AI Models, Software & Applications
Platforms and tools that turn artificial intelligence into useful products and durable business value.
Public Markets
The companies powering the AI economy.
We collectively research publicly traded businesses positioned to benefit directly or tangentially from the expansion of artificial intelligence.
Our investment lens
Growth matters. Durable economics matter more.
We seek companies with defensible competitive advantages, expanding addressable markets, credible revenue growth, and a realistic path to durable earnings and cash flow. Our work considers both direct AI leaders and the infrastructure, energy, and technology businesses enabling their growth.
Revenue growthEarnings qualityValuationCompetitive advantageManagementLong-term upside
Semiconductors & Compute
Chip designers, manufacturers, equipment providers, and specialized computing architectures.
Data Centers, Networking & Cloud
The physical and digital infrastructure required to train, deploy, and scale AI systems.
Power & Energy Infrastructure
Utilities, generation, storage, and grid technologies supporting rising computing demand.
Robotics & Autonomous Systems
Companies bringing intelligence into industrial, logistics, mobility, and physical-world applications.
AI-Enabled Industries
Cybersecurity, healthcare, finance, and other sectors where AI may reshape productivity and economics.
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