Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Tech stocks.
| FUND BEST IDEAS: TECHNOLOGY | |
| 15/4/2024 | No. Funds |
| NVIDIA Corp | 9 (+2) |
| Microsoft Corp | 8 (+1) |
| Amazon.com Inc | 5 (+2) |
| Apple Inc | 5 (-1) |
| Meta Platforms Inc Class A | 5 (+1) |
| Advanced Micro Devices Inc | 4 (-1) |
| Broadcom Inc | 4 (+1) |
| Alphabet Inc Class A | 2 (-3) |
| ASML Holding NV | 2 (+1) |
| Cadence Design Systems Inc | 2 (+1) |
| Alphabet Inc Class C | 1 |
| Block Inc Class A | 1 (NEW) |
| Equifax Inc | 1 |
| Fabrinet | 1 (NEW) |
| Intuit Inc | 1 |
| Lam Research Corp | 1 (NEW) |
| Micron Technology Inc | 1 |
| Netflix Inc | 1 |
| Qualcomm Inc | 1 |
| ServiceNow Inc | 1 (-1) |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 1 |
| Tesla Inc | 1 (NEW) |
| TransUnion | 1 (NEW) |
| WEX Inc | 1 |
*Based on Top 5 holdings. Source: Morningstar
The above list is take from the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
