Thesis

The industrial world is undergoing a massive transformation driven by automation, autonomy, and intelligent systems. Post-pandemic supply chain failures, global energy and tariff shocks, and geopolitical tensions are forcing industries and nations to rebuild critical infrastructure. 

Agentic AI, autonomous operations, and intelligent infrastructure will form the next backbone of the global economy. We invest in the foundational technologies powering the AI revolution backing the boldest builders of compute, data, energy and model infrastructure shaping the future of intelligence at scale.

Key Themes:

• Industrial AI / Manufacturing optimization

• Energy Systems Intelligence (smart grids, storage optimization)

• Autonomous Infrastructure (drones, robotics, construction tech)

• Precision Agriculture AI

• Industrial cybersecurity and resilience