April 17, 2026
Announcement
| ADVANCED MICRO DEVICES |
| ADVANTEST CORP ORD |
| ANALOG DEVICES INC |
| APPLIED MATERIALS INC |
| ARM HOLDINGS ADR |
| ASE TECHNOLOGY HOLDING CO LTD |
| ASM INTERNATIONAL NV |
| ASML HOLDING NV |
| ASPEED TECHNOLOGY INC |
| ASTERA LABS INC |
| BE SEMICONDUCTOR INDUSTRIES NV |
| BROADCOM INC |
| COHERENT CORP |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
| DISCO CORP ORD |
| ENTEGRIS INC |
| FABRINET |
| FIRST SOLAR INC |
| INFINEON TECHNOLOGIES AG |
| INTEL CORP |
| JENTECH PRECISION INDUSTRIAL |
| KLA CORP |
| LAM RESEARCH CORP |
| LASERTEC CORP |
| LATTICE SEMICONDUCTOR CORP |
| MARVELL TECHNOLOGY INC |
| MEDIATEK |
| MICROCHIP TECHNOLOGY INC |
| MICRON TECHNOLOGY INC |
| MKS INSTRUMENTS INC |
| MONOLITHIC POWER SYSTEMS INC |
| MPI CORP |
| NOVA LTD |
| NVIDIA CORP |
| NXP SEMICONDUCTOR NV |
| ON SEMICONDUCTOR CORPORATION |
| ONTO INNOVATION INC |
| QUALCOMM INC |
| RENESAS ELECTRONICS CORP |
| SAMSUNG ELTO.MECHANICS |
| SK HYNIX INC |
| STMICROELECTRONICS NV |
| TAIWAN SEMICONDUCTOR MANUFAC |
| TE CONNECTIVITY LTD |
| TERADYNE INC |
| TEXAS INSTRUMENTS INC |
| TOKYO ELECTRON LTD ORD |
| TOWER SEMICONDUCTOR LTD |
| UNITED MICROELECTRONICS ORD |
| VAT GROUP AG |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.