M | +$1.37B | $85.9B | 2,243 | 4 |
|
| 48 |
Digital Payments & Fintech
Buy Now Pay Later
| +$220M | +$300M | $16.8B | 758 | 13 |
|
| 49 |
Robotics & Automation
Humanoid Robotics
| +$205M | -$129M | $1.43B | 185 | 5 |
|
| 50 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$189M | +$1.28B | $106B | 2,546 | 3 |
|
| 51 |
Oil & Gas
LNG
| +$179M | +$2.86B | $302B | 3,423 | 32 |
|
| 52 |
Space Economy
Satellite Communications
| +$110M | +$138M | $10.8B | 767 | 16 |
|
| 53 |
Space Economy
Earth Observation
| +$99.6M | +$10.6M | $436M | 224 | 6 |
|
| 54 |
Critical Minerals & Rare Earths
| +$62M | +$424M | $12.6B | 1,097 | 60 |
|
| 55 |
Clean Energy
Solar
| +$20.8M | +$279M | $59.1B | 1,625 | 54 |
|
| 56 |
Virtual & Augmented Reality
| +$11.4M | +$12M | $1.7B | 231 | 20 |
|
| 57 |
Cybersecurity
Post-Quantum Cryptography
| -$1.11M | -$5.77M | $318K | 25 | 6 |
|
| 58 |
Sin Stocks
Firearms
| -$26M | +$22.8M | $8.96B | 715 | 12 |
|
| 59 |
Nuclear Energy
Uranium Mining & Enrichment
| -$29.5M | +$1.85B | $22.1B | 1,120 | 20 |
|
| 60 |
Nuclear Energy
Small Modular Reactors
| -$41.1M | +$963M | $15.1B | 814 | 12 |
|
| 61 |
Electrification & Grid
Transmission Buildout
| -$60.7M | +$900M | $51.4B | 1,422 | 6 |
|
| 62 |
Space Economy
Launch Services
| -$73.1M | -$30.6M | $2.5B | 285 | 5 |
|
| 63 |
Carbon & Pollution Control
| -$88.7M | +$1.16B | $75.7B | 2,091 | 23 |
|
| 64 |
Infrastructure & Construction
Green Building
| -$92.7M | +$66.9M | $7.17B | 533 | 5 |
|
| 65 |
Lithium & Battery Materials
| -$107M | -$88.8M | $15.5B | 1,333 | 47 |
|
| 66 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$123M | -$47.9M | $46.5B | 1,400 | 9 |
|
| 67 |
Agriculture & Food Technology
Plant-Based Foods
| -$159M | -$487M | $26.6B | 1,196 | 17 |
|
| 68 |
Cannabis
| -$233M | +$157M | $7.6B | 1,102 | 52 |
|
| 69 |
Internet of Things
Smart Home
| -$246M | -$397M | $34.7B | 1,356 | 17 |
|
| 70 |
Housing & Home Improvement
Home & Garden Retail
| -$288M | +$84.7M | $488B | 4,375 | 30 |
|
| 71 |
Digital Assets
Crypto Exchanges
| -$357M | +$1.58B | $19.9B | 881 | 7 |
|
| 72 |
Electric Vehicles
EV Charging Infrastructure
| -$417M | -$449M | $15.1B | 1,404 | 21 |
|
| 73 |
Copper & Industrial Metals
| -$438M | +$4B | $224B | 2,985 | 79 |
|
| 74 |
Streaming & Digital Media
News Media
| -$439M | -$99.2M | $51.4B | 1,309 | 26 |
|
| 75 |
Digital Assets
Stablecoin Infrastructure
| -$468M | +$1.75B | $75.3B | 2,095 | 9 |
|
| 76 |
Clean Energy
Wind
| -$490M | +$33.6B | $57.3B | 1,721 | 9 |
|
| 77 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$555M | +$1.43B | $79.1B | 1,792 | 26 |
|
| 78 |
Cybersecurity
| -$572M | +$7.88B | $520B | 4,347 | 85 |
|
| 79 |
Reuse, Repair & Circular Economy
| -$630M | +$2.02B | $232B | 2,945 | 68 |
|
| 80 |
Robotics & Automation
| -$637M | +$3.35B | $343B | 3,740 | 83 |
|
| 81 |
Defense Modernization
Drones & Counter-Drone
| -$713M | -$448M | $129B | 2,273 | 30 |
|
| 82 |
Online Travel & Experiences
| -$752M | -$2.28B | $239B | 2,552 | 32 |
|
| 83 |
Robotics & Automation
Industrial Automation
| -$864M | +$2.54B | $223B | 3,228 | 16 |
|
| 84 |
Genomics & Gene Editing
Gene Therapy
| -$1.11B | +$2.41B | $96B | 2,430 | 131 |
|
| 85 |
Clean Energy
| -$1.22B | +$34.8B | $331B | 3,863 | 134 |
|
| 86 |
Small Business Economy
| -$1.65B | +$420M | $548B | 3,887 | 58 |
|
| 87 |
Health & Wellness
| -$1.67B | +$2.31B | $236B | 3,653 | 78 |
|
| 88 |
Internet of Things
Wearables
| -$1.89B | +$6.41B | $2.21T | 5,247 | 21 |
|
| 89 |
Internet of Things
| -$2.07B | +$9.67B | $2.62T | 5,641 | 99 |
|
| 90 |
Medical Devices & Diagnostics
| -$2.09B | +$11.6B | $1.84T | 5,338 | 342 |
|
| 91 |
Semiconductors
Analog & Power Semis
| -$2.16B | +$5.68B | $402B | 3,180 | 27 |
|
| 92 |
Pet Economy
| -$2.29B | +$7.9B | $524B | 4,241 | 34 |
|
| 93 |
Data Centers & Digital Infrastructure
Power for AI
| -$2.35B | +$443M | $168B | 2,511 | 22 |
|
| 94 |
Housing & Home Improvement
Homebuilders
| -$2.36B | -$5.27B | $229B | 2,415 | 45 |
|
| 95 |
Electrification & Grid
Grid Equipment
| -$2.55B | +$33.7B | $178B | 2,757 | 10 |
|
| 96 |
Artificial Intelligence
AI Inference Silicon
| -$2.68B | +$1.98B | $145B | 2,737 | 7 |
|
| 97 |
Water
Water Infrastructure
| -$2.7B | +$852M | $129B | 2,072 | 17 |
|
| 98 |
Water
| -$2.81B | +$2.07B | $331B | 3,233 | 67 |
|
| 99 |
Oil & Gas
Oilfield Services
| -$2.93B | +$3.82B | $194B | 2,479 | 88 |
|
| 100 |
Energy Efficiency
| -$2.96B | +$959M | $367B | 3,461 | 31 |
|
| 101 |
Defense Modernization
Munitions Restocking
| -$3.19B | -$2.06B | $244B | 3,213 | 11 |
|
| 102 |
GLP-1 & Obesity
| -$3.6B | +$8.61B | $1.38T | 5,004 | 92 |
|
| 103 |
Genomics & Gene Editing
| -$3.63B | +$5.64B | $717B | 4,175 | 199 |
|
| 104 |
Semiconductors
Advanced Packaging
| -$3.78B | +$96.4M | $161B | 2,454 | 10 |
|
| 105 |
Reshoring & American Manufacturing
| -$3.82B | +$1.01B | $58.3B | 1,427 | 20 |
|
| 106 |
Video Games & Esports
| -$5.55B | +$9.26B | $2.42T | 5,545 | 55 |
|
| 107 |
Infrastructure & Construction
| -$6.29B | +$19.8B | $676B | 4,429 | 127 |
|
| 108 |
Semiconductors
Semicap & Lithography
| -$8.36B | +$4.41B | $405B | 3,286 | 21 |
|
| 109 |
Oil & Gas
| -$8.49B | -$1.71B | $2.02T | 5,483 | 361 |
|
| 110 |
Cloud Computing
| -$11.7B | +$36.1B | $5.33T | 5,989 | 64 |
|
| 111 |
Streaming & Digital Media
| -$13B | +$21.2B | $3.24T | 5,871 | 120 |
|
| 112 |
Social Media & Creator Economy
| -$18.3B | +$17.5B | $4.63T | 5,800 | 45 |
|
| 113 |
SaaS & Enterprise Software
| -$22.3B | +$41.1B | $5.36T | 6,135 | 266 |
|
| 114 |
Artificial Intelligence
| -$45.6B | +$5.84B | $8.55T | 6,166 | 264 |
|
| 115 |
Semiconductors
| -$53.5B | -$5.27B | $4.73T | 5,748 | 178 |
|