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 |
GLP-1 & Obesity
| +$52B | +$7.08B | $1.31T | 5,365 | 92 |
|
| 2 |
Artificial Intelligence
| +$27.5B | +$160B | $8T | 6,788 | 264 |
|
| 3 |
E-Commerce
| +$24.4B | +$102B | $4.56T | 6,813 | 240 |
|
| 4 |
Medical Devices & Diagnostics
| +$20B | +$26.6B | $1.83T | 5,780 | 342 |
|
| 5 |
Oil & Gas
| +$20B | +$16.5B | $2.15T | 5,963 | 361 |
|
| 6 |
Cybersecurity
| +$18.1B | +$14.2B | $601B | 4,698 | 85 |
|
| 7 |
Immunotherapy & Oncology
| +$15.1B | +$33B | $1.49T | 5,684 | 388 |
|
| 8 |
E-Commerce
Marketplaces
| +$14.6B | +$99.2B | $4.28T | 6,665 | 106 |
|
| 9 |
Cloud Computing
| +$13.7B | +$115B | $5.06T | 6,557 | 64 |
|
| 10 |
Pet Economy
| +$13.1B | +$7.15B | $449B | 4,291 | 34 |
|
| 11 |
Cybersecurity
Agentic AI Security
| +$13.1B | +$3.01B | $98.3B | 2,309 | 2 |
|
| 12 |
Video Games & Esports
| +$12.4B | +$49.5B | $2.21T | 6,072 | 55 |
|
| 13 |
Electric Vehicles
| +$12B | +$27.9B | $693B | 4,775 | 124 |
|
| 14 |
Housing & Home Improvement
| +$11.7B | +$18B | $1.04T | 5,554 | 223 |
|
| 15 |
Semiconductors
| +$11.6B | +$76.3B | $4.22T | 6,292 | 178 |
|
| 16 |
Autonomous Driving
| +$10.4B | +$29.8B | $577B | 4,324 | 53 |
|
| 17 |
Electrification & Grid
Energy Storage
| +$10.3B | +$23B | $409B | 3,723 | 26 |
|
| 18 |
Electrification & Grid
| +$9.49B | +$30.9B | $658B | 4,747 | 59 |
|
| 19 |
SaaS & Enterprise Software
| +$8.88B | +$112B | $5.04T | 6,683 | 266 |
|
| 20 |
Oil & Gas
LNG
| +$8.87B | +$13.7B | $340B | 3,676 | 32 |
|
| 21 |
Defense Modernization
Defense Tech & C4ISR
| +$8.69B | +$7.78B | $465B | 4,296 | 53 |
|
| 22 |
Cybersecurity
Identity Security
| +$7.73B | +$1.33B | $44.3B | 1,215 | 15 |
|
| 23 |
Artificial Intelligence
AI Software & Applications
| +$7.71B | +$10.9B | $175B | 2,809 | 85 |
|
| 24 |
Artificial Intelligence
Agentic AI
| +$7.47B | +$11.2B | $470B | 3,862 | 13 |
|
| 25 |
Artificial Intelligence
AI Memory & HBM
| +$6.84B | -$4.97B | $166B | 2,539 | 12 |
|
| 26 |
E-Commerce
Food Delivery
| +$6.62B | +$6.2B | $269B | 2,643 | 12 |
|
| 27 |
Digital Assets
Corporate Crypto Treasuries
| +$6.31B | +$6.22B | $43.9B | 1,341 | 63 |
|
| 28 |
Online Travel & Experiences
| +$5.83B | +$5.01B | $261B | 2,756 | 32 |
|
| 29 |
Housing & Home Improvement
Home & Garden Retail
| +$5.57B | +$5.45B | $440B | 4,645 | 30 |
|
| 30 |
Digital Health & Telemedicine
| +$5.44B | +$4.07B | $530B | 4,219 | 84 |
|
| 31 |
Defense Modernization
| +$5.03B | +$52.8B | $1.24T | 5,427 | 163 |
|
| 32 |
Sin Stocks
Tobacco & Nicotine
| +$4.88B | +$889M | $274B | 3,144 | 13 |
|
| 33 |
Artificial Intelligence
Chinese AI
| +$4.86B | -$3.21B | $54.3B | 1,528 | 14 |
|
| 34 |
Water
| +$4.38B | +$6.11B | $319B | 3,369 | 67 |
|
| 35 |
Genomics & Gene Editing
| +$4.3B | +$202M | $549B | 4,243 | 199 |
|
| 36 |
Space Economy
| +$3.99B | +$3B | $181B | 3,384 | 64 |
|
| 37 |
Digital Assets
| +$3.89B | +$16B | $162B | 2,929 | 160 |
|
| 38 |
Quantum Computing
| +$3.86B | +$3.71B | $150B | 3,396 | 19 |
|
| 39 |
Longevity & Aging Population
| +$3.83B | +$8.12B | $273B | 2,658 | 60 |
|
| 40 |
Sports Betting & iGaming
| +$3.7B | +$1.08B | $77.1B | 1,554 | 29 |
|
| 41 |
Small Business Economy
| +$3.68B | +$16B | $604B | 4,211 | 58 |
|
| 42 |
Defense Modernization
Munitions Restocking
| +$3.4B | +$3.61B | $255B | 3,446 | 11 |
|
| 43 |
Reuse, Repair & Circular Economy
| +$3.33B | +$5.52B | $229B | 3,064 | 68 |
|
| 44 |
Agriculture & Food Technology
| +$3.31B | +$4.91B | $237B | 3,361 | 79 |
|
| 45 |
Health & Wellness
| +$2.9B | +$7.89B | $276B | 3,942 | 78 |
|
| 46 |
Sin Stocks
| +$2.79B | +$1.34B | $446B | 4,039 | 78 |
|
| 47 |
Data Centers & Digital Infrastructure
| +$2.7B | +$11.8B | $536B | 4,025 | 78 |
|
| 48 |
Copper & Industrial Metals
| +$2.48B | +$821M | $191B | 2,972 | 79 |
|
| 49 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$2.27B | +$2.14B | $149B | 1,965 | 19 |
|
| 50 |
Defense Modernization
Drones & Counter-Drone
| +$2.08B | +$3.28B | $130B | 2,420 | 30 |
|
| 51 |
Luxury & Affluent Consumer
| +$1.89B | +$866M | $84.5B | 1,886 | 40 |
|
| 52 |
Clean Energy
Hydrogen & Fuel Cells
| +$1.79B | +$2.06B | $65.2B | 1,996 | 13 |
|
| 53 |
Clean Energy
| +$1.72B | +$7.05B | $312B | 4,071 | 134 |
|
| 54 |
Water
Water Infrastructure
| +$1.68B | +$2.27B | $125B | 2,166 | 17 |
|
| 55 |
Carbon & Pollution Control
| +$1.66B | +$661M | $75B | 2,147 | 23 |
|
| 56 |
Gold & Precious Metals
| +$1.6B | +$3.33B | $228B | 2,600 | 133 |
|
| 57 |
Semiconductors
Analog & Power Semis
| +$1.54B | +$3.89B | $327B | 3,283 | 27 |
|
| 58 |
Space Economy
Satellite Communications
| +$1.5B | +$945M | $12.9B | 777 | 16 |
|
| 59 |
Gold & Precious Metals
Gold & Silver Miners
| +$1.44B | +$3.34B | $226B | 2,570 | 124 |
|
| 60 |
Cloud Computing
Edge Computing
| +$1.11B | +$1.16B | $59.3B | 1,576 | 11 |
|
| 61 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$954M | +$430M | $38.1B | 1,443 | 9 |
|
| 62 |
Oil & Gas
Oilfield Services
| +$937M | +$3.18B | $193B | 2,633 | 88 |
|
| 63 |
Agriculture & Food Technology
Precision Agriculture
| +$909M | +$2.06B | $98.4B | 2,459 | 4 |
|
| 64 |
Electric Vehicles
EV Charging Infrastructure
| +$855M | +$857M | $16.9B | 1,471 | 21 |
|
| 65 |
Clean Energy
Solar
| +$822M | +$1B | $38.4B | 1,499 | 54 |
|
| 66 |
Digital Payments & Fintech
Buy Now Pay Later
| +$814M | +$816M | $18.4B | 804 | 13 |
|
| 67 |
Water
Sanitation
| +$736M | +$1.24B | $35.9B | 1,239 | 8 |
|
| 68 |
Housing & Home Improvement
Homebuilders
| +$680M | +$1.57B | $168B | 2,324 | 45 |
|
| 69 |
Future of Education
| +$673M | -$5.71B | $64.7B | 1,518 | 77 |
|
| 70 |
Genomics & Gene Editing
Gene Therapy
| +$637M | -$7.29B | $70.1B | 2,437 | 131 |
|
| 71 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$623M | +$3.07B | $143B | 2,308 | 14 |
|
| 72 |
Infrastructure & Construction
Green Building
| +$486M | +$468M | $7.05B | 498 | 5 |
|
| 73 |
Agriculture & Food Technology
Plant-Based Foods
| +$414M | +$805M | $22.9B | 1,154 | 17 |
|
| 74 |
Nuclear Energy
Small Modular Reactors
| +$410M | +$752M | $14.5B | 993 | 12 |
|
| 75 |
Critical Minerals & Rare Earths
| +$399M | +$247M | $11.3B | 1,107 | 60 |
|
| 76 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$318M | +$2.44B | $73.9B | 1,848 | 26 |
|
| 77 |
Digital Assets
Bitcoin Miners
| +$313M | +$4.79B | $9.64B | 863 | 40 |
|
| 78 |
3D Printing & Additive Manufacturing
| +$284M | -$434M | $42B | 1,639 | 20 |
|
| 79 |
Nuclear Energy
Uranium Mining & Enrichment
| +$247M | +$632M | $18.6B | 1,227 | 20 |
|
| 80 |
Space Economy
Launch Services
| +$224M | -$193M | $4.53B | 417 | 5 |
|
| 81 |
Data Centers & Digital Infrastructure
Power for AI
| +$222M | +$3.52B | $133B | 2,596 | 22 |
|
| 82 |
Space Economy
Earth Observation
| +$129M | +$95.1M | $1B | 295 | 6 |
|
| 83 |
Robotics & Automation
Humanoid Robotics
| +$102M | +$375M | $2.81B | 207 | 5 |
|
| 84 |
Reshoring & American Manufacturing
| +$79.4M | +$1.57B | $52.2B | 1,507 | 20 |
|
| 85 |
Virtual & Augmented Reality
| +$9.26M | -$1.4B | $376M | 270 | 20 |
|
| 86 |
Cybersecurity
Post-Quantum Cryptography
| +$3.97M | +$10.4M | $19M | 70 | 6 |
|
| 87 |
Cannabis
| -$62.2M | +$42M | $4.06B | 1,016 | 52 |
|
| 88 |
Nuclear Energy
| -$208M | +$3.89B | $483B | 4,199 | 61 |
|
| 89 |
Streaming & Digital Media
News Media
| -$256M | +$237M | $54.8B | 1,401 | 26 |
|
| 90 |
Electrification & Grid
Transmission Buildout
| -$331M | +$3.85B | $47.2B | 1,603 | 6 |
|
| 91 |
Internet of Things
Smart Home
| -$375M | +$1.11B | $32B | 1,411 | 17 |
|
| 92 |
Sin Stocks
Casinos
| -$439M | +$292M | $102B | 1,806 | 24 |
|
| 93 |
Digital Payments & Fintech
Neobanks
| -$535M | -$196M | $58.1B | 1,626 | 25 |
|
| 94 |
Defense Modernization
Military Shipbuilding
| -$558M | -$1.06B | $91.5B | 2,212 | 6 |
|
| 95 |
Sin Stocks
Alcohol
| -$634M | +$1.18B | $62.8B | 2,117 | 24 |
|
| 96 |
Artificial Intelligence
AI Inference Silicon
| -$717M | +$107M | $129B | 2,844 | 7 |
|
| 97 |
Semiconductors
Photonics & Optical Interconnect
| -$740M | +$780M | $38.1B | 1,287 | 20 |
|
| 98 |
Electrification & Grid
Grid Equipment
| -$870M | +$3.42B | $166B | 2,974 | 10 |
|
| 99 |
Digital Payments & Fintech
| -$1.02B | +$112B | $3.98T | 6,687 | 148 |
|
| 100 |
Sin Stocks
Firearms
| -$1.08B | -$1.06B | $4.13B | 611 | 12 |
|
| 101 |
Digital Assets
Stablecoin Infrastructure
| -$1.16B | +$5B | $67.7B | 2,152 | 9 |
|
| 102 |
Digital Assets
Crypto Exchanges
| -$1.26B | +$2.99B | $19.9B | 1,011 | 7 |
|
| 103 |
Clean Energy
Wind
| -$1.9B | +$326M | $66B | 2,038 | 9 |
|
| 104 |
Infrastructure & Construction
| -$2.26B | +$13B | $619B | 4,707 | 127 |
|
| 105 |
Semiconductors
Advanced Packaging
| -$2.64B | +$4.75B | $150B | 2,696 | 10 |
|
| 106 |
Semiconductors
Semicap & Lithography
| -$2.94B | -$9.95B | $322B | 3,410 | 21 |
|
| 107 |
Lithium & Battery Materials
| -$3.71B | +$1.8B | $11.7B | 1,259 | 47 |
|
| 108 |
Energy Efficiency
| -$3.83B | +$9.75B | $332B | 3,668 | 31 |
|
| 109 |
Robotics & Automation
Industrial Automation
| -$4.04B | +$10.7B | $218B | 3,427 | 16 |
|
| 110 |
Social Media & Creator Economy
| -$4.05B | +$82.2B | $4.34T | 6,347 | 45 |
|
| 111 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$4.53B | +$7.5B | $110B | 2,691 | 3 |
|
| 112 |
Robotics & Automation
| -$4.86B | +$17.6B | $330B | 3,966 | 83 |
|
| 113 |
Internet of Things
| -$8.24B | +$48.8B | $2.48T | 6,173 | 99 |
|
| 114 |
Internet of Things
Wearables
| -$9.79B | +$41.4B | $2.13T | 5,770 | 21 |
|
| 115 |
Streaming & Digital Media
| -$14.1B | +$70.6B | $3.31T | 6,408 | 120 |
|