September 28, 2026 — quantum computer
Added an interactive 3D model of an illustrative superconducting quantum computer, its dilution refrigerator shown in cutaway, and a separately researched universe of 65 public companies across seven part sectors plus quantum-computer makers and platforms. Of these, 56 have a verified US trading line (39 on NYSE or Nasdaq, 17 OTC ADRs), checked against Nasdaq’s exchange directories, Citi’s active depositary-receipt directory and Yahoo quote availability. Access through an individual broker may differ.
The quantum-computing evidence categories contain 47 with quantum-computing evidence, 7 with lab and test products and 11 upstream enablers. Each listing also shows how the evidence is known: a company disclosure, a partner or customer disclosure, or product positioning. The labels describe specificity, not investment quality, and form a scale separate from other products’ labels.
Two illustrated parts have no verified listed supplier, and many important component makers, including most dilution-refrigerator and control-electronics specialists, are not publicly listed. Those gaps are shown rather than filled with loosely related stocks. The 14 companies that appear in more than one product have a separate section for each product on their company pages, each with its own evidence label.
The model is an illustrative composite, not a bill of materials, and its company lists are curated, not exhaustive.
September 25, 2026 — smart glasses
Added an interactive 3D model of illustrative smart glasses and a separately researched universe of 54 public companies across nine part sectors plus device makers and platforms. Of these, 36 have a verified US trading line (24 on NYSE or Nasdaq, 12 OTC ADRs), checked against Nasdaq’s exchange directories, Citi’s active depositary-receipt directory and Yahoo quote availability. Access through an individual broker may differ.
The smart-glasses evidence categories contain 43 with smart-glasses evidence, 5 with XR products and 6 upstream enablers. Each listing also shows how the evidence is known: a teardown, a company disclosure, a partner or device-maker disclosure, or product positioning. The labels describe specificity, not investment quality, and form a scale separate from other products’ labels.
Nine illustrated glasses parts have no verified listed supplier, and several important component makers, including Lumus, SCHOTT AG, JBD and Syntiant, are not publicly listed. Those gaps are shown rather than filled with loosely related stocks. The 21 companies that appear in more than one product have a separate section for each product on their company pages, each with its own evidence label.
Smart-glasses product lists and teardown findings were reviewed after Meta Connect 2026 (September 23–24) from Meta, EssilorLuxottica and teardown sources only. Reported, unconfirmed products are kept in a watchlist and never set an evidence category or a part link.
The glasses model is an illustrative composite, not a bill of materials, and its company lists are curated, not exhaustive.
September 25, 2026 — AI server rack
Added an interactive 3D model of an illustrative liquid-cooled AI server rack and a separately researched universe of 124 public companies across eight part sectors plus rack builders and platforms. Of these, 75 have a verified US trading line (56 on NYSE or Nasdaq, 19 OTC ADRs), checked against Nasdaq’s exchange directories, Citi’s active depositary-receipt directory and Yahoo quote availability. Access through an individual broker may differ.
The AI-rack evidence categories contain 111 with AI-rack evidence, 4 with data-center products, 2 with adjacent technology and 7 upstream enablers. Each listing also shows how the evidence is known: a company disclosure, a partner or platform-owner disclosure, or product positioning. The labels describe specificity, not investment quality, and form a scale separate from other products’ labels.
One illustrated rack part has no verified listed supplier, and several important component makers are not publicly listed. Those gaps are shown rather than filled with loosely related stocks. The 35 companies that appear in more than one product have a separate section for each product on their company pages, each with its own evidence label.
The rack model is an illustrative composite, not a bill of materials, and its company lists are curated, not exhaustive.
September 19, 2026 — engineering explanation review
Reviewed the explanations and supplier-role boundaries of all eight assembly examples and 35 labeled parts. Added architecture-specific scope, alternatives and primary references next to the model and on sector/component pages.
Corrected the integrated planetary stage, stator winding orientation, bearing raceways and cage, thermal interface, finger pivot alignment, and battery interconnects. The battery now explicitly illustrates four series groups of two parallel cells, with five distinct voltage-sense nodes.
Clarified six-axis sensor calibration, global versus rolling shutter, power losses in reduction and pack-level current measurement. Added Schaeffler’s disclosed planetary humanoid actuator to the corresponding transmission mapping. The model remains an educational concept, not a production design or an OEM supplier list.
September 19, 2026 — global and US-traded coverage
The revised universe contains 100 unique issuers. US mode includes 66 verified US-traded companies, including foreign issuers and OTC ADRs; excluding OTC leaves 41 on major US exchanges. Listings were checked against Nasdaq exchange directories and the active Citi depositary-receipt directory. Access through an individual broker and quote availability may differ.
Added Broadcom, Lattice, Ambarella, Ouster, TSMC, Zhaowei, SPG, Hengli and Wonik Holdings. Removed Diodes, SmartSens, Omron, CKD, SMC, IEI, Ennoconn, LUSTER and AAEON from the active 100 to prioritize differentiated component relevance. Removal does not mean a company has no robotics business.
Corrected Jiangsu Leili evidence, Nidec planetary versus strain-wave mapping, Parker robotics classification and issuer domiciles. TSMC is labeled as an upstream enabler and is not attached to an illustrated processor part. Local and US trading lines share one issuer identity; prices always follow the displayed ticker.
September 17, 2026 — company and component audit
Reviewed the 100-company universe, eight sector memberships and 35 illustrated assembly parts. The audited evidence categories contain 44 companies with humanoid evidence, 49 with broader robotics products and 7 with adjacent technology.
Four replacements preserved 100 unique listings: Ningbo Tuopu replaced Ricoh; Sanhua replaced BYD; Keli Sensing replaced Great Power; SUNON replaced Power Integrations. These changes addressed relevance and missing component roles, not expected investment performance.
Corrected memory, cooling, reducer-architecture, sensing and mechanical-support mappings. Structural links and tendon cables remain without a verified direct match.
The company research records preserve the supporting primary sources and caveats. The audit does not establish an objective top-100 ranking by humanoid revenue or market share.
Published by Fynca. Page information dated September 28, 2026.