The Global Technology Buildout And Its Effect On Small-Cap Stocks

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The Global Technology Buildout And Its Effect On Small-Cap Stocks
By User:klip game (Own work) [Public domain], via Wikimedia Commons

Portfolio Manager Bill Hench talks about the significance of the current global technology buildout and its effects on his portfolios.

Watch the video here.

The tech buildout has been composed of a number of different things, primarily artificial intelligence, autonomous driving, public/private clouds, and really, the birth of a semiconductor capital equipment group in China.

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We’re talking about whole new industries, right? We’re talking about major corporations taking what used to be held in-house and putting it out into the cloud. But you’ve also got public and private cloud