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Thematic Research: I-Buying

Among all the activities to return to ‘normalcy’ since March, the most surprising by far has been housing. Demand for real estate agents and searches has increased steadily since the March lows with both Zillow (Z) and Redfin (RDFN) highlighting big jumps in activity...

Thematic Investing: Cloud Security

With more people working remotely due to Shelter-in-Place mandates, the look of enterprise IT has changed significantly in recent months. Instead of centralized locations and on-premise infrastructure, companies big and small are reliant on a wide array of devices in...

Thematic Investing: Online Auto Sales

One of the biggest themes emerging from the current pandemic is the acceleration or pull-forward of certain digital transformations in areas like online grocery shopping or restaurant delivery. But, one of the biggest areas that may be permanently impaired from the...

Thematic Investing: Content Delivery Networks (CDN)

The onset of the coronavirus and subsequent Shelter-in-Place orders across the US and globe have brought to the forefront the growing need for reliable digital video everywhere, anywhere, and at any time. Whether its streaming conference calls for work through Zoom...

Thematic Investing: QSR Kiosks

One of the biggest themes for quick-service restaurants in recent years has been the investment in technology that is simplifying transactions, driving ticket size, and overhauling the way many restaurants interact with their customers. This major digitalization push...