Investment Results (%)
Portfolio Characteristics
Top 10 Portfolio Businesses
Related Thinking
Investment Strategy
China’s Robotics Renaissance Appears More Than a Cyclical Fad
After recent trips to China, Sands Capital Sr. Research Analyst Massimo Marolo, CFA, finds China’s industrial backbone combined with proactive policies around market entry, R&D incentives and antitrust oversight, create fertile ground for automation to redefine productivity and competitiveness.
Investment Strategy
Exploring AI’s Ever-Evolving Value Chain
AI workloads are skyrocketing as models expand in scale and complexity, pushing compute demand and supply-chain limits to reshape digital infrastructure. Discover how evolving GPU technology, chip manufacturing bottlenecks, and geopolitics drive the next wave of AI innovation.