Public research
Ticker research
Public AI Industry Map tickers with layer placement and cited SEC Form 13F-HR rows. Research pages only — not a buy list.
74 tickers from the map cache. Start from a layer if you do not know a ticker.
Open AI Industry Map →- ACMRSemiconductor Equipment
- ALABNetworking
- AMATSemiconductor Equipment
- AMDCompute
- AMKRFoundry
- AMZNCloud
- ANETNetworking
- APDSemiconductor Materials
- APHNetworking
- ARMCompute
- ASMLSemiconductor Equipment
- ASXFoundry
- AURPhysical AI
- AVAVPhysical AI
- AVGOCompute
- BWXTEnergy
- CBRSCompute
- CCJEnergy
- CEGEnergy
- COHROptical
- CRDONetworking
- CRWVGPU Cloud
- CSCONetworking
- DELLAI Server
- DLRData Center
- ENTGSemiconductor Materials
- EQIXData Center
- ETNPower Infrastructure
- FNOptical
- GEVPower Infrastructure
- GFSFoundry
- GLWOptical
- GOOGLCloud
- HPEAI Server
- HUBBPower Infrastructure
- INTCCompute
- IRMData Center
- ISRGPhysical AI
- JCICooling
- KDKPhysical AI
- KLACSemiconductor Equipment
- LEUEnergy
- LINSemiconductor Materials
- LITEOptical
- LRCXSemiconductor Equipment
- METACloud
- MODCooling
- MRVLCustom Silicon
- MSFTCloud
- MUHBM / Memory
- NBISGPU Cloud
- NRGEnergy
- NVDACompute
- OKLOEnergy
- ONTOSemiconductor Equipment
- ORCLCloud
- PONYPhysical AI
- PWRPower Infrastructure
- SMCIAI Server
- SMREnergy
- SNDKHBM / Memory
- STXHBM / Memory
- SYMPhysical AI
- TERSemiconductor Equipment
- TLNEnergy
- TSLAPhysical AI
- TSMFoundry
- TTCooling
- UMCFoundry
- VRTPower Infrastructure
- VSTEnergy
- WDCHBM / Memory
- WRDPhysical AI
- XEEnergy