Vertical
AI & Robotics
The infrastructure layer of the embodied intelligence wave
Embodied intelligence is moving from research demos to shipping product. The companies here supply the compute, sensors, actuators, and autonomy stacks that turn models into machines acting in the physical world.
We track them across three lenses: who makes the hardware, who writes the autonomy, and who owns the data flywheel.
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36 companies
Applied Materials, Inc.AMAT
Market cap$357B
Conviction5 / 5
Semiconductor equipment
Read profileArista Networks, Inc.ANET
Market cap$201B
Conviction5 / 5
InterconnectAI infrastructure
Read profileASML Holding N.V.ASML
Market cap$622B
Conviction5 / 5
Semiconductor equipment
Read profileAlphabet Inc.GOOGL
Market cap$4.6T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileIntuitive Surgical, Inc.ISRG
Market cap$150B
Conviction5 / 5
Autonomous systemsIndustrial automation
Read profileKLA CorporationKLAC
Market cap$251B
Conviction5 / 5
Semiconductor equipment
Read profileLam Research CorporationLRCX
Market cap$398B
Conviction5 / 5
Semiconductor equipment
Read profileMicrosoft CorporationMSFT
Market cap$3.3T
Conviction5 / 5
AI infrastructureTopological qubitsCloud security
Read profileMicron Technology, Inc.MU
Market cap$1.1T
Conviction5 / 5
AI memoryAI compute
Read profileNVIDIA CorporationNVDA
Market cap$5.1T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profilePalantir Technologies Inc.PLTR
Market cap$375B
Conviction5 / 5
Battlefield AIVision models
Read profileTesla, Inc.TSLA
Market cap$1.6T
Conviction5 / 5
Humanoid hardwareAutonomous systemsVision models
Read profileTaiwan Semiconductor ManufacturingTSM
Market cap$2.2T
Conviction5 / 5
AI compute
Read profileApple Inc.AAPL
Market cap$4.6T
Conviction4 / 5
AI computeEdge compute
Read profileABB LtdABBNY
Market cap—
Conviction4 / 5
Industrial automationAutonomous systems
Read profileAstera Labs, Inc.ALAB
Market cap$59B
Conviction4 / 5
Interconnect
Read profileAdvanced Micro Devices, Inc.AMD
Market cap$842B
Conviction4 / 5
AI computeVision modelsEdge compute
Read profileAmazon.com, Inc.AMZN
Market cap$2.9T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
Read profileAnthropicPrivate
Market cap—
Conviction4 / 5
Foundation models
Read profileArm Holdings plcARM
Market cap$377B
Conviction4 / 5
AI compute
Read profileBroadcom Inc.AVGO
Market cap$2.1T
Conviction4 / 5
AI computeAI infrastructure
Read profileCredo Technology Group Holding LtdCRDO
Market cap$44B
Conviction4 / 5
Interconnect
Read profileCoreWeave, Inc.CRWV
Market cap$60B
Conviction4 / 5
AI infrastructureAI compute
Read profileMeta Platforms, Inc.META
Market cap$1.6T
Conviction4 / 5
AI infrastructureVision models
Read profileMarvell Technology, Inc.MRVL
Market cap$179B
Conviction4 / 5
InterconnectAI compute
Read profileNebius Group N.V.NBIS
Market cap$59B
Conviction4 / 5
AI infrastructureAI compute
Read profileOpenAIPrivate
Market cap—
Conviction4 / 5
Foundation models
Read profileOracle CorporationORCL
Market cap$649B
Conviction4 / 5
AI infrastructureAI compute
Read profileTeradyne, Inc.TER
Market cap$59B
Conviction4 / 5
Industrial automationAutonomous systems
Read profile1X TechnologiesPrivate
Market cap—
Conviction3 / 5
Humanoid hardware
Read profileAgility RoboticsPrivate
Market cap—
Conviction3 / 5
Humanoid hardware
Read profileApptronikPrivate
Market cap—
Conviction3 / 5
Humanoid hardware
Read profileCerebras Systems Inc.CBRS
Market cap$52B
Conviction3 / 5
AI compute
Read profileFigure AI Inc.Private
Market cap—
Conviction3 / 5
Humanoid hardwareAutonomous systems
Read profileServe Robotics Inc.SERV
Market cap$796M
Conviction3 / 5
Autonomous systemsEdge compute
Read profileSymbotic Inc.SYM
Market cap$5.9B
Conviction3 / 5
Industrial automationAutonomous systemsEdge compute
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