Strongest themes right now

Robotics, automation and machine-vision businesses bringing AI into physical operations.

Hardware and software companies developing commercial quantum-computing systems.

Compute, accelerator and connectivity silicon used to train and run AI workloads.

Electrical, power-management and thermal systems required by dense data centers.

Memory, flash storage and disk suppliers serving data centers, devices and AI systems.

Critical lithography, deposition and etch suppliers enabling advanced chip production.

High-speed switching, optical components and interconnects for AI-scale networks.

Enterprise platforms that store data, deploy models and operationalize AI applications.

Cloud, endpoint and network-security vendors protecting modern digital infrastructure.

Launch, satellite communications and space-infrastructure companies.

Nuclear generation, uranium supply and next-generation reactor developers.

Vehicle, grid-scale and next-generation battery and storage platforms.