The Capital Flow Map — see where U.S. capital is concentrating, state by state.
Capitora's flagship state research report tracks federal obligations, AI infrastructure buildout, defense and semiconductor capex, and grid modernization across all 50 states — assembled from primary public filings and scored through the Capitora intelligence framework. Upgrade to unlock every state brief, weekly PDF exports, and the Hidden Winners cross-reference.
- States covered
- 50 + DC
- Primary sources
- USAspending · SAM · FERC · EDGAR · State PUCs
- Refresh cadence
- Weekly · with critical-event override
- Format
- Interactive map + boardroom-ready PDF
Every state brief, evidence-chained and refreshed weekly.
Each of the 50 state briefs decomposes the same eight layers, so allocators can compare Virginia data-center power demand against Texas defense capex, or Arizona semiconductor buildout against Tennessee EV supply chain — apples-to-apples, primary-sourced.
- FYTD federal obligation flow, agency-decomposed, per state
- AI infrastructure intensity: permitted DC sq ft, hyperscaler PPA capacity, interconnection queue growth
- Defense & semiconductor capex commitments tied to public companies
- Grid modernization & nuclear restart exposure with transformer lead-time overlay
- Qualified-supplier density — tier-2 public names exposed per dollar of headline flow
- Hidden Winners dossiers cross-referenced to each state brief
- Confidence (evidence-density) and Opportunity scores on every signal
- Quarterly methodology changelog with weight history
Unlock the full Capital Flow Map.
The free preview opens three sample state briefs. Pro and Executive unlock every brief, the weekly PDF export, and analyst access.
- Heatmap view (all 50 states)
- Three sample state briefs
- Methodology & lexicon access
- All 50 state research briefs
- Weekly Capital Flow Map PDF export
- Federal Momentum Index™ overlay
- Hidden Winners cross-references
- Everything in Pro
- Capital Rotation Index™ corridor analytics
- Custom state deep-dives on request
- Analyst Q&A within 24h
Common questions.
What is the Capital Flow Map?+
A live, 50-state research report that tracks where committed U.S. capital is concentrating — federal obligations, AI infrastructure, defense capex, grid modernization, and qualified-supplier density — sourced exclusively from primary public filings.
Who is it for?+
Institutional allocators, family offices, corporate strategy teams, and senior research analysts who need to see capital concentration before it surfaces in sell-side coverage or price action.
How often is it updated?+
The underlying data refreshes weekly, with same-day overrides for critical events (single obligations ≥ $500M, ≥ 1 GW power commitments, or two-source corroborated announcements).
Is this investment advice?+
No. Capitora is a research and intelligence platform. Every score is descriptive — it describes observed capital concentration — not prescriptive. See Disclosures for the full legal framework.
Move where the money moves.
Upgrade to unlock every state brief in the Capital Flow Map, receive the weekly PDF, and get analyst access.