May 4, 2026
Announcement
| ARM HOLDINGS ADR |
| ASTERA LABS INC |
| BROADCOM INC |
| CADENCE DESIGN SYSTEMS INC |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
| GLOBAL UNICHIP CORP |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC |
| MARVELL TECHNOLOGY INC |
| ON SEMICONDUCTOR CORPORATION |
| SYNOPSYS INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.