Pressure exchangers for desalination and industrial water reuse. If water scarcity becomes binding constraint on data center site selection, desalination exposure becomes highly material.

KETOS — water-quality intelligence company. Product: KETOS SHIELD, continuous water-quality monitoring with AI-driven predictive analytics. Public deployment example (2026): a platinum-group-metals mine in Montana used KETOS SHIELD for real-time nitrate monitoring at process-control and effluent points to maintain DEQ/EPA compliance. HQ San Jose / Sunnyvale CA. CEO: Meena Sankaran.

Smart electrical panel and home energy management platform. San Francisco CA. Founded by Arch Rao (fmr Tesla Energy product lead). $100M+ raised — $10M seed + $90M Series B (2022) led by Fifth Wall Climate Tech and Wellington Management. Also: Angeleno Group, FootPrint Coalition. Enables EV charging, solar, battery integration via intelligent panel. Clean energy infrastructure for the electrified