Agentic Demand Family v3 · 8 pulses · multi-basket value-capture-layer architecture

Agentic Demand Map

Where are agentic AI workloads emerging? Eight operational pulses — each measuring a different value-capture-layer (App Builders · Tollbooths · Infrastructure · Endpoints · Security · Industrial) with its own multi-basket equity-gaps. The hardware buildout (CCST · TAISP · MHP · STP) tells you what supply looks like. These pulses tell you whether demand is showing up to consume it — and which value-capture-layer reacts first.

EIP Live

Enterprise Infrastructure Pulse

AI Factory: GPU · Server · Network · Power

61.4 / 100 9 tickers

EWP Live

Enterprise Workflow Pulse

SaaS Agents: Workflow · Tools · Observability

70 / 100 8 tickers

CCP Live

Consumer Cloud Pulse

Cloud Agents: Tokens · Apps · API

62.5 / 100 6 tickers

EAP Live

Enterprise Application Pulse

App-Developers: 5 sub-baskets, vertical splits

48.6 / 100 18 tickers

CEP Live

Consumer Endpoint Agent Pulse

Devices: Smartphones · AI-PCs · Wearables · XR

86.5 / 100 15 tickers

IAP Live

Industrial / Physical Agent Pulse

Physical: Factory · Robotics · FPGA · Auto

82.1 / 100 22 tickers

TBP Live

Tollbooth Pulse

Monetization: Cloud + Neo-Cloud + API + Data Tollbooth

78.3 / 100 14 tickers

ASP Live

Agentic Security Pulse

Security: Identity · Endpoint · Network · Data Sec

90 / 100 12 tickers

How the family is structured

Each pulse runs as its own Cloudflare worker on its own cadence (CCP hourly, EWP weekdays, EIP daily, EAP weekly, CEP & IAP monthly). Each writes a composite score 0-100 plus per-module breakdown to KV. Composite ≥70 = saturation, 40-70 = mass adoption, <40 = early adoption, negative trend = contraction.

Each pulse also computes an Equity Gap — the difference between its composite 3-month momentum and the 3-month momentum of its equity basket. Positive gap = operational signal is improving faster than stocks are pricing in (bullish divergence). Negative gap = stocks have priced in more than the operational signal supports (bearish divergence).

Two family-wide sub-modules apply across pulses: Maturity Score tags each stock T1/T2/T3 by disclosed volume (demo / early-production / mass-production), and Legacy-vs-Agent Decomposition separates net agentic ARR growth from legacy ARR decay for stocks with both businesses running parallel (CRM · NOW · SAP pattern).

Family reading is a diary entry on our process, not investment advice.