Technology predictions for the companies you hold
We publish predictions about technology over the next ten years. Each one says what most people think, what we think, and what it means for investors. Use them to see which holdings are exposed before the change shows up in results.
See what most people expect, and where we disagree.
An Information Edge Across Your Universe
Covering a broad investable universe means most technology analysis stays at the surface. CanaryIQ lets you go deeper across more companies and sectors. It tracks patent activity, research output and early-stage investment flows to find the technology dynamics that are not yet reflected in sell-side coverage or consensus models.
Selected Canary catalogue assessments · 0–1 scale
See Disruption Before the Financials Do
Technology-driven disruption tends to accumulate quietly before it shows up in revenue. A competitor's accelerating patent programme, a wave of research pointing toward a new approach, an emerging startup cluster: these are the signals that come before the financial impact. CanaryIQ surfaces them in time to act, not after the damage is in the numbers.
Share of global data-centre electricity use · 2024
The remaining 15% is spread across the rest of the world.
Evidence Behind Every Conviction
Strong investment convictions require strong evidence. CanaryIQ connects the technology thesis behind a position to the underlying data, such as patent filings, research momentum, capital deployment and policy signals, so you can articulate and defend the technology component of any thesis with the same rigour you bring to the financial analysis.
AI growth depends on electricity infrastructure.
- Evidence
- IEA’s 2030 base case: 945 TWh of data-centre electricity demand.
- Sensitivity
- Adoption, efficiency and grid bottlenecks change the outcome.
- Diligence question
- Which holdings are exposed, and what is already priced in?
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You get predictions about where technology is heading over the next ten years, research on 235 technologies with the companies and people involved, the risks to them, and the latest news on the technologies you follow.
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No. It fills a different gap. Most data providers cover financial signals: filings, earnings, pricing. Most research tools cover what's already public. CanaryIQ focuses on the pre-commercial, pre-consensus technology signals, such as patents, research and early funding, that come before the financial impact. It complements your existing stack rather than overlapping with it.
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Our view runs ten years ahead. Most predictions are about what happens in the next two to four years.