Vanquish Technology
Holdings
A concentrated portfolio of companies that either supply, manufacture, distribute or take maximum advantage of established, developing and new technologies. The portfolio currently has a strong, but not enforced, US bias, whilst also taking advantage of global players and opportunities.
Its mandate is to simply seek out the best stocks in its sector, blending the dominant and established names with exciting but less well known market disruptors. Due to the volatile nature of tech stocks this portfolio is constantly evolving as required.
Nvidia
A world leader in GPUs. APIs and AI chips, pivotal for high performance computing, data science, AI, gaming, and data centres. With its strong foothold in the AI revolution, cloud computing, and gaming, it has immense growth potential for 2025.
Microsoft
The world's largest software maker is also dominant player in cloud computing (Azure), software (Office Suite), and expanding in AI and gaming. Its strong position in both enterprise software and the growing cloud market offers robust growth potential.
Alphabet
Google's parent, Alphabet, dominates online search and advertising, with strong growth in cloud computing (Google Cloud), AI, quantum computing, and hardware. Continues to innovate with AI and autonomous vehicles, driving future growth.
Meta
Meta, owner of Facebook, Instagram, WhatsApp already dominates social media and is rapidly expanding into the metaverse with its VR and AR initiatives. With its vast data array and strong focus on in AI and the digital economy we expect continued strong returns.
Apple
A world leader in consumer tech, electronics, wearables and service, with its expanding services business (iCloud, App Store, Apple TV+), strong brand loyalty, innovations in AR, AI, and growing services revenue, Apple remains a key growth player.
Amazon
The dominant e-commerce player globally, with massive growth from Amazon Web Services (AWS) and innovations in AI, logistics, and cloud computing. Amazon is well-positioned for future growth across its diverse portfolio.
KLA
Key supplier in the semiconductor space, providing critical equipment for chip makers. As demand for semiconductors rises, KLA's exposure to the production of advanced chips makes it a solid long-term growth bet.
Palo Alto
A leader in network security, firewalls and cybersecurity solutions, Palo Alto Networks capitalises on the increasing need for cyber defence across businesses and governments driven by rising cyber threats.
CrowdStrike
Leading provider of cloud-native cybersecurity solutions with strong demand in endpoint protection and cyber defence. As cybersecurity threats increase globally, CrowdStrike’s innovative solutions will drive its growth in the coming years.
Palantir
A market leading data analytics company providing cutting-edge solutions for AI-driven data analytics and big data management. Strong growth potential as more industries adopt big data for decision-making.
AppLovin
A mobile advertising company with a strong presence in the app ecosystem, benefiting from the growing mobile advertising market. AppLovin is a key player in monetising mobile games and apps, with strong growth prospects.
Advanced Micro Devices
A major player in semiconductors, providing CPUs and GPUs for gaming and data centre applications. AMD continues to expand its market share in both PC and server markets, with strong growth potential in AI.
Taiwan Semiconductor Manufacturing Company
The world’s largest semiconductor foundry, producing advanced chips for a wide range of devices from smartphones to AI systems. As the demand for semiconductors increases, TSMC remains crucial in the global chip supply chain.