26 industry supply chains, priced every day
Every major US industry chain mapped from tools and materials to end demand, with each segment's listed companies, this month's leading and lagging segments, and the chokepoints that can cap the chain.
Prices as of Oct 21, 2026
| Chain | Segments | Companies | 1M median | Strongest segment |
|---|---|---|---|---|
| Oil & Gas Supply Chain | 9 | 22 | +8.2% | Refining & fuel sales +15.8% |
| Healthcare Value Chain | 16 | 45 | +6.1% | Drug distribution +13.9% |
| Insurance Value Chain | 7 | 24 | +5.7% | Brokers & risk services +8.8% |
| Travel, Leisure & Entertainment | 9 | 22 | +5.0% | Toys & entertainment IP +29.8% |
| Enterprise IT & Services | 9 | 28 | +4.8% | Industrial & public-sector software +26.1% |
| Medtech, Diagnostics & Care | 12 | 38 | +4.6% | Research & clinical outsourcing +11.7% |
| Utilities & Power Grid | 10 | 35 | +4.0% | Gas networks & distribution +6.1% |
| Consumer Value Chain | 17 | 54 | +3.4% | Mass merchants & warehouse clubs +9.0% |
| Retail Channels & Consumer Brands | 9 | 33 | +3.4% | Mass & discount retail +8.3% |
| Software & AI Applications | 16 | 43 | +2.9% | IT consulting & implementation +19.8% |
| Communications & Media | 8 | 20 | +2.5% | Studios & games +7.7% |
| Industrial Automation & Equipment | 8 | 31 | +2.5% | Positioning, ID & software +5.5% |
| Housing & Building | 7 | 19 | +2.2% | Elevators & access +4.8% |
| Agriculture to the Table | 10 | 31 | +1.6% | Groceries & foodservice distribution +8.3% |
| Banking, Credit & Payments | 8 | 24 | +1.4% | Card & payment networks +12.3% |
| Water, Environment & Facility Services | 7 | 14 | +0.8% | Collection, disposal & recycling +9.3% |
| Logistics & Freight | 6 | 20 | +0.3% | Rail freight +4.5% |
| Real Estate & REITs | 10 | 46 | −1.4% | Hotels & gaming property +13.6% |
| Aerospace & Defense | 7 | 16 | −1.8% | Defense prime contractors +3.3% |
| Energy & Power | 11 | 28 | −2.4% | Exploration & production +12.6% |
| Industrials & Defense | 12 | 34 | −3.4% | Railroads +4.4% |
| Capital Markets & Asset Management | 7 | 27 | −3.4% | Indexes, ratings & data +10.1% |
| Chemicals & Basic Materials | 9 | 33 | −5.8% | Basic chemicals +7.3% |
| AI Infrastructure Supply Chain | 20 | 52 | −6.7% | Power supply & PPAs +7.0% |
| Semiconductor Value Chain | 20 | 54 | −6.9% | EDA & architecture IP +7.6% |
| Financial Services | 14 | 28 | −7.3% | Card networks +12.3% |
1M · Median price return of the listed companies in each segment.