CEG$282.40+127.4%1Y|VST$134.51+89.2%1Y|GEV$818.49+68.4%1Y|NEE$85.29+8.3%1Y|TLN$386.68+142.6%1Y|NRG$98.05+44.8%1Y|OKLO$24.45+62.3%1Y|SMR$4.82-18.6%1Y|PLTR$171.58+238.4%1Y|BAH$86.44+12.6%1Y|CACI$643.88+22.4%1Y|LDOS$131.11+28.6%1Y|KTOS$34.75+44.2%1Y|MRCY$83.43-22.4%1Y|SAIC$151.24+6.2%1Y|NVDA$166.19+88.4%1Y|CRWV$56.600.0%1Y|ANET$206.63+38.6%1Y|MRVL$164.45+48.2%1Y|SMCI$26.99-42.6%1Y|APLD$16.95+28.4%1Y|IRIE+12.4%1Y|RKLB$64.07+248.4%1Y|PL$13.90-42.4%1Y|RDW$8.03+68.4%1Y|LUNR$13.03+128.6%1Y|SPIR$9.28-18.6%1Y|ASTS$34.50+148.6%1Y|CRWD$229.87-4.8%1Y|PANW$322.66+24.8%1Y|S$22.29+18.4%1Y|ZS$193.22+8.2%1Y|FTNT$129.54+22.4%1Y|OKTA$182.54-8.4%1Y|TENB$41.05+2.4%1Y|QLYS$173.09-4.8%1Y|CEG$282.40+127.4%1Y|VST$134.51+89.2%1Y|GEV$818.49+68.4%1Y|NEE$85.29+8.3%1Y|TLN$386.68+142.6%1Y|NRG$98.05+44.8%1Y|OKLO$24.45+62.3%1Y|SMR$4.82-18.6%1Y|PLTR$171.58+238.4%1Y|BAH$86.44+12.6%1Y|CACI$643.88+22.4%1Y|LDOS$131.11+28.6%1Y|KTOS$34.75+44.2%1Y|MRCY$83.43-22.4%1Y|SAIC$151.24+6.2%1Y|NVDA$166.19+88.4%1Y|CRWV$56.600.0%1Y|ANET$206.63+38.6%1Y|MRVL$164.45+48.2%1Y|SMCI$26.99-42.6%1Y|APLD$16.95+28.4%1Y|IRIE+12.4%1Y|RKLB$64.07+248.4%1Y|PL$13.90-42.4%1Y|RDW$8.03+68.4%1Y|LUNR$13.03+128.6%1Y|SPIR$9.28-18.6%1Y|ASTS$34.50+148.6%1Y|CRWD$229.87-4.8%1Y|PANW$322.66+24.8%1Y|S$22.29+18.4%1Y|ZS$193.22+8.2%1Y|FTNT$129.54+22.4%1Y|OKTA$182.54-8.4%1Y|TENB$41.05+2.4%1Y|QLYS$173.09-4.8%1Y|
Live Infrastructure Intelligence

The Live Market Index for Critical Infrastructure

Track the companies building America's energy grid, defense systems, AI compute layer, space economy, and cyber defenses — with live-refreshing comps tables, sector performance indexes, original research, and conversations with founders and operators.

Explore IndexesRead Insights
36
Tracked Companies
5
Sectors Covered
8
Insights Published
3
Live Data Feeds

Public Markets

Sector Indexes

All indexes
Index

Energy

+21.7%YTD
3M -17.8%1Y +65.5%
8 companies
View Index
Index

Defense

+23.2%YTD
3M -7.8%1Y +47.1%
7 companies
View Index
Index

AI Infrastructure

+21.8%YTD
3M -28.7%1Y +26.8%
7 companies
View Index
Index

Space

+19.6%YTD
3M -36.8%1Y +88.8%
6 companies
View Index
Index

Cybersecurity

+19.8%YTD
3M -0.4%1Y +7.3%
8 companies
View Index

Research

Latest Insights

All insights
Energy
8 min read

The Nuclear Renaissance: Why Hyperscalers Are Going Atomic

Microsoft, Google, and Amazon have all signed landmark nuclear power agreements in the past 18 months. The convergence of AI power demand and carbon commitments is reshaping the energy landscape around dormant and new nuclear assets.

May 14, 2025Read
Defense
6 min read

Palantir's AIP Bootcamp: The Fastest GTM Motion in Enterprise Software

Palantir's "bootcamp" model—immersive 5-day AI implementation sessions—has compressed enterprise sales cycles from 18 months to weeks. We examine the mechanics, retention data, and what this means for the competitive landscape.

May 10, 2025Read
AI Infrastructure
9 min read

CoreWeave and the Infrastructure Moat: Are GPU Clouds Defensible?

CoreWeave's IPO revealed a business growing 7x year-over-year with Microsoft as its anchor customer. But with AWS, Google, and Azure all expanding GPU capacity, we examine whether hyperspecialization is a durable advantage or a temporary arb.

May 6, 2025Read
Space
7 min read

Rocket Lab's Neutron: Can a Small-Sat Company Win Medium Launch?

Rocket Lab has quietly become one of the most important space infrastructure companies in the world. With Neutron targeting medium-lift in 2026, we assess whether they can challenge SpaceX's dominance in the $10B+ medium launch market.

Apr 30, 2025Read

Audio

Podcast

All episodes
31 min

S2 E10: From Professional Clarinetist to Tech Founder: Rebuilding Critical Infrastructure with Steven Naimark ofZiptility

Code Story | Startup Podcast for CTOs, CEOs and Technical Founders
Apr 14Episode page
31 min

S4 E21: Defending Critical Infrastructure: How SCADAFence Engineered Industrial OT Security with Ofer Shaked

Code Story | Startup Podcast for CTOs, CEOs and Technical Founders
May 25Episode page

Right Now

Market Pulse

Market PulseLive feed