May 5, 2026
Announcement
| ACCTON TECHNOLOGY CORP |
| ADVANCED ENERGY INDUSTRIES INC |
| ADVANCED MICRO DEVICES |
| ALIBABA GROUP HOLDING-SP ADR |
| ALPHABET INC C-SHARES |
| AMAZON.COM INC |
| APPLE INC |
| APPLIED MATERIALS INC |
| ARISTA NETWORKS INC |
| ARM HOLDINGS ADR |
| ASE INDUSTRIAL HLDG SPON ADR |
| ASIA VITAL COMPONENTS CO LTD |
| ASML HOLDING NV |
| ASMPT LIMITED |
| ASPEED TECHNOLOGY INC |
| Applovin Corp |
| BROADCOM INC |
| COHERENT CORP |
| CORNING INC |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
| DAIFUKU CO LTD |
| FURUKAWA ELECTRIC CO LTD |
| IBIDEN CO LTD |
| INFINEON TECHNOLOGIES AG |
| INTEL CORP |
| INTUIT INC |
| MARVELL TECHNOLOGY INC |
| META PLATFORMS INC |
| MICROCHIP TECHNOLOGY INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MURATA MANUFACTURING LTD ORD |
| NAURA TECHNOLOGY GROUP CO-A |
| NVIDIA CORP |
| ORACLE CORP |
| SAMSUNG ELECTRONICS CO LTD |
| SEAGATE TECHNOLOGY HOLDINGS PLC |
| SHOPIFY INC |
| SK HYNIX INC |
| SK TELECOM CO LTD |
| SNOWFLAKE INC |
| STMICROELECTRONICS NV |
| TAIWAN SEMICONDUCTOR-SP ADR |
| TENCENT HOLDINGS LTD |
| TERADYNE INC |
| TOKYO ELECTRON LTD ORD |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.