INSIGHT PROVIDER
Neil Campling

Neil Campling
Global TMT Analyst, Ex-PM, 30 years experience

11
Insights
7.4k
Views
19
Followers
Information Technology & Consumer Discretionary Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
82%
Consumer Discretionary
18%

Top Verticals

Thematic (Sector/Industry)
55%
Event-Driven
27%
Equity Bottom-Up
18%

Top Entities

NVIDIA Corp
5
Samsung Electronics
5
TSMC (Taiwan Semiconductor Manufacturing)
5
TSMC (Taiwan Semiconductor Manufacturing) - ADR
4
Huawei Technology
3
SK Hynix
3
Broadcom
3
Advanced Micro Devices
3
Apple
2
Amazon
2

Top Countries

United States
12.3%
China
10.5%
South Korea
8.8%
Japan
8.8%
Hong Kong
7%
Germany
7%
Taiwan
7%
Italy
5.3%
United Kingdom
5.3%
Finland
3.5%
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