Technology
Overview
Technology covers companies that design, develop, and sell hardware, software, and digital services. This includes semiconductor manufacturers, consumer electronics companies, enterprise software providers, and internet-based platforms. Performance in this sector is closely tied to innovation cycles, capital spending, and consumer and enterprise demand.
Holdings
Apple
NASDAQ: AAPL
Designs consumer electronics, software, and services.
Subsector
Tech Hardware & Equipment
Invested
Jan. 2025
Cadence Design Systems
NASDAQ: CDNS
Provides software tools used to design semiconductors and electronic systems.
Subsector
Software
Invested
Apr. 2025
Nvidia
NASDAQ: NVDA
Designs graphics processors and chips used in gaming, AI, and data centers.
Subsector
Semiconductors
Invested
Nov. 2024
Portfolio Managers
Maggie Lewinsky
Carter King
Emerson Mallis
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Day: Tuesdays
Time: 9:15pm
Room: Smith 122
Meetings
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