Recent Reports

The Defense Digital Service, a self described “SWAT team of nerds” along with service provider HackerOne are conducting another in a series of bug bounty programs to help organizations identify potential cybersecurity vulnerabilities. Military and civilian hackers invited to discover and disclose vulnerabilities in digital assets affiliated with the largest branch of the U.S. Military […]

To say 2020 was a year unlike any other is an understatement on several fronts but despite all of it, equities finished the year higher and once again the major indices were bested by several of Tematica Research’s thematic indices. That includes several of them topping the outsized (but fairly narrowly driven) 43.6% return for […]

While there have been announcements concerning public edge computing buildouts, this agreement is one of a recent few that focuses on private edge computing services that will serve manufacturers and other heavy users of industrial IoT to manage production. Samsung Electronics on Wednesday signed a partnership with IBM to combine “edge computing” with private 5G […]

An assumed nation-state backed group has been monitoring employee emails for some time it was revealed. It is not known yet if access was obtained through a phishing or direct attack on the groups MS Office 365 platform. Officials met Saturday, December 13th to assess the damage and prepare a remedy. Hackers backed by a […]

Just when you thought that the digital infrastructure underlying the internet and overall connectivity wasn’t strained enough in the work-from-home, learn-from-home, stay-at-home era, it appears that Google has joined the ranks of direct streaming services switching on direct to YouTube capabilities on its Stadia gaming platform. Rolling out to some users now, Stadia appears to […]

On November 3, California citizens approved the California Privacy Rights and Enforcement Act (CPRA), a comprehensive privacy law that expands the California Consumer Privacy Act (CCPA). Of note, the CPRA creates more stringent requirements for companies that collect and share sensitive personal information and creates the California Privacy Protection Agency, which will be responsible for enforcing […]

The coronavirus pandemic is radically altering how people go about their daily lives, and that includes how they interact with their healthcare providers. With quicker data speeds brought on by 5G, WiFi 6 and other broadband technologies that also feature lower latency, the telemedicine experience will continue to improve, chewing up network capacity along the […]

Our Investment Themes

Aging of the Population

The impact on the economy of a global demographic shift to a more senior population

DIGITAL INFRASTRUCTURE

The foundational services and technologies that enable continuous access to information, commerce, communication, and entertainment that have become a daily fact of life.

DISRUPTIVE INNOVATORS

Disruptive Innovators today span not just technology, but also biological sciences, material science, healthcare, energy, consumer and business services.

LIVING THE LIFE

Those luxury goods and services that give pleasure to the buyer while also serving as a sign of having made it and reflect a level of social standing and indulgence

Rise of the Global Middle Class

Focuses on areas around the world where rising disposable incomes are driving consumers to look for ways to improve themselves and the way they live.

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CLEAN LIVING

The growing demand for products that claim to be natural, boost health, or have a positive impact on the environment.

DIGITAL LIFESTYLE

The confluence of high-speed networks, expanding computing power, and falling storage costs have changed how consumers interact, share, shop, transact, game, pay and consume content.

GUILTY PLEASURES

Those little treats and would-be harmless vices that we as consumers like or need to have from time to time even though there may be a form of guilt associated with indulging.

MIDDLE CLASS SQUEEZE

Lower employment, increased savings rates, lack of available credit, and weak income growth have led consumers to save where they can, seeking more value for each dollar spent.

SAFETY & SECRUITY

The evolving needs across individual, cyber, corporate and homeland security as behaviors shift away from reactionary defense towards always prepared and secure.