The 'next big thing' in tech will come from these areas, UBS says — naming stocks to play the theme

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It says the names on its list, which has a 'longer-term focus,' come from areas like healthtech and fintech, and are set to deliver 'superior' earnings growth.

In the next decade, companies using technology to disrupt sectors will likely be favored, according to UBS. The "next big thing" in tech will come from sectors such as enabling tech — which includes artificial intelligence and cybersecurity — as well as healthtech, greentech and fintech, UBS said. "Collectively, we see industry leaders for 2030 emerging from these sectors," said UBS in a March 14 report.

to outgrow its peers. is difficult. "Often underappreciated is

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