Technology ❯ Information Technology ❯ Semiconductors

Broadcom Inc.

AI-related Semiconductor Growth

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

The fund reports a 2.62% Q3 return during a narrow AI rally with a rare 45‑point momentum gap.

Columbia Threadneedle’s Q2 Tech Letter Credits AI Leaders for Outperformance, Cautions on Payments Laggards