The Technology Sector

Alignment with positive secular technology trends is key to generating long-term returns

Technology is an important sector for growth portfolios – it carries a significant weight in major growth benchmarks, and more importantly, tends to be a ripe area for stock picking. The technology sector represents nearly 15% of the Russell Midcap Growth benchmark and 24% of the Russell 3000 Growth benchmark. The percentage is even higher when including Internet stocks that are categorized into the Consumer Discretionary sector. The technology sector is laden with innovative companies that are disrupting many areas of the market, and generating long-term growth and returns for investors along the way. Fortunately for American investors the U.S. continues to be the global innovation leader, consistently churning out new technology companies that increase efficiency and competitiveness of corporations, and change the way consumers live, buy and communicate. Read more >