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 |
Artificial Intelligence
AI Software & Applications
| +$30.4B | +$5.4B | $436B | 3,462 | 85 |
|
| 2 |
Digital Assets
| +$26.4B | +$31.8B | $327B | 3,259 | 160 |
|
| 3 |
Digital Assets
Corporate Crypto Treasuries
| +$12B | +$7.41B | $68.3B | 1,569 | 63 |
|
| 4 |
Digital Assets
Bitcoin Miners
| +$8.6B | +$1.44B | $40.2B | 1,183 | 40 |
|
| 5 |
Digital Payments & Fintech
Buy Now Pay Later
| +$7.51B | -$678M | $32.4B | 968 | 13 |
|
| 6 |
Gold & Precious Metals
Gold & Silver Miners
| +$6.11B | +$6.17B | $385B | 2,957 | 124 |
|
| 7 |
Gold & Precious Metals
| +$6.05B | +$6.45B | $389B | 2,991 | 133 |
|
| 8 |
Cybersecurity
Agentic AI Security
| +$5.16B | +$1.89B | $124B | 2,475 | 2 |
|
| 9 |
Sin Stocks
Tobacco & Nicotine
| +$3.75B | +$2.09B | $294B | 3,220 | 13 |
|
| 10 |
Digital Assets
Crypto Exchanges
| +$3.53B | +$5.24B | $50B | 1,392 | 7 |
|
| 11 |
Space Economy
| +$3.18B | +$3.23B | $242B | 3,558 | 64 |
|
| 12 |
Future of Education
| +$2.76B | -$2.3B | $76.7B | 1,586 | 77 |
|
| 13 |
Digital Payments & Fintech
Neobanks
| +$2.06B | +$6.48B | $93.4B | 1,784 | 25 |
|
| 14 |
Digital Assets
Stablecoin Infrastructure
| +$1.78B | +$17.8B | $107B | 2,268 | 9 |
|
| 15 |
Quantum Computing
| +$1.46B | +$2.76B | $185B | 3,610 | 19 |
|
| 16 |
Space Economy
Satellite Communications
| +$1.26B | +$41.4M | $27.1B | 918 | 16 |
|
| 17 |
Streaming & Digital Media
News Media
| +$1.26B | +$568M | $62.3B | 1,475 | 26 |
|
| 18 |
Semiconductors
Photonics & Optical Interconnect
| +$857M | +$1.15B | $81B | 1,547 | 20 |
|
| 19 |
Artificial Intelligence
Agentic AI
| +$849M | +$1.64B | $588B | 4,138 | 13 |
|
| 20 |
Water
Sanitation
| +$735M | -$454M | $44.3B | 1,337 | 8 |
|
| 21 |
Critical Minerals & Rare Earths
| +$647M | +$1.2B | $24.6B | 1,409 | 60 |
|
| 22 |
Water
| +$620M | +$608M | $339B | 3,390 | 67 |
|
| 23 |
Artificial Intelligence
Chinese AI
| +$612M | -$12B | $58.3B | 1,559 | 14 |
|
| 24 |
Reshoring & American Manufacturing
| +$536M | +$383M | $74.9B | 1,781 | 20 |
|
| 25 |
Defense Modernization
Defense Tech & C4ISR
| +$506M | +$9.24B | $709B | 4,685 | 53 |
|
| 26 |
Cloud Computing
Edge Computing
| +$447M | +$1.84B | $99.1B | 1,734 | 11 |
|
| 27 |
Lithium & Battery Materials
| +$414M | -$80.9M | $14.5B | 1,287 | 47 |
|
| 28 |
Genomics & Gene Editing
Gene Therapy
| +$413M | -$760M | $81.6B | 2,424 | 131 |
|
| 29 |
Space Economy
Earth Observation
| +$387M | +$146M | $3.36B | 369 | 6 |
|
| 30 |
Carbon & Pollution Control
| +$332M | +$480M | $100B | 2,369 | 23 |
|
| 31 |
Agriculture & Food Technology
Plant-Based Foods
| +$303M | +$124M | $27.1B | 1,189 | 17 |
|
| 32 |
Space Economy
Launch Services
| +$252M | +$433M | $13B | 672 | 5 |
|
| 33 |
Clean Energy
Hydrogen & Fuel Cells
| +$202M | +$710M | $75.9B | 2,046 | 13 |
|
| 34 |
Cannabis
| +$123M | +$127M | $4.78B | 1,033 | 52 |
|
| 35 |
E-Commerce
Food Delivery
| +$67.7M | +$305M | $362B | 2,979 | 12 |
|
| 36 |
Cybersecurity
Post-Quantum Cryptography
| +$35.1M | +$25M | $114M | 153 | 6 |
|
| 37 |
Sin Stocks
Firearms
| +$31.1M | +$58M | $3.87B | 611 | 12 |
|
| 38 |
Virtual & Augmented Reality
| -$3.29M | +$13.8M | $488M | 266 | 20 |
|
| 39 |
Data Centers & Digital Infrastructure
Liquid Cooling
| -$40.7M | +$779M | $49.8B | 1,492 | 9 |
|
| 40 |
Robotics & Automation
Humanoid Robotics
| -$82.7M | -$230M | $2.89B | 237 | 5 |
|
| 41 |
Infrastructure & Construction
Green Building
| -$214M | -$92.4M | $5.87B | 500 | 5 |
|
| 42 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$239M | -$3.57B | $108B | 2,712 | 3 |
|
| 43 |
Electric Vehicles
EV Charging Infrastructure
| -$248M | -$447M | $17.6B | 1,434 | 21 |
|
| 44 |
3D Printing & Additive Manufacturing
| -$283M | -$136M | $46.1B | 1,655 | 20 |
|
| 45 |
Nuclear Energy
Small Modular Reactors
| -$313M | +$1.42B | $34.9B | 1,370 | 12 |
|
| 46 |
Electrification & Grid
Transmission Buildout
| -$319M | +$913M | $82.2B | 1,824 | 6 |
|
| 47 |
Infrastructure & Construction
| -$365M | +$9.55B | $843B | 4,896 | 127 |
|
| 48 |
Defense Modernization
Military Shipbuilding
| -$377M | +$69.2M | $125B | 2,483 | 6 |
|
| 49 |
Oil & Gas
Oilfield Services
| -$478M | -$695M | $188B | 2,555 | 88 |
|
| 50 |
Cybersecurity
Identity Security
| -$499M | +$1.46B | $52B | 1,261 | 15 |
|
| 51 |
Nuclear Energy
Uranium Mining & Enrichment
| -$503M | +$302M | $42.3B | 1,486 | 20 |
|
| 52 |
Sin Stocks
Alcohol
| -$522M | -$348M | $50B | 1,936 | 24 |
|
| 53 |
Clean Energy
Solar
| -$674M | +$1.01B | $60.9B | 1,571 | 54 |
|
| 54 |
Luxury & Affluent Consumer
| -$800M | -$827M | $103B | 1,956 | 40 |
|
| 55 |
Internet of Things
Smart Home
| -$809M | +$494M | $42.9B | 1,561 | 17 |
|
| 56 |
Defense Modernization
Drones & Counter-Drone
| -$1.1B | +$3.13B | $180B | 2,623 | 30 |
|
| 57 |
Water
Water Infrastructure
| -$1.18B | -$114M | $126B | 2,161 | 17 |
|
| 58 |
Nuclear Energy
| -$1.45B | +$8.75B | $686B | 4,539 | 61 |
|
| 59 |
Semiconductors
Advanced Packaging
| -$1.49B | +$714M | $244B | 3,055 | 10 |
|
| 60 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| -$1.71B | +$1.98B | $194B | 2,652 | 14 |
|
| 61 |
Robotics & Automation
Industrial Automation
| -$1.75B | -$1.12B | $246B | 3,496 | 16 |
|
| 62 |
Copper & Industrial Metals
| -$1.88B | -$9.2B | $220B | 3,000 | 79 |
|
| 63 |
Online Travel & Experiences
| -$1.91B | -$7.92B | $291B | 2,772 | 32 |
|
| 64 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| -$2.05B | -$343M | $158B | 1,999 | 19 |
|
| 65 |
Sin Stocks
| -$2.1B | +$1.14B | $456B | 4,025 | 78 |
|
| 66 |
Clean Energy
Wind
| -$2.37B | +$636M | $129B | 2,617 | 9 |
|
| 67 |
Artificial Intelligence
AI Inference Silicon
| -$2.53B | -$231M | $148B | 2,856 | 7 |
|
| 68 |
Housing & Home Improvement
Homebuilders
| -$2.53B | -$1.58B | $188B | 2,481 | 45 |
|
| 69 |
Cybersecurity
| -$2.6B | +$9.6B | $715B | 4,828 | 85 |
|
| 70 |
Agriculture & Food Technology
Precision Agriculture
| -$2.68B | +$1.05B | $96.1B | 2,448 | 4 |
|
| 71 |
Semiconductors
Semicap & Lithography
| -$2.99B | +$2.58B | $505B | 3,726 | 21 |
|
| 72 |
Reuse, Repair & Circular Economy
| -$3.14B | +$3.34B | $248B | 3,009 | 68 |
|
| 73 |
GLP-1 & Obesity
Obesity Second-Order Effects
| -$3.21B | -$35M | $62.5B | 1,750 | 26 |
|
| 74 |
Health & Wellness
| -$3.29B | +$4.25B | $272B | 3,944 | 78 |
|
| 75 |
Oil & Gas
LNG
| -$3.3B | -$2.33B | $336B | 3,615 | 32 |
|
| 76 |
Robotics & Automation
| -$3.39B | -$1.2B | $381B | 4,064 | 83 |
|
| 77 |
Energy Efficiency
| -$3.58B | -$1.78B | $365B | 3,707 | 31 |
|
| 78 |
Data Centers & Digital Infrastructure
Power for AI
| -$3.95B | +$1.31B | $193B | 2,874 | 22 |
|
| 79 |
Agriculture & Food Technology
| -$4.38B | +$841M | $245B | 3,341 | 79 |
|
| 80 |
Sports Betting & iGaming
| -$4.51B | +$3.5B | $85.4B | 1,590 | 29 |
|
| 81 |
Genomics & Gene Editing
| -$5.11B | +$256M | $583B | 4,163 | 199 |
|
| 82 |
Housing & Home Improvement
Home & Garden Retail
| -$5.13B | +$3.28B | $487B | 4,635 | 30 |
|
| 83 |
Sin Stocks
Casinos
| -$5.16B | -$711M | $106B | 1,801 | 24 |
|
| 84 |
Electrification & Grid
Grid Equipment
| -$5.72B | +$1.82B | $269B | 3,454 | 10 |
|
| 85 |
Clean Energy
| -$6.18B | +$2.81B | $448B | 4,328 | 134 |
|
| 86 |
Longevity & Aging Population
| -$6.56B | +$5.14B | $282B | 2,623 | 60 |
|
| 87 |
Artificial Intelligence
AI Memory & HBM
| -$6.74B | +$3.43B | $312B | 2,922 | 12 |
|
| 88 |
Small Business Economy
| -$7.03B | -$2.52B | $602B | 4,176 | 58 |
|
| 89 |
Data Centers & Digital Infrastructure
| -$7.44B | +$7.42B | $722B | 4,295 | 78 |
|
| 90 |
Digital Health & Telemedicine
| -$8.11B | -$11B | $392B | 3,912 | 84 |
|
| 91 |
Defense Modernization
Munitions Restocking
| -$8.16B | +$8.16B | $332B | 3,723 | 11 |
|
| 92 |
Semiconductors
Analog & Power Semis
| -$8.79B | +$3.93B | $383B | 3,329 | 27 |
|
| 93 |
Autonomous Driving
| -$8.85B | +$11.4B | $931B | 4,753 | 53 |
|
| 94 |
Pet Economy
| -$9.65B | -$2.96B | $427B | 4,158 | 34 |
|
| 95 |
Electrification & Grid
Energy Storage
| -$10.5B | +$9.18B | $698B | 4,132 | 26 |
|
| 96 |
Housing & Home Improvement
| -$12B | +$2.75B | $1.14T | 5,632 | 223 |
|
| 97 |
Defense Modernization
| -$12.4B | +$17.3B | $1.68T | 5,676 | 163 |
|
| 98 |
Video Games & Esports
| -$12.9B | +$4.07B | $3.07T | 6,161 | 55 |
|
| 99 |
Electrification & Grid
| -$15.4B | +$13.5B | $1.1T | 5,129 | 59 |
|
| 100 |
Electric Vehicles
| -$15.8B | +$8.78B | $1.05T | 5,068 | 124 |
|
| 101 |
GLP-1 & Obesity
| -$23.5B | -$43.1B | $1.18T | 5,286 | 92 |
|
| 102 |
Medical Devices & Diagnostics
| -$23.7B | +$14B | $1.81T | 5,768 | 342 |
|
| 103 |
Immunotherapy & Oncology
| -$31.4B | +$3.65B | $1.51T | 5,644 | 388 |
|
| 104 |
Internet of Things
Wearables
| -$36.2B | +$9.68B | $2.41T | 5,774 | 21 |
|
| 105 |
Oil & Gas
| -$36.7B | -$3.87B | $2.07T | 5,876 | 361 |
|
| 106 |
SaaS & Enterprise Software
| -$43.9B | +$76.2B | $6.66T | 6,723 | 266 |
|
| 107 |
Internet of Things
| -$44B | +$13.6B | $2.82T | 6,207 | 99 |
|
| 108 |
Cloud Computing
| -$47.8B | +$18B | $6.96T | 6,572 | 64 |
|
| 109 |
E-Commerce
Marketplaces
| -$53.3B | +$13.7B | $4.92T | 6,657 | 106 |
|
| 110 |
Digital Payments & Fintech
| -$54.6B | +$4.94B | $4.34T | 6,673 | 148 |
|
| 111 |
E-Commerce
| -$56.8B | +$15.6B | $5.27T | 6,791 | 240 |
|
| 112 |
Streaming & Digital Media
| -$62.6B | +$14.3B | $4.29T | 6,481 | 120 |
|
| 113 |
Social Media & Creator Economy
| -$67.7B | +$1.83B | $6.05T | 6,393 | 45 |
|
| 114 |
Semiconductors
| -$81.8B | +$68.9B | $6.74T | 6,406 | 178 |
|
| 115 |
Artificial Intelligence
| -$108B | +$49.8B | $12.2T | 6,815 | 264 |
|