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Investing in Critical Domains
Aerospace & Defense
Across space, air, land, and sea, technology is changing the rules of engagement and the balance of global leadership. Private companies with bold visions are leading the charge to fortify and advance critical areas of our defense industrial base with innovative commercial solutions.
- Hypersonics and space
- Maintenance and logistics
- Mission-critical components
Bio Preparedness
Pandemics, biothreats, and supply shortages can cripple economies and military readiness alike. Building resilient biomanufacturing and domestic pharmaceutical capabilities protects populations, helps to ensure rapid response, and reduces reliance on fragile global supply chains.
- Active pharmaceutical ingredients
- Biotech and health security
- Pharmaceutical supply chain
Critical Minerals & Power
Critical minerals and energy systems sit at the intersection of national security, economic competitiveness, and the energy transition. Private-sector innovators are delivering breakthrough technologies in mineral processing and energy storage that enable resilient, scalable, and strategically aligned supply chains.
- Rare earths extraction and processing
- Energy storage technologies
Data Tech & Microelectronics
Digital infrastructure is now as essential to security as physical borders. Securing leadership in computing power, data processing, and semiconductor manufacturing helps to ensure that intelligence, defense, and industrial systems remain sovereign and resilient.
- Data center value chain
- Quantum computing
- Semiconductors
Industrials
A strong industrial base strengthens the backbone of economic resilience. We analyze supply chains down to the resource and input level to determine where weaknesses must become strengths, and how the private sector can lead the way by expanding and enhancing capacity and productivity.
- Advanced manufacturing and robotics
- Essential minerals
- Water technologies
Maritime Revitalization
Revitalizing U.S. and allied-nation shipbuilding and value chains, marine technologies, logistics, and infrastructure strengthens deterrence and protects the flow of goods that sustain our economies.
- Indo-Pacific assets
- Marine technologies
- Shipbuilding and supply chain
Next-Gen Telecom
Next-generation communication systems are critical in determining the future of national security and economic leadership, and private sector companies are leading technology revolutions across networks, compute, infrastructure, and more.
- Edge compute
- Fiber
- Next-Gen 5G
Strategic Assets & Geographies
Physical infrastructure and strategically located assets better enable the projection of power, logistics, and resilience across regions. Investing in critical real estate, logistics hubs, and energy nodes help to secure the foundation for defense, transportation, and trade.
- Mission-critical infrastructure
- Strategic locations and capabilities
We invest where strategy meets strength.
See the companies securing our supply chains.
Domains represent current opportunities the team is focused on and are subject to change due to prevailing market conditions and/or other factors.







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