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 | 6.71% |
| Super Micro Computer Inc. | NASDAQ: SMCI | 4.20% |
| Edwards Lifescience Corp. | NYSE: EW | 3.77% |
| Palo Alto Networks Inc. | NASDAQ: PANW | 2.94% | Taiwan Semiconductor Mfg. Co. Ltd. | NYSE: TSM | 2.91% | ASML Holding NV | NASDAQ: ASML | 2.35% |
Technology, Media, Telecom, and Healthcare (TMTH) Team
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Alexandre Hogue
Portfolio Manager
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Michael Penney
Senior Analyst
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Undisclosed
Junior Analyst
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Undisclosed
Junior Analyst