Industrial infrastructure
Physical industries are being rebuilt with software, automation, and new materials. We invest in the companies creating durable competitive advantages in manufacturing, logistics, and industrial systems.
The next wave of industrial value creation will come from companies that combine deep domain knowledge with modern software and automation. These are not digital-only businesses — they operate at the intersection of atoms and bits, creating moats through operational excellence, proprietary processes, and systems integration that pure software cannot replicate.
Advanced manufacturing
Additive manufacturing, precision machining, and novel production processes that reduce cost, waste, and time-to-market for complex components.
Industrial automation
Robotics, computer vision, and autonomous systems for heavy industry, construction, and logistics environments.
Advanced materials
Novel materials, composites, and coatings with superior performance characteristics for energy, aerospace, and industrial applications.
Supply chain systems
Intelligence and optimization platforms for industrial supply chains, procurement, and operations management.
- European industry is large and diverse — modest efficiency and quality gains at scale still move the needle materially.
- Reshoring and resilience agendas support investment in domestic production and supplier networks.
- Demographics and skills gaps make automation and augmentation a structural theme, not a cycle.
- Tight integration of software, sensors, and processes creates defensibility that generic tools rarely match.
Applied intelligence
→Automation, systems software, and computation integrated into physical and biological domains.