Themes
We focus on a small set of long-duration themes where we believe structural change drives enduring value.
Compute and semiconductors
The hardware and systems that enable scalable compute.
Power and industrial buildout
Reliable, cost-advantaged power and the infrastructure that supports it.
Payments and financial rails
Modern payment networks and financial infrastructure that reduce friction globally.
Digital assets and market plumbing
The rails, custody, and market structure for internet-native value transfer.
Risk, security, and compliance
Infrastructure that increases resilience, governance, and trust.
AI and workforce automation
Intelligent systems that replace routine knowledge work and reshape how companies operate.
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