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
| +$160B | -$45.6B | $9.35T | 6,830 | 264 |
|
| 2 |
Cloud Computing
| +$115B | -$11.7B | $5.79T | 6,628 | 64 |
|
| 3 |
SaaS & Enterprise Software
| +$112B | -$22.3B | $5.74T | 6,740 | 266 |
|
| 4 |
Digital Payments & Fintech
| +$112B | +$261M | $4.24T | 6,697 | 148 |
|
| 5 |
E-Commerce
| +$102B | +$6.11B | $4.99T | 6,841 | 240 |
|
| 6 |
E-Commerce
Marketplaces
| +$99.2B | +$6.5B | $4.68T | 6,693 | 106 |
|
| 7 |
Social Media & Creator Economy
| +$82.2B | -$18.3B | $4.88T | 6,393 | 45 |
|
| 8 |
Semiconductors
| +$76.3B | -$53.5B | $5.03T | 6,346 | 178 |
|
| 9 |
Streaming & Digital Media
| +$70.6B | -$13B | $3.78T | 6,488 | 120 |
|
| 10 |
Defense Modernization
| +$52.8B | +$4.9B | $1.21T | 5,419 | 163 |
|
| 11 |
Video Games & Esports
| +$49.5B | -$5.55B | $2.44T | 6,121 | 55 |
|
| 12 |
Internet of Things
| +$48.8B | -$2.07B | $2.79T | 6,219 | 99 |
|
| 13 |
Internet of Things
Wearables
| +$41.4B | -$1.89B | $2.42T | 5,815 | 21 |
|
| 14 |
Immunotherapy & Oncology
| +$33B | +$9.13B | $1.39T | 5,652 | 388 |
|
| 15 |
Electrification & Grid
| +$30.9B | +$2.31B | $921B | 5,017 | 59 |
|
| 16 |
Autonomous Driving
| +$29.8B | +$5.12B | $770B | 4,578 | 53 |
|
| 17 |
Electric Vehicles
| +$27.9B | +$1.21B | $951B | 5,029 | 124 |
|
| 18 |
Medical Devices & Diagnostics
| +$26.6B | -$2.09B | $1.76T | 5,734 | 342 |
|
| 19 |
Electrification & Grid
Energy Storage
| +$23B | +$4.58B | $624B | 4,067 | 26 |
|
| 20 |
Housing & Home Improvement
| +$18B | +$6.38B | $1.08T | 5,559 | 223 |
|
| 21 |
Robotics & Automation
| +$17.6B | -$637M | $370B | 4,100 | 83 |
|
| 22 |
Oil & Gas
| +$16.5B | -$8.49B | $2.01T | 5,976 | 361 |
|
| 23 |
Small Business Economy
| +$16B | -$1.65B | $622B | 4,256 | 58 |
|
| 24 |
Digital Assets
| +$16B | +$1.23B | $200B | 3,058 | 160 |
|
| 25 |
Cybersecurity
| +$14.2B | -$572M | $582B | 4,772 | 85 |
|
| 26 |
Oil & Gas
LNG
| +$13.7B | +$179M | $328B | 3,700 | 32 |
|
| 27 |
Infrastructure & Construction
| +$13B | -$6.29B | $678B | 4,807 | 127 |
|
| 28 |
Data Centers & Digital Infrastructure
| +$11.8B | +$1.9B | $620B | 4,109 | 78 |
|
| 29 |
Artificial Intelligence
Agentic AI
| +$11.2B | +$4.53B | $553B | 3,939 | 13 |
|
| 30 |
Artificial Intelligence
AI Software & Applications
| +$10.9B | +$8.04B | $177B | 2,670 | 85 |
|
| 31 |
Robotics & Automation
Industrial Automation
| +$10.7B | -$864M | $249B | 3,542 | 16 |
|
| 32 |
Energy Efficiency
| +$9.75B | -$2.96B | $362B | 3,758 | 31 |
|
| 33 |
Longevity & Aging Population
| +$8.12B | +$6.76B | $240B | 2,595 | 60 |
|
| 34 |
Health & Wellness
| +$7.89B | -$1.67B | $244B | 3,859 | 78 |
|
| 35 |
Defense Modernization
Defense Tech & C4ISR
| +$7.78B | +$4.28B | $422B | 4,231 | 53 |
|
| 36 |
Robotics & Automation
Warehouse & Logistics Robotics
| +$7.5B | +$189M | $122B | 2,782 | 3 |
|
| 37 |
Pet Economy
| +$7.15B | -$2.29B | $466B | 4,433 | 34 |
|
| 38 |
GLP-1 & Obesity
| +$7.08B | -$3.6B | $1.22T | 5,357 | 92 |
|
| 39 |
Clean Energy
| +$7.05B | -$1.22B | $328B | 4,097 | 134 |
|
| 40 |
Digital Assets
Corporate Crypto Treasuries
| +$6.22B | +$1.41B | $41.6B | 1,351 | 63 |
|
| 41 |
E-Commerce
Food Delivery
| +$6.2B | +$3.09B | $228B | 2,419 | 12 |
|
| 42 |
Water
| +$6.11B | -$2.81B | $308B | 3,367 | 67 |
|
| 43 |
Reuse, Repair & Circular Economy
| +$5.52B | -$630M | $234B | 3,081 | 68 |
|
| 44 |
Housing & Home Improvement
Home & Garden Retail
| +$5.45B | -$288M | $465B | 4,721 | 30 |
|
| 45 |
Online Travel & Experiences
| +$5.01B | -$752M | $280B | 2,775 | 32 |
|
| 46 |
Digital Assets
Stablecoin Infrastructure
| +$5B | -$468M | $92.5B | 2,287 | 9 |
|
| 47 |
Agriculture & Food Technology
| +$4.91B | +$768M | $229B | 3,325 | 79 |
|
| 48 |
Digital Assets
Bitcoin Miners
| +$4.79B | +$471M | $15.3B | 867 | 40 |
|
| 49 |
Semiconductors
Advanced Packaging
| +$4.75B | -$3.78B | $183B | 2,723 | 10 |
|
| 50 |
Digital Health & Telemedicine
| +$4.07B | +$2.45B | $505B | 4,246 | 84 |
|
| 51 |
Semiconductors
Analog & Power Semis
| +$3.89B | -$2.16B | $360B | 3,332 | 27 |
|
| 52 |
Nuclear Energy
| +$3.89B | +$11.2B | $510B | 4,181 | 61 |
|
| 53 |
Electrification & Grid
Transmission Buildout
| +$3.85B | -$60.7M | $59.7B | 1,633 | 6 |
|
| 54 |
Quantum Computing
| +$3.71B | +$3.11B | $132B | 3,249 | 19 |
|
| 55 |
Defense Modernization
Munitions Restocking
| +$3.61B | -$3.19B | $228B | 3,391 | 11 |
|
| 56 |
Data Centers & Digital Infrastructure
Power for AI
| +$3.52B | -$2.35B | $157B | 2,671 | 22 |
|
| 57 |
Electrification & Grid
Grid Equipment
| +$3.42B | -$2.55B | $195B | 3,012 | 10 |
|
| 58 |
Gold & Precious Metals
Gold & Silver Miners
| +$3.34B | +$1.09B | $176B | 2,462 | 124 |
|
| 59 |
Gold & Precious Metals
| +$3.33B | +$1.14B | $178B | 2,492 | 133 |
|
| 60 |
Defense Modernization
Drones & Counter-Drone
| +$3.28B | -$713M | $121B | 2,395 | 30 |
|
| 61 |
Oil & Gas
Oilfield Services
| +$3.18B | -$2.93B | $194B | 2,630 | 88 |
|
| 62 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$3.07B | +$599M | $122B | 2,100 | 14 |
|
| 63 |
Cybersecurity
Agentic AI Security
| +$3.01B | +$356M | $92.9B | 2,296 | 2 |
|
| 64 |
Space Economy
| +$3B | +$5.93B | $183B | 3,457 | 64 |
|
| 65 |
Digital Assets
Crypto Exchanges
| +$2.99B | -$357M | $30.1B | 1,043 | 7 |
|
| 66 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$2.44B | -$555M | $78B | 1,888 | 26 |
|
| 67 |
Water
Water Infrastructure
| +$2.27B | -$2.7B | $119B | 2,168 | 17 |
|
| 68 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.14B | +$1.83B | $174B | 2,011 | 19 |
|
| 69 |
Agriculture & Food Technology
Precision Agriculture
| +$2.06B | +$234M | $89.1B | 2,417 | 4 |
|
| 70 |
Clean Energy
Hydrogen & Fuel Cells
| +$2.06B | +$1.35B | $63.6B | 2,028 | 13 |
|
| 71 |
Lithium & Battery Materials
| +$1.8B | -$107M | $17.2B | 1,365 | 47 |
|
| 72 |
Reshoring & American Manufacturing
| +$1.57B | -$3.82B | $62.9B | 1,551 | 20 |
|
| 73 |
Housing & Home Improvement
Homebuilders
| +$1.57B | -$2.36B | $181B | 2,407 | 45 |
|
| 74 |
Sin Stocks
| +$1.34B | +$3.17B | $398B | 3,974 | 78 |
|
| 75 |
Cybersecurity
Identity Security
| +$1.33B | +$860M | $34.7B | 1,205 | 15 |
|
| 76 |
Water
Sanitation
| +$1.24B | +$291M | $34.7B | 1,191 | 8 |
|
| 77 |
Sin Stocks
Alcohol
| +$1.18B | +$881M | $68.3B | 2,278 | 24 |
|
| 78 |
Cloud Computing
Edge Computing
| +$1.16B | +$745M | $66.2B | 1,574 | 11 |
|
| 79 |
Internet of Things
Smart Home
| +$1.11B | -$246M | $34.7B | 1,443 | 17 |
|
| 80 |
Sports Betting & iGaming
| +$1.08B | +$8.01B | $84.9B | 1,577 | 29 |
|
| 81 |
Clean Energy
Solar
| +$1B | +$20.8M | $45.5B | 1,552 | 54 |
|
| 82 |
Space Economy
Satellite Communications
| +$945M | +$110M | $11.2B | 811 | 16 |
|
| 83 |
Sin Stocks
Tobacco & Nicotine
| +$889M | +$1.72B | $213B | 2,962 | 13 |
|
| 84 |
Luxury & Affluent Consumer
| +$866M | +$2.08B | $87.8B | 1,878 | 40 |
|
| 85 |
Electric Vehicles
EV Charging Infrastructure
| +$857M | -$417M | $15.5B | 1,429 | 21 |
|
| 86 |
Copper & Industrial Metals
| +$821M | -$438M | $185B | 3,006 | 79 |
|
| 87 |
Digital Payments & Fintech
Buy Now Pay Later
| +$816M | +$220M | $21.3B | 817 | 13 |
|
| 88 |
Agriculture & Food Technology
Plant-Based Foods
| +$805M | -$159M | $24.3B | 1,188 | 17 |
|
| 89 |
Semiconductors
Photonics & Optical Interconnect
| +$780M | +$783M | $53.5B | 1,359 | 20 |
|
| 90 |
Nuclear Energy
Small Modular Reactors
| +$752M | -$41.1M | $19B | 992 | 12 |
|
| 91 |
Carbon & Pollution Control
| +$661M | -$88.7M | $75.4B | 2,181 | 23 |
|
| 92 |
Nuclear Energy
Uranium Mining & Enrichment
| +$632M | -$29.5M | $25.1B | 1,263 | 20 |
|
| 93 |
Infrastructure & Construction
Green Building
| +$468M | -$92.7M | $7.81B | 524 | 5 |
|
| 94 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$430M | -$123M | $45.5B | 1,490 | 9 |
|
| 95 |
Robotics & Automation
Humanoid Robotics
| +$375M | +$205M | $1.75B | 193 | 5 |
|
| 96 |
Clean Energy
Wind
| +$326M | -$490M | $73.1B | 1,998 | 9 |
|
| 97 |
Sin Stocks
Casinos
| +$292M | +$570M | $108B | 1,837 | 24 |
|
| 98 |
Critical Minerals & Rare Earths
| +$247M | +$62M | $11.3B | 1,135 | 60 |
|
| 99 |
Streaming & Digital Media
News Media
| +$237M | -$439M | $53.3B | 1,343 | 26 |
|
| 100 |
Genomics & Gene Editing
| +$202M | -$3.63B | $602B | 4,297 | 199 |
|
| 101 |
Artificial Intelligence
AI Inference Silicon
| +$107M | -$2.68B | $131B | 2,839 | 7 |
|
| 102 |
Space Economy
Earth Observation
| +$95.1M | +$99.6M | $921M | 267 | 6 |
|
| 103 |
Cannabis
| +$42M | -$233M | $5.11B | 1,091 | 52 |
|
| 104 |
Cybersecurity
Post-Quantum Cryptography
| +$10.4M | -$1.11M | $32.2M | 46 | 6 |
|
| 105 |
Space Economy
Launch Services
| -$193M | -$73.1M | $6.21B | 399 | 5 |
|
| 106 |
Digital Payments & Fintech
Neobanks
| -$196M | +$3.5B | $62.1B | 1,610 | 25 |
|
| 107 |
3D Printing & Additive Manufacturing
| -$434M | +$411M | $45.8B | 1,653 | 20 |
|
| 108 |
Defense Modernization
Military Shipbuilding
| -$1.06B | +$1.15B | $91.8B | 2,231 | 6 |
|
| 109 |
Sin Stocks
Firearms
| -$1.06B | -$26M | $6.36B | 698 | 12 |
|
| 110 |
Virtual & Augmented Reality
| -$1.4B | +$11.4M | $442M | 256 | 20 |
|
| 111 |
Artificial Intelligence
Chinese AI
| -$3.21B | +$1.88B | $34.4B | 1,321 | 14 |
|
| 112 |
Artificial Intelligence
AI Memory & HBM
| -$4.97B | +$295M | $159B | 2,448 | 12 |
|
| 113 |
Future of Education
| -$5.71B | +$302M | $63.7B | 1,503 | 77 |
|
| 114 |
Genomics & Gene Editing
Gene Therapy
| -$7.29B | -$1.11B | $79.2B | 2,450 | 131 |
|
| 115 |
Semiconductors
Semicap & Lithography
| -$9.95B | -$8.36B | $342B | 3,430 | 21 |
|