A global leader in the design and manufacturing of analog, mixed-signal, and digital signal processing (DSP) integrated circuits. These chips are critical for converting real-world phenomena (sound, temperature, pressure) into digital data, serving the industrial, automotive, communications, and consumer markets.

"Applied Materials, Inc. is the world

AppLovin provides a software-based platform for mobile app developers to market and monetize their apps, featuring AXON, an AI-powered advertising recommendation engine. Originally focused on mobile gaming, the company is aggressively expanding its AI ad-tech into e-commerce and Connected TV (CTV).

Broadcom Inc. is a global technology leader designing semiconductor and infrastructure software solutions. Key segments include AI Custom Silicon (ASICs), Networking, and Enterprise Software.

"Fresnillo plc is the world

A financial services platform offering commission-free trading of stocks, ETFs, options, and cryptocurrencies, alongside cash management and retirement products. It has recently expanded into event contracts (prediction markets) and futures.

Intel is a premier semiconductor designer and manufacturer, operating through segments including Client Computing, Data Center & AI, and Intel Foundry. It designs and fabricates its own chips as an Integrated Device Manufacturer.

Keysight Technologies is a leading technology company that provides electronic design and test solutions. It enables engineers to design and validate electronics across various sectors including communications, aerospace/defense, automotive, and semiconductors.

A biotechnology company pioneering messenger RNA (mRNA) therapeutics and vaccines. Its commercial portfolio is currently anchored by its COVID-19 vaccine (Spikevax), with a pipeline focused on infectious diseases (flu, RSV, CMV), immuno-oncology, and rare diseases.

Micron Technology, Inc. is a global leader in memory and storage solutions, specializing in DRAM and NAND flash memory for various applications including PCs, servers, and AI. It is the only US-based manufacturer of memory, making it a strategic national asset.

Insulet is a medical device company known for its Omnipod system, a tubeless, disposable, and waterproof insulin pump that provides continuous insulin delivery for people with insulin-dependent diabetes.

SanDisk Corporation is a global leader in flash memory and storage solutions. The company designs, manufactures, and sells NAND flash products, including Solid State Drives (SSDs) for various applications like data centers, consumer electronics, and AI workloads.

Seagate is a global leader in mass-capacity data storage solutions. They design and manufacture Hard Disk Drives (HDDs), Solid State Drives (SSDs), and storage systems, with high-capacity Nearline HDDs for hyperscale cloud providers being their primary revenue driver.

Western Digital is a pure-play developer and manufacturer of Hard Disk Drives (HDDs) following the spin-off of its Flash business. The company focuses on high-capacity "Nearline" drives essential for hyperscale data centers and public cloud infrastructure.

W.R. Berkley Corporation is a major commercial lines property and casualty insurance holding company, operating in both insurance and reinsurance segments.