Semiconductors

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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Mar 9, 2026 View AI, Semiconductors, E-commerce, Streaming, Pharmaceuticals AAPL, AMZN, COMP, DIS, DUOL, FIS, GOOGL, ISRG, KMX, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER AI, growth, healthcare, Long/Short, Quality, technology
2025 Q4 Jan 21, 2026 View AI, Defense, Semiconductors, Energy Transition, Data Centers AMD, AMZN, ANET, ASML, AVGO, CPNG, ENR.DE, GEV, ISRG, LRCX, MA, MSFT, NVDA, RHM.DE, SAP, SHOP, TSM, UBER, VEEV, VRT AI, Capex, Data centers, defense, energy, growth, semiconductors, technology
2025 Q4 Jan 30, 2026
Artisan Focus Fund
Christopher Smith
 View AI, Automation, Semiconductors, Energy Transition, Data Centers, Space AAPL, ADI, AXON, CAT, COF, ENR.DE, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RR.L, SHOP.TO, TSM, WELL, WFC aerospace, AI, energy, financials, growth, industrials, semiconductors, technology
2025 Q4 Jan 13, 2026
Oakmark Global Fund
David G. Herro
 View Semiconductors, E-commerce, Food 005930.KS, BABA, CHTR, CNHI, DSV.CO, GM, IQV, IT, MBG.DE, MDLZ consumer, global, healthcare, Performance, semiconductors, technology, value
2025 Q4 Jan 18, 2026 View AI, Cloud, Semiconductors, Pharmaceuticals, Life Science Tools AAPL, AMAT, AMD, AZO, BALL, BRO, CRM, DHR, EFX, FISV, GOOGL, HD, KLAC, LIN, LLY, MSFT, ORCL, TMO, VRTX, WDAY AI, growth, healthcare, large cap, Quality, semiconductors, technology, value
2025 Q4 Jan 29, 2026 View AI, China, Semiconductors, Copper, Trade Policy 000660.KS, 005930.KS, 028260.KS, 0700.HK, 267270.KS, ADIB.AD, ALDAR.AD, ASX.TW, BABA, BBNI.JK, GMEXICOB.MX, KAP.L, MULT3.SA, RIO, TLKM.JK, TSM AI, China, Copper, emerging markets, Memory, semiconductors, technology, Trade Policy
2025 Q4 Jan 11, 2026
Kathmandu Capital
Vincent Lo
 View AI, Gold, Defense, Semiconductors ACMR, GOOGL, HII, LITE, NVDA, ORCL, VICR AI, China, defense, geopolitics, gold, Power Electronics, semiconductors, technology
2025 Q4 Feb 10, 2026 View AI, Rates, Semiconductors 6723.T, AAPL, ADP, AMAT, AMZN, BABA, ELV, EVO.ST, FI, GOOGL, HAR.JO, IMP.JO, MC.PA, META, MSFT, NPN.JO, NVDA, PDD, PM, TSM AI, emerging markets, global, rates, semiconductors, technology
2025 Q4 Jan 16, 2026 View AI, Sustainability, Semiconductors, Energy Transition 1299.HK, AAPL, AJG, EXPN.L, GOOGL, IFX.DE, KEYS, KLAC, MMC, MU, NTDOY, NVDA, ORCL, PGR, SPOT, STN.TO, TMUS, TSM, UBER, WD, WK AI, Climate, Energy Transition, global, semiconductors, sustainability, technology
2025 Q4 Jan 26, 2026 View Value, Semiconductors, Logistics, Pharmaceuticals, Specialty Chemicals 005930.KS, 6301.T, AZN, BABA, BAYRY, CNHI, DASTY, DSV.CO, EXO.MI, IMCD.AS, MBG.DE, NVS, SAND.ST, SDR.L, SKF-B.ST, SNY, SY1.DE, UL, WLN.PA Chemicals, Europe, international, Logistics, Pharmaceuticals, semiconductors, value
2025 Q4 Feb 8, 2026 View AI, Dividends, Semiconductors, Energy Transition, Space 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC aerospace, AI, dividends, energy, large cap, semiconductors, technology
2025 Q4 Jan 22, 2026 View AI, Defense, Semiconductors, Energy Transition, Robotics, E-commerce 000660.KS, 005930.KS, 0700.HK, 1211.HK, 122870.KS, 1299.HK, 1810.HK, 2269.HK, 2454.TW, 300750.SZ, 3690.HK, 4966.TW, 500570.BO, 532978.BO, APHS.NS, ASML, BABA, BBCA.JK, CPNG, DIDI, DNP.WA, FPT.VN, FTA, GLOB, GRAB, HDB, HDFCLIFE.NS, HTHT, ICT.PS, KSPI.L, MELI, NU, PHNX.NS, RADL3.SA, SE, TSM, WEGE3.SA, WMMVY AI, China, E-Commerce, emerging markets, growth, Memory Chips, semiconductors, technology
2025 Q4 Feb 4, 2026 View Healthcare, Value, Semiconductors, Energy Transition, Small Caps, Regional Banks ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value
2025 Q4 Jan 19, 2026 View Semiconductors, Energy Transition, Defense Spending, Grid Upgrade 005930.KS, 0700.HK, 300750.SZ, AI.PA, DANSKE.CO, ELI.BR, NGG, SSE.L, TSCO.L, TSM, UBS defense, Electrification, Europe, growth, international, semiconductors, Utilities, value
2025 Q4 Mar 2, 2026 View AI, Cloud, Semiconductors, E-commerce, Cybersecurity, Biotechnology ADYEN, AMZN, ARGX, ASML, BILL, CPNG, CRWD, DDOG, GDS, ILMN, MELI, NET, NU, NVDA, SHOP, SNOW, SQ, TSM, WIX, ZS AI, Cloud, E-Commerce, global, growth, innovation, semiconductors, technology
2025 Q4 Jan 7, 2026 View AI, Energy, Semiconductors, Data Centers AAPL, META, NVDA AI, Capex, Data centers, Fed, growth, inflation, Labor, productivity
2025 Q4 Jan 31, 2026
White Brook Capital
Basil F. Alsikafi
 View AI, Crypto, Semiconductors, Small Caps BLDR, FND, GOOG, JAKK, MSFT, MSTR, NVDA, PTLO, RPID, TSM AI, crypto, growth, healthcare, inflation, semiconductors, small caps, value
2025 Q4 Jan 13, 2026
Mawer International Equity Fund
Dylan Anderson et. Al
 View AI, Gold, Semiconductors, Defense Spending 000660.KS, 0700.HK, AJG, APH, ATR, BA.L, BNS.TO, COR, CSU.TO, DHR, FTT.TO, GOOGL, MFC.TO, MMC, MSFT, PNG.V, RY.TO, TD.TO, TOI.TO, WAT AI, defense, equities, global, gold, Quality, semiconductors, Valuations
2025 Q4 Jan 15, 2026 View AI, Semiconductors, E-commerce, Streaming 0700.HK, 1211.HK, 1810.HK, 2413.T, 3690.HK, ADYEN.AS, ASML, ATCO-A.ST, BABA, BNTX, CPNG, DHER.DE, KER.PA, KINV-B.ST, MELI, MRNA, NU, NVDA, NVO, OCDO.L, OR.PA, PDD, RACE, RMS.PA, SAP, SE, SHOP, SPOT, TSLA, TSM, WISE.L AI, concentrated, E-Commerce, growth, international, semiconductors, technology
2025 Q4 Jan 27, 2026
Diamond Hill International
Krishna Mohanraj
 View Defense, Semiconductors, Banking 000660.KS, 005930.KS, BABA, EXO.MI, ICON, NWG.L AI, Asia, Banking, defense, Europe, international, semiconductors, value
2025 Q4 Feb 11, 2026 View AI, Cloud, Semiconductors, E-commerce ADYEN, AMZN, ASML, AVGO, CPNG, CRWD, GOOGL, ILMN, IOT, KKR, MELI, META, MPWR, NOW, NVDA, SHOP, SNOW, TEAM, TSLA, TSM AI, Cloud, E-Commerce, growth, large cap, semiconductors, technology
2025 Q4 Jan 20, 2026 View AI, Defense, Emerging markets, Semiconductors, E-commerce 005930.KS, 0700.HK, 1299.HK, 1398.HK, 2330.TW, 6758.T, ALC.SW, ALFA.ST, ALV.DE, ASML, ATCO-A.ST, BBVA, D05.SI, MELI, NTES, NVO, NVS, ROG.SW, SE, SU.PA AI, defense, emerging markets, international, semiconductors, technology, Valuations
2025 Q4 Jan 14, 2026
13D Activist Fund
Ken Squire
 View Activism, Semiconductors, Japan, Utilities 1944.T, 9501.T, 9531.T, EBCOY, FUN, ITGR, KAEPY, WEX activism, Japan, semiconductors, small caps, Utilities, value
2025 Q4 Feb 5, 2026 View Semiconductors - China, commodities, emerging markets, semiconductors, South Korea, Taiwan
2025 Q4 Jan 21, 2026 View AI, Defense, Semiconductors, Energy Transition, Grid Upgrade AMD, AMSC, ATZ.TO, AXS, CACI, CCK, DLTR, FCNCA, HNST, LASR, MIR, NVST, PENG, TCBI AI, contrarian, defense, energy, semiconductors, small cap, turnaround, value
2025 Q4 Jan 30, 2026
Optimum International Fund
Donald Farquharson
 View AI, Semiconductors 000660.KS, 005930.KS AI, Asia, banks, Europe, international, semiconductors, technology
2025 Q4 Jan 14, 2026 View Semiconductors, Gaming, Payments 0700.HK, 3639.HK, 9435.T, ALAB.L, AMD, AMZN, CSU.TO, FUTU, GAW.L, META, NVDA, PDD, RELY, STRP, TCOM, TSM, WISE.L Asia, Concentration, gaming, global, long-term, payments, semiconductors, value
2025 Q4 Jan 28, 2026
Prosper Stars & Stripes
Christopher Hillary
 View AI, Semiconductors, Small Caps, Biotechnology ATI, EAT, GTLB, INOD, KTB, META, MSFT, PDFS, RVTY, SEAT, SITM, STUB, TKNO AI, alpha, healthcare, Long/Short, semiconductors, small caps, value
2025 Q4 Jan 18, 2026 View AI, Semiconductors, Industrials ALC, APP, BILL, BLDR, DASH, GWW, HLT, HUBB, INSM, MORN, MPWR, ODFL, PWR, ROK, SN, SQ, TEAM, TER, WCN, WDAY AI, growth, industrials, mid cap, portfolio, semiconductors, technology
2025 Q4 Jan 26, 2026
Mobius Capital Partners
Carlos Hardenberg
 View AI, Semiconductors, Quality, E-commerce, Travel EPAM, KARO, MELI, MMYT, TCOM active management, Asia, emerging markets, mid cap, Quality, Recovery, technology, underperformance
2025 Q4 Jan 11, 2026 View Energy, Semiconductors, Financials, E-commerce, Trade Policy 0027.HK, 005930.KS, 0700.HK, 300750.SZ, BABA, BIRG.L, BNP.PA, C, CACI, COF, FCX, GOOGL, LLY, META, NN.AS, ORA.PA, RELIANCE.NS, SAP.DE, SCHW, SHEL, T, TSCO.L, TSM, TTE Digital Economy, financials, global, growth, semiconductors, technology, Trade Policy, value
2025 Q4 Jan 15, 2026 View Semiconductors, Logistics, E-commerce, Copper 000333.SZ, 005930.KS, 0700.HK, 1299.HK, 1698.HK, 2318.HK, 2454.TW, 3064.T, 3656.T, 3690.HK, 3994.T, 4612.T, 600519.SS, 6098.T, 6273.T, 6758.T, 6861.T, 7309.T, 7733.T, 7974.T, 8035.T, 8113.T, 8729.T, ADYEN.AS, ASML, ATCO-A.ST, B3SA3.SA, BN.PA, BNTX, CFR.SW, CPA, CPNG, CRH, CSU.TO, DB1.DE, DEMANT.CO, DIM.PA, DSV.CO, DSY.L, EDEN.PA, EXPN.L, FBK.MI, G24.DE, GMKN.ME, HDB, ICICIGI.NS, IMCD.AS, KGP.L, KNEBV.HE, KSPI.L, LMN.TO, LUN.TO, MC.PA, MELI, MIPS.ST, MNDY, NEX.PA, NVO, NVZMY, PDD, RAT.DE, RIO, ROG.SW, RYA.L, SALM.OL, SAP, SDZ.SW, SE, SEB-A.ST, SHOP.TO, SIMO, SJ.TO, SPOT, TFII, TOI.TO, TPRO.MI, TSM, U11.SI, UL E-Commerce, growth, international, Quality, semiconductors, technology, value
2025 Q4 Jan 26, 2026 View AI, Cloud, Semiconductors AAPL, ADBE, ALGN, AMZN, AVGO, CTAS, DDOG, DHR, DKNG, FICO, GNRC, GOOG, HLT, INTU, IOT, ISRG, META, MRVL, MSFT, NFLX, NOW, NVDA, NXPI, TT, TTD, UBER, VEEV, WDAY, ZTS AI, Cloud, growth, large cap, semiconductors, software, technology
2025 Q4 Feb 8, 2026 View AI, Cloud, Semiconductors ATE, CIEN, CLS, CRDO, FN, LITE, NVDA, TSEM AI, Cloud, growth, infrastructure, private equity, semiconductors, technology
2025 Q4 Jan 22, 2026 View AI, Space, Defense, Semiconductors, Energy Transition, Robotics, Cybersecurity AMZN, APP, ASML, AVGO, AXON, CPNG, CVNA, DASH, DDOG, DUOL, GOOGL, IOT, MELI, META, MSFT, NFLX, NOW, NU, NVDA, PANW, PLTR, RBLX, SE, SHOP.TO, SPOT, SQ, TEAM, TSM, V AI, defense, global, growth, innovation, Robotics, semiconductors, technology
2025 Q4 Feb 4, 2026
AMG Yacktman Focused Fund
Stephen Yacktman
 View AI, Media, Value, Semiconductors, Electric Vehicles, South Korea 005380.KS, 005930.KS, 012330.KS, AAPL, CNRL.TO, FOXA, MSFT, MU, NFLX, NVDA, PEP, SCHW, UHAL, WBD AI, Auto Parts, free cash flow, Media, semiconductors, South Korea, technology, value
2025 Q4 Jan 18, 2026 View AI, Cloud, Semiconductors, Streaming, Medical Devices AMD, AMZN, AVGO, BX, CRDO, ELF, GOOG, HWM, ISRG, LLY, META, MRVL, NFLX, NOW, ORCL, SHOP, TTD, UBER, VEEV AI, concentrated, growth, large cap, technology
2025 Q4 Mar 4, 2026
Saltlight Capital
David Eborall
 View AI, Semiconductors, SaaS, Data Centers AMD, AMZN, ASML, BLU.JO, CCL.JO, GOOGL, INTC, MELI, MSFT, NVDA, SE, TSM AI, global, growth, semiconductors, software, technology
2025 Q4 Jan 21, 2026 View AI, Defense, Semiconductors, Biotechnology BRKR, CLBT, COCO, FLEX, GH, GWRE, HXL, INSM, IRTC, ITGR, LASR, LSCC, MOD, MTSI, PCOR, PEN, PSN, SN, STVN, VSEC AI, Biotechnology, defense, growth, healthcare, profit cycles, small cap, technology
2025 Q4 Jan 30, 2026 View AI, Semiconductors, Data Centers AAPL, AMD, AMZN, APP, CRWD, GEV, GOOGL, ITX.MC, MSFT, NET, NFLX, NTDOY, NVDA, ORCL, RMS.PA, SE, SHOP, TSM AI, consumer, Data centers, global, growth, semiconductors, technology
2025 Q4 Jan 13, 2026
AVI Global Trust
Joe Bauernfreund
 View Semiconductors, FinTech, Biotechnology 000660.KS, 004800.KS, 005930.KS, 028260.KS, 207940.KS, 4527.T, 6727.T, 9531.T, AVGO, CHRY.L, FRAS.L, J36.SI, NVDA, NWSA, VIV.PA Biotechnology, Discounts, Holding Companies, Korea, NAV, semiconductors, technology, value
2025 Q4 Jan 15, 2026 View AI, Semiconductors, E-commerce, Streaming 1299.HK, 6146.T, 6857.T, 6861.T, ADYEN.AS, ARGX, ASML, ATCO-A.ST, DSV.CO, GALP.SW, MELI, NU, OR.PA, RACE, RMS.PA, SE, SHOP, SPOT, TSM, WTC.AX AI, E-Commerce, growth, international, semiconductors, technology
2025 Q4 Jan 27, 2026 View AI, China, Semiconductors, India, Energy Transition, Banking 000660.KS, 005930.KS, 0700.HK, 1024.HK, 300750.SZ, BABA, BAJFINANCE.NS, BAP, BEL.NS, BHARTIARTL.NS, HDFCBANK.NS, NU, RELIANCE.NS, SQM, TSM, ZLAB AI, Banking, China, emerging markets, geopolitics, India, semiconductors, technology
2025 Q4 Jan 7, 2026 View AI, Cloud, Semiconductors, Technology ACN, ADBE, ANET, AVGO, CMG, DDOG, EQIX, ETN, GOOGL, ISRG, LLY, MRVL, NVDA, ORCL, PLTR, SBUX, TMO, UNH, VRTX, WDAY AI, growth, healthcare, large cap, momentum, semiconductors, technology, underperformance
2025 Q4 Feb 13, 2026
Eagle Capital Management, LLC
Ravenel B. Curry III
 View Semiconductors, Oil, Capital Markets, Software, Agriculture ASML, BAYRY, LSEGY, SAP, SHEL, TSM, TSMC Agriculture, energy, international, semiconductors, software, technology, value
2025 Q4 Jan 20, 2026 View AI, Value, Semiconductors 0700.HK, 1299.HK, 2308.TW, 300124.SZ, 300760.SZ, 4519.T, 6758.T, 6861.T, ABBV, ACN, ADBE, ALFA.ST, AME, AMZN, APH, ASML, ATCO-A.ST, ATD.TO, ATKR, AVGO, BKNG, CME, COMP.L, CSGP, D05.SI, DE, DHR, DPLM.L, EFX, ELV, EPI-A.ST, FN, GMAB, GOOGL, HDFCBANK.NS, HEI, HLN.L, HON, JNJ, META, MSFT, NFLX, NOC, NVDA, PGR, ROG.SW, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, TTD, TW, V, VRTX, WMMVY AI, global, international, semiconductors, technology, value
2025 Q4 Jan 23, 2026
Tectonic Investors
Jeffrey Everett
 View AI, Automation, Semiconductors, Robotics, Critical Minerals AAPL, GOOGL, META, MP, UBER Automation, Critical Minerals, Investment, Manufacturing, Physical AI, Robotics, semiconductors, technology
2025 Q4 Feb 8, 2026 View AI, Semiconductors, Quality, Momentum AAPL, AMZN, ARM, AVGO, AXP, COO, CRM, DHR, GOOGL, GWW, INTU, META, MSFT, NFLX, NKE, NOW, SPGI, V, WM, YUM AI, growth, large cap, momentum, Quality, semiconductors, valuation
2025 Q4 Jan 22, 2026
Jensen Investment
Allen T. Bond
 View AI, Semiconductors, Quality, Market Concentration AAPL, ACN, AMZN, APH, AVGO, BRK.B, CPRT, GOOGL, JPM, KLAC, LLY, META, MMC, MSFT, MU, NVDA, STX, TSLA, WDC, WM AI, growth, large cap, Market Concentration, Quality, semiconductors, technology
2025 Q4 Jan 30, 2026 View AI, Cloud, Semiconductors, Energy Transition AMZN, AVGO, BX, CME, COST, CSGP, DHR, GOOGL, LPLA, MA, META, MPWR, MSCI, MSFT, NVDA, PWR, TMO, TSM, V, WELL AI, growth, large cap, Quality, semiconductors, technology
2025 Q4 Jan 14, 2026
Wedgewood Partners
David A. Rolfe
 View AI, Cloud, Valuation, Semiconductors, Quality AAPL, AMZN, BKNG, CB, CDW, CPRT, EW, GOOGL, META, MSI, ODFL, ORLY, POOL, PYPL, SPGI, TSCO, TSM, UNH, URI, V AI, growth, large cap, Portfolio Management, Quality, technology, valuation
2025 Q4 Dec 31, 2025 View AI, Defense, Semiconductors, Quality, GLP1 7741.T, AAPL, AMZN, AVGO, BHP.AX, BRO, CPRT, GOOGL, HEIA.L, ITW, JPM, LLOY.L, LLY, LW, META, MSFT, MU, NVDA, RACE, V AI, defense, Global Equity, healthcare, Quality, semiconductors, technology, Valuations
2025 Q4 Jan 18, 2026
Magellan Global Fund
Arvid Streimann
 View AI, Cloud, Semiconductors, Luxury AMZN, ASML, CMG, GOOGL, MA, META, MSFT, NESN.SW, NFLX, NVO, PG, RMS.PA, SAP, TSM, UNH, V, YUM AI, Cloud, global, growth, Luxury, Quality, semiconductors, technology
2025 Q4 Jan 29, 2026 View AI, Cloud, Semiconductors, Payments, E-commerce, Capital Markets, Space ADI, AMAT, AMZN, AON, APH, ASML, BRK-A, HEI, MA, MCO, MSFT, SPGI, TSM, V aerospace, AI, Capital markets, infrastructure, payments, Quality, semiconductors, technology
2025 Q4 Jan 6, 2026 View AI, Automation, China, Semiconductors, E-commerce, Trade Policy 2269.HK, 6098.T, 6954.T, ASML, BABA, BEKE, BEPC, CSU.TO, D05.SI, FFH.TO, GALDA.SW, GOOGL, INCY, LULU, MA, MU, PRX.AS, REGN, RYA.L, SCHW, SE, TEAM, TEMN.SW, TJX AI, Automation, China, growth, international, semiconductors, Trade Policy, value
2025 Q4 Jan 15, 2026 View AI, China, Commodities, Semiconductors, E-commerce, South Korea 000333.SZ, 000660.KS, 005380.KS, 005930.KS, 0700.HK, 2318.HK, 2454.TW, 2939.TW, 300750.SZ, AXSB.NS, B3SA3.SA, BABA, FM.TO, IMP.JO, KMB.NS, MELI, NPN.JO, RELIANCE.NS, SE, SQM, TSM AI, China, commodities, emerging markets, growth, semiconductors, South Korea, technology
2025 Q4 Jan 26, 2026 View AI, Healthcare, Energy, Semiconductors, Data Centers, Cybersecurity AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology
2025 Q4 Feb 2, 2026
AGT Partners
Gregory See
 View AI, Gold, Semiconductors, Gaming, Banks, Alternative Asset Managers, Offshore Wind, Palm Oil 0700.HK, 0883.HK, 5MP.SI, AAPL, APO, D05.SI, KKR, OV8.SI, TSM Alternative Assets, Asia, Banking, gaming, Offshore Wind, semiconductors, small caps, value
2025 Q4 Jan 24, 2026
Invesco Discovery Fund
Ronald Zibelli
 View AI, Semiconductors, Industrial AVAV, BTSG, CRS, CVLT, CW, EHC, ESAB, FIVE, FN, FROG, GH, HLNE, LITE, LRN, MTSI, RKLB, RMBS, SITM, STEP, TSEM AI, compounders, growth, industrials, innovation, semiconductors, small caps, technology
2025 Q4 Feb 4, 2026
AMG Yacktman Fund
Stephen Yacktman
 View AI, Media, Value, Semiconductors, Electric Vehicles, South Korea 000660.KS, 005930.KS, 012330.KS, AAPL, CNQ, FOXA, GOOGL, MSFT, MU, NFLX, NVDA, PEP, PG, SCHW, UHAL, UMG.AS, VIV.PA, WBD AI, Electric Vehicles, free cash flow, long-term, Media, semiconductors, South Korea, value
2025 Q4 Jan 18, 2026 View AI, Crypto, Gold, Defense, Semiconductors, Energy Transition ADBE, AEM, AMD, AU, BKR, CAT, COIN, DIS, GLEN.L, GOOGL, IBKR, LLY, LMT, MELI, MOS, MU, NFLX, ORCL, PHG, RELX, SE AI, commodities, defense, emerging markets, Geopolitical, global, infrastructure, technology
2025 Q4 Mar 6, 2026
Bumbershoot Holdings
Jason Ursaner
 View AI, Gold, Semiconductors, Liquidity, Infrastructure Spending, Fertilizers CAMT, CF, CTRA, FSLR, Gold, GOOGL, HRI, IPI, KGF.L, LGND, MDGL, MU, NPKI, NTR, ORN, OSIS, OSK, VKTX, VMEO, VPG Concentration, liquidity, Multi-Strat, Reflation, Selection, semiconductors, technology, value
2025 Q4 Jan 21, 2026 View AI, Valuation, Semiconductors AMAT, BRO, BSX, CAH, FISV, FIX, GOOGL, LRCX, MSI, NFLX, NTNX, PEGA, RCL, SCHW, TPR, UBER, WM AI, Equal Weight, growth, large cap, Mega Cap, semiconductors, technology, valuation
2025 Q4 Jan 30, 2026
Antipodes Global Fund
Jacob Mitchell
 View AI, Cloud, Gold, Semiconductors AAPL, AMD, AMZN, ASAI, BEKE, BMRI.JK, CRM, Gold, GOOGL, HON, HYMTF, JCI, LLY, META, MRK, SIEGY, STM, TCEHY AI, cyclicals, financials, global, healthcare, industrials, materials, technology
2025 Q4 Jan 13, 2026 View AI, Cloud, Semiconductors, Streaming AAPL, AMZN, APH, AVGO, CRM, DHR, EFX, GOOG, JNJ, LIN, META, MSFT, NFLX, NVDA, ORCL, ROP, SAP, TSM, V AI, Cloud, growth, large cap, Quality, semiconductors, Streaming, technology
2025 Q4 Jan 18, 2026
Ariel Global Fund
Rupal J. Bhansali
 View AI, Semiconductors, Energy Transition, Banking, Data Centers 000660.KS, 1024.HK, 4751.T, 6367.T, 6460.T, 6762.T, 6856.T, 7832.T, BIRG.L, BMPS.MI, BMY, FME.DE, FORTUM.HE, FSLR, HPE, LREN3.SA, SAN, T, WBS, WCH.DE AI, Banking, Data centers, Energy Transition, global, international, semiconductors, value
2025 Q4 Jan 27, 2026
Antero Peak Group
Christopher Smith
 View AI, Semiconductors, Energy Transition, Capital Markets, Data Centers, Aerospace AAPL, ADI, AXON, CAT, COF, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RYCEY, SHOP, SMNEY, TSM, WELL, WFC aerospace, AI, Capital markets, Data centers, energy, productivity, ROIC, semiconductors
2025 Q4 Dec 31, 2025 View AI, Rates, Semiconductors, Inflation, Quality 2020.HK, ABB, AMAT, APH, AVGO, CRM, DHR, GOOGL, ICE, LRCX, MDT, META, NFLX, NVDA, ORCL, SHL.DE, TMO AI, global, inflation, innovation, monetary policy, Quality, semiconductors, technology
2025 Q4 Dec 31, 2025 View AI, Semiconductors, Data Centers, Trade Policy, Software AAPL, ADBE, ASML, BWXT, CMCSA, CRM, GOOGL, ISRG, META, MU, NOW, NVDA, ORCL, SNOW, TDG AI, Data centers, Enterprise Software, growth, semiconductors, technology, Trade Policy
2025 Q4 Jan 14, 2026 View AI, China, Semiconductors, Energy Transition, Battery Supply Chain 002594.SZ, 006400.KS, 300274.SZ, 300750.SZ, 373220.KS, 601012.SS, 601766.SS, GE, QS, TM, WOLF AI, Batteries, China, Energy Transition, geopolitics, infrastructure, Manufacturing, technology
2025 Q4 Jan 14, 2026 View AI, China, Value, Semiconductors, Trade Policy 1179.HK, 8035.T, AHT.L, AMAT, AMZN, ASML, AVGO, BLK, CB, CSU.TO, DE, DEO, GOOGL, LMT, LSEG.L, MSFT, NOW, ORCL, SHEL, TMO AI, China, Quality, semiconductors, technology, Trade Policy, value
2025 Q4 Feb 4, 2026 View Semiconductors, Live Sports 4478.T, FWONK, RYAN, TKO, TSM Global Equities, growth, semiconductors, Sports Content, technology, value
2025 Q4 Jan 21, 2026 View AI, Gold, Semiconductors, Specialty Chemicals, Solar AFN.TO, AMD, AMZN, ATZ.TO, CSIQ, EPAM, FNV, GRFS, HUN, NFI.TO, NU, RGLD, RTO.L, TFPM, W AI, Chemicals, Cyclical, gold, semiconductors, Solar, technology, value
2025 Q4 Jan 30, 2026 View AI, Semiconductors, Onshoring, Industrial Policy AMAT, AMD, APPF, AXON, ET, GOOGL, INTC, LLY, LRCX, MRVL, NKE, NSC, NUE, ROK AI, Automation, Industrial, Manufacturing, Onshoring, semiconductors, technology
2025 Q4 Jan 20, 2026
Nightview Capital
Arne Alsin
 View AI, China, Semiconductors, E-commerce, Capital Markets, Travel, Electric Vehicles AMZN, BABA, NITE, TSLA, TSM AI, Autonomy, China, growth, long-term, Physical AI, semiconductors, technology
2025 Q4 Feb 25, 2026 View AI, Valuations, Semiconductors, Speculation, Data Centers, Bubbles 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation
2025 Q4 Jan 21, 2026 View AI, Cloud, Semiconductors AAPL, AMZN, ASML, AVGO, GOOGL, HOOD, LRCX, META, MSFT, MU, NFLX, NOW, NVDA, ORCL, TSM AI, Cloud, global, growth, semiconductors, technology
2025 Q4 Jan 28, 2026 View AI, Valuations, Semiconductors, Speculation, Data Centers, Bubbles 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation
2025 Q4 Jan 6, 2026 View AI, China, Rates, Semiconductors, Trade Policy 2269.HK, 6098.T, 6954.T, ASML, BABA, BEKE, BEPC, CSU.TO, D05.SI, GALP.SW, GOOGL, INCY, LULU, MA, MU, PRX.AS, REGN, RYA.L, SCHW, SE, TEAM, TEMN.SW, TJX AI, China, growth, international, rates, semiconductors, Trade Policy, value
2025 Q4 Jan 15, 2026 View AI, Automation, Semiconductors, E-commerce ADYEY, AMZN, APP, CRH, DASH, ELV, ENSG, FTAI, GOOGL, MA, META, MLM, MSCI, MSFT, NFLX, NVDA, RPRX, RYAAY, SCI, TSM AI, global, growth, long-term, Quality, technology
2025 Q4 Jan 26, 2026
NZS Capital – Growth
Brad Slingerlend
 View AI, Cloud, Semiconductors AJG, APH, ASML, CDNS, CMG, CSU.TO, DHR, DNP.WA, FI, FND, FROG, GOOGL, HRTX, ISRG, LIN, LRCX, MNDY, PGR, ROP, TSM, URI AI, growth, positioning, semiconductors, software, technology, valuation
2025 Q4 Jan 23, 2026 View AI, Semiconductors, Energy Transition, Data Centers, Trade Policy 000660.KS, 005930.KS, 0700.HK, 0939.HK, 1810.HK, BABA, BHARTIARTL.NS, HDFCBANK.NS, NTES, RELIANCE.NS, SUNPHARMA.NS, TSM AI, Asia, emerging markets, Energy Transition, semiconductors, technology, Trade Policy
2025 Q4 Feb 5, 2026
Baron Opportunity Fund
Michael A. Lippert
 View AI, Space, Cloud, Semiconductors, Streaming, GLP1 ACLX, AMZN, ARGX, AXON, BRCM, CSGP, DUOL, EXAS, GOOGL, GTLB, HRTX, LLY, META, MSFT, NVDA, ONON, ORCL, SPOT, TSLA, TTD AI, Cloud, growth, innovation, secular trends, semiconductors, Space, technology
2025 Q4 Jan 20, 2026 View AI, Semiconductors, Biotechnology AMAT, AMD, AVGO, AZO, CMCSA, DHR, INCY, LLY, NOW, UTHR, WDAY, ZTS AI, Biotechnology, growth, healthcare, Quality, Rotation, semiconductors, technology
2025 Q4 Mar 9, 2026
RiverPark Large Growth
Conrad van Tienhoven
 View AI, Cloud, Semiconductors, E-commerce, Streaming, GLP1 AAPL, AMAT, AMZN, DIS, GOOGL, ISRG, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER AI, Cloud, growth, healthcare, large cap, semiconductors, Streaming, technology
2025 Q4 Jan 21, 2026 View AI, Semiconductors, Payments, Aircraft Leasing AER, AMZN, BKNG, CRH, DHR, GOOGL, ICE, INTU, J, MA, MSFT, TSM, UBER, V AI, Aircraft Leasing, global, growth, large cap, payments, semiconductors, technology
2025 Q4 Jan 30, 2026 View AI, Cloud, Semiconductors, Luxury, Data Centers AAPL, AMAT, AXP, BAC, BRK-B, CDW, DE, ELV, GOOGL, JPM, LMT, META, NOC, NU, NVDA, ONON, TSLA, TSM, UNH, WFC AI, Cloud, Long Term, semiconductors, technology, value
2025 Q4 Jan 13, 2026 View AI, Cloud, Semiconductors, Streaming AAPL, AMT, AMZN, APH, AVGO, BRK-B, EFX, GOOG, META, MSFT, MTD, NFLX, NVDA, ORCL, ROP, TSM, VLTO AI, Cloud, growth, large cap, Quality, semiconductors, Streaming, technology
2025 Q4 Jan 18, 2026
Ariel International Fund
Rupal J. Bhansali
 View AI, Semiconductors, Banking, Data Centers 1024.HK, 3436.T, 4751.T, 6367.T, 6762.T, 6856.T, 6920.T, 7832.T, BARC.L, BIRG.L, BMPS.MI, BWG.VI, FME.DE, FORTUM.HE, LREN3.SA, SAN, WCH.DE Banking, Europe, financials, international, Japan, semiconductors, technology, value
2025 Q4 Jan 29, 2026
Focus Capital Management
Mordechai Yavneh
 View AI, Gold, Semiconductors, Oil BUR, KCN.AX, SIMO, VLE.TO AI, gold, Mining, oil, semiconductors, small caps, technology, value
2025 Q4 Jan 9, 2026 View AI, Semiconductors, Software, Home Improvement, Mortgage, Restaurants ADBE, APP, ASML, EYE, FICO, FND, GOOGL, HD, LOW, NKE, PRTG, SBUX, SNPS, UBER AI, growth, Housing, Restaurants, semiconductors, software, technology, value
2025 Q4 Dec 31, 2025 View AI, Healthcare, Semiconductors, Software ASML, AVGO, AXON, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX AI, growth, healthcare, large cap, Quality, semiconductors, software, technology
2025 Q4 Jan 19, 2026 View AI, Semiconductors, Earnings, Capital Markets ADI, AVGO, AZN, DUK, ETN, GS, HD, JPM, KO, LRCX, MCD, MSFT, ORCL, PG, PNC, RTX, TMUS AI, Capital markets, earnings, growth, large cap, semiconductors, technology
2025 Q4 Jan 14, 2026 View AI, China, Cloud, Semiconductors, Cybersecurity 0700.HK, 6857.T, 8035.T, AAPL, AMZN, ASML, AVGO, AZN.L, BABA, FTNT, GOOGL, META, MSFT, NOW, NVDA, ORCL, TMO, TSM AI, China, Cloud, cybersecurity, growth, infrastructure, semiconductors, technology
2025 Q4 Feb 3, 2026
Van Der Mandele Arar Fund
Joost van der Mandele
 View Semiconductors, Gaming, Gold Miners 000660.KS, BFIT.AS, GRVY, IMB.L, JXN, ONEW, STLA, XLY.TO Cannabis, gaming, Gold Miners, semiconductors, tariffs, Trump, value
2025 Q4 Jan 22, 2026 View AI, Defense, Semiconductors, GLP1, Diagnostics 000660.KS, 005930.KS, 2327.TW, 4544.T, CGNX, CHG.L, FN, LITE, LLY, PTC AI, defense, global, innovation, Pharmaceuticals, Photonics, semiconductors, technology
2025 Q4 Feb 3, 2026 View AI, Healthcare, Defense, Semiconductors, Data Centers ABT, AFRM, BOOT, BRBR, BROS, BURL, BWXT, CASY, CHDN, COCO, CRDO, CW, DKNG, DT, ELF, EME, EXAS, FOUR, GKOS, KTB, LII, MASI, MNDY, MTSI, PEN, PODD, RGEN, RKLB, TARS, TWLO, ULS, VERX, WAY, WSO AI, defense, growth, healthcare, mid cap, semiconductors, small cap, technology
2025 Q4 Jan 15, 2026 View AI, Gold, Value, Semiconductors 300750.SZ, ARGX, CELH, CHTR, CMA, CORT, FCX, FI, FITB, GPN, ICE, META, MTB, MU, NEM, OM, PYPL, SLGN, TLN, WBS AI, financials, gold, healthcare, materials, semiconductors, technology, value
2025 Q4 Jan 27, 2026 View AI, Semiconductors, FinTech, Robotics, Oncology, Drones AX, BIRK, CAVA, CECO, CWST, FSV, GH, GWRE, LSCC, LTH, MOD, MTSI, NOVT, SITM, TREX, TTAN, WAY AI, Biotech, Fintech, growth, healthcare, semiconductors, small cap, technology
2025 Q4 Jan 21, 2026 View AI, Semiconductors, Data Centers, Cybersecurity, Energy Storage AAPL, AMAT, AVGO, BE, GOOGL, LRCX, LYFT, MRVL, MSFT, MU, NVDA, ORCL, PINS, TER, WDC, WIX AI, Data centers, Equipment, global, growth, semiconductors, technology
2025 Q4 Jan 29, 2026 View AI, Value, Semiconductors, Quality AAPL, AMD, AMZN, COST, CSCO, DIS, GOOGL, HIMS, META, MU, NFLX, NVDA, PLTR, SPOT, UBER, WMT, ZG AI, Compounding, long-term, Quality, semiconductors, technology, US, value
2025 Q4 Jan 12, 2026 View AI, Cloud, Semiconductors, Data Centers 300750.SZ, AMZN, CEG, CIEN, CRH, GALDA.SW, GEV, GOOGL, MA, MSFT, MSI, NVDA, ORCL, RHM.DE, TSM, UBER, VRT AI, Cloud, Data centers, global, growth, semiconductors, technology
2025 Q4 Jan 15, 2026 View AI, Semiconductors, Quality, Luxury 005930.KS, 3317.T, 4519.T, 6869.T, 8035.T, ASML, AUTO.L, DSV.CO, EXO.MI, GAW.L, MC.PA, MELI, NMET.DE, RMV.L, ROG.SW, TSM AI, growth, healthcare, international, Luxury, Quality, semiconductors, technology
2025 Q4 Jan 9, 2026
Vision Capital
Eugene Ng
 View AI, Cloud, Semiconductors, E-commerce 000660.KS, 005930.KS, AMZN, GOOGL, MELI, META, MSFT, MU, NOW, NVDA, ORCL, PME.AX, SE, SPOT, STX, TSM, TTD, WDC, WISE.L, ZS AI, Asia, Cloud, E-Commerce, growth, long-term, semiconductors, technology
2025 Q4 Feb 12, 2026 View AI, Semiconductors, Pharmaceuticals AMAT, AMD, AXON, CAH, CTVA, ETN, IQV, KO, LLY, LYV, META, MU, NVT, PH, RCL, WDC AI, growth, healthcare, Pharmaceuticals, semiconductors, technology, US Equities
2025 Q4 Jan 15, 2026
M&G Investment
Fabiana Fedeli
 View AI, Value, Semiconductors, Quality 000660.KS, 005930.KS, 0700.HK, 2308.TW, 2317.TW, BABA, BE, EXPN.L, GOOGL, LITE, LSEG.L, NVDA, REL.L, STX, TSM, WDC AI, geopolitics, Polarisation, Quality, semiconductors, technology, value
2025 Q4 Jan 23, 2026 View Semiconductors, Industrials, Regional Banks, Consumer Discretionary AMKR, ARCB, ARW, AVT, AXS, BBWI, BC, BIRK, COLB, EEFT, ENOV, EVTC, GPK, HZO, MARA, OKLO, ONB, PATK, SSB, TKR, UMBF banks, consumer discretionary, healthcare, industrials, semiconductors, small cap, value
2025 Q4 Feb 5, 2026
Stewart Investors
Rizi Mohanty
 View AI, China, Emerging markets, Semiconductors, India, Quality 005930.KS, 0700.HK, 2379.TW, 2454.TW, 6503.T, ALC, BABA, BAJAJHLDNG.NS, BAP, BOSCHLTD.NS, CARTRADE.NS, CTAS, KEI.NS, KOTAK.NS, M&M.NS, NU, PRX.AS, QUAL3.MX, SE, TARSONS.NS, TECHM.NS, TOTVS3.SA, TSM, TUBEINVEST.NS, WEG3.SA AI, Asia, China, emerging markets, India, long-term, Quality, semiconductors
2025 Q3 Oct 9, 2025 View AI, Semiconductors, Quality AVGO, BSX, INTU, IT, NVDA, ORCL, SNPS, TMO, UBER AI, Cloud, growth, Quality, semiconductors
2025 Q3 Oct 21, 2025 View AI, Semiconductors, Energy APP, FI, INTU, LRCX, NVDA, SPOT AI, Data centers, energy, semiconductors, software
2025 Q3 Oct 20, 2025 View AI, Healthcare, Semiconductors AMAT, AMD, APP, AXON, ET, GOOG, INTC, LLY, MRVL, ROK Artificial Intelligence, Energy Infrastructure, healthcare, insider buying, semiconductors
2025 Q3 Nov 5, 2025 View Semiconductors, Utilities - AI Demand, Market Rotation, semiconductors, Utilities, Value Stocks
2025 Q3 Oct 21, 2025 View China, Semiconductors, International 425 HK, FIHL, NOMD, TSEM IT China, EVs, International Equities, semiconductors, tariffs
2025 Q3 Oct 11, 2025
Torre Financial
Federico Torre
 View AI, Cloud, Semiconductors, Quality ADBE, AMD, AMZN, ANET, ASML, CRM, FDS, GOOGL, INTU, MELI, META, MSFT, NVDA, ORCL, TMO, TSM AI, growth, large cap, Quality, semiconductors, technology, US
2025 Q3 Oct 6, 2025 View AI, Semiconductors, Quality CSU CN, KMX, MEDP, TSM Artificial Intelligence, Founder-led, Medtech, quality growth, semiconductors
2025 Q3 Oct 27, 2025
Focus Capital Management
Mordechai Yavneh
 View Gold, Semiconductors, Value - Compounding, deep value, gold, Intrinsic Value, semiconductors
2025 Q3 Oct 20, 2025 View AI, Semiconductors, Consumer - Artificial Intelligence, Digital Platforms, E-Commerce, Global Growth, semiconductors
2025 Q3 Oct 10, 2025 View AI, Semiconductors, Software ASML NA, GOOG, PAR, SNPS AI, Chips, Lithography, semiconductors, software
2025 Q3 Oct 21, 2025
Hardman Johnston Global Equity
Cassandra A. Hardman
 View AI, Semiconductors, Financials BSX, CBK GR, CTVA, IFX GR, PRX NA, PRY IM, STAN LN, STMPA FP, TEAM, TSM, VRTX AI, Europe, financials, Global Equities, semiconductors
2025 Q3 Oct 16, 2025 View AI, Semiconductors ASM NA, ASML, DSY FP, ICLR, MNDY, SAP, SGE LN, SHOP, TCEHY Artificial Intelligence, emerging markets, healthcare, semiconductors, software
2025 Q3 Oct 30, 2025 View AI, Semiconductors, Energy AVGO, TSM Artificial Intelligence, Cloud infrastructure, energy, semiconductors, valuation
2025 Q3 Oct 20, 2025 View AI, Semiconductors, Software APP, CRWD, DUOL, FIG, KVYO, MNDY, NFLX, NOW, NVDA, OKTA, RBLX, TEAM, TSM Artificial Intelligence, Cloud Computing, Digital Platforms, semiconductors, software
2025 Q3 Oct 10, 2025 View AI, Semiconductors, Financials, International, Japan - Artificial Intelligence, financials, International Equities, Japan, semiconductors
2025 Q3 Oct 21, 2025 View AI, Semiconductors, International 6501 JP, 7269 JP, DTE GR, HDFCB IN, ICICIBC IN, IFX GR, MELI, NVO, PRX NA, PRY IM, SDZ SW, STM, TEAM, TSM, UCB BB AI, Europe, healthcare, International Equities, semiconductors
2025 Q3 Oct 15, 2025
Ariel International Fund
Rupal J. Bhansali
 View AI, Semiconductors 009150 KS, 3436 JP, 425 HK, 6460 JP, 6981 JP, APTV, BGAOF, BT/A LN, FME GR, INF LN, PUB FP, SYNSY Artificial Intelligence, Edge AI, Global Equities, International Rotation, semiconductors
2025 Q3 Oct 31, 2025
Third Point Partners
Daniel S. Loeb
 View AI, Semiconductors 000660 KS, 6361 JP AI Infrastructure, Clos, HBM, Residential Mortgages, Semiconductor Equipment
2025 Q3 Oct 20, 2025 View AI, Semiconductors EXP, HCA, NVDA, WEIR LN Artificial Intelligence, Global Equities, Quality Investing, semiconductors, software
2025 Q3 Oct 9, 2025 View AI, Semiconductors, Value, Cyclicals, Housing CNC, DHI, LRCX Artificial Intelligence, Housing, Quality, semiconductors, Value Investing
2025 Q3 Oct 21, 2025 View AI, Semiconductors, Energy AAPL, AVGO, BE, LRCX, NVDA, ORCL AI, Cloud, cybersecurity, energy, semiconductors
2025 Q3 Oct 19, 2025 View AI, Rates, Semiconductors ABBV, ABT, ACN, AVGO, CARR, GLW, KOF, LRCX, MDLZ, ORCL AI, Cloud, Data centers, interest rates, semiconductors
2025 Q3 Oct 20, 2025 View Semiconductors ASML, ORCL, UNP AI, ASML, Capital Allocation, Data centers, semiconductors
2025 Q3 Oct 20, 2025
Invesco Discovery Fund
Ronald Zibelli
 View AI, Semiconductors, Industrials AEIS, CLS, LSCC, PAR, PRIM, QTWO, STRL, TTMI, TXRH Artificial Intelligence, Growth Investing, industrials, infrastructure, semiconductors
2025 Q2 Jun 30, 2025
Octahedron Capital
Ram Parameswaran
 View AI, Semiconductors, Software, E-commerce - AI, semiconductors, software
2025 Q2 Jul 21, 2025 View AI, Cloud, Semiconductors AAPL, GLBE, GOOG, META, MSFT, NFLX, NVDA, OKTA, PANW, SPOT, TEAM, TSM, V AI, Cloud, innovation, semiconductors
2024 Q1 May 8, 2024
AGT Partners
Gregory See
 View Semiconductors, Energy 883 HK, TSM Artificial Intelligence, Dividend Yield, Oil Prices, Semiconductor Foundry, State Owned Enterprises

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