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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115 companies

ASM International N.V.ASM

Conviction5 / 5

Semiconductor equipment

Cadence Design Systems, Inc.CDNS

Conviction5 / 5

Semiconductor equipmentAI compute

NVIDIA CorporationNVDA

Market cap$5.0T

Conviction5 / 5

AI computeAI infrastructureVision models

Palantir Technologies Inc.PLTR

Market cap$282B

Conviction5 / 5

Battlefield AIVision models

Synopsys, Inc.SNPS

Conviction5 / 5

Semiconductor equipmentAI compute

Intuitive Surgical, Inc.ISRG

Market cap$121B

Conviction5 / 5

Autonomous systemsIndustrial automation

Applied Materials, Inc.AMAT

Market cap$426B

Conviction5 / 5

Semiconductor equipment

Arista Networks, Inc.ANET

Market cap$219B

Conviction5 / 5

InterconnectAI infrastructure

ASML Holding N.V.ASML

Market cap$675B

Conviction5 / 5

Semiconductor equipment

KLA CorporationKLAC

Market cap$275B

Conviction5 / 5

Semiconductor equipment

Lam Research CorporationLRCX

Market cap$382B

Conviction5 / 5

Semiconductor equipment

Micron Technology, Inc.MU

Market cap$1.0T

Conviction5 / 5

AI memoryAI compute

Market cap$236B

Conviction5 / 5

Industrial automationElectrification

Taiwan Semiconductor ManufacturingTSM

Market cap$2.1T

Conviction5 / 5

Alphabet Inc.GOOGL

Market cap$1.9T

Conviction5 / 5

Vision modelsAutonomous systemsAI compute

Microsoft CorporationMSFT

Market cap$2.8T

Conviction5 / 5

AI infrastructureTopological qubitsCloud security

Databricks, Inc.Private

Conviction4 / 5

AI infrastructureFoundation models

Tesla, Inc.TSLA

Market cap$1.2T

Conviction4 / 5

Humanoid hardwareAutonomous systemsVision models

Amazon.com, Inc.AMZN

Market cap$2.5T

Conviction4 / 5

AI infrastructureAI computeQuantum software & access

Arm Holdings plcARM

Market cap$278B

Conviction4 / 5

Market cap$4.9T

Conviction4 / 5

AI computeEdge compute

Advantest CorporationATEYY

Market cap$124B

Conviction4 / 5

Semiconductor equipment

Broadcom Inc.AVGO

Market cap$1.8T

Conviction4 / 5

AI computeAI infrastructure

Meta Platforms, Inc.META

Market cap$1.3T

Conviction4 / 5

AI infrastructureVision models

Motorola Solutions, Inc.MSI

Conviction4 / 5

Network securityVision models

Teradyne, Inc.TER

Conviction4 / 5

Industrial automationAutonomous systems

Monolithic Power Systems, Inc.MPWR

Conviction4 / 5

AI infrastructureData-center power & coolingPower semiconductors

onsemi (ON Semiconductor)ON

Conviction4 / 5

Power semiconductorsData-center power & coolingElectrification

Delta Electronics, Inc.2308

Market cap$143B

Conviction4 / 5

Data-center power & coolingAI infrastructure

Amphenol CorporationAPH

Market cap$188B

Conviction4 / 5

InterconnectAI infrastructure

Datadog, Inc.DDOG

Conviction4 / 5

AI infrastructure

Conviction4 / 5

Industrial automationAerospace components

Marvell Technology, Inc.MRVL

Market cap$170B

Conviction4 / 5

InterconnectAI compute

ServiceNow, Inc.NOW

Market cap$102B

Conviction4 / 5

Foundation modelsAI infrastructure

nVent Electric plcNVT

Conviction4 / 5

Grid infrastructureData-center power & cooling

Oracle CorporationORCL

Market cap$331B

Conviction4 / 5

AI infrastructureAI compute

Qualcomm IncorporatedQCOM

Market cap$176B

Conviction4 / 5

AI computeEdge compute

Market cap$177B

Conviction4 / 5

Industrial automationAutonomous systems

BE Semiconductor Industries N.V.BESI

Conviction4 / 5

Semiconductor equipmentInterconnect

Groq, Inc.Private

Conviction4 / 5

AI computeAI infrastructure

Nebius Group N.V.NBIS

Conviction4 / 5

AI infrastructureAI compute

Physical IntelligencePrivate

Conviction4 / 5

Foundation modelsHumanoid hardware

Advanced Micro Devices, Inc.AMD

Market cap$851B

Conviction4 / 5

AI computeVision modelsEdge compute

Hon Hai Precision Industry Co., Ltd. (Foxconn)2317

Market cap$109B

Conviction4 / 5

AI infrastructure

Quanta Computer Inc.2382

Conviction4 / 5

AI infrastructure

Astera Labs, Inc.ALAB

Conviction4 / 5

Credo Technology Group Holding LtdCRDO

Conviction4 / 5

Corning IncorporatedGLW

Market cap$126B

Conviction4 / 5

InterconnectAI infrastructure

Novanta Inc.NOVT

Market cap$5.0B

Conviction4 / 5

Industrial automationVision models

Power Integrations, Inc.POWI

Market cap$3.5B

Conviction4 / 5

Power semiconductorsElectrification

Coherent Corp.COHR

Conviction4 / 5

InterconnectAI infrastructure

Snowflake Inc.SNOW

Conviction4 / 5

AI infrastructureFoundation models

Applied Intuition, Inc.Private

Conviction4 / 5

Autonomous systemsBattlefield AI

Crusoe Energy Systems LLCPrivate

Conviction4 / 5

AI infrastructureData-center power & cooling

Lumentum Holdings Inc.LITE

Conviction4 / 5

InterconnectAI infrastructure

Vicor CorporationVICR

Market cap$7.1B

Conviction4 / 5

Power semiconductorsData-center power & cooling

SanDisk CorporationSNDK

Market cap$213B

Conviction3 / 5

AI infrastructureAI memory

xAI Corp.Private

Conviction3 / 5

Foundation modelsAI compute

Hugging Face, Inc.Private

Conviction3 / 5

Foundation modelsAI infrastructure

Mistral AIPrivate

Conviction3 / 5

Foundation models

Symbotic Inc.SYM

Market cap$5.1B

Conviction3 / 5

Industrial automationAutonomous systemsEdge compute

TE Connectivity plcTEL

Conviction3 / 5

InterconnectAI infrastructure

Cisco Systems, Inc.CSCO

Market cap$450B

Conviction3 / 5

InterconnectAI infrastructure

Hewlett Packard Enterprise CompanyHPE

Conviction3 / 5

AI infrastructure

Conviction3 / 5

AI infrastructure

Conviction3 / 5

InterconnectAI infrastructure

Conviction3 / 5

Autonomous systemsEdge compute

Cognex CorporationCGNX

Conviction3 / 5

Vision modelsIndustrial automation

Ciena CorporationCIEN

Conviction3 / 5

InterconnectAI infrastructure

Celestica Inc.CLS

Conviction3 / 5

AI infrastructure

Dell Technologies Inc.DELL

Market cap$142B

Conviction3 / 5

AI infrastructureAI compute

Conviction3 / 5

InterconnectAI infrastructure

Lambda, Inc.Private

Conviction3 / 5

AI infrastructureAI compute

MACOM Technology Solutions Holdings, Inc.MTSI

Conviction3 / 5

InterconnectAI infrastructure

Penguin Solutions, Inc.PENG

Market cap$2.8B

Conviction3 / 5

AI infrastructureAI memory

Rockwell Automation, Inc.ROK

Conviction3 / 5

Industrial automation

Regal Rexnord CorporationRRX

Conviction3 / 5

Industrial automationElectrification

Seagate Technology Holdings plcSTX

Market cap$191B

Conviction3 / 5

AI infrastructureAI memory

Western Digital CorporationWDC

Market cap$179B

Conviction3 / 5

AI infrastructureAI memory

Wiwynn Corporation6669

Conviction3 / 5

AI infrastructureData-center power & cooling

Ambarella, Inc.AMBA

Market cap$3.0B

Conviction3 / 5

AI computeVision modelsAutonomous systems

AnthropicPrivate

Conviction3 / 5

Foundation models

Cerebras Systems Inc.CBRS

Conviction3 / 5

CoreWeave, Inc.CRWV

Conviction3 / 5

AI infrastructureAI compute

Hiwin Technologies Corp.2049

Market cap$3.4B

Conviction3 / 5

Humanoid hardwareIndustrial automation

Leader Harmonious Drive Systems Co., Ltd.688017

Market cap$8.0B

Conviction3 / 5

Humanoid hardwareIndustrial automation

Mobileye Global Inc.MBLY

Market cap$2.0B

Conviction3 / 5

Autonomous systemsVision models

Conviction3 / 5

Foundation models

Zhejiang Sanhua Intelligent Controls Co., Ltd.002050

Conviction3 / 5

Humanoid hardwareElectrification

Skild AI Inc.Private

Conviction3 / 5

Foundation modelsHumanoid hardware

Super Micro Computer, Inc.SMCI

Conviction3 / 5

AI infrastructureAI compute

Space Exploration Technologies Corp.SPCX

Market cap$1.5T

Conviction3 / 5

LaunchSatellite broadbandFoundation models

Aehr Test SystemsAEHR

Market cap$2.5B

Conviction3 / 5

AI computePower semiconductorsSemiconductor equipment

Allient Inc.ALNT

Market cap$1.5B

Conviction3 / 5

Industrial automation

Agility RoboticsPrivate

Conviction3 / 5

Humanoid hardware

ApptronikPrivate

Conviction3 / 5

Humanoid hardware

Figure AI Inc.Private

Conviction3 / 5

Humanoid hardwareAutonomous systems

Kraken Robotics Inc.KRKNF

Market cap$1.3B

Conviction3 / 5

Autonomous maritimeISR

Ouster, Inc.OUST

Market cap$2.3B

Conviction3 / 5

Autonomous systemsVision models

Safe Superintelligence Inc.Private

Conviction3 / 5

Foundation models

ADTRAN Holdings, Inc.ADTN

Market cap$798M

Conviction2 / 5

InterconnectAI infrastructure

1X TechnologiesPrivate

Conviction2 / 5

Humanoid hardware

Serve Robotics Inc.SERV

Market cap$409M

Conviction2 / 5

Autonomous systemsEdge compute

Conviction2 / 5

AI infrastructure

Sanmina CorporationSANM

Conviction2 / 5

AI infrastructure

Applied Optoelectronics, Inc.AAOI

Market cap$8.0B

Conviction2 / 5

InterconnectAI infrastructure

nLIGHT, Inc.LASR

Market cap$3.9B

Conviction2 / 5

InterconnectDirected energy

Syntec Optics Holdings, Inc.OPTX

Market cap$284M

Conviction2 / 5

Telos CorporationTLS

Market cap$337M

Conviction2 / 5

Identity securityNetwork security

BlackBerry LimitedBB

Market cap$5.0B

Conviction2 / 5

Endpoint securityAutonomous systems

Magnachip Semiconductor CorporationMX

Market cap$128M

Conviction2 / 5

Semiconductor equipmentEdge compute

Hesai GroupHSAI

Conviction2 / 5

Autonomous systemsVision models

Navitas Semiconductor CorporationNVTS

Market cap$2.7B

Conviction2 / 5

Power semiconductorsData-center power & cooling

POET Technologies Inc.POET

Market cap$1.2B

Conviction2 / 5

Lightwave Logic, Inc.LWLG

Market cap$932M

Conviction1 / 5