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Digital Finance

The evolution of financial infrastructure through crypto, blockchain and fintech.

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Active Themes

Digital assets, DeFi protocols and institutional crypto infrastructure.

80.6% of companies showed increased active positions
Inflow ↑
Active institutional funds added a net $9.7 billion in Q2 2026, versus $3.0 billion in Q1 2026 — an inflow 224% larger. 80.6% of companies in this theme saw increased active positions in Q2 2026.
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Digital payments, neobanks and financial services digitization.

48.4% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $70.2 billion in Q1 2026 to a net inflow of $2.6 billion in Q2 2026. 48.4% of companies in this theme saw increased active positions in Q2 2026.
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