The next winners won't simply be the companies using AI—they'll be those capturing its economic value. Our latest Q2 and Semiannual Rebalancing Report explains why we are increasing exposure to AI infrastructure, energy systems, and semiconductor bottlenecks while reducing areas where innovation has become commoditized.

Discover the key innovations identified by our Singularity Think Tank and how we continue to position the Singularity Strategies in Applied Innovation that - once in force - can create value for longer and at greater scale than the market anticipates.