Active investment themes

USS Midway, a United States Navy aircraft carrier, docked in San Diego harbor

Naval Supply Chain

Tier-2/Tier-3 capacity rebuild for US naval programs

Commercial aircraft undergoing maintenance in a hangar

A&D Repair and Maintenance Services

A&D component part MRO buy and build

Cirrus SR22 aircraft in flight

Cirrus Authorized Service Centers

Buy and build focused on Cirrus ASCs

A yellow industrial robotic arm operating in a modern automation cell

Industrial Technology

Automation, controls, and engineered components

Fighter jet silhouetted inside a lit maintenance hangar at night

Aerospace & Defense

Mission-critical Tier-2 and Tier-3 hardware suppliers

A welder in a welding mask working with sparks flying

Engineered Services

Outsourced technical services to industrial end markets

Two students learning to weld at a workbench in a trade-school workshop

The Skills Gap

Industrial workforce training infrastructure thesis