Idea generation
powered by Knowledge Graph Technology
Surface new investment angles across structural themes curated by our knowledge graph. The overviews below combine momentum metrics with qualitative narratives to accelerate brainstorming.
Top performing concepts
Concept
Optics
1Y perf: 225%
Optical interconnects and co-packaged optics
Concept
Memory
1Y perf: 223%
High-bandwidth memory and advanced packaging
Concept
Advanced Optics
1Y perf: 202%
Silicon photonics and advanced optics
Concept
Sensors
1Y perf: 130%
LiDAR, radar, and perception chips
Concept
Nuclear
1Y perf: 126%
Advanced nuclear reactors & HALEU
Concept
Quantum
1Y perf: 93%
Quantum software/Hardware and post-quantum security
Concept
Semiconductors
1Y perf: 92%
Power semiconductors (SiC, GaN)
Concept
Data Center Power
1Y perf: 92%
Data-center power and liquid cooling for AI