A few changes have been made just recently.
Teladoc initially did well, but fell back on news of its mostly share exchange offer for Livongo – another key player in the telehealth marketplace. So I added to my holding in Teladoc – on the basis that either a stand alone or merged business should work out well over the next few years.
Also took profits on MMM – as it is unclear where the share price is headed after quite a reasonable recovery for an industrial stock.
Just noticed that Ant Group – one of the largest Fintech businesses – has filed for listings in HongKong and Shanghai. Alibaba should benefit due to the size of its holding, so added to this position.
There was also an informative article about Bandwidth in Forbes dated 13th August 2020. The trend away from old fashioned business telecom providers seems well under way as companies like Bandwidth offer cheaper solutions based on Voice Over Internet Protocol. Seems a sensible investment to keep !