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Information Technology

The Information Technology Sector covers the following general areas: firstly, Technology Software & Services, including companies that primarily develop software in various fields such as the Internet, applications, systems, databases management and/or home entertainment, and companies that provide information technology consulting and services, as well as data processing and outsourced services; secondly Technology Hardware & Equipment, including manufacturers and distributors of communications equipment, computers & peripherals, electronic equipment and related instruments; and thirdly, Semiconductors & Semiconductor Equipment Manufacturers.


  • Communications Equipment

  • Electronic Equipment, Instruments, & Components

  • IT Services

  • Semiconductors & Semiconductor Equipment

  • Software

  • Technology Hardware, Storage, & Peripherals

Portfolio Managers

Peyton Brezski
Lead Analyst
Alex Kornblatt
Associate Analyst
Jake Whittaker
Associate Analyst

Current Holdings

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Realized Investments

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