Our exchange-traded fund (ETF) seeks to capture the leading 120 technology companies globally. We equally weight eight key subthemes: social media; cloud computing; AI & robotics; cybersecurity; digital entertainment; blockchain; genomics and future cars. It is difficult to time the cycles of various areas of the tech sector, and every year there are different winners. By equally weighting the top-15 global leaders in each subtheme, we aim to avoid over-concentration in the US and the “Magnificent Seven”. This makes the ETF a truly global play and helps to reduce volatility and risk. Below we analyse three stocks in the ETF that have caught our attention.
Netflix: a streaming company set for success
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