April 23, 2026
Announcement
| AMAZON.COM INC |
| AMBARELLA INC |
| APPLE INC |
| ARCHER AVIATION INC |
| BROADCOM INC |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
| GARMIN LTD |
| HESAI GROUP |
| INDIE SEMICONDUCTOR INC |
| INTUITIVE SURGICAL INC |
| JOHNSON & JOHNSON |
| MARVELL TECHNOLOGY INC |
| META PLATFORMS INC |
| MOBILEYE GLOBAL INC-A |
| NVIDIA CORP |
| ON SEMICONDUCTOR CORPORATION |
| PALANTIR TECHNOLOGIES INC |
| PALLADYNE AI CORP |
| PROCEPT BIOROBOTICS ORD |
| RICHTECH ROBOTICS CL B ORD |
| SALESFORCE INC |
| SERVICENOW INC |
| SOUNDHOUND AI INC-A |
| TESLA INC |
| VERISK ANALYTICS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.