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15 handpicked stocks

Tech Titans' Triumph

Ride the wave of tech giants' success with this carefully selected group of stocks. These companies are vital suppliers to industry leaders like Apple, Nvidia, and Tesla, handpicked by our expert analysts to help you capitalize on the tech sector's powerful momentum.

Author avatar

Han Tan | Market Analyst

Published on July 3

Your Basket's Financial Footprint

Summary of total market capitalisation and breakdown for the Tech Titans' Triumph basket.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and steadier performance, tending to track broader market trends.
  • Consider as a core holding, not a speculative growth position.
  • Expect steady long-term appreciation potential rather than rapid, short-term explosive gains.
Total Market Cap
  • TSM: $1.23T

  • ASML: $400.56B

  • LRCX: $182.63B

  • Other

About This Group of Stocks

1

Our Expert Thinking

As tech giants drive markets to record highs, they create a ripple effect of demand throughout their supply chains. This group focuses on the critical suppliers providing the semiconductors, manufacturing equipment, and components that power the tech titans, positioning them to benefit from this continued growth momentum.

2

What You Need to Know

These companies represent the backbone of the tech industry, providing essential upstream components rather than finished consumer products. While they may not be household names like Apple or Tesla, they hold crucial positions in the tech ecosystem, often with specialized technologies or monopolistic advantages.

3

Why These Stocks

Each company was selected for its strategic position in the supply chain of major tech leaders. From advanced semiconductor manufacturing to specialized components for electric vehicles, these stocks offer exposure to the tech rally beyond the obvious giants, creating potential opportunities as the sector's expansion continues.

Why You'll Want to Watch These Stocks

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The Ripple Effect

When tech giants like Apple and Nvidia succeed, they create waves of demand across their supply chains. These companies are positioned at the source of that wave, potentially benefiting from increased orders and growth.

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Hidden Tech Champions

While everyone knows Apple and Tesla, these less obvious but essential suppliers often fly under the radar. They represent potential opportunities that many everyday investors might overlook while chasing the big names.

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The Backbone of Innovation

These companies provide the critical components, equipment, and technologies that make tomorrow's breakthroughs possible. Without them, the tech titans couldn't deliver the innovations that drive their stock prices higher.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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