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
| +$490B | -$108B | $13T | 7,405 | 264 |
|
| 2 |
Semiconductors
| +$317B | -$81.8B | $7.41T | 6,967 | 178 |
|
| 3 |
Cloud Computing
| +$274B | -$47.8B | $7.51T | 7,141 | 64 |
|
| 4 |
E-Commerce
| +$227B | -$56.8B | $5.64T | 7,356 | 240 |
|
| 5 |
Social Media & Creator Economy
| +$215B | -$67.7B | $6.41T | 6,917 | 45 |
|
| 6 |
SaaS & Enterprise Software
| +$211B | -$43.9B | $6.5T | 7,287 | 266 |
|
| 7 |
E-Commerce
Marketplaces
| +$210B | -$53.3B | $5.25T | 7,223 | 106 |
|
| 8 |
Streaming & Digital Media
| +$172B | -$62.6B | $4.97T | 7,048 | 120 |
|
| 9 |
Digital Payments & Fintech
| +$145B | -$54.6B | $4.62T | 7,258 | 148 |
|
| 10 |
Internet of Things
| +$126B | -$44B | $3.07T | 6,719 | 99 |
|
| 11 |
Internet of Things
Wearables
| +$111B | -$36.2B | $2.66T | 6,305 | 21 |
|
| 12 |
Video Games & Esports
| +$102B | -$12.9B | $2.94T | 6,652 | 55 |
|
| 13 |
Medical Devices & Diagnostics
| +$73.6B | -$23.7B | $2T | 6,229 | 342 |
|
| 14 |
Oil & Gas
| +$66.5B | -$36.7B | $2.13T | 6,308 | 361 |
|
| 15 |
Immunotherapy & Oncology
| +$62.8B | -$31.4B | $1.77T | 6,122 | 388 |
|
| 16 |
Electric Vehicles
| +$54B | -$15.8B | $1.11T | 5,503 | 124 |
|
| 17 |
Electrification & Grid
| +$47.5B | -$15.4B | $1.15T | 5,542 | 59 |
|
| 18 |
Autonomous Driving
| +$41.6B | -$8.85B | $938B | 5,145 | 53 |
|
| 19 |
Defense Modernization
| +$40.8B | -$12.4B | $1.74T | 6,095 | 163 |
|
| 20 |
Electrification & Grid
Energy Storage
| +$40.2B | -$10.5B | $747B | 4,512 | 26 |
|
| 21 |
Cybersecurity
| +$39.1B | -$2.6B | $727B | 5,138 | 85 |
|
| 22 |
Oil & Gas
LNG
| +$39B | -$3.3B | $360B | 3,790 | 32 |
|
| 23 |
GLP-1 & Obesity
| +$38.2B | -$23.5B | $1.51T | 5,795 | 92 |
|
| 24 |
Genomics & Gene Editing
| +$26.6B | -$5.11B | $700B | 4,465 | 199 |
|
| 25 |
Defense Modernization
Defense Tech & C4ISR
| +$24.8B | +$506M | $734B | 5,049 | 53 |
|
| 26 |
Semiconductors
Semicap & Lithography
| +$24.4B | -$2.99B | $629B | 4,120 | 21 |
|
| 27 |
Artificial Intelligence
Agentic AI
| +$23.7B | +$849M | $599B | 4,377 | 13 |
|
| 28 |
Artificial Intelligence
AI Software & Applications
| +$22.6B | +$30.4B | $436B | 3,678 | 85 |
|
| 29 |
Digital Assets
| +$22.2B | +$26.4B | $257B | 3,326 | 160 |
|
| 30 |
Data Centers & Digital Infrastructure
| +$21.8B | -$7.44B | $725B | 4,587 | 78 |
|
| 31 |
Longevity & Aging Population
| +$20B | -$6.56B | $312B | 2,748 | 60 |
|
| 32 |
Housing & Home Improvement
| +$20B | -$12B | $1.06T | 5,914 | 223 |
|
| 33 |
Nuclear Energy
| +$19.1B | -$1.45B | $691B | 4,840 | 61 |
|
| 34 |
Small Business Economy
| +$18.5B | -$7.03B | $579B | 4,313 | 58 |
|
| 35 |
Artificial Intelligence
AI Memory & HBM
| +$18.3B | -$6.74B | $488B | 3,497 | 12 |
|
| 36 |
Infrastructure & Construction
| +$16.8B | -$365M | $880B | 5,304 | 127 |
|
| 37 |
Semiconductors
Analog & Power Semis
| +$15.9B | -$8.79B | $408B | 3,482 | 27 |
|
| 38 |
Reuse, Repair & Circular Economy
| +$13.3B | -$3.14B | $268B | 3,152 | 68 |
|
| 39 |
Housing & Home Improvement
Home & Garden Retail
| +$12.9B | -$5.13B | $446B | 4,804 | 30 |
|
| 40 |
Digital Assets
Corporate Crypto Treasuries
| +$11.4B | +$12B | $42.5B | 1,520 | 63 |
|
| 41 |
Clean Energy
| +$11.2B | -$6.18B | $466B | 4,630 | 134 |
|
| 42 |
Copper & Industrial Metals
| +$10.6B | -$1.88B | $285B | 3,375 | 79 |
|
| 43 |
Gold & Precious Metals
Gold & Silver Miners
| +$10.4B | +$6.11B | $446B | 3,239 | 124 |
|
| 44 |
Gold & Precious Metals
| +$10.4B | +$6.05B | $451B | 3,274 | 133 |
|
| 45 |
Pet Economy
| +$9.09B | -$9.65B | $461B | 4,493 | 34 |
|
| 46 |
Online Travel & Experiences
| +$8.29B | -$1.91B | $304B | 2,911 | 32 |
|
| 47 |
Semiconductors
Photonics & Optical Interconnect
| +$8.12B | +$857M | $133B | 1,820 | 20 |
|
| 48 |
Data Centers & Digital Infrastructure
Interconnect & Colocation
| +$8B | -$2.05B | $152B | 2,040 | 19 |
|
| 49 |
Quantum Computing
| +$7.6B | +$1.46B | $196B | 3,915 | 19 |
|
| 50 |
Artificial Intelligence
AI Inference Silicon
| +$7.24B | -$2.53B | $147B | 3,063 | 7 |
|
| 51 |
E-Commerce
Food Delivery
| +$7.21B | +$67.7M | $303B | 3,040 | 12 |
|
| 52 |
Digital Health & Telemedicine
| +$6.97B | -$8.11B | $363B | 4,017 | 84 |
|
| 53 |
Digital Payments & Fintech
Neobanks
| +$6.52B | +$2.06B | $105B | 1,938 | 25 |
|
| 54 |
Data Centers & Digital Infrastructure
Power for AI
| +$6.24B | -$3.95B | $182B | 3,028 | 22 |
|
| 55 |
Cybersecurity
Agentic AI Security
| +$6.15B | +$5.16B | $118B | 2,569 | 2 |
|
| 56 |
Health & Wellness
| +$5.58B | -$3.29B | $258B | 4,050 | 78 |
|
| 57 |
Digital Assets
Bitcoin Miners
| +$5.57B | +$8.6B | $35.1B | 1,297 | 40 |
|
| 58 |
GLP-1 & Obesity
Obesity Second-Order Effects
| +$5.33B | -$3.21B | $60.7B | 1,933 | 26 |
|
| 59 |
Digital Assets
Stablecoin Infrastructure
| +$4.96B | +$1.78B | $84.8B | 2,224 | 9 |
|
| 60 |
Oil & Gas
Oilfield Services
| +$4.96B | -$478M | $207B | 2,734 | 88 |
|
| 61 |
Robotics & Automation
| +$4.62B | -$3.39B | $412B | 4,333 | 83 |
|
| 62 |
Agriculture & Food Technology
| +$4.27B | -$4.38B | $243B | 3,482 | 79 |
|
| 63 |
Genomics & Gene Editing
Gene Therapy
| +$4.25B | +$413M | $91.3B | 2,592 | 131 |
|
| 64 |
Space Economy
| +$4.07B | +$3.18B | $252B | 3,817 | 64 |
|
| 65 |
Water
Water Infrastructure
| +$3.82B | -$1.18B | $120B | 2,219 | 17 |
|
| 66 |
Sin Stocks
Tobacco & Nicotine
| +$3.17B | +$3.75B | $286B | 3,341 | 13 |
|
| 67 |
Critical Minerals & Rare Earths
| +$2.88B | +$647M | $26.4B | 1,580 | 60 |
|
| 68 |
Clean Energy
Hydrogen & Fuel Cells
| +$2.81B | +$202M | $73.3B | 2,097 | 13 |
|
| 69 |
Cloud Computing
Edge Computing
| +$2.73B | +$447M | $98B | 1,786 | 11 |
|
| 70 |
Electrification & Grid
Transmission Buildout
| +$2.61B | -$319M | $85.3B | 1,992 | 6 |
|
| 71 |
Nuclear Energy
Small Modular Reactors
| +$2.56B | -$313M | $33.2B | 1,447 | 12 |
|
| 72 |
Digital Assets
Crypto Exchanges
| +$2.14B | +$3.53B | $34.9B | 1,330 | 7 |
|
| 73 |
Electrification & Grid
Grid Equipment
| +$2.09B | -$5.72B | $260B | 3,657 | 10 |
|
| 74 |
Digital Payments & Fintech
Buy Now Pay Later
| +$1.99B | +$7.51B | $32.7B | 1,026 | 13 |
|
| 75 |
Agriculture & Food Technology
Precision Agriculture
| +$1.92B | -$2.68B | $99.8B | 2,588 | 4 |
|
| 76 |
3D Printing & Additive Manufacturing
| +$1.79B | -$283M | $46.9B | 1,668 | 20 |
|
| 77 |
Defense Modernization
Munitions Restocking
| +$1.72B | -$8.16B | $342B | 3,979 | 11 |
|
| 78 |
Cybersecurity
Identity Security
| +$1.69B | -$499M | $50B | 1,273 | 15 |
|
| 79 |
Autonomous Driving
Ride-Hailing & Shared Mobility
| +$1.67B | -$1.71B | $163B | 2,742 | 14 |
|
| 80 |
Clean Energy
Solar
| +$1.64B | -$674M | $68.1B | 1,732 | 54 |
|
| 81 |
Reshoring & American Manufacturing
| +$1.59B | +$536M | $77.5B | 1,989 | 20 |
|
| 82 |
Space Economy
Satellite Communications
| +$1.52B | +$1.26B | $37.9B | 1,126 | 16 |
|
| 83 |
Sports Betting & iGaming
| +$1.52B | -$4.51B | $78.4B | 1,533 | 29 |
|
| 84 |
Nuclear Energy
Uranium Mining & Enrichment
| +$1.43B | -$503M | $43.2B | 1,593 | 20 |
|
| 85 |
Clean Energy
Wind
| +$1.42B | -$2.37B | $139B | 2,888 | 9 |
|
| 86 |
Data Centers & Digital Infrastructure
Liquid Cooling
| +$1.35B | -$40.7M | $52.8B | 1,611 | 9 |
|
| 87 |
Luxury & Affluent Consumer
| +$1.27B | -$800M | $104B | 2,069 | 40 |
|
| 88 |
Internet of Things
Smart Home
| +$1.13B | -$809M | $38.7B | 1,577 | 17 |
|
| 89 |
Future of Education
| +$1.1B | +$2.76B | $62.2B | 1,551 | 77 |
|
| 90 |
Streaming & Digital Media
News Media
| +$1.09B | +$1.26B | $66.1B | 1,548 | 26 |
|
| 91 |
Electric Vehicles
EV Charging Infrastructure
| +$1.08B | -$248M | $18.1B | 1,462 | 21 |
|
| 92 |
Lithium & Battery Materials
| +$903M | +$414M | $23.2B | 1,501 | 47 |
|
| 93 |
Defense Modernization
Military Shipbuilding
| +$897M | -$377M | $126B | 2,650 | 6 |
|
| 94 |
Agriculture & Food Technology
Plant-Based Foods
| +$795M | +$303M | $26.2B | 1,199 | 17 |
|
| 95 |
Carbon & Pollution Control
| +$606M | +$332M | $101B | 2,500 | 23 |
|
| 96 |
Space Economy
Launch Services
| +$446M | +$252M | $19.2B | 833 | 5 |
|
| 97 |
Robotics & Automation
Industrial Automation
| +$420M | -$1.75B | $258B | 3,698 | 16 |
|
| 98 |
Defense Modernization
Drones & Counter-Drone
| +$266M | -$1.1B | $166B | 2,763 | 30 |
|
| 99 |
Cannabis
| +$204M | +$123M | $4.69B | 1,020 | 52 |
|
| 100 |
Cybersecurity
Post-Quantum Cryptography
| +$203M | +$35.1M | $215M | 194 | 6 |
|
| 101 |
Space Economy
Earth Observation
| +$188M | +$387M | $4.8B | 439 | 6 |
|
| 102 |
Sin Stocks
Alcohol
| +$148M | -$522M | $50.1B | 1,920 | 24 |
|
| 103 |
Virtual & Augmented Reality
| +$34.5M | -$3.29M | $496M | 273 | 20 |
|
| 104 |
Sin Stocks
Firearms
| +$21.1M | +$31.1M | $3.22B | 616 | 12 |
|
| 105 |
Water
Sanitation
| -$70.4M | +$735M | $42.1B | 1,358 | 8 |
|
| 106 |
Energy Efficiency
| -$162M | -$3.58B | $355B | 3,861 | 31 |
|
| 107 |
Robotics & Automation
Humanoid Robotics
| -$389M | -$82.7M | $2.39B | 253 | 5 |
|
| 108 |
Sin Stocks
| -$400M | -$2.1B | $441B | 4,149 | 78 |
|
| 109 |
Infrastructure & Construction
Green Building
| -$427M | -$214M | $3.77B | 466 | 5 |
|
| 110 |
Housing & Home Improvement
Homebuilders
| -$436M | -$2.53B | $168B | 2,470 | 45 |
|
| 111 |
Robotics & Automation
Warehouse & Logistics Robotics
| -$1.03B | -$239M | $106B | 2,787 | 3 |
|
| 112 |
Artificial Intelligence
Chinese AI
| -$1.11B | +$612M | $47.6B | 1,560 | 14 |
|
| 113 |
Sin Stocks
Casinos
| -$3.61B | -$5.16B | $99.8B | 1,827 | 24 |
|
| 114 |
Semiconductors
Advanced Packaging
| -$5.52B | -$1.49B | $261B | 3,383 | 10 |
|
| 115 |
Water
| -$9.82B | +$620M | $314B | 3,452 | 67 |
|