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These were either too ambitious on the overall thesis, are now redundant as a competitor is outperforming them (and expected to continue doing so) or have not materialized with the anticipated AI benefit: 2327 TT 2317 TT 3264 TT 3540 TT 3594 TT 6282 TT 6324 JP 6526 JP 6656 JP COTN SW ENTG US EXTR US FORM US LFUS US MRN FP SDGR US SNX US ST US TEL US VICR US WAF GY M&A Deletions: VMW US & ANSS US REDUCING WEIGHT BY 50%: We REDUCE AND UNDERWEIGHT the following positions in the semicap space (which may be facing some challenges in the next year, and is relatively priced to perfection) AMAT US LRCX US ASML US We REDUCE the following position not out of bearish sentiment but to take profit on an earlier significant overweight during October 2023, bringing it back to portfolio weight: MPWR US INCREASING WEIGHT BY 50%: We INCREASE the following positions in the memory space (which seems to have bottomed and will see significantly more demand than currently priced in) MU US 000660 KS PHASE ONE NEW ADDITIONS: CIEN US COHR US 2454 TT 6669 TT QCOM US WDC US We also trim back any names that have been above concentration limits of 400bps (AAOI US, NVDA US and SMCI US have all exceeded this since our last rebalance, and are anywhere from 6-800bps)
These primary actions follow directly from the distribution of GLP-1 receptors in out bodies
Cellular uptake and intracellular trafficking of oligonucleotides
Addressing Common Misconceptions There are several myths surrounding the use of these two ingredients that often cause unnecessary hesitation
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