May 4, 2026
Announcement
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMBARELLA INC |
| AMBIQ MICRO INC |
| APPLE INC |
| BLAIZE HOLDINGS |
| CAREER TECHNOLOGY MFG. CO LTD |
| COLOPL INC |
| ELECTRONIC ARTS INC |
| GREE INC |
| HIMAX TECHNOLOGIES INC |
| HTC |
| KAKAO GAMES CORP |
| KOPIN CORP |
| LENS ORD H |
| META PLATFORMS INC |
| MOE ORD |
| NAMUGA CO LTD |
| NVIDIA CORP |
| PANASONIC HOLDINGS CORP |
| QUANTA COMPUTER |
| RAONTECH INC |
| ROBLOX CORP |
| SENSETIME GROUP INC-CLASS B |
| SHINSEGAE INFORMATION & COMM |
| SNAP INC |
| SUNNY OPTICAL TECH |
| SURGICAL SCIENCE SWEDEN AB |
| SYSTEMS ENGINEERING CONSULTA |
| VUZIX CORPORATION |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.