April 28, 2026
Announcement
| ADVANCED MICRO DEVICES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| APPLE INC |
| APPLIED DIGITAL CORPORATION |
| ARISTA NETWORKS INC |
| ARM HOLDINGS ADR |
| ASML HOLDING NV |
| ASTERA LABS INC |
| BROADCOM INC |
| CADENCE DESIGN SYSTEMS INC |
| CIENA CORP |
| CIRCLE INTERNET GROUP INC |
| CLOUDFLARE INC - CLASS A |
| COREWEAVE INC |
| DATADOG INC |
| EATON CORPORATION PLC |
| FLEX LTD |
| GLOBALFOUNDRIES INC |
| HUT 8 CORP |
| MEDIATEK |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| NEBIUS GROUP NV |
| NETFLIX INC |
| NEXTERA ENERGY INC |
| NITTO BOSEKI CO |
| NUTANIX INC |
| NVIDIA CORP |
| ORACLE CORP |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| RENESAS ELECTRONICS CORP |
| RIOT PLATFORMS INC |
| ROBLOX CORP |
| SALESFORCE INC |
| SAMSARA INC |
| SAMSUNG ELECTRONICS CO LTD |
| SANMINA CORP |
| SAP SE |
| SERVICENOW INC |
| SHOPIFY INC |
| SK HYNIX INC |
| SNOWFLAKE INC |
| TAIWAN SEMICONDUCTOR MANUFAC |
| TE CONNECTIVITY LTD |
| TEMPUS AI INC |
| TERADYNE INC |
| TERAWULF INC |
| TESLA INC |
| TEXAS INSTRUMENTS INC |
| TOWER SEMICONDUCTOR LTD |
| TWILIO INC |
| VERTIV HOLDINGS CO |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.