Technology, Media, Telecom, and Healthcare (TMTH) Industry Group

Examining opportunities within Technology, Media, Telecom, and Healthcare (TMTH), we keenly consider the impact of technological advancements and shifting consumer behaviors. These factors are paramount in shaping our analysis and price movements, driving informed decision-making and strategic positioning within these dynamic and interconnected sectors.

Company Ticker Weight (% of Total Net Assets)
Alphabet Inc. NASDAQ: GOOG 6.26%
Nvidia Inc. NASDAQ: NVDA 3.83%
Broadcom Inc. NASDAQ: AVGO 0.40%
SK Hynix Inc KRX: 000660 12.93%
Taiwan Semiconductor Mfg. Co. Ltd. NYSE: TSM 5.17%
ASML Holding NV NASDAQ: ASML 4.62%

Technology, Media, Telecom, and Healthcare (TMTH) Team

  • Alexandre Hogue

    Portfolio Manager

  • Michael Penney

    Senior Analyst

  • Caleb Dubeau

    Junior Analyst

  • Sam Sharifi

    Junior Analyst