Ones to watch
- Telecom equipment and semiconductor firms with strong exposure to the rollout of 5G networks and edge computing architecture, tower companies and construction firms that maintain and implement 5G networks, and local data transmission platforms.
- Software, IT services and semiconductor companies that are enablers for AI, VR, AR and industry automation processes.
- Internet platform providers that disrupt traditional businesses; for example in healthcare, media, advertising and agriculture.
- Companies in the healthcare sector that use technology to improve execution in areas such as diagnostics, sequencing, therapeutics, care delivery and the development of medical devices.