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
12 tickers · 1 active Technology theme800G and 1.6T optical interconnect
11 tickers · 2 active Technology themeDigital CMOS LiDAR
9 tickers · 1 active Technology themeGAA and backside power delivery
8 tickers · 2 active Technology themeMotion Control and Actuation
8 tickers · 3 active Technology themeWater infrastructure and environmental permitting for AI data centers
8 tickers · 3 active Technology themeLiquid-cooled busbar and DC power distribution
7 tickers · 1 active Technology themeAdvanced deposition - etch - CMP - thermal process tools
6 tickers · 1 active Technology themeHALEU (High-Assay Low-Enriched Uranium)
6 tickers · 1 active Technology themeCounter-UAS - attritable drones
5 tickers · 0 active Technology themeSim-to-Real
5 tickers · 1 active Technology themeVirtual Commissioning
5 tickers · 1 active Technology themeMedium-voltage Switchgear
4 tickers · 3 active Technology themeSatellite components - launch - ISR
4 tickers · 0 active Technology themeSintered NdFeB Permanent Magnets (Heavy-REE)
4 tickers · 0 active Technology themeActive Electrical Cable (AEC)
3 tickers · 0 active Technology themeDirected energy C-UAS (vehicle-mounted HEL)
3 tickers · 1 active Technology themeInP Substrates
3 tickers · 0 active Technology themeMotion Control - Frameless Torque Motors for Humanoids
3 tickers · 1 active Technology themeTransformers and Grid Interconnect
3 tickers · 0 active Technology themeBall Screws
2 tickers · 0 active Technology themeGrid Construction - T&D Infrastructure Services
2 tickers · 0 active Technology themeHALEU enrichment
2 tickers · 1 active Technology themeLinear Motion
2 tickers · 0 active Technology themePrecision Bearings
2 tickers · 0 active Technology themeUniversal Robots Cobots (Collaborative Robots)
2 tickers · 0 active02
Healthspan Infrastructure technologies
Human-body infrastructure bottlenecks across measurement, validation, biomanufacturing, delivery and monitoring.
Technology theme