How atomic-layer deposition and hybrid dielectrics are redefining reliability and scaling for AI-era semiconductors.
We seek to invest in companies that possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to ...
During the quarter, we initiated new positions in nLIGHT, Guardant Health and Cellebrite. We also added to Bruker, Hexcel and Penumbra during the quarter.
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