Map the stack
We connect each company to a physical AI layer and the specific technology it supplies.
Research snapshot · June 30, 2026
The public markets
behind physical AI.
A living map of the companies powering perception, motion, autonomy, defense and the infrastructure beneath it.
—published tickers
—buy / accumulate
—physical AI layers
01
Picks log
Research states, not trade instructions. Select a company to open the full thesis.
No picks match that search. The robots have checked twice.
02
Layers
Seven investable layers form the physical AI stack—from sensing the world to powering and moving through it.
01
Perception
Vision, LiDAR and sensing systems that let machines understand their surroundings.
— tickers · Explore ↗ 02Physical World Data
High-value depth, velocity and position signals captured from real environments.
— tickers · Explore ↗ 03Edge Compute
Embedded intelligence processing sensor data close to the machine, in real time.
— tickers · Explore ↗ 04Connectivity & Fleet Coordination
Networks moving data between compute, machines, operators and autonomous fleets.
— tickers · Explore ↗ 05Motion & Actuation
Motors, controls and materials that turn software decisions into physical movement.
— tickers · Explore ↗ 06Defense
Autonomous systems and ruggedized hardware built for contested environments.
— tickers · Explore ↗ 07Energy & Power Infrastructure
Generation, storage and electrical systems supporting the entire physical stack.
— tickers · Explore ↗03
How to read this
Build the chain
Every idea needs a causal thesis, identifiable catalysts and explicit invalidation conditions.
Track the state
Signals evolve as evidence changes. Dates and thesis status make that evolution visible.