Investment Sectors

The Technology Frontiers
We Focus On

We focus on domains characterized by “foundational innovation,” particularly at the intersections of technology and energy, physics and digital.

Next-Generation Battery Technology

Solid-state, Flow, Sodium-ion

Smart Grid & Virtual Power Plants

Distributed Energy Management, Demand Response, Power Trading AI

Zero-Carbon Energy

Advanced Nuclear, Green Hydrogen Production & Storage, CCUS

The reshaping of the energy system is the most certain opportunity of the next two decades. We seek foundational technologies that reduce cost per kilowatt-hour and enhance grid resilience.

Industrial Software & Simulation

CAE/CAD, Digital Twin, EDA Tools

Semiconductors & Advanced Manufacturing

Third/Fourth-Generation Semiconductors, High-End Sensors, Advanced Packaging

Robotics & Automation

Industrial Robots, Specialized Robots, Autonomous Mobile Robots

The digitization and intelligence of the physical world require 'root technologies.' We invest in the infrastructure that enables machines to 'think,' 'sense,' and 'act.'

AI Infrastructure

Edge AI Chips, AI Compilers, Trustworthy AI

Quantum Technologies

Quantum Computing, Quantum Communication, Quantum Sensing

Advanced Materials

Metamaterials, High-Performance Composites, Bio-Based Materials

Truly transformative innovations often emerge at the intersections of disciplines. We embrace uncertainty and invest in the 'crazy ideas' that may open new eras.