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 |
SaaS & Enterprise Software
| +$76.2B | +$8.88B | $6.51T | 6,709 | 266 |
|
| 2 |
Semiconductors
| +$68.9B | +$11.6B | $5.85T | 6,387 | 178 |
|
| 3 |
Artificial Intelligence
| +$49.8B | +$27.5B | $10.8T | 6,812 | 264 |
|
| 4 |
Digital Assets
| +$31.8B | +$3.89B | $280B | 3,164 | 160 |
|
| 5 |
Cloud Computing
| +$18B | +$13.7B | $6.3T | 6,558 | 64 |
|
| 6 |
Digital Assets
Stablecoin Infrastructure
| +$17.8B | -$1.16B | $116B | 2,283 | 9 |
|
| 7 |
Defense Modernization
| +$17.3B | +$5.03B | $1.51T | 5,608 | 163 |
|
| 8 |
E-Commerce
| +$15.6B | +$24.4B | $4.78T | 6,795 | 240 |
|
| 9 |
Streaming & Digital Media
| +$14.3B | -$14.1B | $3.91T | 6,445 | 120 |
|
| 10 |
Medical Devices & Diagnostics
| +$14B | +$20B | $1.84T | 5,756 | 342 |
|
| 11 |
E-Commerce
Marketplaces
| +$13.7B | +$14.6B | $4.45T | 6,653 | 106 |
|
| 12 |
Internet of Things
| +$13.6B | -$8.24B | $2.38T | 6,188 | 99 |
|
| 13 |
Electrification & Grid
| +$13.5B | +$9.49B | $870B | 4,958 | 59 |
|
| 14 |
Autonomous Driving
| +$11.4B | +$10.4B | $722B | 4,532 | 53 |
|
| 15 |
Internet of Things
Wearables
| +$9.68B | -$9.79B | $1.99T | 5,757 | 21 |
|
| 16 |
Cybersecurity
| +$9.6B | +$18.1B | $729B | 4,802 | 85 |
|
| 17 |
Infrastructure & Construction
| +$9.55B | -$2.26B | $747B | 4,784 | 127 |
|
| 18 |
Defense Modernization
Defense Tech & C4ISR
| +$9.24B | +$8.69B | $579B | 4,546 | 53 |
|
| 19 |
Electrification & Grid
Energy Storage
| +$9.18B | +$10.3B | $509B | 3,885 | 26 |
|
| 20 |
Electric Vehicles
| +$8.78B | +$12B | $841B | 4,910 | 124 |
|
| 21 |
Nuclear Energy
| +$8.75B | -$208M | $628B | 4,466 | 61 |
|
| 22 |
Defense Modernization
Munitions Restocking
| +$8.16B | +$3.4B | $287B | 3,606 | 11 |
|
| 23 |
Data Centers & Digital Infrastructure
| +$7.42B | +$2.7B | $650B | 4,197 | 78 |
|
| 24 |
Digital Assets
Corporate Crypto Treasuries
| +$7.41B | +$6.31B | $67.3B | 1,483 | 63 |
|
| 25 |
Digital Payments & Fintech
Neobanks
| +$6.48B | -$535M | $81.7B | 1,678 | 25 |
|
| 26 |
Gold & Precious Metals
| +$6.45B | +$1.6B | $266B | 2,719 | 133 |
|
| 27 |
Gold & Precious Metals
Gold & Silver Miners
| +$6.17B | +$1.44B | $263B | 2,687 | 124 |
|
| 28 |
Artificial Intelligence
AI Software & Applications
| +$5.4B | +$7.71B | $265B | 3,213 | 85 |
|
| 29 |
Digital Assets
Crypto Exchanges
| +$5.24B | -$1.26B | $48.1B | 1,267 | 7 |
|
| 30 |
Longevity & Aging Population
| +$5.14B | +$3.83B | $267B | 2,592 | 60 |
|
| 31 |
Digital Payments & Fintech
| +$4.94B | -$1.02B | $3.96T | 6,666 | 148 |
|
| 32 |
Health & Wellness
| +$4.25B | +$2.9B | $284B | 3,957 | 78 |
|
| 33 |
Video Games & Esports
| +$4.07B | +$12.4B | $2.92T | 6,135 | 55 |
|
| 34 |
Semiconductors
Analog & Power Semis
| +$3.93B | +$1.54B | $393B | 3,370 | 27 |
|
| 35 |
Immunotherapy & Oncology
| +$3.65B | +$15.1B | $1.38T | 5,598 | 388 |
|
| 36 |
Sports Betting & iGaming
| +$3.5B | +$3.7B | $96.1B | 1,596 | 29 |
|
| 37 |
Artificial Intelligence
AI Memory & HBM
| +$3.43B | +$6.84B | $230B | 2,686 | 12 |
|
| 38 |
Reuse, Repair & Circular Economy
| +$3.34B | +$3.33B | $246B | 3,078 | 68 |
|
| 39 |
Housing & Home Improvement
Home & Garden Retail
| +$3.28B | +$5.57B | $440B | 4,590 | 30 |
|
| 40 |
Space Economy
| +$3.23B | +$3.99B | $200B | 3,456 | 64 |
|
| 41 |
Defense Modernization
Drones & Counter-Drone
| +$3.13B | +$2.08B | $148B | 2,515 | 30 |
|
| 42 |
Clean Energy
| +$2.81B | +$1.72B | $385B | 4,230 | 134 |
|
| 43 |
Quantum Computing
| +$2.76B | +$3.86B | $184B | 3,562 | 19 |
|
| 44 |
Housing & Home Improvement
| +$2.75B | +$11.7B | $1.04T | 5,525 | 223 |
|
| 45 |
Semiconductors
Semicap & Lithography
| +$2.58B | -$2.94B | $415B | 3,593 | 21 |
|
| 46 |
Sin Stocks
Tobacco & Nicotine
| +$2.09B | +$4.88B | $306B | 3,266 | 13 |
|
| 47 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.98B | +$623M | $182B | 2,534 | 14 |
|
| 48 |
Cybersecurity
Agentic AI Security
| +$1.89B | +$13.1B | $120B | 2,414 | 2 |
|
| 49 |
Cloud Computing
Edge Computing
| +$1.84B | +$1.11B | $89.3B | 1,624 | 11 |
|
| 50 |
Social Media & Creator Economy
| +$1.83B | -$4.05B | $5.5T | 6,401 | 45 |
|
| 51 |
Electrification & Grid
Grid Equipment
| +$1.82B | -$870M | $246B | 3,318 | 10 |
|
| 52 |
Artificial Intelligence
Agentic AI
| +$1.64B | +$7.47B | $578B | 4,073 | 13 |
|
| 53 |
Cybersecurity
Identity Security
| +$1.46B | +$7.73B | $50.5B | 1,285 | 15 |
|
| 54 |
Digital Assets
Bitcoin Miners
| +$1.44B | +$313M | $18.4B | 926 | 40 |
|
| 55 |
Nuclear Energy
Small Modular Reactors
| +$1.42B | +$410M | $29.4B | 1,244 | 12 |
|
| 56 |
Data Centers & Digital Infrastructure
Power for AI
| +$1.31B | +$222M | $177B | 2,753 | 22 |
|
| 57 |
Critical Minerals & Rare Earths
| +$1.2B | +$399M | $14.5B | 1,197 | 60 |
|
| 58 |
Semiconductors
Photonics & Optical Interconnect
| +$1.15B | -$740M | $58B | 1,396 | 20 |
|
| 59 |
Sin Stocks
| +$1.14B | +$2.79B | $473B | 4,102 | 78 |
|
| 60 |
Agriculture & Food Technology
Precision Agriculture
| +$1.05B | +$909M | $108B | 2,518 | 4 |
|
| 61 |
Clean Energy
Solar
| +$1.01B | +$822M | $45.4B | 1,477 | 54 |
|
| 62 |
Electrification & Grid
Transmission Buildout
| +$913M | -$331M | $71B | 1,738 | 6 |
|
| 63 |
Agriculture & Food Technology
| +$841M | +$3.31B | $264B | 3,413 | 79 |
|
| 64 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$779M | +$954M | $44B | 1,470 | 9 |
|
| 65 |
Semiconductors
Advanced Packaging
| +$714M | -$2.64B | $200B | 2,887 | 10 |
|
| 66 |
Clean Energy
Hydrogen & Fuel Cells
| +$710M | +$1.79B | $64.3B | 1,986 | 13 |
|
| 67 |
Clean Energy
Wind
| +$636M | -$1.9B | $114B | 2,474 | 9 |
|
| 68 |
Water
| +$608M | +$4.38B | $330B | 3,392 | 67 |
|
| 69 |
Streaming & Digital Media
News Media
| +$568M | -$256M | $56.5B | 1,436 | 26 |
|
| 70 |
Internet of Things
Smart Home
| +$494M | -$375M | $36.1B | 1,456 | 17 |
|
| 71 |
Carbon & Pollution Control
| +$480M | +$1.66B | $75.1B | 2,161 | 23 |
|
| 72 |
Space Economy
Launch Services
| +$433M | +$224M | $9.64B | 516 | 5 |
|
| 73 |
Reshoring & American Manufacturing
| +$383M | +$79.4M | $64.6B | 1,671 | 20 |
|
| 74 |
E-Commerce
Food Delivery
| +$305M | +$6.62B | $337B | 2,896 | 12 |
|
| 75 |
Nuclear Energy
Uranium Mining & Enrichment
| +$302M | +$247M | $33.1B | 1,380 | 20 |
|
| 76 |
Genomics & Gene Editing
| +$256M | +$4.3B | $518B | 4,121 | 199 |
|
| 77 |
Space Economy
Earth Observation
| +$146M | +$129M | $1.69B | 332 | 6 |
|
| 78 |
Cannabis
| +$127M | -$62.2M | $4.64B | 1,001 | 52 |
|
| 79 |
Agriculture & Food Technology
Plant-Based Foods
| +$124M | +$414M | $24.8B | 1,151 | 17 |
|
| 80 |
Defense Modernization
Military Shipbuilding
| +$69.2M | -$558M | $108B | 2,357 | 6 |
|
| 81 |
Sin Stocks
Firearms
| +$58M | -$1.08B | $3.25B | 598 | 12 |
|
| 82 |
Space Economy
Satellite Communications
| +$41.4M | +$1.5B | $18.1B | 821 | 16 |
|
| 83 |
Cybersecurity
Post-Quantum Cryptography
| +$25M | +$3.97M | $74M | 89 | 6 |
|
| 84 |
Virtual & Augmented Reality
| +$13.8M | +$9.26M | $488M | 264 | 20 |
|
| 85 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$35M | +$318M | $69.4B | 1,834 | 26 |
|
| 86 |
Lithium & Battery Materials
| -$80.9M | -$3.71B | $10.6B | 1,217 | 47 |
|
| 87 |
Infrastructure & Construction
Green Building
| -$92.4M | +$486M | $6.4B | 487 | 5 |
|
| 88 |
Water
Water Infrastructure
| -$114M | +$1.68B | $127B | 2,194 | 17 |
|
| 89 |
3D Printing & Additive Manufacturing
| -$136M | +$284M | $45.1B | 1,628 | 20 |
|
| 90 |
Robotics & Automation
Humanoid Robotics
| -$230M | +$102M | $2.29B | 217 | 5 |
|
| 91 |
Artificial Intelligence
AI Inference Silicon
| -$231M | -$717M | $134B | 2,849 | 7 |
|
| 92 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$343M | +$2.27B | $161B | 1,988 | 19 |
|
| 93 |
Sin Stocks
Alcohol
| -$348M | -$634M | $56B | 2,019 | 24 |
|
| 94 |
Electric Vehicles
EV Charging Infrastructure
| -$447M | +$855M | $15.7B | 1,387 | 21 |
|
| 95 |
Water
Sanitation
| -$454M | +$736M | $37.7B | 1,265 | 8 |
|
| 96 |
Digital Payments & Fintech
Buy Now Pay Later
| -$678M | +$814M | $25.1B | 853 | 13 |
|
| 97 |
Oil & Gas
Oilfield Services
| -$695M | +$937M | $167B | 2,547 | 88 |
|
| 98 |
Sin Stocks
Casinos
| -$711M | -$439M | $106B | 1,776 | 24 |
|
| 99 |
Genomics & Gene Editing
Gene Therapy
| -$760M | +$637M | $68.8B | 2,413 | 131 |
|
| 100 |
Luxury & Affluent Consumer
| -$827M | +$1.89B | $95.4B | 1,942 | 40 |
|
| 101 |
Robotics & Automation
Industrial Automation
| -$1.12B | -$4.04B | $250B | 3,525 | 16 |
|
| 102 |
Robotics & Automation
| -$1.2B | -$4.86B | $375B | 4,035 | 83 |
|
| 103 |
Housing & Home Improvement
Homebuilders
| -$1.58B | +$680M | $163B | 2,329 | 45 |
|
| 104 |
Energy Efficiency
| -$1.78B | -$3.83B | $386B | 3,751 | 31 |
|
| 105 |
Future of Education
| -$2.3B | +$673M | $72.6B | 1,565 | 77 |
|
| 106 |
Oil & Gas
LNG
| -$2.33B | +$8.87B | $319B | 3,627 | 32 |
|
| 107 |
Small Business Economy
| -$2.52B | +$3.68B | $641B | 4,241 | 58 |
|
| 108 |
Pet Economy
| -$2.96B | +$13.1B | $426B | 4,177 | 34 |
|
| 109 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$3.57B | -$4.53B | $118B | 2,758 | 3 |
|
| 110 |
Oil & Gas
| -$3.87B | +$20B | $2.01T | 5,877 | 361 |
|
| 111 |
Online Travel & Experiences
| -$7.92B | +$5.83B | $298B | 2,798 | 32 |
|
| 112 |
Copper & Industrial Metals
| -$9.2B | +$2.48B | $201B | 2,976 | 79 |
|
| 113 |
Digital Health & Telemedicine
| -$11B | +$5.44B | $369B | 3,881 | 84 |
|
| 114 |
Artificial Intelligence
Chinese AI
| -$12B | +$4.86B | $37B | 1,397 | 14 |
|
| 115 |
GLP-1 & Obesity
| -$43.1B | +$52B | $1.19T | 5,302 | 92 |
|