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Emerging Spaces: Which Themes Are Speeding Up
Change in a year of private money raised in each Palanor Emerging Spaces theme, from the year to the quarter before, %, of published themes
Plays the chart through its history. Pauses are where a new leader takes first place.
Palanor Emerging Spaces: each U.S. private company that raised venture-like money on SEC Form D since the middle of the last decade gets one technology theme, from pre-registered rules on its description or name, with a model check on the largest raisers. Themes with too thin a record are left out. Totals are lower bounds: a company with a plain name and no description is in no theme. Momentum compares the latest four quarters of money with the four quarters to the quarter before; one large round entering or leaving the window can swing it.
Which technology themes are drawing more private money than a quarter ago, and which less.
What this chart reads·21 series
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- Momentum: AI drug discovery (change in a year of private money, Palanor Emerging Spaces)as “AI drug discovery”latest 2026-07-01
- Momentum: AI agents and copilots (change in a year of private money, Palanor Emerging Spaces)as “AI agents and copilots”latest 2026-07-01
- Momentum: AI compute and chips (change in a year of private money, Palanor Emerging Spaces)as “AI compute and chips”latest 2026-07-01
- Momentum: Quantum computing (change in a year of private money, Palanor Emerging Spaces)as “Quantum computing”latest 2026-07-01
- Momentum: Semiconductors (change in a year of private money, Palanor Emerging Spaces)as “Semiconductors”latest 2026-07-01
- Momentum: Cybersecurity (change in a year of private money, Palanor Emerging Spaces)as “Cybersecurity”latest 2026-07-01
- Momentum: AR, VR and spatial computing (change in a year of private money, Palanor Emerging Spaces)as “AR, VR and spatial computing”latest 2026-07-01
- Momentum: Batteries and energy storage (change in a year of private money, Palanor Emerging Spaces)as “Batteries and energy storage”latest 2026-07-01
- Momentum: Solar power (change in a year of private money, Palanor Emerging Spaces)as “Solar power”latest 2026-07-01
- Momentum: Alternative protein (change in a year of private money, Palanor Emerging Spaces)as “Alternative protein”latest 2026-07-01
- Momentum: Indoor farming and agtech (change in a year of private money, Palanor Emerging Spaces)as “Indoor farming and agtech”latest 2026-07-01
- Momentum: Cell therapy (change in a year of private money, Palanor Emerging Spaces)as “Cell therapy”latest 2026-07-01
- Momentum: Gene therapy (change in a year of private money, Palanor Emerging Spaces)as “Gene therapy”latest 2026-07-01
- Momentum: Antibodies and ADCs (change in a year of private money, Palanor Emerging Spaces)as “Antibodies and ADCs”latest 2026-07-01
- Momentum: Synthetic biology and biomanufacturing (change in a year of private money, Palanor Emerging Spaces)as “Synthetic biology and biomanufacturing”latest 2026-07-01
- Momentum: Neurotechnology (change in a year of private money, Palanor Emerging Spaces)as “Neurotechnology”latest 2026-07-01
- Momentum: Drones (change in a year of private money, Palanor Emerging Spaces)as “Drones”latest 2026-07-01
- Momentum: Robotics and automation (change in a year of private money, Palanor Emerging Spaces)as “Robotics and automation”latest 2026-07-01
- Momentum: Space (change in a year of private money, Palanor Emerging Spaces)as “Space”latest 2026-07-01
- Momentum: Crypto infrastructure (change in a year of private money, Palanor Emerging Spaces)as “Crypto infrastructure”latest 2026-07-01
- Momentum: Applied AI (change in a year of private money, Palanor Emerging Spaces)as “Applied AI”latest 2026-07-01
Sources·21 sources
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Momentum: AI drug discovery (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: AI agents and copilots (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: AI compute and chips (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Quantum computing (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Semiconductors (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Cybersecurity (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: AR, VR and spatial computing (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Batteries and energy storage (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Solar power (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Alternative protein (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Indoor farming and agtech (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Cell therapy (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Gene therapy (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Antibodies and ADCs (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Synthetic biology and biomanufacturing (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Neurotechnology (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Drones (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Robotics and automation (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Space (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Crypto infrastructure (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Momentum: Applied AI (change in a year of private money, Palanor Emerging Spaces). Source: Palanor calculation (Palanor Emerging Spaces) from SEC Form D data sets (U.S. Securities and Exchange Commission; public domain).
Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.