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 | 6.50% |
| ASML Holding NV | AMS: ASML | 4.50% |
| Taiwan Semiconductor Mfg. Co. Ltd. | TPE: 2330 | 4.50% |
| CVS Health Corp. | NYSE: CVS | 3.50% |
| Crispr Therapeutics AG | NASDAQ: CRSP | 3.00% |
Technology, Media, Telecom, and Healthcare (TMTH) Team
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Liam Morden
Portfolio Manager | 2nd Year Finance
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Corey Cao
Analyst | 4th Year Finance