18 tracked entities

Non-compete ruling affects roll-up model

Texas queue positions depend on capacity mechanism

Portfolio company — direct CMS exposure

Sets margin case for succession pipeline roll-ups

Comparable vehicle to our credit sleeve

Closest priced comparable for logistics book

Second logistics comparable, earlier stage

Input cost for portfolio logistics operators

Portfolio company — three queue positions in PJM

Thesis falsifier for grid queue-position moat

National read-through for queue reform pace

Private credit sleeve sizing depends on spread level

Duration trigger for the SMA sleeve

Curve shape informs re-investment timing

Core supply input to succession thesis

Capacity risk — co-invests in 3 of our positions

Bidder in two processes we track

Low priority — no consumer exposure, kept for context