InfoTech

€3.5 Billion Strategic Allocation to the Digital Economy: Information Technology (IT) and Digital Infrastructure constitute a core, long-term growth engine within the diversified investment portfolio. With a dedicated allocation of €3.5 billion, this segment is strategically positioned to capture enduring structural transformation driven by digitalization, automation, artificial intelligence, exponential data expansion, and the continued globalization of connectivity. As the global economy becomes increasingly digitized, technology infrastructure underpins productivity gains, financial intermediation, healthcare delivery, industrial automation, logistics, and real-time communication networks. The allocation is designed to balance exposure to high-growth innovation with resilient, infrastructure-based revenue models, thereby enhancing both return potential and overall portfolio stability. .

€2B

Strategic Allocation

€650M+

Recorded ROI

20M

Lives Impacted

Strategic Role Within the Portfolio

The €3.5 billion allocation to Information Technology and Digital Infrastructure is a core pillar of the overall portfolio architecture. It provides targeted exposure to high-growth segments of the global economy, supports innovation-led return generation, and introduces a meaningful component of recurring, contract-based revenues. By diversifying across cloud, AI, cybersecurity, FinTech, and connectivity assets, the allocation reduces reliance on any single digital theme or geography while aligning capital with long-term economic and technological transformation. As a result, technology and digital infrastructure act both as a growth catalyst and as a strategic enabler within the diversified investment platform. .

20

Million +

Satisfied clients

Robotics and manufacturing

Structural Growth Drivers

The long-term outlook for Information Technology and Digital Infrastructure is underpinned by a set of durable, global structural drivers that are reshaping economic activity, business models, and consumer behavior:

Global Digital TransformationEnterprises, governments, and institutions worldwide are undertaking multi-year digital transformation programs to modernize legacy systems, digitize operations, and enhance customer engagement. This shift is driving sustained demand for cloud-based solutions, data infrastructure, automation, and advanced analytics, forming a persistent growth backdrop for technology and digital infrastructure providers.

Enterprise Cloud Migration Corporates continue to migrate mission-critical workloads from on‑premise environments to public, private, and hybrid cloud architectures. This transition supports recurring demand for hyperscale data centers, cloud platforms, and associated networking and security solutions, and is expected to remain a key source of structural growth as organizations prioritize scalability, flexibility, and cost efficiency.

Artificial Intelligence Adoption AI and machine learning are increasingly embedded across functions such as forecasting, risk management, customer personalization, process automation, and product development. As organizations progress from experimentation to broad-based deployment, demand for AI software platforms, high-performance computing, specialized semiconductors, and data infrastructure continues to accelerate, reinforcing long-term growth prospects.

Rising Cybersecurity Requirements The expansion of cloud computing, remote work, connected devices, and digital payments has elevated cyber risk and increased regulatory scrutiny around data protection and privacy. Organizations are required to invest continuously in cybersecurity solutions—including network and endpoint security, identity and access management, and cloud-native protection—supporting non-discretionary, recurring demand for security technologies and services.

Growth of Digital Financial Ecosystems Payments, banking, lending, and asset management are increasingly delivered through digital channels and embedded within broader platforms. The rise of real-time payments, digital wallets, open banking, and blockchain-based market infrastructure is transforming financial services, creating long runways for growth in FinTech platforms, transaction processing, and digital financial rails.

Collectively, these structural drivers are expected to support enduring, multi-cycle demand across technology platforms and digital infrastructure assets, reinforcing the strategic rationale for a dedicated, long-term allocation to the sector.

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Capital Appreciation

Capital appreciation is driven primarily by increasing automation adoption and the strengthening of technological leadership among portfolio companies. As manufacturers across sectors integrate robotics, advanced control systems, and digital production platforms, businesses with defensible intellectual property, strong installed bases, and deep domain expertise can achieve sustained revenue and earnings growth. Market share gains, entry into new verticals and geographies, and the expansion of high‑margin software and services all support multiple expansion over time. In addition, exposure to critical enabling technologies—such as precision components and semiconductors—provides leveraged upside as automation intensity rises across global supply chains.

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Recurring Revenue Streams

A growing portion of returns is supported by recurring, contract-based revenue models. Software subscriptions for industrial IoT, MES, and analytics platforms, long-term maintenance and service contracts for installed robotics fleets, and Robotics‑as‑a‑Service (RaaS) and leasing models all enhance income visibility and reduce cyclicality. These recurring streams are underpinned by high switching costs, integration depth, and mission‑critical roles within production processes, leading to strong renewal rates and opportunities to cross‑sell additional modules, upgrades, and value‑added services.

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Productivity‑Driven Demand

Structural productivity needs provide a powerful demand engine for robotics and advanced manufacturing solutions. Labor shortages, rising wage pressures, and the need to mitigate operational risk and supply chain disruption are pushing enterprises to accelerate automation investments. At the same time, demands for higher quality, faster time‑to‑market, mass customization, and more efficient use of materials and energy all favour data‑driven, automated production systems. This combination of cost optimization, risk management, and performance enhancement creates a durable, multi‑cycle backdrop for increased capital expenditure on robotics, smart factories, and precision technologies.

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Strategic Reinvestment

Disciplined reinvestment is central to sustaining long-term compounding within the strategy. Profits and realized gains are selectively redeployed into emerging automation platforms, next‑generation robotics technologies, advanced materials, and software‑centric Industry 4.0 solutions with superior growth potential. Capital is progressively rotated toward businesses demonstrating strong innovation pipelines, scalable go‑to‑market models, and expanding recurring revenue components, while exposure is reduced where technology, competitive, or valuation risks become less favourable. This dynamic capital allocation approach supports continuous upgrading of the portfolio’s growth and quality profile over time.

Total Capital Allocated: €3.5 Billion

The €3.5 billion Information Technology & Digital Infrastructure allocation is deployed across a set of clearly defined, high-conviction digital themes. Each segment targets distinct yet complementary components of the digital value chain, combining long-term structural growth potential with differentiated risk and return profiles. .

Cloud & Data Infrastructure – €1.1 Billion

Capital is allocated to the core infrastructure that enables data storage, processing, and delivery at scale. This includes investments in hyperscale and colocation data centers, cloud service providers, edge computing platforms, and high-capacity data networks. The objective is to capture recurring, infrastructure-like cash flows supported by the continued migration of enterprise workloads to the cloud and the exponential growth of data.

Artificial Intelligence & Advanced Computing – €900 Million

This segment focuses on platforms, technologies, and hardware that power AI-driven innovation and high-performance computing. Allocations include AI software platforms, machine learning infrastructure, semiconductor and GPU providers, and advanced analytics environments. The strategy aims to benefit from accelerating AI adoption across industries and the rising demand for compute-intensive applications.

Cybersecurity & Digital Protection – €600 Million

Capital is directed toward leading cybersecurity providers that secure networks, cloud environments, data, and digital identities. Investments span network and endpoint security, cloud-native security solutions, identity and access management, and threat intelligence platforms. The allocation targets resilient, subscription-based revenue streams driven by regulatory requirements and escalating cyber risk.

FinTech & Digital Financial Systems – €500 Million

This allocation captures the ongoing digital transformation of financial services. It includes exposure to digital payment networks, transaction and clearing infrastructure, embedded finance platforms, and digital lending and banking systems. The segment is positioned to benefit from growth in electronic payments, real-time transaction processing, and the modernization of global financial rails.

Strategic Outcome

The Information Technology & Digital Infrastructure strategy targets long-term value creation through a combination of scalable innovation, resilient infrastructure, and disciplined risk management. It focuses on high-growth platforms such as cloud, AI, and digital financial systems, complemented by stable, income-generating assets like data centers and telecommunications networks.

A diversified approach across sub-sectors, regions, and business models enables participation across the full digital value chain. Active monitoring, risk oversight, and selective capital rotation ensure adaptability to market changes while maintaining balanced exposure.

Overall, the strategy is positioned to capture structural growth in the global digital economy while preserving resilience and managing downside risk.

Aveo Partners

Information Technology & Digital Infrastructure Investments

€2B

€650M+

20M

Strategic Role Within the Portfolio

20

Structural Growth Drivers

Return Generation Framework

Capital Appreciation

Recurring Revenue Streams

Productivity‑Driven Demand

Strategic Reinvestment

Total Capital Allocated: €3.5 Billion

Cloud & Data Infrastructure – €1.1 Billion

Artificial Intelligence & Advanced Computing – €900 Million

Cybersecurity & Digital Protection – €600 Million

FinTech & Digital Financial Systems – €500 Million

Strategic Outcome

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