Catomap — The Market by Architecture
Networking is leading the AI stack today, +2.75%
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.
- Networking +2.75%
- Semiconductor +2.41%
- Data Center +1.46%
- Data & Analytics +1.02%
- Cloud +0.44%
- Energy -0.14%
- AI Applications -0.34%
- AI Models -1.15%
- Energy — Power generation & grid infra
- Data Center — Physical DC facilities, cooling
- Semiconductor — Semiconductors — GPU, memory, fab
- Networking — AI servers, storage, 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
Biotech and pharmaceutical companies grouped by the disease areas they treat rather than by supply-chain layer.
Best performing stocks
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Understanding the stack