Investment Results (%)
Portfolio Characteristics
Top 10 Portfolio Businesses
Related Thinking
Investment Strategy
Space: The Emerging Frontier
A more active space economy is taking shape as cheaper, more reliable launch expands what can be built, deployed, and sustained profitably beyond Earth.
Investment Strategy
The Power Behind AI
Artificial intelligence is becoming an energy and infrastructure story. As data center demand surges, power is emerging as a critical constraint and a potential source of long-term opportunity across generation, transmission, and distribution.