Voyager.

Energy powers all economic growth. We invest in technologies that generate, store, and use energy more efficiently, expanding capacity while strengthening resilience and reducing cost.

Steel, cement, chemicals, and fuels power modern industry. We invest in technologies that enable these core materials to be produced with speed, precision, and greater efficiency – domestically and at scale.

As industrial and physical systems digitize, better data yields better outcomes. We invest in software companies that layer intelligence onto the physical world, optimizing energy systems, logistics, and manufacturing.

Buildings and industrial facilities fix energy use, material choices, and operating costs for decades. We invest in software and hardware that optimize how these assets are designed, built, and run.

Carbon is both a cost and a currency. We invest in the hardware and software to measure, capture, reuse, and remove carbon. This enables us to manage carbon flows as a commodity, as critical as energy or minerals.

Moving people and goods safely, quickly, and efficiently is foundational to economic growth. We invest in high-performance mobility across air, land and sea, and in the data layers in between.