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Technology Allocation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 14, 2023 |
WestEnd Capital George Bolton
|
View | Artificial Intelligence, Growth Investing, Technology Allocation | AI, AMD, ET, LLY, NVDA | Artificial Intelligence Infrastructure, capital flows, Growth Stocks, Semiconductor Demand, Technology Allocation |