Data as the New Commodity: Why the NextGenTec Portfolio Excels Right Now
Global data volume is growing at an unprecedented historical pace. According to estimates from the World Economic Forum, it doubles roughly every two years—driven by digitalization, cloud infrastructures, AI applications, and the interconnectedness of the global economy. Data is no longer just a by-product of technological processes but has become the central growth engine of the 21st century.
Against this backdrop, the NextGenTec Portfolio positions itself specifically in companies that enable this data age — the enablers, architects, and innovators of modern technology ecosystems.
Strategy Update: Investment Level at 100%
The portfolio remains fully invested to consistently leverage the dynamic development of global tech markets. Especially in the current innovation-driven environment, this strong focus on growth, quality, and structural trends continues to pay off.
Clear Growth Strategy: Focus on >20% Revenue Growth
The NextGenTec Portfolio invests exclusively in companies that:
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achieve revenue growth above 20%,
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benefit significantly from global data expansion,
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are leaders in AI, data infrastructure, or digital transformation.
This approach ensures that the portfolio represents only those companies that not only benefit from technological change, but actively shape it.
Top 10 Holdings – The Enablers of the Data Age
Ubiquiti | Micron Technology | Futu Holdings | NVIDIA | Rambus | Credo Technology | SoFi Technologies | Vertiv | Robinhood Markets | Shopify
These companies form the backbone of a rapidly growing, data-driven global technology ecosystem. They enable data to be stored, transferred, analyzed, and monetized efficiently — forming the critical infrastructure of the digital age.
Why the NextGenTec Portfolio Performs Over the Long Term
With its strong focus on:
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highly scalable business models,
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strict quality selection,
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structural growth drivers such as AI, digitalization, and cloud,
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leading positions in key technology segments,
…the NextGenTec Portfolio is exceptionally well positioned to benefit above-average from the digital transformation.
Companies that store, process, transport, and monetize data are the backbone of the technological world — today and in the decades ahead.
Recommended Further Reading
McKinsey – The State of AI 2025
Comprehensive overview of AI development, market opportunities, and enterprise adoption.
https://www.mckinsey.com/capabilities/quantumblack
BCG – The Future of Data Infrastructure
Insights into modern data centers, network architectures, and AI infrastructure.
https://www.bcg.com/publications
Bain & Company – Technology Report
Annual report on disruptive trends, cloud ecosystems, software architectures, and market dynamics.
https://www.bain.com/insights/topics/technology-report/
Gartner – Emerging Technologies Hype Cycle
Analysis of maturity, market potential, and future outlook for emerging technologies.
https://www.gartner.com/en/research/methodologies/gartner-hype-cycle