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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Corey Cao
Portfolio Manager | 4th Year Finance
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Thomas Giroux
Senior Analyst | 4th Year Finance
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Michael Penney
Junior Analyst | 3rd Year Finance
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Carlo Abi-Raad
Junior Analyst | 4th Year Finance
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Christian Gillam
Junior Analyst | 2nd Year Finance
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Armaan Kumar
First Year Analyst | Finance & Computer Science