TBT INVESTTHOUGHTS BECOME THINGS
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WHERE WE FOCUS

Twelve fields of investment focus.

These fields define our opportunity-review scope. Current investments are listed separately; frontier fields remain areas of long-term research and assessment.

Investment opportunity review

Ground transport

  • Passenger cars, taxis, buses and vans
  • Trucks, tractor units, trailers and freight
  • Motorcycles, bicycles and micromobility
  • Urban and intercity operations; fleet management
Discuss a relevant opportunity →
Investment opportunity review

Maritime transport

  • Shipbuilding, repairs and marine propulsion
  • Ports, terminals and shipping
  • Smart vessels and marine services
Discuss a relevant opportunity →
Investment opportunity review

Aviation

  • Aircraft and technical services
  • Drones and advanced air mobility
  • Passenger and cargo operations; airport infrastructure
Discuss a relevant opportunity →
Investment opportunity review

Rail transport

  • Locomotives, freight and passenger wagons
  • Urban rail and infrastructure
  • Signalling, intelligent control and maintenance
Discuss a relevant opportunity →
Long-term research & assessment

Space technologies

  • Launch systems and satellites
  • Relevant satellite services and data
  • Space transport and interplanetary technologies
Discuss a relevant opportunity →
Investment opportunity review

Logistics & supply chains

  • Postal services, parcels and last-mile delivery
  • Warehousing, distribution and cold chains
  • Supply chains, returns and multimodal transport
Discuss a relevant opportunity →
Investment opportunity review

Automotive & components

  • Light and heavy vehicle production
  • Components, powertrains and connected vehicles
  • Production equipment, testing and technical services
Discuss a relevant opportunity →
Investment opportunity review

Energy, batteries & charging

  • Traction batteries and battery-management systems
  • Fast charging and fleet energy management
  • Relevant hydrogen applications; battery reuse and recycling
Discuss a relevant opportunity →
Investment opportunity review

AI & robotics

  • Autonomous driving and driver assistance
  • Warehouse, delivery and operational robotics
  • Computer vision, forecasting and fleet optimisation
Discuss a relevant opportunity →
Investment opportunity review

Software & digital infrastructure

  • Transport platforms and operating systems
  • IoT, telematics, communications and cloud
  • Cybersecurity, APIs and operational integration
Discuss a relevant opportunity →
Investment opportunity review

Fintech & insurtech

  • Payments, settlement and permitted financing
  • Leasing, credit assessment and embedded finance
  • Insurance technology and claims management
Discuss a relevant opportunity →
Long-term research & assessment

Emerging technologies

  • Advanced materials and sensors
  • Relevant quantum technologies
  • Future propulsion and application-led frontier technologies
Discuss a relevant opportunity →