INSIGHT PROVIDER
Top Quartile
Vincent Fernando, CFA

Vincent Fernando, CFA
Managing Director, Zero One
Zero One

669
Insights
373.2k
Views
305
Followers
Information Technology Equity Bottom-Up Private Capital Markets

Top Sectors

Information Technology
93%
Consumer Discretionary
3%
Communication Services
2%
Financials
1%
Industrials
0%
Real Estate
0%
Energy
0%

Top Verticals

Equity Bottom-Up
96%
Thematic (Sector/Industry)
4%
Private Capital Markets
1%

Top Entities

TSMC (Taiwan Semiconductor Manufacturing)
331
TSMC (Taiwan Semiconductor Manufacturing) - ADR
320
United Microelectronics Corp
203
NVIDIA Corp
167
Chipmos Technologies
161
ASE Technology Holding
160
United Microelectron Sp Adr
151
Apple
137
ASE Technology Holding
127
Hon Hai Precision Industry
125

Top Countries

Taiwan
57.9%
China
8%
United States
5.1%
Thailand
1.7%
Singapore
1.2%
Japan
0.7%
Myanmar
0.5%
South Korea
0.5%
Cambodia
0.5%
Vietnam
0.5%
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