Multi-Algorithm Critical Nodes
--Nodes flagged by 2+ independent graph algorithms — bridge detection (nodes connecting otherwise separate clusters), betweenness centrality (how often a node sits on the shortest path between others), and SPOF simulation (what breaks if a single node is removed). These are the consensus chokepoints.
Single Points of Failure
--Nodes whose removal fragments the supply graph into disconnected components. Higher SPOF score = more downstream nodes lose connectivity.
Bridge Nodes by Theme Coverage
--Bridge nodes connect otherwise disconnected theme clusters. A node spanning 8 themes means its disruption cascades across the entire industrial stack.
Cross-Theme Dependency Chains
--End-to-end supply paths traversing multiple investment themes. Disruption at the start propagates through materials and companies into downstream sectors.
Catalyst Heat Map
--Scanner convergence layered onto the supply graph. Companies with highest heat scores have multiple independent data points firing simultaneously.
Asymmetry Ratios — Chokepoint Alpha
--Small-cap companies whose supply chain position exposes them to downstream market caps orders of magnitude larger. The ratio reveals structural mispricing.