April 20, 2026
Announcement
| ADVANCED MICRO DEVICES |
| ADVANTEST CORP ORD |
| ANALOG DEVICES INC |
| APPLIED MATERIALS INC |
| ASE TECHNOLOGY HOLDING CO LTD |
| ASM INTERNATIONAL NV |
| ASML HOLDING NV |
| BROADCOM INC |
| COHERENT CORP |
| DISCO CORP ORD |
| INFINEON TECHNOLOGIES AG |
| INTEL CORP |
| KLA CORP |
| LAM RESEARCH CORP |
| MARVELL TECHNOLOGY INC |
| MEDIATEK |
| MICROCHIP TECHNOLOGY INC |
| MICRON TECHNOLOGY INC |
| MONOLITHIC POWER SYSTEMS INC |
| NVIDIA CORP |
| NXP SEMICONDUCTOR NV |
| ON SEMICONDUCTOR CORPORATION |
| QUALCOMM INC |
| RENESAS ELECTRONICS CORP |
| SK HYNIX INC |
| TAIWAN SEMICONDUCTOR MANUFAC |
| TE CONNECTIVITY LTD |
| TERADYNE INC |
| TEXAS INSTRUMENTS INC |
| TOKYO ELECTRON LTD ORD |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.