Global Investment Themes

Artificial intelligence, cloud AI, GPUs, data centers and satellite data.

AI chips, equipment, testing, chip design and data center infrastructure.

Launch services, satellite communications, SAR satellites and earth observation.

Quantum computing, cloud quantum platforms, cryptography and advanced computing.

Endpoint security, cloud security, zero trust and identity management.

Vaccines, oncology, antibodies, gene therapy and pharmaceutical innovation.

Uranium, nuclear power, SMRs, fuel services and energy infrastructure.

Solar, wind, grid infrastructure and clean energy transition stocks.

Travel, hotels, airlines, leisure and Japan inbound tourism stocks.