Sectors
Focused on disruptive technology. Active across the economy.
Nine coverage sectors, presented the way a bank presents industry groups. Frontier sectors sit inside the list as peers among nine — the breadth is the message, and every sector named is backed by a mandate, position, partner, or research position disclosed on this site.
Technology
Software, enterprise, internet
Artificial Intelligence
Applications, data, compute
Digital Assets & Tokenization
Capital markets, RWA, infrastructure
Financial Services & Fintech
Payments, insurance, banking technology
Consumer & Retail
Brands, marketplaces, commerce
Media, Gaming & Entertainment
Interactive media, sports, creators
Healthcare & Life Sciences
Health technology and services
Energy & Real Assets
Transition, infrastructure, real estate
Industrials & Supply Chain
Logistics, manufacturing, automation