Technology map · 2026-07-04

Technologies behind the picks-and-shovels map.

Browse the technology bottlenecks tracked across Physical AI and Healthspan Infrastructure. Each page links the theme to its mapped public companies.

62public technology pages

157mapped tickers

01

Physical AI technologies

Machine infrastructure bottlenecks across compute, power, sensing, motion, manufacturing and autonomy.

Technology theme

Machine vision and LiDAR-perception

Universe: Physical AI
Layer: AI Factory & Cloud Training Infrastructure · Autonomy Software, Fleet Platforms & End Markets · Edge Compute & Control Silicon + more

12 tickers · 1 active Technology theme

800G and 1.6T optical interconnect

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets · Connectivity, RF & Positioning · Edge Compute & Control Silicon + more

11 tickers · 2 active Technology theme

Digital CMOS LiDAR

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets · Edge Compute & Control Silicon · Materials & Critical Components + more

9 tickers · 1 active Technology theme

GAA and backside power delivery

Universe: Physical AI
Layer: Edge Compute & Control Silicon · Grid, Power & Thermal Infrastructure · Materials & Critical Components

8 tickers · 2 active Technology theme

Motion Control and Actuation

Universe: Physical AI
Layer: Actuation & Motion Control · Autonomy Software, Fleet Platforms & End Markets · Grid, Power & Thermal Infrastructure + more

8 tickers · 3 active Technology theme

Water infrastructure and environmental permitting for AI data centers

Universe: Physical AI
Layer: Edge Compute & Control Silicon · Grid, Power & Thermal Infrastructure · Manufacturing, EMS & Industrial Automation + more

8 tickers · 3 active Technology theme

Liquid-cooled busbar and DC power distribution

Universe: Physical AI
Layer: Actuation & Motion Control · Edge Compute & Control Silicon · Grid, Power & Thermal Infrastructure

7 tickers · 1 active Technology theme

Advanced deposition - etch - CMP - thermal process tools

Universe: Physical AI
Layer: Actuation & Motion Control · AI Factory & Cloud Training Infrastructure · Edge Compute & Control Silicon

6 tickers · 1 active Technology theme

HALEU (High-Assay Low-Enriched Uranium)

Universe: Physical AI
Layer: Grid, Power & Thermal Infrastructure · Materials & Critical Components

6 tickers · 1 active Technology theme

Counter-UAS - attritable drones

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets · Perception & Sensing

5 tickers · 0 active Technology theme

Sim-to-Real

Universe: Physical AI
Layer: Sim-to-Real, Digital Twins & Validation

5 tickers · 1 active Technology theme

Virtual Commissioning

Universe: Physical AI
Layer: Sim-to-Real, Digital Twins & Validation

5 tickers · 1 active Technology theme

Medium-voltage Switchgear

Universe: Physical AI
Layer: Grid, Power & Thermal Infrastructure

4 tickers · 3 active Technology theme

Satellite components - launch - ISR

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets · Perception & Sensing · Space Infrastructure & ISR

4 tickers · 0 active Technology theme

Sintered NdFeB Permanent Magnets (Heavy-REE)

Universe: Physical AI
Layer: Grid, Power & Thermal Infrastructure · Materials & Critical Components

4 tickers · 0 active Technology theme

Active Electrical Cable (AEC)

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets · Connectivity, RF & Positioning

3 tickers · 0 active Technology theme

Directed energy C-UAS (vehicle-mounted HEL)

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets

3 tickers · 1 active Technology theme

InP Substrates

Universe: Physical AI
Layer: Connectivity, RF & Positioning · Perception & Sensing

3 tickers · 0 active Technology theme

Motion Control - Frameless Torque Motors for Humanoids

Universe: Physical AI
Layer: Actuation & Motion Control · Perception & Sensing

3 tickers · 1 active Technology theme

Transformers and Grid Interconnect

Universe: Physical AI
Layer: Grid, Power & Thermal Infrastructure

3 tickers · 0 active Technology theme

Ball Screws

Universe: Physical AI
Layer: Actuation & Motion Control · Materials & Critical Components

2 tickers · 0 active Technology theme

Grid Construction - T&D Infrastructure Services

Universe: Physical AI
Layer: Autonomy Software, Fleet Platforms & End Markets · Grid, Power & Thermal Infrastructure

2 tickers · 0 active Technology theme

HALEU enrichment

Universe: Physical AI
Layer: Grid, Power & Thermal Infrastructure

2 tickers · 1 active Technology theme

Linear Motion

Universe: Physical AI
Layer: Actuation & Motion Control · Materials & Critical Components

2 tickers · 0 active Technology theme

Precision Bearings

Universe: Physical AI
Layer: Actuation & Motion Control · Materials & Critical Components

2 tickers · 0 active Technology theme

Universal Robots Cobots (Collaborative Robots)

Universe: Physical AI
Layer: Actuation & Motion Control · Manufacturing, EMS & Industrial Automation

2 tickers · 0 active

02

Healthspan Infrastructure technologies

Human-body infrastructure bottlenecks across measurement, validation, biomanufacturing, delivery and monitoring.

Technology theme

Analytical Instruments, Genomics Reagents

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Bioreactor Vessels, Cell Culture Surfaces

Universe: Healthspan
Layer: Manufacture

1 tickers · 0 active Technology theme

CGM + cardiac/rhythm devices

Universe: Healthspan
Layer: Maintain

1 tickers · 0 active Technology theme

CGM sensors/platform

Universe: Healthspan
Layer: Maintain

1 tickers · 0 active Technology theme

Chromatography, Mass Spectrometry, Software

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Continuous Insulin Delivery

Universe: Healthspan
Layer: Maintain

1 tickers · 0 active Technology theme

Delivery Devices + Medical-tech Infrastructure

Universe: Healthspan
Layer: Package & Deliver

1 tickers · 0 active Technology theme

Diagnostics + Life-science Consumables

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Diagnostics Network + Specialty Testing

Universe: Healthspan
Layer: Maintain

1 tickers · 0 active Technology theme

Drug Delivery Devices

Universe: Healthspan
Layer: Package & Deliver

1 tickers · 0 active Technology theme

Full-service CRO, biotech-focused

Universe: Healthspan
Layer: Prove

1 tickers · 0 active Technology theme

Full-service CRO, FSP model

Universe: Healthspan
Layer: Prove

1 tickers · 0 active Technology theme

Full-service CRO, RWD/RWE data moat

Universe: Healthspan
Layer: Prove

1 tickers · 0 active Technology theme

Full-service CRO, turnaround

Universe: Healthspan
Layer: Prove

1 tickers · 0 active Technology theme

Genetic testing, MRD, oncology biomarkers

Universe: Healthspan
Layer: Read

1 tickers · 0 active Technology theme

Glass/barrel + High-value Containment

Universe: Healthspan
Layer: Package & Deliver

1 tickers · 0 active Technology theme

Handheld/desktop Mass Spec

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

HiFi Long-read Sequencing

Universe: Healthspan
Layer: Read

1 tickers · 0 active Technology theme

Injectable Packaging, Containment, Delivery

Universe: Healthspan
Layer: Package & Deliver

1 tickers · 0 active Technology theme

Instruments, Reagents, Consumables

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Life-science Tools, Specialty Diagnostics, Proteomics, Reagents

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Liquid Biopsy, Oncology Screening

Universe: Healthspan
Layer: Read

1 tickers · 0 active Technology theme

Mass Spec, Proteomics, Multiomics

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

National Diagnostic Lab Network

Universe: Healthspan
Layer: Maintain

1 tickers · 0 active Technology theme

Precision Instruments, Lab Balances

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Preclinical CRO, CGT manufacturing proxy

Universe: Healthspan
Layer: Prove

1 tickers · 0 active Technology theme

Process Ingredients, Excipients, Single-use

Universe: Healthspan
Layer: Manufacture

1 tickers · 0 active Technology theme

Radiopharma Manufacturing, Theranostics

Universe: Healthspan
Layer: Manufacture

1 tickers · 0 active Technology theme

Reagents, BioLegend, TotalSeq

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Reagents, Instruments, Bioprocessing Services

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Sample prep, PCR, NGS library prep

Universe: Healthspan
Layer: Measure

1 tickers · 0 active Technology theme

Sequencing Platform + Consumables

Universe: Healthspan
Layer: Read

1 tickers · 0 active Technology theme

Single-cell and Spatial Biology Platform

Universe: Healthspan
Layer: Read

1 tickers · 0 active Technology theme

Single-use Bioprocess, Fluid Management

Universe: Healthspan
Layer: Manufacture

1 tickers · 0 active Technology theme

Upstream bioprocessing, ATF systems, perfusion

Universe: Healthspan
Layer: Manufacture

1 tickers · 0 active Technology theme

Xenotransplantation, Manufactured Organs

Universe: Healthspan
Layer: Rejuvenate / Repair

1 tickers · 0 active