The combination of our climate adaptation and energy addition theses continues to drive outperformance vs. the major indexes. This is evidenced by performance this year across key industries such as water utilities (+58.37%),1 independent power producers (+33.84%),2 transition infrastructure (+14.42%),3 transition metals (+14.95%),4 and renewable electric utilities (+12.65%).5
If there’s a single theme emerging from the first half of the year, it’s that infrastructure is no longer in the background. Utilities, grid networks, and water systems aren’t just yield plays or defensive allocations, they’re the backbone of future growth.
Infrastructure that performs under strain doesn’t just protect capital; it enables the very systems the economy depends on to expand, as we can’t digitize our way out of physical constraints. Data centers won’t run without electricity, AI won’t scale without cooling, electrification won’t work without reliable transmission, and decarbonization won’t happen without buildable, dispatchable infrastructure.
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