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Vincent Fernando, CFA

Vincent Fernando, CFA
Managing Director, Zero One
Zero One

392
Insights
143.1k
Views
226
Followers
Information Technology Equity Bottom-Up Private Capital Markets

Top Sectors

Information Technology
93%
Consumer Discretionary
5%
Financials
1%
Communication Services
1%
Real Estate
0%

Top Verticals

Equity Bottom-Up
93%
Thematic (Sector/Industry)
6%
Private Capital Markets
2%

Top Entities

Taiwan Semiconductor (TSMC)
156
Taiwan Semiconductor (TSMC) - ADR
152
United Microelectronics Corp
104
Hon Hai Precision Industry
87
NVIDIA Corp
83
Nanya Technology
79
Apple
75
Chipmos Technologies
75
ASE Technology Holding
73
Micron Technology
70

Top Countries

Taiwan
43.5%
China
11.5%
United States
4.5%
Thailand
1.7%
Singapore
1.6%
Japan
0.9%
Cambodia
0.8%
Indonesia
0.8%
Vietnam
0.8%
Malaysia
0.8%
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