HCA Healthcare
Studying scale, patient demand, reimbursement pressure and the economics of hospital operations.
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Here’s what we hold, why it interests us, and what we’re looking into next.
PUMPCrypto
PUMP
Exposure to the creator-led token economy and the infrastructure powering on-chain launches.
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ZECCrypto
Zcash
A privacy-focused position built around the long-term demand for confidential digital transactions.
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HYPECrypto
Hyperliquid
Exposure to an on-chain trading network built around fast execution, deep liquidity and community-led infrastructure.
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VIRTUALCrypto
Virtuals Protocol
Exposure to the emerging market for autonomous AI agents, digital ownership and agent-led economies.
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JELLYJELLYCrypto
JELLYJELLY
A high-risk position at the intersection of internet culture, social participation and speculative attention.
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XRPCrypto
XRP
A payments-focused position centred on liquidity and the movement of value across borders.
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IONQStock
IonQ Inc.
Public-market exposure to trapped-ion quantum computing and the long-term commercial potential of quantum systems.
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RGTIStock
Rigetti Computing
Exposure to full-stack quantum computing through superconducting processors, systems and cloud-based access.
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QBTSStock
D-Wave Quantum
Public-market exposure to quantum annealing technology and its potential application to complex optimisation problems.
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NVDAStock
NVIDIA
Exposure to the computing infrastructure powering artificial intelligence, accelerated workloads and data centres.
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ABBVStock
AbbVie
Exposure to a global biopharmaceutical business with established franchises and a developing treatment pipeline.
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NBISStock
Nebius Group
Exposure to AI-focused cloud infrastructure serving companies building and deploying demanding machine-learning workloads.
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On our
watchlist.
NuScale Power
Watching commercial progress in small modular nuclear reactors and the capital needed to reach deployment.
Company websiteLumentum Holdings
Researching optical and photonic infrastructure behind AI, cloud computing and communications.
Company websiteSUNation Energy
Assessing residential solar, battery demand, balance-sheet risk and the proposed Suniva combination.
Company website