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The Circuit

The Circuit
Podcast On the Business of Semiconductors
The Circuit

57
Insights
35.4k
Views
7
Followers
Information Technology Equities

Top Sectors

Information Technology
100%

Top Verticals

Thematic (Sector/Industry)
60%
Equity Bottom-Up
35%
Private Capital Markets
4%
Debt Capital Markets
2%

Top Entities

NVIDIA Corp
32
Intel Corp
18
Advanced Micro Devices
16
Apple
13
Microsoft Corp
7
Meta
6
Qualcomm Inc
6
Marvell Technology
6
Broadcom
5
Alphabet
5

Top Countries

United States
29.8%
China
4.8%
Switzerland
1.2%
United Kingdom
1.2%
Taiwan
1.2%
India
0.6%
Japan
0.6%
Malaysia
0.6%
New Zealand
0.6%
South Korea
0.6%
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