INSIGHT PROVIDER
Top Quartile
Vincent Fernando, CFA

Vincent Fernando, CFA
Managing Director, Zero One
Zero One

677
Insights
385.1k
Views
306
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)
337
TSMC (Taiwan Semiconductor Manufacturing) - ADR
326
United Microelectronics Corp
207
NVIDIA Corp
169
Chipmos Technologies
164
ASE Technology Holding
163
United Microelectron Sp Adr
154
Apple
138
ASE Technology Holding
130
Hon Hai Precision Industry
125

Top Countries

Taiwan
58.1%
China
8%
United States
5.2%
Thailand
1.7%
Singapore
1.2%
Japan
0.6%
Hong Kong
0.5%
Vietnam
0.5%
Myanmar
0.5%
South Korea
0.5%
x