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Transformative hardware tech
Exceeding Moore’s Law. Leading innovative hardware/production companies using or developing fast-growing technologies.
Updated Aug 26, 2025
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20 investments
NVIDIA Corp
NVDA
Intel Corp.
INTC
Tesla Inc
TSLA
Broadcom Inc
AVGO
Micron Technology Inc.
MU
Cisco Systems, Inc.
CSCO
Bristol-Myers Squibb Co.
BMY
Moderna Inc
MRNA
Applied Materials Inc.
AMAT
Qualcomm, Inc.
QCOM
Corning, Inc.
GLW
Danaher Corp.
DHR
Analog Devices Inc.
ADI
NXP Semiconductors NV
NXPI
Intuitive Surgical Inc
ISRG
Alnylam Pharmaceuticals Inc
ALNY
Regeneron Pharmaceuticals, Inc.
REGN
KLA Corp.
KLAC
Lincoln Electric Holdings, Inc.
LECO
Mettler-Toledo International, Inc.
MTD