Intentional Thematic Investible Universes
Through years of research and development, including the design, testing, and live performance tracking of a broad set of UN SDG portfolios, we gained a clear understanding of where intentionality translates most effectively into investable opportunities in public markets.
Through our findings, we have identified seven thematic groups, each built around a core system essential to a resilient, inclusive, sustainable, and economically durable society.
Each group maps 20–40 U.S.-listed equities across small-, mid-, large-, and mega-cap companies — a curated universe for thematic security selection, not a fixed allocation.
Combining high-conviction names across all seven groups provides multi-cap exposure spanning the full framework, the starting point we customize from for each client's mandate.
Intentional Water Security Investible Universe
The Water Security Universe maps companies at the forefront of securing and managing one of the world's most vital resources, organized around four key pillars: Infrastructure, Water Management, Water Quality, and Cybersecurity.
We target businesses building resilient water supply networks, developing smart metering and leak detection technologies, advancing filtration and desalination, and providing cutting-edge cybersecurity solutions to safeguard critical water systems.
Leveraging rigorous thematic research, sector-specific systems analysis, and fundamental financial screening, this universe seeks to identify high-conviction, U.S.-listed equities with strong growth potential, operational alignment to the water security pillars, and resilient business models, filtered for thematic security selection within select advisory engagements.
Intentional Energy Resilience Investible Universe
The Energy Resilience Universe maps companies strengthening the reliability, security, and sustainability of the global energy system, organized around six key pillars: Energy Supply Diversity & Security, Energy Storage & Grid Resilience, Low-Carbon & Clean Energy Transition, Critical Minerals & Supply Chain Security, Operational & Cyber Resilience, and Energy Efficiency & Demand Management. We target businesses that are leaders in natural gas infrastructure, nuclear energy generation and innovation, rare earth mining and processing, battery storage, smart grid technologies, and digital energy management platforms.
Built through thematic research, sector-specific systems analysis, and fundamental financial screening, this universe surfaces high-conviction, U.S.-listed equities positioned to benefit from the modernization, diversification, and decarbonization of the global energy landscape, filtered for thematic security selection within select advisory engagements.
Intentional Innovation and Technology Strategy
The Innovation and Technology Universe maps companies driving breakthrough advancements that will shape the next generation of global growth, organized around three pillars: Disruption, Transformation, and Inclusion. This universe spans artificial intelligence, robotics, climate technology, next-generation connectivity, biotechnology, space technology, quantum computing, digital marketing, and digital finance.
Built through thematic research, sector-specific systems analysis, and fundamental financial screening, this universe surfaces high-conviction, U.S.-listed equities with strong growth potential and resilient business models, filtered for thematic security selection within select advisory engagements.
All models and charts are for illustrative purposes only and may vary by client.