13F.ai: Alternative data, from filing to signal.

Technology and AI

13 COMPANIES · TECHNOLOGY AND AIAI data centersOperators, equipment makers and owners of the buildings that run AI.See the companies →12 COMPANIES · TECHNOLOGY AND AIAI chipsCompanies that design, make and supply equipment for AI processors.See the companies →8 COMPANIES · TECHNOLOGY AND AIQuantum computingCompanies building quantum computers, alongside two large technology groups with programs.See the companies →8 COMPANIES · TECHNOLOGY AND AICybersecurityListed companies whose main business is protecting networks, devices and data.See the companies →7 COMPANIES · TECHNOLOGY AND AIRobotics and automationMakers of surgical, warehouse and delivery robots and industrial automation.See the companies →10 COMPANIES · TECHNOLOGY AND AISpace economyLaunch, satellite and space-infrastructure companies.See the companies →

Energy, materials and industry

7 COMPANIES · ENERGY, MATERIALS AND INDUSTRYPower for AIPower producers and electrical equipment makers tied to data center electricity use.See the companies →9 COMPANIES · ENERGY, MATERIALS AND INDUSTRYNuclear and uraniumReactor developers, fuel suppliers, component makers and one operator.See the companies →8 COMPANIES · ENERGY, MATERIALS AND INDUSTRYCritical minerals and rare earthsProducers and developers of rare earths, lithium, antimony and other key minerals.See the companies →12 COMPANIES · ENERGY, MATERIALS AND INDUSTRYDefense and dronesThe large defense contractors and newer defense technology and drone companies.See the companies →7 COMPANIES · ENERGY, MATERIALS AND INDUSTRYInfrastructure buildersContractors and materials suppliers that build grids, buildings and roads.See the companies →

Health, finance and crypto

7 COMPANIES · HEALTH, FINANCE AND CRYPTOGLP-1 and obesityMakers, developers and sellers of GLP-1 weight-loss and diabetes drugs.See the companies →8 COMPANIES · HEALTH, FINANCE AND CRYPTOCrypto and digital assetsExchanges, stablecoin issuers, bitcoin treasuries and miners.See the companies →6 COMPANIES · HEALTH, FINANCE AND CRYPTOPrediction markets and bettingSportsbooks, plus brokers and exchanges that offer event contracts.See the companies →29 COMPANIES · HEALTH, FINANCE AND CRYPTOSilver economyCompanies serving older adults: Medicare plans, medical devices, senior housing, retirement savings, travel and recreation.See the companies →

Government

13 COMPANIES · GOVERNMENTGovernment stakeholdersListed companies in which the US government holds or has agreed to take equity.See the companies →

Built from our data

RULE-BASED · BUILT FROM OUR DATACongress's most-boughtThe 15 stocks bought by the most different members of Congress over the past 12 months.See the companies →RULE-BASED · BUILT FROM OUR DATACongress by partyThe stocks Democrats and Republicans in Congress bought and sold most, side by side.See the companies →RULE-BASED · BUILT FROM OUR DATAInsider buying clustersCompanies where several officers or directors bought stock on the open market.See the companies →RULE-BASED · BUILT FROM OUR DATALargest federal awardsThe 15 listed companies with the largest new federal awards over the past 12 months.See the companies →

Themes side by side

The last 12 months of public-record activity across each curated theme's companies.

Public-record activity by theme, last 12 months

AI data centers	13	8	100	25	—	$15.4M
AI chips	12	37	78	203	—	$41.4M
Quantum computing	8	17	35	83	$354.6M	$25.6M
Cybersecurity	8	4	60	32	—	$8.0M
Robotics and automation	7	2	59	19	$53.3M	$6.6M
Space economy	10	2	65	15	$2.0B	$12.6M
Power for AI	7	3	38	36	$57.6M	$10.0M
Nuclear and uranium	9	3	40	16	$36.6M	$8.5M
Critical minerals and rare earths	8	12	14	1	$47.3M	$5.0M
Defense and drones	12	3	82	58	$42.8B	$70.5M
Infrastructure builders	7	1	35	41	—	$2.7M
GLP-1 and obesity	7	5	23	52	—	$61.6M
Crypto and digital assets	8	8	47	23	$12.5M	$14.1M
Prediction markets and betting	6	14	64	19	—	$8.8M
Silver economy	29	21	145	104	$24.9B	$48.0M
Government stakeholders	13	26	39	13	$4.0M	$10.3M

Figures add up each company in the theme, so a company that sits in two themes counts in both, and a large diversified member can dominate a row. Each theme page shows the figures company by company.

How themes work

A theme is a group, not a direction. It lists companies with something in common. It does not say whether to buy, sell or avoid any of them, and it carries no weights.
Published rules decide who is in. Curated themes state their membership rule and sort companies into tiers, such as pure-play or diversified. Changes happen at the March and September reviews and are logged on the theme's page.
Some themes are pure rules. The themes built from our data, such as the stocks most bought by members of Congress, are recomputed from new filings, so nobody picks their members.
Both sides, in the same type size. Each theme lists the case commonly made for it and the risks commonly cited against it.

A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.