Supply Chain Digitalization
Digital transformation of global supply chains and logistics networks.
Active institutional exposure flipped from a net outflow of $10.1 billion in Q1 2026 to a net inflow of $6.1 billion in Q2 2026. 52.8% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
Fleet telemetry, routing, freight execution and transport-management platforms. Excludes vehicle manufacturers and warehouse-only automation.
Digital procurement, spend management and supplier-network platforms. Excludes traditional distributors and payments-only platforms.
Software for demand planning, inventory optimisation, multi-enterprise visibility and control towers. Excludes physical freight operators and generic ERP without dedicated supply-chain tooling.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.