April 3, 2026
Announcement
| ADVANCED MICRO DEVICES |
| ADVANTEST CORP ORD |
| ALIBABA GROUP HOLDING LTD |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMPHENOL CORP NEW CL A |
| APPLIED MATERIALS INC |
| ASML HOLDING NV |
| BROADCOM INC |
| EATON CORPORATION PLC |
| EQUINIX INC |
| HITACHI LTD |
| LAM RESEARCH CORP |
| MARVELL TECHNOLOGY INC |
| MEDIATEK |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| NVIDIA CORP |
| PALANTIR TECHNOLOGIES INC |
| SALESFORCE INC |
| SAMSUNG ELECTRONICS CO LTD |
| SAP SE |
| SCHNEIDER ELECTRIC SE |
| SK HYNIX INC |
| SYNOPSYS INC |
| TAIWAN SEMICONDUCTOR-SP ADR |
| TENCENT HOLDINGS LTD |
| VERTIV HOLDINGS CO |
| WESTERN DIGITAL CORP |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.