Utmost Research is proud to release our annual report, The State of Autonomous Infrastructure 2025. This year’s publication provides an in-depth analysis of how autonomous technologies are reshaping the maintenance and security of critical assets during a period of increasing geopolitical and market instability.
The report highlights three key trends that are defining the sector:
- Decentralization of Security: The shift from centralized monitoring hubs to distributed, autonomous fleets that can respond to local threats in real-time without human intervention.
- Energy Independence at the Edge: How localized power generation (solar, wind) is enabling autonomous infrastructure to operate indefinitely in remote areas.
- Resilience as a Technical Standard: The move away from "efficiency optimization" toward "resilience-first design" in industrial hardware.
"We are witnessing a fundamental shift in how physical assets are managed. Autonomy is no longer just a feature—it is becoming the foundational requirement for resilience in the 21st century," notes the Utmost Research Investment Committee.
Through rigorous data analysis of our own portfolio holdings and broader market trends, the report concludes that companies prioritizing "technical reality" and hard-moat engineering are significantly outperforming software-only competitors in the industrial space.
The full report is available to our institutional partners and co-investment community. For more information, please contact our Investor Relations team.