

The Future We're Investing In
Discover the key themes guiding our investment strategy and the technologies driving them forward.
The Future We're Investing In
Discover the key themes guiding our investment strategy and the technologies driving them forward.

Investment Theme
Powering the Shift to an Electrified Future
We invest in software and services accelerating the transition to cleaner, more resilient energy systems—from generation and storage to grid modernization and electrification.

Energy Transition
Accelerating the global shift to clean, reliable, and affordable energy.
Theory of change
Accelerating the global shift to clean, reliable, and affordable energy.
Portfolio companies






Representative technologies
Grid Resilience
Technologies that improve the reliability, security, and flexibility of critical infrastructure.
Asset Monitoring
Real-time monitoring and diagnostics to improve asset performance and reduce downtime.
Industrial Automation
Software and control systems that streamline operations and increase productivity.
Infrastructure Intelligence
Data platforms and analytics that enable smarter planning, maintenance, and decision-making.
Deep Dive research

Critical Infrastructure
Strengthening the systems that keep energy, industry, and essential services running.
Theory of change
Connected assets, AI, and industrial software are turning manual, fragmented workflows into intelligent, data-driven operations that improve productivity and efficiency.
Portfolio companies





Representative technologies
Grid Resilience
Technologies that improve the reliability, security, and flexibility of critical infrastructure.
Asset Monitoring
Real-time monitoring and diagnostics to improve asset performance and reduce downtime.
Industrial Automation
Software and control systems that streamline operations and increase productivity.
Infrastructure Intelligence
Data platforms and analytics that enable smarter planning, maintenance, and decision-making.
Deep Dive research

Industrial Digitization
Transforming industrial operations with software, automation, and intelligent data.
Theory of change
Connected assets, AI, and industrial software are turning manual, fragmented workflows into intelligent, data-driven operations that improve productivity and efficiency.
Portfolio companies






Representative technologies
Industrial AI
Apply AI to automate engineering, manufacturing, and operational workflows.
Data Infrastructure
Connect and contextualize industrial data to unlock real-time insights.
Smart Automation
Deploy software that orchestrates machines, robotics, and factory operations.
Digital Twins
Model physical systems digitally to optimize performance before and during operation.
Deep Dive research

Decarbonization
Accelerating the transition to a low-carbon economy through scalable climate technologies.
Theory of change
As industries work to reduce emissions, software and enabling technologies are making decarbonization more practical, measurable, and economically viable.
Portfolio companies






Representative technologies
Carbon Management
Measure, monitor, and reduce emissions across operations and supply chains.
Clean Fuels
Enable the production, distribution, and adoption of low-carbon fuels.
Industrial Decarbonization
Reduce emissions from energy-intensive industries through process innovation and electrification.
Climate Intelligence
Use data and software to optimize energy use, improve efficiency, and accelerate emissions reductions.
Deep Dive research



