Alpine summit at first light above a sea of clouds
Portfolio

Sector focus across advisory and principal capital.

Applique works with clients and invests across a select group of high-conviction sectors. Our sector exposure reflects both the strategic needs of our clients and Applique's own investment activity, including situations where we deploy capital from our own balance sheet.

This creates a direct alignment between advisory insight and investment conviction. By operating both alongside clients and as a principal investor, Applique maintains a disciplined view of markets, capital allocation, risk, and long-term value creation.

Areas of activity

Sectors where Applique maintains client activity, investment exposure, or strategic market focus.

Technology & Software
01
  • Artificial Intelligence
  • Enterprise Software
  • Software as a Service
  • Cloud Computing
  • Data & Analytics
  • Cybersecurity
  • Consumer Technology
Financial & Digital Infrastructure
02
  • FinTech
  • Financial Infrastructure
  • Digital Infrastructure
  • Telecommunications
  • E-Commerce
  • Marketplaces
  • Media & Digital Content
Industrial, Defense & Advanced Systems
03
  • Semiconductors
  • Robotics & Automation
  • Industrial Technology
  • Advanced Manufacturing
  • Defense Technology
  • Aerospace
  • Logistics & Supply Chain Technology
  • Mobility & Transportation
Healthcare & Life Sciences
04
  • Healthcare Technology
  • Medical Devices
  • Life Sciences
  • Biotechnology
  • Digital Health
Energy, Climate & Real Assets
05
  • Energy Transition
  • Renewable Energy
  • Energy Infrastructure
  • Climate Technology
  • PropTech
  • Real Estate Technology
  • Infrastructure
  • Natural Resources
Services & Special Situations
06
  • Professional Services
  • Business Services
  • Education Technology
  • Private Credit
  • Special Situations
Restricted Access

Client and portfolio detail available upon authentication.

Detailed information regarding clients, investments, selected mandates, portfolio exposure, and sector-specific activity is made available exclusively to authenticated clients of Applique.

All client-level, company-level, investment-specific, and transaction-related information remains confidential until access is granted.

Confidential · Client Access

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By invitation only. All sessions are encrypted and audited.

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Discuss a mandate
in strict confidence.

Applique takes on a strictly limited number of engagements each year. We partner with boards, principals, and institutional capital. All inquiries are handled with absolute discretion.

HQ
Applique
Grev Magnigatan 6
114 55 Stockholm
Sweden
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