Technology & Software Investments

David Wood invests in companies involved in technology and software. David currently holds shareholdings in the companies who own: ABB . Alibaba . Alphabet . Amazon . Apple . Baidu . Bill . Cisco . CrowdStrike . DCC Technology . DocuSign . GB Group . GDS . Global Payments . HP . Intel . Kape . Lumen . Match . Meta . Micron . Microsoft . Nokia . PayPal . Pinewood Tech . Qualcomm . Sage . Salesforce . Silicon Motion . Skyworks Solutions . Snap . Spirent . Spotify . United MicroElectronics . United Internet . Zoom . etc.

Other investment sectors include: (1) Music & Entertainment … (2) Media & Broadcast … (3) Hotels & Hospitality … (4) Fashion & Cosmetics … (5) Food & Beverage … (6) Technology … (7) Retail … (8) Sport … (9) Medical, Healthcare & Pharma … (10) Automotive … (11) Industry & Manufacturing … (12) Energy & Mining … (13) Telecommunications … (14) Banking & Finance … (15) Insurance … (16) Property & Real Estate … (17) Shipping & Delivery … Back to Y1 Investments.

 


Sector 6 (Technology & Software)

– ABB Ltd.
Swiss leading global technology company with a history dating back to the 19th century, ABB operate in over 100 countries and have a wide-ranging portfolio of technology products and systems for industrial and commercial customers in many industries. Find out more: ABB [#13 #Switzerland – Shareholding of less than 1%]

– Alibaba Group Holding Limited
Chinese multinational technology company specializing in e-commerce, retail, internet, and technology. Find out more: Alibaba [#76 #China – Shareholding of less than 1%]

– Alphabet, Inc.
American multinational technology conglomerate holding company who are the parent of Google (and its subsidiaries). Find out more: Alphabet [#38 #USA – Shareholding of less than 1%]

– Amazon.com, Inc.
American multinational technology company who owns Amazon.com, Alexa, Appstore, Luna, Amazon Music, MGM (Metro-Goldwyn-Mayer), Amazon Web Services, Zoox, Ring, Twitch, IMDb, Whole Foods, Audible, Diapers.com, Goodreads, etc. Find out more: Amazon [#39 #USA – Shareholding of less than 1%]

– Apple, Inc.
American multinational technology company behind AirPods, Apple Watch, iPad, iPhone, and Mac. Apple Services include: App Store, Apple Card, Apple Music, Apple TV+, Apple Pay, Beats Electronics, Beddit, Claris, Drive.ai, InVisage Technologies, etc. Find out more: Apple [#40 #USA – Shareholding of less than 1%]

– Applovin Corporation
American mobile technology company that enables developers to monetise, analyze and publish their apps through its mobile advertising, marketing, and analytics platforms MAX, AppDiscovery, and SparkLabs. They also operate Lion Studios, which works with game developers. Find out more: AppLovin [#223 #USA – Shareholding of less than 1%]

– Asana, Inc.
American web and mobile work management platform designed to help teams organize, track, and manage their work. Find out more: Asana [#224 #USA – Shareholding of less than 1%]

– Auction Technology Group PLC
British company who are a global technology company in the auction world who reach bidders in 160 countries, specifically in the areas of Industrial & Commercial through Proxibid, BidSpotter and i-bidder; and Art & Antiques through LiveAuctioneers, thesaleroom and lot-tissimo. Find out more: Auction Technology [#216 #England – Shareholding of less than 1%]

– Baidu, Inc.
Chinese leading AI company with a strong Internet foundation who are one of the few companies in the world that offer a full AI stack. Find out more: Baidu [#77 #China – Shareholding of less than 1%]

– Bilibili, Inc.
Chinese company who are a leading animation, comics, and games (ACG) communities where people can create, watch and share engaging videos. Find out more: Bilibili [#94 #China – Shareholding of less than 1%]

– Cheetah Mobile, Inc.
Chinese company who have built-up the AI capability for vertical integration, including independently-developed chip computing power, algorithm capabilities, system capacities, app capabilities, and the business brain. Find out more: Cheetah Mobile [#81 #China – Shareholding of less than 1%]

– Cisco Systems, Inc.
American multinational digital communications technology conglomerate. Find out more: Cisco Systems [#162 #USA – Shareholding of less than 1%]

– CrowdStrike Holdings, Inc.
American cybersecurity company that provides cloud workload and endpoint security, threat intelligence, and cyberattack response services. Find out more: CrowdStrike [#214 #USA – Shareholding of less than 1%]

– DCC PLC
Irish multinational operating across three transformative sectors including DCC Technology. Find out more: DCC Technology [#352 #UK – Shareholding of less than 1%]

– DocuSign, Inc.
American company that allows organizations to manage electronic agreements. DocuSign has over 1 million customers and hundreds of millions of users in more than 180 countries. Find out more: DocuSign [#220 #USA – Shareholding of less than 1%]

– Dun & Bradstreet Corporation
American company that provides commercial data, analytics, and insights for businesses and governments. Find out more: Dun & Bradstreet [#262 #USA – Shareholding of less than 1%]

– Duolingo, Inc.
American educational technology company which produces apps for language-learning and provides language certification. Find out more: Duolingo [#160 #USA – Shareholding of less than 1%]

– Ericsson (Telefonaktiebolaget LM Ericsson, publ)
Swedish Information and Communication Technology company who create game-changing technology and services that are easy to use, adopt, and scale, making our customers successful in a fully connected world. Find out more: Ericsson [#119 #Sweden – Shareholding of less than 1%]

– GB Group PLC
British company who are an identity verification, location intelligence and fraud prevention company that offers software and data services to help organizations validate and verify the identity and location of their customers. Find out more: GB Group [#210 #England – Shareholding of less than 1%]

– GDS Holdings Limited
Chinese company who are a developer and operator of data centers in China. It operates as a carrier and cloud neutral, which enables its customers to connect to all the Chinese telecommunications carriers, and to access a number of Chinese cloud service providers. Find out more: GDS [#96 #China – Shareholding of less than 1%]

– Global Payments, Inc.
American multinational financial technology company that provides payment technology and services to merchants, issuers and consumers. Find out more: Global Payments [#155 #USA – Shareholding of less than 1%]

– Huddled Group PLC
Huddled Group plc is a pioneer in the development of innovative online brands. It’s powered by its proprietary Advanced Data Technology platform helping to drive growth at speed. They own Discount Dragon, Nutricircle, Let’s Explore, and Vodiac. Find out more: Huddled Group [#22 #UK – Shareholding of less than 1%]

– HP, Inc.
American multinational computer hardware company who are the world’s 2nd largest PC vendor by unit sales (as of 2021) selling PC’s, printers, scanners, 3D printing solutions, etc. Find out more: HP Inc [#248 #USA – Shareholding of less than 1%]

– Intel Corporation
American multinational corporation and technology company that is the world’s largest semiconductor chip manufacturer [by revenue] and one of the developers of the X86 series of instruction sets found in most personal computers. Find out more: Intel [#153 #USA – Shareholding of less than 1%]

– Kape Technologies PLC,
British company who are a leading privacy-first digital security software provider offering a suite of solutions to protect consumers’ digital lives. Find out more: Kape [#169 #England – Shareholding of less than 1%]

– Lumen Technologies, Inc.
American telecommunications company that offers communications, network services, security, cloud solutions, voice, and managed services. Find out more: Lumen [#109 #USA – Shareholding of less than 1%]

– Match Group, Inc.
American internet and technology company that owns and operates 45 global dating companies which is the largest global portfolio of popular online dating services including Tinder, Match, Meetic, Ok Cupid, Hinge, Plenty of Fish, Ship, and Our Time. Find out more: Match [#150 #USA – Shareholding of less than 1%]

– MaxLinear, Inc.
American hardware company that provides highly integrated radio-frequency (RF) analog and mixed-signal semiconductor products for broadband communications applications. Find out more: MaxLinear [#331 #USA – Shareholding of less than 1%]

– Meta Platforms, Inc.
American multinational technology conglomerate who’s products and services include: Facebook, Messenger, Instagram, WhatsApp, Meta Portal, Oculus, Giphy, Mapillary, Kustomer, Presize, etc. Find out more: Meta [#52 #USA – Shareholding of less than 1%]

– Micron Technology, Inc.
American company who are a world leader in innovative memory solutions. Their company has 18 worldwide locations, 13 manufacturing sites, 13 customer labs, and they own the brands Micron and Crucial. Find out more: Micron [#24 #USA – Shareholding of less than 1%]

– Microsoft Corporation
American multinational technology corporation who’s brands (Windows, Office, Skype, Visual Studio, Dynamics, Xbox, Minecraft, Surface) and Services (Azure, Bing, LinkedIn, Yammer, Microsoft 365, OneDrive, Outlook.com, GitHub, Microsoft Store, Windows Update, Xbox Game Pass, Xbox network) are known throughout the World. Find out more: Microsoft [#75 #USA – Shareholding of less than 1%]

– Nanoco Group PLC
British company who were a spin-out from the University of Manchester who have become a market leader in the research, development, licensing and large scale manufacture of novel nanomaterials for use in various commercial applications. Find out more: Nanoco [#256 #England – Shareholding of less than 1%]

– NetEase, Inc.
Chinese Internet technology company who provide online services centered on content, community, communications, and commerce. It develops and operates online PC and mobile games, advertising services, email services, and e-commerce platforms in China. Find out more: Netease [#92 #China – Shareholding of less than 1%]

– Nokia Corporation
Finnish multinational telecommunications, information technology, and electronics company who are a trusted partner for critical networks, they are committed to innovation and technology leadership across mobile, fixed and cloud networks. Find out more: Nokia [#113 #Finland – Shareholding of less than 1%]

– Okta, Inc.
American identity and access management company that provides cloud software that helps companies manage and secure user authentication into applications, and for developers to build identity controls into applications, website web services and devices. Find out more: Okta [#204 #USA – Shareholding of less than 1%]

– PayPal Holdings, Inc.
American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers. Find out more: PayPal [#219 #USA – Shareholding of less than 1%]

– Pinewood Technologies Group plc
British business focused on pure-play software-as-a-service for car dealerships. Find out more: Pinewood Tech [#234 #England – Shareholding of less than 1%]

– Qualcomm Incorporated
American multinational world leading wireless tech innovator who is enabling a world where everyone and everything can be intelligently connected. It creates semiconductors, software, and services related to wireless technology. Find out more: Qualcomm [#115 #USA – Shareholding of less than 1%]

– Sage Group PLC
British multinational software company that (as of 2019) is the UK’s 2nd largest technology company, the world’s 3rd largest supplier of enterprise resource planning software (behind Oracle and SAP) with over 6 million customers worldwide. It has offices in over 23 countries. Find out more: Sage [#275 #England – Shareholding of less than 1%]

– Salesforce.com, Inc.
American cloud-based software company that provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development. Find out more: Salesforce [#205 #USA – Shareholding of less than 1%]

– Sapiens International Corporation N.V.
Israeli company who offer a complete insurance platform, with pre-integrated, low-code solutions and a cloud-first approach that accelerates customers’ digital transformation. Find out more: Sapiens [#196 #Israel – Shareholding of less than 1%]

– Silicon Motion Technology Corporation, Inc.
Taianese-American company who are a global leader in NAND flash controllers for SSDs and other solid state storage devices. Find out more: Silicon Motion [#199 #Taiwan #USA – Shareholding of less than 1%]

– Skyworks Solutions, Inc.
American semiconductor company who manufacture semiconductors for use in Radio Frequency and mobile communications systems. Find out more: Skyworks Solutions [#197 #USA – Shareholding of less than 1%]

– Snap, Inc.
American company (formerly known as Snapchat, Inc.) that is a camera and social media company that owns Snapchat, Spectacles, Bitmoji, Looksery, and Zenly. Find out more: Snap [#326 #Technology #SocialMedia #Founded2011 #SantaMonica #California #USA #NYSE #SNAP #Est21stCentury]

– Sony Group Corporation
Japanese multinational conglomerate who are one of the world’s largest manufacturers of consumer and professional electronic products [image sensors, cameras, semiconductors, televisions, etc], the largest video game console company, and the largest video game publisher. They are the largest music publisher, second largest record label, and the third largest film studio, making it one of the most comprehensive media companies in the World. Find out more: Sony [#30 #Japan – Shareholding of less than 1%]

– Spirent Communications PLC
British multinational telecommunications network testing company that is a global leader in the testing of mobile core networks, cellular Wi-Fi devices and high-speed Ethernet/IP performance testing.. Find out more: Spirent [#279 #England #UK – Shareholding of less than 1%]

– Spotify Technology S.A.
Swedish streaming and media services provider who are one of the largest music streaming service providers, with – as of June 2022 – over 433 million monthly active users, including 188 million paying subscribers. Find out more: Spotify [#58 #Sweden – Shareholding of less than 1%]

– UMC (United Microelectronics Corporation)
Taiwanese leading global semiconductor foundry company that provides high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry. Find out more: UMC [#195 #Taiwan – Shareholding of less than 1%]

– United Internet AG
German internet services company who have 16 brands and numerous subsidiaries globally. With over 25 million chargeable customer contracts and 39 million advertising-financed free accounts, they are a leading European internet specialist. Find out more: United Internet [#120 #Germany – Shareholding of less than 1%]

– Vela Technologies
British company who focus on early pre-IPO technology investments and investments in hi-tech engineering solutions. It invests in small companies based in Europe and United Kingdom. Find out more: Vela [#121 #England – Shareholding of less than 1%]

– WiMi Hologram Cloud, Inc.
Chinese leading solution provider for holographic services and products based on augmented reality technology. WiMi is one of China’s outstanding hologram cloud industry entities. Find out more: WiMi Hologram [#99 #China – Shareholding of less than 1%]

– Xunlei Limited
Chinese leading innovator in shared cloud computing and blockchain technology who  provide a wide range of products and services across cloud acceleration, blockchain, shared cloud computing and digital entertainment. Find out more Xunlei [#98 #China – Shareholding of less than 1%]

– Zoom Video Communications, Inc.
American communications technology company who provide videotelephony [meetings], messaging [chat], voice calls [phone], video rooms [rooms], virtual events, as well as contact centers and a developer platform. Find out more Zoom [#63 #USA – Shareholding of less than 1%]

 

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