For investors looking for exposure to these multi-decade themes and technological innovations, the answer may lie beyond the tech sector. Professional investors only.
An increasing number of tech mega stocks are paying out their first-ever dividend payouts, joining a growing number of smaller tech stocks that are now rewarding investors with payments.
Managing data efficiently is essential for financial services firms. However, many are still dependant on legacy systems which limit the effectiveness of their Portfolio Management capabilities.
Technology stocks have had a fantastic run - but valuations are still looking reasonable when you consider the prospects in artificial intelligence, the memory market and semi conductors.
In recent years, its become clear the ability to maximise the potential of data when managing portfolios is a key factor that separates successful asset managers from those that fall by the wayside.