Sector Investment 3d Briefing
×Last updated: August 21, 2026, 11:35 PM ET
Healthcare & Specialty Assets
SkyKnight Capital thehealthcareinvestor.com has signed a definitive agreement to acquire Apex Infusion, a specialty infusion provider. Separately, a Warburg-led investor group thehealthcareinvestor.com agreed to buy a controlling interest in PANTHERx Rare in a $7bn deal.
Infrastructure & AI
Korea's NPS saw infra AUM growth infrastructureinvestor.com slow to 13.4% in 2024, down from 24.2% a year earlier. The company and partners pledged $500bn to treat compute as a new investable asset class infrastructureinvestor.com – but only if investors recognize "infra" in AI infra. An economics working paper frames the energy-digital loop infrastructureinvestor.com as a virtuous circle, even as Nvidia inks manager deals that turn theory into $500bn of real buildout.
Renewables Fundraising
CIP infrastructureinvestor.com reached a $3bn final close for its second growth-market renewables strategy, leaning on strong re-ups from existing LPOCs despite geopolitical headwinds.