AI Models is leading the stack today, +0.99%
Catomap organizes the market by architecture rather than by sector
label — the layers of the supply chain that build a technology, from power
and silicon through infrastructure to the applications on top. See which
layer is leading, how capital rotates between them, and where any company
sits in the structure.
Today's standings
Each layer's return, weighted by the square root of market cap so a
single mega-cap doesn't decide the layer.
- AI Models +0.99%
- Smart Devices -0.04%
- AI Applications -0.26%
- Cloud -0.34%
- Device Apps & OS -0.39%
- Energy -0.59%
- Data & Analytics -1.19%
- Networking -1.59%
- Data Center -1.91%
- Semiconductor -2.12%
- Battery & Energy -2.84%
- Edge AI Chips -3.44%
The layers
- Energy — Power generation & grid infra
- Data Center — Physical DC facilities, cooling
- Semiconductor — Semiconductors — GPU, memory, fab
- Networking — AI servers, switches, optics, interconnect
- Cloud — AWS, Azure, GCP hyperscalers
- Data & Analytics — Data warehousing, databases, pipelines & monitoring
- AI Models — Foundation models, inference & AI middleware
- AI Applications — AI-native apps — SaaS, security, vertical AI
- Battery & Energy — Battery cells & lithium materials for AI devices
- Edge AI Chips — Mobile & edge AI SoCs for device intelligence
- RF & Wireless — 5G, WiFi & BT connectivity chips
- Smart Devices — Consumer & enterprise AI-powered devices
- Device Apps & OS — App stores, device OS & edge AI software
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