We take a cold, analytical approach to emerging tech trends when investing. Strategies We grounded our investment in drone-maker AeroVironment
The company's software helps balance supply and demand in a power grid by adjusting power use during peak demand periods. Strategies EnerNOC: A smart green energy play
We reserve spots in the portfolio for high-quality companies that no quant model will ever find. Strategies In search of the tech plays the quant models miss
The company has continued to execute and we’re looking forward to Zillow’s first quarter earnings announcement in early May. Strategies Zillow’s potential in the real estate space remains big