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 | |
| 12/16/2024 | No. Funds |
| NVIDIA Corp | 10 (+1) |
| Microsoft Corp | 8 (-1) |
| Apple Inc | 7 (-1) |
| Meta Platforms Inc Class A | 6 |
| Broadcom Inc | 5 |
| Amazon.com Inc | 4 (+1) |
| Alphabet Inc Class A | 3 |
| Alphabet Inc Class C | 2 (+1) |
| Taiwan Semiconductor Manufacturing Co Ltd | 2 |
| Applied Materials Inc | 1 (NEW) |
| Arista Networks Inc | 1 (NEW) |
| ASML Holding NV | 1 |
| Block Inc Class A | 1 (NEW) |
| Dayforce Inc | 1 (NEW) |
| Fabrinet | 1 |
| Intel Corp | 1 |
| MercadoLibre Inc | 1 |
| Micron Technology Inc | 1 |
| Netflix Inc | 1 |
| Oracle Corp | 1 |
| Shopify Inc Registered Shs -A- Subord Vtg | 1 |
| Trupanion 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.
