Explorer

26 layers · 163 companies · 5 pillars

Company↑	Layer↕	Structural↕	Moat↕	Supply↕
ABB LtdABB	L23Deliver the Power	72	7/10	8/10
Advanced Energy IndustriesAEIS	L02Build the Machines That Make the Chip	83	7/10	9/10
Advanced Micro DevicesAMD	L06The Finished Chip	73	7/10	6/10
AECOMACM	L16Build the Building	53	4/10	5/10
Aehr Test SystemsAEHR	L05Package the Chip	80	7/10	8/10
Air ProductsAPD	L03Give the Machines the Raw Materials	59	7/10	6/10
Allegro MicroSystemsALGM	L09Power Regulation for the Server	46	4/10	5/10
Alphabet (Google Cloud)GOOGL	L26Run the Workload	76	10/10	3/10
Amazon (AWS)AMZN	L26Run the Workload	76	10/10	3/10
American Electric PowerAEP	L21Generate the Power	79	8/10	8/10
American TowerAMT	L25Own the Real Estate	68	7/10	7/10
Amkor TechnologyAMKR	L05Package the Chip	85	7/10	8/10
AmphenolAPH	L18Run the Cables	70	7/10	5/10
Amtech SystemsASYS	L05Package the Chip	66	4/10	8/10
Analog DevicesADI	L09Power Regulation for the Server	58	7/10	5/10
Applied DigitalAPLD	L24Operate the Data Center	61	4/10	6/10
Applied MaterialsAMAT	L02Build the Machines That Make the Chip	89	8/10	9/10
Applied OptoelectronicsAAOI	L11Transmit the Data	76	6/10	8/10
Arista NetworksANET	L15Connect Servers to Other Servers	71	8/10	5/10
ARM HoldingsARM	L06The Finished Chip	76	8/10	6/10
ASE TechnologyASX	L05Package the Chip	73	6/10	8/10
ASML HoldingASML	L02Build the Machines That Make the Chip	99	10/10	9/10
Astera LabsALAB	L06The Finished Chip	72	6/10	6/10
Axcelis TechnologiesACLS	L02Build the Machines That Make the Chip	71	6/10	9/10
AXT IncAXTI	L11Transmit the Data	73	5/10	8/10
AZZ IncAZZ	L23Deliver the Power	56	2/10	8/10
Babcock & WilcoxBW	L21Generate the Power	66	4/10	8/10
BE SemiconductorBESI	L05Package the Chip	88	8/10	8/10
Bel FuseBELFA	L14Power the Server	43	4/10	5/10
BeldenBDC	L18Run the Cables	53	4/10	5/10
Bloom EnergyBE	L22Secure the Power	66	6/10	6/10
BroadcomAVGO	L06The Finished Chip	87	9/10	6/10
BWX TechnologiesBWXT	L21Generate the Power	80	8/10	8/10
Cadence Design SystemsCDNS	L01Design the Chip	77	10/10	5/10
CamecoCCJ	L21Generate the Power	74	7/10	8/10
CamtekCAMT	L05Package the Chip	67	5/10	8/10
Carrier GlobalCARR	L19Cool It Down	66	6/10	6/10
CBRE GroupCBRE	L16Build the Building	60	6/10	5/10
CelesticaCLS	L13Assemble the Server	60	6/10	3/10
Centrus EnergyLEU	L21Generate the Power	76	7/10	8/10
CEVA IncCEVA	L01Design the Chip	45	4/10	5/10
ChemoursCC	L10Cool the Chips	65	5/10	7/10
Ciena CorporationCIEN	L11Transmit the Data	73	6/10	8/10
Cisco SystemsCSCO	L15Connect Servers to Other Servers	63	7/10	5/10
Coherent CorpCOHR	L11Transmit the Data	86	8/10	8/10
CohuCOHU	L05Package the Chip	70	5/10	8/10
Comfort Systems USAFIX	L17Wire Up the Building	70	6/10	7/10
Constellation EnergyCEG	L21Generate the Power	87	10/10	8/10
Core ScientificCORZ	L24Operate the Data Center	65	5/10	6/10
CoreWeave (IPO Mar 2025)CRWV	L26Run the Workload	66	6/10	3/10
CorningGLW	L18Run the Cables	71	8/10	5/10
Credo TechnologyCRDO	L06The Finished Chip	68	5/10	6/10
Crown CastleCCI	L25Own the Real Estate	56	2/10	7/10
CumminsCMI	L21Generate the Power	68	6/10	8/10
Dell TechnologiesDELL	L13Assemble the Server	59	6/10	3/10
Digital RealtyDLR	L25Own the Real Estate	77	8/10	7/10
DigitalOceanDOCN	L26Run the Workload	43	3/10	3/10
Dycom IndustriesDY	L17Wire Up the Building	68	5/10	7/10
EatonETN	L23Deliver the Power	80	8/10	8/10
EcolabECL	L10Cool the Chips	70	6/10	7/10
EMCOR GroupEME	L17Wire Up the Building	77	8/10	7/10
EntegrisENTG	L03Give the Machines the Raw Materials	64	8/10	6/10
Eos Energy EnterprisesEOSE	L22Secure the Power	48	4/10	6/10
EquinixEQIX	L25Own the Real Estate	88	10/10	7/10
FabrinetFN	L11Transmit the Data	77	6/10	8/10
Fluence EnergyFLNC	L22Secure the Power	55	5/10	6/10
Fluor CorporationFLR	L16Build the Building	50	4/10	5/10
FormFactorFORM	L05Package the Chip	78	6/10	8/10
FuelCell EnergyFCEL	L22Secure the Power	44	3/10	6/10
GE VernovaGEV	L21Generate the Power	80	8/10	8/10
GeneracGNRC	L21Generate the Power	71	5/10	8/10
GlobalFoundriesGFS	L04Manufacture the Chip	64	5/10	9/10
Hewlett Packard EnterpriseHPE	L13Assemble the Server	50	5/10	3/10
HoneywellHON	L23Deliver the Power	60	3/10	8/10
Howmet AerospaceHWM	L21Generate the Power	84	9/10	8/10
HubbellHUBB	L23Deliver the Power	74	7/10	8/10
Hut 8HUT	L24Operate the Data Center	65	5/10	6/10
IBMIBM	L13Assemble the Server	49	4/10	3/10
Ichor HoldingsICHR	L02Build the Machines That Make the Chip	73	5/10	9/10
IES HoldingsIESC	L17Wire Up the Building	70	6/10	7/10
Ingersoll RandIR	L19Cool It Down	55	4/10	6/10
Intel (Foundry Services)INTC	L04Manufacture the Chip	73	4/10	9/10
Iris EnergyIREN	L24Operate the Data Center	75	6/10	6/10
Iron MountainIRM	L25Own the Real Estate	70	6/10	7/10
Jacobs SolutionsJ	L16Build the Building	55	4/10	5/10
Johnson ControlsJCI	L19Cool It Down	63	5/10	6/10
Jones Lang LaSalleJLL	L16Build the Building	53	4/10	5/10
Keysight TechnologiesKEYS	L02Build the Machines That Make the Chip	80	7/10	9/10
Kinder MorganKMI	L20Pipe the Fuel	74	10/10	6/10
KLA CorporationKLAC	L02Build the Machines That Make the Chip	89	8/10	9/10
Kulicke & SoffaKLIC	L05Package the Chip	64	5/10	8/10
Lam ResearchLRCX	L02Build the Machines That Make the Chip	84	8/10	9/10
LightbridgeLTBR	L21Generate the Power	49	2/10	8/10
LindeLIN	L03Give the Machines the Raw Materials	61	7/10	6/10
LittelfuseLFUS	L09Power Regulation for the Server	53	5/10	5/10
Lumentum HoldingsLITE	L11Transmit the Data	88	7/10	8/10
MACOM TechnologyMTSI	L11Transmit the Data	67	5/10	8/10
Marvell TechnologyMRVL	L06The Finished Chip	75	7/10	6/10
MasTecMTZ	L16Build the Building	49	3/10	5/10
MaterionMTRN	L03Give the Machines the Raw Materials	54	5/10	6/10
Meta PlatformsMETA	L26Run the Workload	75	8/10	3/10
Micron TechnologyMU	L08Memory for the Server	82	7/10	8/10
MicrosoftMSFT	L26Run the Workload	77	9/10	3/10
MKS InstrumentsMKSI	L02Build the Machines That Make the Chip	78	6/10	9/10
Modine ManufacturingMOD	L19Cool It Down	73	7/10	6/10
Monolithic Power SystemsMPWR	L09Power Regulation for the Server	65	7/10	5/10
MYR GroupMYRG	L17Wire Up the Building	66	5/10	7/10
Navitas SemiconductorNVTS	L09Power Regulation for the Server	39	3/10	5/10
NetAppNTAP	L07Storage for the Server	55	6/10	5/10
New Era Energy & DigitalNUAI	L24Operate the Data Center	47	3/10	6/10
NextEra EnergyNEE	L21Generate the Power	73	6/10	8/10
NN IncNNBR	L10Cool the Chips	59	3/10	7/10
NovantaNOVT	L02Build the Machines That Make the Chip	81	7/10	9/10
NuScale PowerSMR	L21Generate the Power	64	5/10	8/10
nVent ElectricNVT	L19Cool It Down	67	6/10	6/10
NVIDIANVDA	L06The Finished Chip	93	10/10	6/10
OkloOKLO	L21Generate the Power	63	4/10	8/10
ON SemiconductorON	L09Power Regulation for the Server	51	5/10	5/10
Onto InnovationONTO	L02Build the Machines That Make the Chip	73	6/10	9/10
OracleORCL	L26Run the Workload	65	7/10	3/10
PhotronicsPLAB	L03Give the Machines the Raw Materials	52	5/10	6/10
Plug PowerPLUG	L21Generate the Power	55	3/10	8/10
POET TechnologiesPOET	L11Transmit the Data	55	3/10	8/10
Powell IndustriesPOWL	L23Deliver the Power	72	6/10	8/10
Primoris ServicesPRIM	L16Build the Building	53	4/10	5/10
PrologisPLD	L25Own the Real Estate	83	7/10	7/10
Pure StoragePSTG	L07Storage for the Server	62	7/10	5/10
Qnity ElectronicsQ	L03Give the Machines the Raw Materials	57	6/10	6/10
QualcommQCOM	L06The Finished Chip	74	7/10	6/10
Quanta ServicesPWR	L17Wire Up the Building	76	6/10	7/10
RambusRMBS	L08Memory for the Server	83	7/10	8/10
Rogers CorporationROG	L18Run the Cables	55	5/10	5/10
Samsung Electronics (Korea)005930.KS	L08Memory for the Server	77	7/10	8/10
SanDiskSNDK	L08Memory for the Server	73	6/10	8/10
Sanmina CorporationSANM	L13Assemble the Server	52	5/10	3/10
Seagate TechnologySTX	L07Storage for the Server	53	5/10	5/10
SemtechSMTC	L11Transmit the Data	67	5/10	8/10
Shin-Etsu Chemical (OTC)SHECY	L03Give the Machines the Raw Materials	66	8/10	6/10
SiTime CorpSITM	L12Keep the Server in Sync	79	7/10	8/10
SK Hynix (Korea)000660.KS	L08Memory for the Server	91	9/10	8/10
Stem IncSTEM	L22Secure the Power	56	4/10	6/10
Sterling InfrastructureSTRL	L17Wire Up the Building	66	5/10	7/10
Super Micro ComputerSMCI	L13Assemble the Server	46	3/10	3/10
SynopsysSNPS	L01Design the Chip	72	9/10	5/10
Taiwan Semiconductor (TSMC)TSM	L04Manufacture the Chip	105	10/10	9/10
Talen EnergyTLN	L21Generate the Power	78	7/10	8/10
TE ConnectivityTEL	L18Run the Cables	67	8/10	5/10
TeradyneTER	L02Build the Machines That Make the Chip	81	7/10	9/10
TeraWulfWULF	L24Operate the Data Center	57	4/10	6/10
Texas InstrumentsTXN	L09Power Regulation for the Server	64	8/10	5/10
Thermon GroupTHR	L10Cool the Chips	66	5/10	7/10
Tokyo Electron (OTC)TOELY	L02Build the Machines That Make the Chip	80	7/10	9/10
Trane TechnologiesTT	L19Cool It Down	70	7/10	6/10
Ultra Clean HoldingsUCTT	L02Build the Machines That Make the Chip	73	5/10	9/10
United Microelectronics (UMC)UMC	L04Manufacture the Chip	57	3/10	9/10
Vertiv HoldingsVRT	L19Cool It Down	78	8/10	6/10
Vicor CorpVICR	L09Power Regulation for the Server	64	7/10	5/10
Vishay IntertechnologyVSH	L18Run the Cables	45	3/10	5/10
Vistra CorpVST	L21Generate the Power	79	7/10	8/10
Western DigitalWDC	L07Storage for the Server	50	4/10	5/10
Williams CompaniesWMB	L20Pipe the Fuel	67	8/10	6/10
WolfspeedWOLF	L09Power Regulation for the Server	46	5/10	5/10
WoodwardWWD	L23Deliver the Power	65	6/10	8/10

163 companies · Click column header to sort