Investing in the collision of geopolitics and capital markets, assessing opportunities from policy to portfolio, in the four key sectors of National Security & Defense, Energy Security, Applied AI & Computing Power, and Advanced Manufacturing.

Applied AI & Computing Power: As the artificial intelligence revolution creates infinitely more data and computational power, legacy industries will be disrupted by ‘applied’ AI and autonomy, data centers will consume more power, and disruptive innovation will spring forward to adapt existing software, compute hardware, and power infrastructure to meet the needs of the coming decade.