This sleeve invests in technologies, infrastructure, and services that electrify and decarbonize the energy system. Focus: smart grids and grid digitalization; power-management semiconductors (SiC/GaN), modules, and drivers; high-voltage cables, transformers, and substations; storage and power conversion; e-mobility charging and power; efficiency solutions for industry, buildings, and data centers. It targets businesses with durable economics and compounding free cash flow across generations, networks, and end-use electrification.
Updated 2025-11-21