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.
Published on July 3
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.
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.
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.
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.
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.
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.
Summary of total market capitalisation and breakdown for the Tech Titans' Triumph basket.
TSM: $1.23T
ASML: $400.56B
LRCX: $182.63B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$412.85
As the primary manufacturer of advanced semiconductors for Apple and Nvidia, TSMC directly benefits from the production demands of these market-drivin...
As the primary manufacturer of advanced semiconductors for Apple and Nvidia, TSMC directly benefits from the production demands of these market-driving tech titans.
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,758.36
ASML provides monopolistic EUV lithography machines essential for manufacturing the advanced chips used by Apple, Nvidia, and Tesla, making it a criti...
ASML provides monopolistic EUV lithography machines essential for manufacturing the advanced chips used by Apple, Nvidia, and Tesla, making it a critical supplier.
LAM RESEARCH CORP
LRCX
Current Price
$307.23
Lam Research supplies wafer fabrication equipment crucial for the semiconductor industry, seeing increased demand as chip production ramps up for the ...
Lam Research supplies wafer fabrication equipment crucial for the semiconductor industry, seeing increased demand as chip production ramps up for the tech giants.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+5.72%
On average, analysts expect assets in this group to grow 5.72% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
