Cloud infrastructure and software

Cloud infrastructure and software

Businesses are increasingly shifting their IT systems from on-premise to cloud deployments.

STOCK
Microsoft (MSFT)

While Amazon was a clear first mover in the cloud space, Microsoft is proving to be a fast follower with Azure.

  • Microsoft is transitioning existing customers to Azure to help close the market-share gap.
  • We believe Azure can achieve an annual growth rate of more than 30% by 2023 — a figure well ahead of expectations and not yet priced into the stock.
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As screen time becomes a core aspect of daily life, some providers stand to enjoy considerable longer-term growth.

Increased
screen time

A decade ago, we noticed that how people see their pets had changed. Rover wasn't just there to fetch slippers anymore—he was a bona fide family member—providing certain sectors and companies with long-term advantages.

Humanization
of pets

Patients' genetic makeup will become integral to diagnosis, treatment, and therapy — and some companies are well positioned to see ongoing growth from it.

Personalized
medicine

With more than 80 million mobile phone peer-to-peer payment users in the United States alone, electronic money transfers, e-commerce transactions, and one-button checkout are taking share from cash and physical credit card payments—and giving companies with certain structural advantages an edge.

e-Commerce and
payment processing

Self-driving vehicles are only in the testing phase; the opportunity for semiconductor companies to supply these markets is already growing at above-market rates.

Autonomous and
electric vehicles

Most companies now recognize that digital marketing's essential for growth—and their investments are driving growth in data-driven tools on social media, mobile applications, email, search engines, and websites.

Digital
marketing

5G technology will improve wireless speeds and let users connect to more devices at once, facilitating the Internet of Things. The rapid growth in connected devices and systems will drive carriers to invest rapidly in 5G networks.

5G connectivity and
the Internet of Things

COVID-19 has driven major changes in consumer-purchasing preferences, human communication, and workflows. We are identifying companies across a multitude of industries that will be beneficiaries once the dust settles.

Viral
effects
Our philosophy is simple: growth potential, but make it durable.