Get your teeth into the FAANG stocks of the future with these three budding tech titans

Professional investor Josh Sambrook-Smith of the Digital Opportunities Fund at Sarasin & Partners picks three stocks that he thinks could grow to be the tech titans of tomorrow.

Digitalisation is a multi-decade investment theme – a megatrend ushering in the unparalleled adoption of digital products and services. The theme encompasses everything from social media and cloud-computing to machine learning and digital commerce. The coronavirus crisis, which is bringing firms’ digital capabilities to the fore, will accelerate these developments.

The cost of bandwidth, computing and storage has been falling for decades. As a result, the barriers to digital innovation have collapsed. With an array of digital tools and services at their disposal, entrepreneurs are embarking on a frenzy of creative destruction, challenging the old industrial economic order.

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Josh Sambrook-Smith is manager of the Digital Opportunities Fund at Sarasin & Partners