Technology Sector Strategy


BCA’s dedicated Technology Sector Strategy service focuses on providing in-depth sub-sector analysis. The goal of this service is to provide detailed micro and macro investable themes within the technology sector.

Competitive Advantage

  • GBCA’s technology research service is one of a kind, marrying BCA’s top-down technology research with our Senior Technology Strategist’s extensive bottom-up expertise.
  • BCA’s time-tested macro analysis is backed by its considerable research team – a staff of 65 –, drawing on the firm’s incredible wealth of data.
  • Our Technology Sector Strategy service is unique in the industry, as our research is completely unbiased. Unlike all other technology research services in the marketplace, our firm does not manage money, nor is it a broker dealer.


BI-WEEKLY REPORTS: These Bi-Weekly Reports provide analysis on 6 industry group views, in addition to their underlying stocks within the S&P 500.
SPECIAL REPORTS:These Special Reports highlight specific items or emerging investable themes impacting individual sub-sectors within the technology industry on a longer-term horizon.
ALERTS These alerts address important developments in the technology space which may lead to a shift in the investment thesis.

Brian Piccioni, Senior Technology Strategist

Brian Piccioni joined BCA Research in 2015 as a Senior Technology Strategist. Brian is a veteran analyst with over 30 years of experience in technology and equity research, including 15 years at BMO Capital Markets as Managing Director. Brian was a top-rated analyst throughout his career and was ranked the #1 High Tech Hardware analyst by Brendon Woods International for 6 consecutive years. He was also named a Top Stock Picker in 2007 and 2009 by Starmine, a Top Earnings Estimator in 2009, and was included in BWI’s ‘Super Team’ as one of the top stock analysts in the world. Brian has consulted for public and private companies as well as Deloitte, and has served on the boards of several technology companies. His board activities and consulting work provide additional insight into this rapidly-evolving sector.

Brian has been a CFA charter-holder since 1997, has earned the Institute of Corporate Directors ICD.D designation, and holds an MBA from Concordia University (Deans Honors List, Case Competition winner) as well as a B.Sc. in Biology from McGill University.

Download a PDF of the Technology Sector Strategy.

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