Artificial intelligence
Adoption is advancing; the question is how much usage turns into revenue and productivity. Infrastructure and applications capture value differently.
View analysisTrends
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A trend is not an investment. It is only the beginning of a hypothesis.
Follow real change, who could capture value, where disclosed capital appears and what would have to happen for the thesis to fail.
Evidence
Disclosed capital
Value capture
Risk
What is changing now
Key readings for the moment.
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Energy and infrastructure
Data center expansion needs grids and electrical capacity. Connection timelines can matter as much as demand.
View analysisHealth and longevity
Ageing increases the need for care. Separate that demand from the clinical evidence for each treatment.
View analysis13F · Q2 2026
Disclosed capital
Which companies appear in the portfolios of different managers. Overlap does not imply a shared investment thesis.
View dataTrend radar
Explore the main structural changes and their current state.
15 / 15 trends
Artificial intelligence
Models, data and infrastructure are changing how software, content and analysis are produced.
- Phase
- Monetization
- Evidence
- Strong
Automation
Industrial, logistics and administrative processes are trying to operate with less manual friction.
- Phase
- Scale
- Evidence
- Strong
Energy and infrastructure
Electrification, grids, storage and energy security are reshaping capital demand.
- Phase
- Scale
- Evidence
- Strong
Health and longevity
Demographics, biotechnology and prevention are changing how care is delivered.
- Phase
- Adoption
- Evidence
- Growing
Cybersecurity
More digital surface area means more need to protect identity, data and infrastructure.
- Phase
- Scale
- Evidence
- Strong
Defense and security
Geopolitics, drones, software and resilience are lifting security spending.
- Phase
- Scale
- Evidence
- Strong
Financial digitization
Payments, credit, data and user experience keep moving into digital layers.
- Phase
- Scale
- Evidence
- Strong
Future consumption
Brands, experiences and status continue to capture spending in some segments.
- Phase
- Mature
- Evidence
- Growing
Water and food
Scarcity, agricultural productivity and water resilience are becoming more economically important.
- Phase
- Adoption
- Evidence
- Growing
Space
Launch, connectivity and Earth observation expand the commercial uses of space.
- Phase
- Adoption
- Evidence
- Growing
Critical materials
Electrification and technology depend on concentrated mining, refining and recycling supply chains.
- Phase
- Scale
- Evidence
- Strong
Future education and work
Learning is becoming more modular, continuous and software-supported.
- Phase
- Adoption
- Evidence
- Growing
Cities and infrastructure
Transport, urban services and concessions support the renewal and expansion of cities.
- Phase
- Mature
- Evidence
- Strong
Robotics
More capable machines are moving beyond factories into logistics, healthcare and services.
- Phase
- Adoption
- Evidence
- Growing
Bitcoin and crypto infrastructure
Digital assets and open infrastructure propose a new layer for settlement and custody.
- Phase
- Adoption
- Evidence
- Growing
Phase and evidence are editorial judgments about change, not about investment returns. View methodology →
Where disclosed holdings overlap
13F · Q2 2026 · positions as of 30 June · delayed data
Partial coverage
SEC checked:
Alphabet One issuer, two share classes
GOOGL 28GOOG 20
32managers
issuer union
Overlap counts each manager once per security. The percentage uses managers with usable disclosed holdings; it does not express portfolio weight or a shared thesis.
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Overlap
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Change, evidence, the value chain, disclosed capital, risks and how it connects to the market.
View example: Artificial intelligence