Filing Flows › Chains
Supply chains and trading themes
Where the money flows, industry by industry: buyers' spending traced to listed suppliers, customers and countries, and the hot themes, from SEC filings.
- AI data-center capex AI infrastructure · $750.8B spent in the last twelve months by MSFT, AMZN, GOOGL, META, ORCL, CRWV, NBIS; $369.6B traced to 40 listed suppliers. The chain's attributed revenue was $138.2B in Q3 2026, +99% year over year.
- AI hosting: neoclouds, miners turned data centers, power AI infrastructure · 16 companies, $118.9B of revenue in the last twelve months. The chain's attributed revenue was $25.9B in Q2 2026, +11% year over year.
- Chip equipment by country (WFE) Semiconductors · 12 companies, $112.6B of revenue in the last twelve months. The chain's attributed revenue was $23.5B in Q3 2026, +37% year over year.
- Power grid & electrification Power · $159.4B spent in the last twelve months by NEE, DUK, SO, AEP, EXC, XEL, ETR, PCG, SRE, EIX, WEC, PPL, CNP, AEE, FE; $36.7B traced to 11 listed suppliers. The chain's attributed revenue was $9.8B in Q3 2026, +37% year over year.
- Nuclear & uranium Power · 9 companies, $63.5B of revenue in the last twelve months. The chain's attributed revenue was $2.4B in Q3 2026, -82% year over year.
- Defense, drones & government tech Defense · 16 companies, $321.0B of revenue in the last twelve months. The chain's attributed revenue was $78.5B in Q3 2026, +20% year over year.
- Space economy Space · 10 companies, $8.2B of revenue in the last twelve months. The chain's attributed revenue was $2.2B in Q2 2026, +24% year over year.
- Quantum computing Frontier tech · 4 companies, $416M of revenue in the last twelve months. The chain's attributed revenue was $93.8M in Q2 2026, +266% year over year.
- GLP-1 & obesity drugs Health care · 9 companies, $270.0B of revenue in the last twelve months. The chain's attributed revenue was $18.8B in Q3 2026, +32% year over year.
- Crypto, stablecoins & miners Crypto · 10 companies, $12.2B of revenue in the last twelve months. The chain's attributed revenue was $2.7B in Q3 2026, -23% year over year.
- EVs, batteries & lithium Energy transition · 7 companies, $162.8B of revenue in the last twelve months. The chain's attributed revenue was $30.7B in Q3 2026, +0.4% year over year.
- Solar & energy storage Energy transition · 10 companies, $32.2B of revenue in the last twelve months. The chain's attributed revenue was $7.5B in Q3 2026, -16% year over year.
- Robotics & automation Frontier tech · 7 companies, $30.9B of revenue in the last twelve months. The chain's attributed revenue was $5.0B in Q3 2026, -30% year over year.
- Gold & silver miners Commodities · 11 companies, $79.0B of revenue in the last twelve months.
- AI revenue: clouds & software AI software · 14 companies, $536.2B of revenue in the last twelve months. The chain's attributed revenue was $139.0B in Q3 2026, +17% year over year.
- Cybersecurity Software · 10 companies, $37.6B of revenue in the last twelve months. The chain's attributed revenue was $10.2B in Q3 2026, +23% year over year.