Standing Order

Vertical

Quantum

A new substrate for computation

Real science meets lottery-ticket valuations. The hardware approaches are still diverging — trapped ions, superconducting, photonic, neutral-atom — and recent U.S. plans for funding incentives and equity stakes have re-rated the whole sector.

We track the pure-plays by modality alongside the deep-pocketed incumbents.

NVDAGOOGLIBMMSFTAMZNINTC
Sort

26 companies

NVIDIA CorporationNVDA
Market cap$5.0T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profile
78
Alphabet Inc.GOOGL
Market cap$1.9T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profile
91
International Business Machines CorporationIBM
Market cap$202B
Conviction5 / 5
Superconducting qubits
Read profile
Microsoft CorporationMSFT
Market cap$2.8T
Conviction5 / 5
AI infrastructureTopological qubitsCloud security
Read profile
Bluefors OyPrivate
Market cap
Conviction4 / 5
Quantum enablers
Read profile
Amazon.com, Inc.AMZN
Market cap$2.5T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
Read profile
94
Honeywell International Inc.HON
Market cap$77B
Conviction4 / 5
Trapped-ion qubits
Read profile
Quantum Design InternationalPrivate
Market cap
Conviction4 / 5
Quantum enablers
Read profile
Keysight Technologies, Inc.KEYS
Market cap$54B
Conviction3 / 5
Quantum enablersSemiconductor equipment
Read profile
Riverlane Ltd.Private
Market cap
Conviction3 / 5
Quantum enablersQuantum software & access
Read profile
Qblox B.V.Private
Market cap
Conviction3 / 5
Quantum enablers
Read profile
IonQ, Inc.IONQ
Market cap$12B
Conviction3 / 5
Trapped-ion qubits
Read profile
Intel CorporationINTC
Market cap$466B
Conviction3 / 5
Spin qubits
Read profile
QuantinuumPrivate
Market cap
Conviction3 / 5
Trapped-ion qubits
Read profile
75
Infleqtion, Inc.INFQ
Market cap$2.0B
Conviction3 / 5
Neutral-atom qubits
Read profile
Xanadu Quantum Technologies Inc.Private
Market cap
Conviction3 / 5
Photonic quantumQuantum software & access
Read profile
Alice & BobPrivate
Market cap
Conviction2 / 5
Superconducting qubits
Read profile
Atom Computing Inc.Private
Market cap
Conviction2 / 5
Neutral-atom qubits
Read profile
SEALSQ CorpLAES
Market cap$541M
Conviction2 / 5
Post-quantum cryptography
Read profile
PasqalPrivate
Market cap
Conviction2 / 5
Neutral-atom qubits
Read profile
PsiQuantum, Corp.Private
Market cap
Conviction2 / 5
Photonic quantum
Read profile
84
D-Wave Quantum Inc.QBTS
Market cap$6.0B
Conviction2 / 5
Quantum annealing
Read profile
QuEra Computing Inc.Private
Market cap
Conviction2 / 5
Neutral-atom qubits
Read profile
Rigetti Computing, Inc.RGTI
Market cap$4.7B
Conviction2 / 5
Superconducting qubits
Read profile
Arqit Quantum Inc.ARQQ
Market cap$290M
Conviction2 / 5
Post-quantum cryptography
Read profile
80
Quantum Computing Inc.QUBT
Market cap$1.7B
Conviction2 / 5
Photonic quantum
Read profile