Track where capital is moving
before the market prices it in.
Capitora assembles federal obligations, AI infrastructure capex, defense procurement, and state-level economic momentum into a single institutional view of where capital is actually being deployed.
Every state. Every dollar. Every signal.
Texas
TX- Defense procurement$22.1B
- Energy infrastructure$9.6B
- Semiconductor R&D (CHIPS)$8.2B
- Federal IT modernization$3.1B
- DOE$1.4BVistra / Constellation JVGrid resilience, ERCOT load growth
- DoD$890MLockheed MartinMissile systems, Grand Prairie
- Commerce$6.4BSamsung Austin SemiconductorTaylor fab expansion
Texas is the highest-velocity capital corridor in the country. Hyperscaler data-center buildout in DFW/Austin is colliding with ERCOT load growth, driving a second-order bid for in-state generation, transmission, and gas peakers. CHIPS Act obligations continue to flow into Samsung Taylor and TI Sherman, with downstream OSAT and substrate suppliers under-discounted.
Why capital flow matters.
Markets price securities. We track the capital underneath them — public, institutional, and corporate — before that flow shows up in the tape.
Federal obligations, permits, and institutional positioning shift weeks — sometimes quarters — before consensus reprices the affected names.
USAspending, SEC EDGAR, state permitting, agency procurement, grid filings — the signal exists, but no one has assembled it into one institutional view.
Coverage starts after the move. We surface the underlying flow while it is still actionable.
Signature intelligence, restrained by design.
Six modules. One thesis. No retail clutter, no consensus rehash.
Interactive 50-state cartogram of federal obligations, AI infrastructure intensity, and contract velocity.
Tier-2 public beneficiaries of federal modernization, AI buildout, and supply-chain reshoring — before consensus.
Forward view of sectoral migration, calibrated against historical federal-led capex cycles.
Compute, power, cooling, land, permits — the seven bottlenecks actually pricing the next leg of buildout.
Agency-level obligation curves, vendor concentration, and re-compete risk overlays.
Daily AI synthesis of overnight obligations, awards, and rotation — formatted for desk-side review.
Where capital is concentrating right now.
Three live examples from the 50-state intelligence layer.
Deeper signal, behind the glass.
The free experience surfaces the public layer. The executive layer unlocks the institutional view — used by allocators, operators, and independent researchers who require primary signal.
Daily AI synthesis of overnight federal obligations, contract awards, and capital rotation — formatted for desk-side review.
Under-followed Tier-2 public beneficiaries of AI buildout, federal modernization, and supply-chain reshoring.
Cross-referenced institutional flow signals against federal obligation cadence and contract award velocity.
Forward-curve view of sectoral capital migration, calibrated against historical federal-led capex cycles.
Bottleneck-by-bottleneck read on hyperscaler buildout — the seven constraints actually pricing the next leg.
Quarterly institutional report on capital intensity, federal flow, and exposed public companies, state by state.
Three tiers. One intelligence layer.
- Capital Flow Map preview
- Sample intelligence feed
- 3 company lookups / mo
- 1 AI brief / mo
- Full Capital Flow Map
- Live intelligence feed
- Unlimited company lookups
- Watchlists & alerts
- 20 AI briefs / mo
- Hidden Winners Engine
- Capital Rotation Forecast
- Federal Procurement Momentum
- Custom executive briefs
- API & analyst access
Built on primary data. Always cited. Never advisory.
Capitora is a research platform. Every signal is traceable to a public source. We do not execute trades, custody assets, or issue investment advice.
Request access to the intelligence platform.
Curated cohort of investors, executives, consultants, and institutional researchers. Individual review · typical response within 72 hours.