Zipline
Joby
Horizon Robotics
BYD
The improvement of global mobility through electrification and automation, with a view to reducing environmental impact and urban congestion.
Evolution of Transport
Company 4
Tempus
Recursion
Moderna
The application of big data and AI to healthcare systems to radically accelerate drug discovery and improve patient outcomes.
Healthcare Innovation
Company 4
SpaceX
PsiQuantum
Blockchain
Nascent technologies like blockchain and quantum computing that can create new markets and drive structural change and growth.
Emerging Technologies
Company 4
SpaceX
Hermès
Ferrari
Companies with strong brand equity, offering resilience and premium margins through exclusivity, brand heritage and loyalty.
Luxury Brands
Wise
Stripe
Revolut
Nubank
Using online platforms to enhance financial services, improving accessibility and efficiency while disrupting traditional banking.
Digitalisation of Finance
Sea
Mercadolibre
Pinduoduo
Meituan
The transformation of online retail and ecommerce, leveraging technology and data insights to replace traditional business models.
Digitalisation of Commerce
Spotify
Roblox
Meta
ByteDance
Digital platforms that personalise content, enhance user experience, and optimise ads, boosting engagement and revenue.
Advertising and Entertainment
Company name
Databricks
Cloudflare
Amazon
Scalable and secure cloud platforms that provide storage as well as the tools for processing and transforming huge volumes of data to build AI models.
Cloud and AI Infrastructure
Enablers of AI and Compute
Cloud and AI Infrastructure
Advertising and Entertainment
Digitalisation of Commerce
Digitalisation of Finance
Evolution of Transport
Healthcare Innovation
Emerging Technologies
Luxury Brands
Enablers of AI and Compute
Cloud and AI Infrastructure
Advertising and Entertainment
Digitalisation of Commerce
Digitalisation of Finance
Evolution of Transport
Healthcare Innovation
Luxury Brands
Emerging Technologies
Company name
TSMC
NVIDIA
ASML
Companies at the core of an essential global ecosystem which is powering AI and advanced computing.
Enablers of AI and Compute
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
Learn more about our holdings
1 of 9
1 of 9
1 of 9
1 of 9
1 of 9
1 of 9
1 of 9
1 of 9
Source: Baillie Gifford & Co. and portfolio companies for use of their logo. Please note, this graphic does not show all companies and themes, and does not illustrate weightings.