America’s defense infrastructure is evolving, driven by rapid innovation and a new era of national security priorities. We invest in companies building mission-critical technologies and specialized manufacturing capabilities that protect strategic advantage and strengthen operational readiness.

The space sector is shifting from possibility to proven commercial value. We focus on enabling technologies, components, and services that support rapid launch, in-orbit operations, and the resilient supply chains required for the next generation of space-driven industries.

Aviation is undergoing modernization across its entire ecosystem—from advanced materials and automation to maintenance and safety systems. We target niche aerospace suppliers developing technologies that improve performance, reduce downtime, and strengthen the reliability of global fleets.

Semiconductors are the backbone of advanced manufacturing, defense systems, and national competitiveness. We invest in protected subsectors driving breakthroughs in design, packaging, and fabrication, as well as the critical tooling and materials that power the world’s most advanced chips.