May 22, 2026
Announcement
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| BOOZ ALLEN HAMILTON HOLDING CORP |
| CLOUDFLARE INC - CLASS A |
| D-WAVE QUANTUM INC |
| FORMFACTOR INC |
| FORTINET INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| IONQ INC |
| LATTICE SEMICONDUCTOR CORP |
| MARVELL TECHNOLOGY INC |
| MICROCHIP TECHNOLOGY INC |
| MICROSOFT CORP |
| NETSKOPE INC |
| NVIDIA CORP |
| ONTO INNOVATION INC |
| QUANTUM COMPUTING INC |
| RIGETTI COMPUTING INC |
| SKYWATER TECHNOLOGY INC |
| XANADU QUANTUM TECHNOLOGIES LIMITED CLASS B |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.