ADVANCED MICRO DEVICES INC

**ADVANCED MICRO DEVICES INC** maintains a concentrated, technology-focused portfolio with $193M in assets under management. The strategy is anchored by a significant overweight position in **SANM**, representing $172.7M, indicating a strong conviction in that semiconductor sector. Complementing this core holding is a secondary position in **ABSI** at $19.9M. The fund's current structure suggests a deep, high-conviction allocation within the advanced chip and semiconductor ecosystem.

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