We invest in software companies that are increasingly moving to a software-as-a-service model where customers buy a subscription to a program instead of a one-time license. This generates recurring revenue for the software company.
We invest in semiconductor companies design and/or manufacture central processing units, graphics processing units, memory chips, and a wide variety of other chips that help to run today’s devices.
We also invest in Telecom companies that provide wireless services are part of the tech sector. So are the video streaming companies that provide easy access to high-quality content, and so are the cloud computing providers that power those streaming services.