TD has acquired Cowen Inc. Please bookmark TD Securities for further updates.

New Paradigms in Computing

Digital transformation has accelerated, raising the importance and value of software and new development approaches. Companies are adopting new automation, collaboration & data analysis tools. Robotic Process Automation (RPA) offers ease and scalability of business process automation that presents a direct threat to traditional BPO and IT services providers. DevOps serves as the foundation for companies to build, test, and deploy software more quickly, reliably and securely, driving more software adoption and creating new markets. Human Capital Management software stands to benefit from increased demand for automation, efficiency, and engaging with employees in new ways.

What we’re watching

Related Themes

~$84 Billion

Data management opportunity by 2023


Faster cadence of software development by DevSecOps leaders vs. low-performing peers


of SMBs solve for payroll using legacy methods

RPA is the fastest growing category in enterprise software. Considering the magnitude of manual data collection and processing work activities across all companies, the addressable opportunity for RPA is enormous.

Bryan Bergin, CFA, RPA/IA Insights