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 | 4th Year Finance

  • Thomas Giroux

    Senior Analyst | 4th Year Finance

  • Michael Penney

    Junior Analyst | 3rd Year Finance

  • Carlo Abi-Raad

    Junior Analyst | 4th Year Finance

  • Christian Gillam

    Junior Analyst | 2nd Year Finance

  • Armaan Kumar

    First Year Analyst | Finance & Computer Science