PXS Research / Capital in context

Follow the capital.
Understand what’s next.

Explore the funds and investors behind the companies we map. Start with our favorite ETFs, then follow the connections across four research universes.

Four research universes

Browse where capital connects.

Start with the systems you follow. Explore the ETFs selected for each research universe.

Our Favorite ETFs

Two selections per universe Selected for the PXS research map

01 / Machines get a body.

Physical AI

Compute, sensing, motion and autonomy.

Explore this universe
Robotics & automation
ROBO

ROBO Global Robotics & Automation Index ETF

A robotics and automation lens on the machines, components and systems bringing intelligence into the physical world.

Explore fund research
Robotics & artificial intelligence
BOTZ

Global X Robotics & Artificial Intelligence ETF

A robotics and AI lens on industrial automation, autonomous systems and machines that sense, decide and act.

Explore fund research
02 / Humans stay measurable and repairable.

Healthspan Infrastructure

Measurement, biomanufacturing and repair.

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Biotechnology
IBB

iShares Biotechnology ETF

A biotechnology lens on the science and therapeutic development connected to longer, healthier lives.

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Medical devices
IHI

iShares U.S. Medical Devices ETF

A medical-device lens on the tools used to diagnose, monitor and intervene in human health.

Explore fund research
03 / Trust becomes infrastructure.

Digital Trust

Identity, security, privacy and evidence.

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Cybersecurity
CIBR

First Trust Nasdaq Cybersecurity ETF

A cybersecurity lens on the systems protecting digital operations, networks and information.

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Software infrastructure
IGV

iShares Expanded Tech-Software Sector ETF

A broader software lens alongside cybersecurity, connecting the applications and operating systems institutions depend on.

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04 / Critical systems stay sovereign.

Digital Sovereignty

Secure compute, communications and resilience.

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Defense technology
SHLD

Global X Defense Tech ETF

A defense-technology lens on the capabilities supporting national security and strategic resilience.

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Aerospace & defense
PPA

Invesco Aerospace & Defense ETF

An aerospace and defense lens on the industrial systems behind sovereign capabilities.

Explore fund research
Explore the full directories

Two markets. Distinct research lenses.

01
Reported holdings

ETFs / Public Funds

Explore listed funds through their reported holdings and connections to the companies, technologies and infrastructure we map.

Browse public funds Reported positions, with dates
02
Disclosed investment history

VCs / Private Investors

Explore venture firms and corporate venture funds through sourced investments, company connections and their stated areas of focus.

Browse private investors Investment history, with sources
The research lens

Connections,
with evidence.

Public funds show reported holdings as of a specific date. Private investors show disclosed investment history. Mapped-company exposure covers only the PXS research universe, rather than the fund’s entire portfolio.

Read our methodology
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