Guinness Atkinson Asset Management Inc

**Guinness Atkinson Asset Management Inc.** manages $212M across a portfolio of 123 positions, demonstrating a focused, technology-centric allocation strategy. Key holdings include TSM and AVGO, each representing significant allocations at $9.2M and $9.1M, respectively. The fund maintains substantial exposure to semiconductor and enterprise technology leaders, with notable positions in APH ($7.6M), AMAT ($7.6M), and MSFT ($7.1M). This concentrated approach underscores a conviction in high-growth, cyclical technology sectors.

📌 Top Holdings