PLAT: Growth Exposure through a Dominant Business Model
Technology continues to transform all segments of the economy. Platform-based businesses have gained market share at the expense of many traditional, linear businesses via their superior scale economics and long-term profitability potential. In our view, this platform concept is a primary driver of the success of the largest technology companies and most dominant companies – the five largest U.S. companies by market-cap (Apple1, Microsoft, Amazon, Alphabet and Facebook) are all platforms.
Commentaries from Our Thought Leaders
Your Flying Electric Taxi Has Arrived. Are You Ready for the Ride?
The electrification of transportation is reaching new heights with the advancement of lithium-ion batteries, sparking innovation in aeronautical applications. Mobeen Tahir and Christopher Gannatti discuss Joby Aviation’s electric vertical take-off and landing (eVTOL) aircraft and what implications it holds for potential investors.
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Exponential Adoption Comes with High Risk—Considering Nvidia’s Path from Here
This year, Nvidia has become a big name in the artificial intelligence (AI) space. Christopher Gannatti takes a look at Nvidia vs. the NASDAQ 100 and explores options for investors seeking exposure to AI as we look toward the second half of 2023.
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Talking about AI within a Broader Historical Context of General Purpose Technologies
On the latest episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Simon Johnson, the Ronald A. Kurtz (1954) Professor of Entrepreneurship at the MIT Sloan School of Management. They discuss the importance of AI for humankind and its comparison to previous general purpose technologies when introduced.
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For more daily insights from our thought leaders, visit our blog.
The WisdomTree Growth Leaders Fund
PLAT
WisdomTree Growth Leaders Fund
PLAT is designed to provide access to high growth, mid and large-cap companies leveraging platform-based business.
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