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ATT Update – Beyond the Obvious: Uncovering Tech’s Hidden Beneficiaries

Beyond the Obvious: Uncovering Tech’s Hidden Beneficiaries

How do you find the next big thing in tech? In this video, ATT’s Mike Seidenberg explains how Silicon Valley’s unique ecosystem of talent, capital, and ideas provides an edge in spotting secular trends. Learn how the team looks beyond the obvious AI plays to find “second derivative” opportunities, why they remain bullish on software, and the research that led to a new investment in Spotify. A quick look into a process-driven investment philosophy for identifying the future of innovation.

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Videos, Podcasts & Reading

ATT Update – Beyond the Obvious: Uncovering Tech’s Hidden Beneficiaries

How do you find the next big thing in tech? In this video, ATT’s Mike Seidenberg explains how Silicon Valley’s unique ecosystem of talent, capital, and ideas provides an edge in spotting secular trends. Learn how the team looks beyond the obvious AI plays to find “second derivative” opportunities, why they remain bullish on software, and the research that led to a new investment in Spotify. A quick look into a process-driven investment philosophy for identifying the future of innovation.

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3 days ago

Videos, Podcasts & Reading

Beyond the Hype: A Disciplined Approach to Tech Investing

In a market defined by AI euphoria and economic uncertainty, how do you find real value? In this interview, ATT’s Mike Seidenberg shares his disciplined approach to tech investing. He discusses navigating the tech investing market, the enduring need for cybersecurity, and the emerging opportunities in quantum computing and blockchain that are flying under the radar. A must-watch for a measured, long-term view on the tech landscape.

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17/12/2025

Silicon Valley Byte Size - The Allianz Technology Trust Podcast

Gigawatts & Megadeals: The Sheer Scale of AI Infrastructure

Everyone is talking about AI, but what does it actually take to power this revolution? In our latest Silicon Valley Bitesize episode, portfolio manager Mike Seidenberg pulls back the curtain on the massive infrastructure build-out that's happening right now – a wave of investment so large it dwarfs major public works projects.

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17/12/2025

Allianz Global Investors

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Welcome to The Allianz Technology Trust

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    We are aware that some shareholders may have received unsolicited telephone calls or correspondence concerning investment matters. These are typically from overseas based organisations who target UK shareholders offering to sell them, what often turn out to be, worthless or high risk shares in US or UK investments. They can be extremely persistent and persuasive. Shareholders are therefore advised to be very wary of any unsolicited advice or offers.

    Please note that it is most unlikely that either the company or the company’s Registrar, Link Asset Services, would make unsolicited telephone calls to shareholders. Any such calls would only ever relate to official documentation already circulated to shareholders and never in respect of investment ‘advice’.

    If you are in any doubt about the veracity of an unsolicited telephone call, please call the Company Secretary +44 (0)800 389 4696 or the Registrar on +44 (0) 371 664 0300.

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    Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

    Please note that the products referred to on this website are only available to persons normally resident for tax purposes in the United Kingdom of Great Britain and Northern Ireland. Allianz Global Investors UK Limited has taken reasonable care to ensure the accuracy of information available through the site. However, the information may be amended at any time by Allianz Global Investors UK Limited without notice. As far as it is permitted under the Financial Services Act, Allianz Global Investors UK Limited does not accept liability for any loss, direct or indirect owing to reliance on any information contained herein. Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice which Allianz Global Investors UK Limited is not authorised to give. If you are unsure of the suitability of any investment contained in this website, please contact a Financial Adviser. This site may provide links to third party websites over which Allianz Global Investors UK Limited has no control. These links are provided for your convenience and Allianz Global Investors UK Limited accepts no responsibility for the content of such websites. For your security we may record or randomly monitor all telephone calls.

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    Allianz Global Investors represents products and services of Allianz Global Investors UK Limited. Allianz Global Investors UK Limited is an investment company, incorporated in the United Kingdom, with its registered office at 199 Bishopsgate, London, EC2M 3TY.

    Allianz Global Investors UK Limited, company number 11516839, is authorised and regulated by the Financial Conduct Authority.  Details about the extent of our regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The duplication, publication or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.

    Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. The Company is a member of the Association of Investment Companies - Category: Sector Specialists – Technology, Media & Telecoms.

    Please note that the important information set out here does not exclude or restrict any duty or liability to customers of Allianz Global Investors UK Limited under the Financial Services and Markets Act 2000 or under the Financial Conduct Authority Rules.

    Investments

    You should always bear in mind that:

    Past performance does not predict future returns.

    The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. You should not make any assumptions about the future on the basis of this information.

    Changes in rates of exchange may cause the value of investments and the income from them to go down or up.

    In a building society your money is secure, whereas in a stock market-based investment it is exposed to a degree of risk and the value of your investment will fluctuate up and down.

    Allianz Technology Trust PLC is a quoted company listed on the London Stock Exchange. Its share prices are determined by factors including demand which means that the shares may trade below (at a discount) or above (at a premium to) the underlying net asset value.

    Competition among technology companies may result in aggressive pricing of their products and services, which may affect the profitability of the companies in which the Trust invests. In addition, because of the rapid pace of technological development, products or services developed by these companies may become rapidly obsolete or have relatively short product cycles. This may have the effect of making the Trust’s returns more volatile than the returns of a fund that does not invest in similarly related companies. Investment trusts can enhance returns through gearing. This can boost a Trust’s returns when investments perform well, though losses can be magnified when investments lose value. This Trust does not currently employ gearing. Derivatives can be used to manage the Trust efficiently.

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    Although Allianz Global Investors UK Limited has taken all reasonable care that the information contained within the website is accurate at the time of the publication, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness by Allianz Global Investors UK Limited or its contractual partners. Information, opinions and estimates and any other contents on this website are provided by Allianz Global Investors UK Limited for personal use and informational purposes only and are subject to change without notice. Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

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