Driving AI 2.0
Innovators are the creative forces behind AI 2.0: the next phase of disruption. These small- and mid-cap companies are building new use cases, business models, and platforms that leverage AI to transform how we live, work, and interact. They’re not just using AI, they’re redefining industries with it.
Why they matter
Investing in Innovators means identifying the next generation of winners before they scale, where exponential growth and margin expansion often begin.
Watchlist sectors
E-commerce: Logistics and personalisation
AI is reshaping how products are discovered, recommended, and delivered. The next wave of innovation is coming from agile platforms that use machine learning to optimise customer journeys, automate fulfillment, and personalise experiences at scale. These aren’t the household names - they’re the builders behind the scenes, quietly redefining retail.
Healthtech: Diagnostics and drug discovery
AI is accelerating breakthroughs in medical imaging, genomics, and drug development. The most exciting progress is happening in companies that combine deep domain expertise with nimble technology stacks - bringing precision and speed to diagnostics and discovery. These innovators often operate outside the spotlight, but inside the data.
Fintech: Risk modeling and fraud detection
AI is transforming financial services by automating risk assessment, detecting fraud in real time, and personalising financial advice. The firms leading this charge are often lean, tech-native, and focused on solving specific pain points - making them powerful disruptors in a traditionally conservative sector.
Edtech: Adaptive learning platforms
AI is enabling personalised education through adaptive learning, automated tutoring, and intelligent content delivery. The platforms driving this shift are often born digital, built for scale, and designed to evolve - making them ideal candidates for outsized growth as AI reshapes how we learn.
