Portfolio Highlights
Arista Networks (ANET)
Transforming enterprise networks with high-speed data transfer solutions tailored for cloud computing and AI-driven workloads.
Cadence Design Systems (CDNS)
Revolutionizing chip development with industry-leading electronic design automation (EDA) tools that accelerate semiconductor innovation.
Broadcom Inc. (AVGO)
Driving global connectivity with advanced semiconductors powering telecommunications, data centers, and industrial applications.
Synopsys (SNPS)
Simplifying and accelerating semiconductor design with state-of-the-art tools, enabling next-generation chip performance and efficiency.
Lam Research Corporation (LRCX)
Leading the future of semiconductor manufacturing with cutting-edge fabrication technologies essential for advanced microchips.
Applied Materials, Inc. (AMAT)
Innovating materials engineering to enable breakthroughs in semiconductors, displays, and emerging tech platforms.
Marvell Technology, Inc. (MRVL)
Powering next-generation data infrastructure with industry-leading storage, networking, and connectivity solutions critical for global scalability.
Micron Technology (MU)
Pioneering memory and storage solutions that are vital for advancements in AI, cloud computing, and autonomous technologies.