At the start of 2017, we shared our investment themes for the foreseeable future. Several of our themes revolve around technology and its importance in productivity, communication, data, digital transformation, and various other segments.
Our graphic above highlights the massive transition that has occurred since 2006. Â And the emergence of technology companies like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Facebook (NASDAQ:FB), and Amazon (NASDAQ:AMZN).
Technology Leadership Emerges
In the graphic above, you can see the top 6 companies in 2006 measured by their market cap, versus the top 6 today. The green highlights technology companies.
Today, the world is lead by companies (and stocks) like Apple (AAPL), Google (GOOGL), Microsoft (MSFT), Facebook (FB), and Amazon (AMZN).
This is a very telling visual and explains where the market, and our lives, are at today. And headed next…
Thanks for reading and have a great weekend!
Twitter: Â @_SeanDavid
Any opinions expressed herein are solely those of the author, and do not in any way represent the views or opinions of any other person or entity.
