March 2, 2026
Announcement
| ADOBE INC |
| ADVANCED MICRO DEVICES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| ANALOG DEVICES INC |
| APPLE INC |
| APPLIED MATERIALS INC |
| ATLASSIAN CORPORATION PLC |
| AUTODESK INC |
| AUTOMATIC DATA PROCESSING |
| AXON ENTERPRISE INC |
| Applovin Corp |
| BROADCOM INC |
| CADENCE DESIGN SYSTEMS INC |
| CINTAS CORP |
| CISCO SYSTEMS INC |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP |
| COREWEAVE INC |
| CROWDSTRIKE HOLDINGS INC |
| DATADOG INC |
| EBAY INC |
| ELECTRONIC ARTS INC |
| FORTINET INC |
| HONEYWELL INTERNATIONAL INC |
| INTEL CORP |
| INTUIT INC |
| KLA CORP |
| LAM RESEARCH CORP |
| MARVELL TECHNOLOGY INC |
| MERCADOLIBRE INC |
| META PLATFORMS INC |
| MICROCHIP TECHNOLOGY INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MONOLITHIC POWER SYSTEMS INC |
| NETFLIX INC |
| NVIDIA CORP |
| NXP SEMICONDUCTOR NV |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PAYCHEX INC |
| PAYPAL HOLDINGS INC. |
| QUALCOMM INC |
| ROCKET LAB CORPORATION |
| ROPER TECHNOLOGIES INC |
| SANDISK CORP |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| STRATEGY INC-CL A |
| SYNOPSYS INC |
| TAKE-TWO INTERACTIVE SOFTWARE INC |
| TESLA INC |
| TEXAS INSTRUMENTS INC |
| VERISK ANALYTICS INC |
| WESTERN DIGITAL CORP |
| WORKDAY INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.