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
The intersection of biology and technology health care is driving transformations. Kara Marciscano explains how our BioRevolution Fund (WDNA) allows investors to participate in the incremental changes driving the BioRevolution on a daily basis.
Megatrends are being “created” all the time. Some will persist and survive, while others will not. Christopher Gannatti explains why he believes cybersecurity is a megatrend that is here to stay.
On a recent Behind the Markets podcast Jeremy Schwartz, Global Head of Research at WisdomTree, spoke with an expert panel on cybersecurity that gave listeners a rational perspective on the recent cyberattacks gaining significant global publicity.