grow.

Strategy

Top Semiconductors

The chipmakers powering modern tech

By Grow

Semiconductors are the backbone of AI, data centers, and modern computing. This portfolio holds equal-weight exposure to the chipmakers and equipment suppliers powering that buildout. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

Allocation

Thematic
  • AMD13%
  • Taiwan Semiconductor Manufacturing13%
  • Broadcom13%
  • ASML Holding NV13%
  • Arm Holdings plc13%
  • Applied Materials13%
  • Lam Research13%
  • KLA13%

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Allocations shown are targets and may drift between rebalances. Investments involve substantial risk, including the possible loss of principal.