Demo dashboard— a product showcase only. The figures here are fixed sample data, not live and not investment advice. The full app fetches real-time data with your own free API key.Get it on GitHub

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All capital flows

Compare Capital Flows

Pick a few companies and see where their money overlaps— the suppliers and partners they all feed are where a whole theme's spending concentrates.

GOOGL

MSFT

AMZN

META

Fed by all 4: Nvidia, TSMC, Vertiv — the concentrated bets in this group.

Hover a company to isolate its flows.AI AcceleratorsFoundryPower & CoolingCustom SiliconNetworkingAI Models

Shared beneficiaries — ranked by how many of the 4 feed them

NvidiaNVDAcommon to all
GOOGLMSFTAMZNMETA
4/4
feeders
TSMCTSMcommon to all
GOOGLMSFTAMZNMETA
4/4
feeders
VertivVRTcommon to all
GOOGLMSFTAMZNMETA
4/4
feeders
BroadcomAVGO
GOOGLAMZNMETA
3/4
feeders
Arista NetworksANET
GOOGLMSFTMETA
3/4
feeders
Anthropicprivate
GOOGLAMZN
2/4
feeders
OpenAIprivate
MSFT
1/4
feeders
AMDAMD
MSFT
1/4
feeders
Constellation EnergyCEG
MSFT
1/4
feeders
MarvellMRVL
AMZN
1/4
feeders
NextEra EnergyNEE
GOOGL
1/4
feeders

Overlap is computed from each company's curated beneficiary map — a lens for spotting where a theme's capital concentrates, not investment advice.