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

  • Corey Cao

    Portfolio Manager

  • Michael Penney

    Senior Analyst

  • Armaan Kumar

    Junior Analyst

  • Grace Reynolds

    Junior Analyst

  • Caleb Dubeau

    Junior Analyst

  • Michael Qi

    First Year Analyst