Top Sectors
Information Technology
98%
Consumer Discretionary
2%
Energy
0%
Financials
0%
Industrials
0%
Top Verticals
Equity Bottom-Up
61%
Thematic (Sector/Industry)
38%
Private Capital Markets
0%
Top Entities
Intel Corp
281
Advanced Micro Devices
189
TSMC (Taiwan Semiconductor Manufacturing)
126
NVIDIA Corp
109
Micron Technology
109
Samsung Electronics
108
SK Hynix
86
Applied Materials
65
Lam Research
61
KLA-Tencor Corp
55
Top Countries
United States
2.3%
Taiwan
1.2%
Japan
1.1%
Netherlands
1.1%
South Korea
1.1%
Singapore
1.1%
Hong Kong
1.1%
China
1.1%
New Zealand
1%
Australia
1%