Map relationships
Follow suppliers, customers, partners, investments, ownership and competition across the full AI stack.
THE DATABASE
Search, filter and research every company on the map.
Real tickers where a company is publicly traded, plain-English profiles, competitors and same-layer peers, plus the three funds each company is the biggest share of — so you can go from "what is this company" to "how does it fit in" in one click.
103 companies
| Company | Ticker / status | AI stack position | AI exposure | Largest ETF positions* |
|---|
*The three funds, out of 30 widely held funds reviewed on 22 September 2026, in which this company is the largest share of the fund — with each fund’s own holdings date. Hundreds of other funds hold these companies, so a blank is not evidence that none does, and naming a fund is not a recommendation of it. See every position, the full fund list and the limits. Quote links open third-party pages whose prices may be delayed. Educational research only.
01 / MISSION
MAKE THE AI ECONOMY VISIBLE
Most people see products.
We map the system beneath them.
AI is not one industry. It is a chain of power generation, fabrication equipment, chips, data centers, cloud platforms, models, software and physical machines. This database — and the relationship map behind it — show how those layers depend on one another, and the evidence behind every connection.
Show the evidence
Every published connection is tied to a readable source, date, classification and statement of its limits.
Separate signal from hype
Current operations, dated announcements and competitive comparisons remain visibly distinct — and every ETF position shows the fund’s own holdings date and what it does not establish.
Explain it plainly
Built for intelligent non-specialists who want the system without reading hundreds of filings.
FOUNDER'S NOTE
“AI optimism
without bullshit.”
Acts of Evolution is an independent educational research project founded by Steven Dudley. It begins with a simple question: what is actually being built, why does it matter, and how are the companies building it connected?
We cover opportunity and constraint with equal seriousness. Inclusion in this database is not an endorsement of a company or its securities.
STAY WITH THE MAP
Get the headwinds and tailwinds as they land.
One short email when something actually moves the map: a new signal in the Pulse feed, a change in the thesis tracker, a correction to the database, or a new explainer. Every claim arrives with its source and its date attached.
What it never contains: tips, price targets, ratings, or anything that reads as investment advice. This is a research map, not a newsletter about what to buy.
A CURATED, EXPANDING MAP OF THE AI ECONOMY