Paradigm-Shifting Technologies

The automation age is set to drive unprecedented productivity gains, but this revolution depends on trillions of dollars in AI infrastructure investments.

Infrastructure & Environment

As disruptive technologies like AI data centers and EVs increase demand for electricity, opportunities in the renewable energy value chain may emerge.

Advancing Healthcare

Pressure to serve an aging population, manage chronic conditions, and improve access to care is accelerating tech transformation across the healthcare industry.

Paradigm-Shifting Technologies

As defense budgets increasingly prioritize technologies like AI, automation, and cybersecurity, contractors throughout the defense supply chain could benefit.

Infrastructure and Environment

Significant investments in U.S. infrastructure are creating opportunities, with benefits expected to continue due to manufacturing and data center expansion.

Advancing Healthcare

The increasing aging population is driving the need for healthcare, while GLP-1 therapies and new technologies offer innovative responses to help meet demand.