Rothschild & Co Asset Management added Amphenol as a new holding in its fund portfolio on August 28, 2026.

The entities involved

• Amphenol →

  company

  • Both Bloom Energy and Amphenol are benefiting from the tailwinds of Artificial Intelligence.Sat 13:25
  • Companies like Boeing, Lockheed Martin, and Amphenol benefit from the defense electronics supply chain, with Amphenol based in Connecticut.Thu 23:33
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34

Related events

• The Vanguard Information Technology Index Fund ETF lists Nvidia, Micron, and Broadcom among its largest holdings.Sep 7
• iShares Core MSCI Emerging Markets ETF and iShares MSCI World ETF list Nvidia, Samsung Electronics, Microsoft, and SK Hynix as top holdings.Sep 3
• Warren Buffett advised against stock ownership during downturns, while Nvidia remains a top holding in the QQQM ETF managed by Invesco.Aug 28
• Defiance ETFs filed with the SEC regarding new products, which are tied to the underlying performance of stocks.Sep 9
• Vanguard funds are holding major positions in Microsoft, Apple, and Nvidia, three key players in the AI supply chain.Jun 26