TACTICAL TRADING.
LONG-TERM PERSPECTIVE.

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Tensor LP is a boutique trading firm focused on public markets and companies operating at the intersection of technology, infrastructure and global economic change.

Our research combines fundamental company analysis, macroeconomic analysis, market intelligence and a technical understanding of the infrastructure supporting modern computing.

The primary areas of interest include:

Artificial Intelligence

Companies and technologies benefiting from the continued expansion of artificial intelligence and advanced computing.

Semiconductors

The processors, memory, connectivity and specialized hardware supporting next-generation computing.

Compute Infrastructure

Data centers, servers, networking and the physical infrastructure required to support increasing computational demand.

Energy & Power

The energy systems and infrastructure required to support increasingly power-intensive computing environments.

Networking & Connectivity

Communications infrastructure and technologies connecting increasingly distributed computing systems.

Market Structure

Analysis of market behavior, liquidity, positioning, catalysts and other factors affecting publicly traded securities.

Private Capital

Tensor LP works with a select group of private clients and capital partners through individually structured arrangements.

Tensor LP Trading operates independently from the firm's private aviation activities.

Contact Tensor LP