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

The entities involved

• Amphenol →

  company

  • Amphenol microchips are being smuggled through Central Asia and used in Russian military drones.Sun 17:11
  • Amphenol received multiple analyst upgrades and target price increases from firms including Citigroup, Bank of America, and Jefferies Financial Group on July 9, 2026.Sat 06:42
• Nvidia →

  American multinational technology company

  • Major technology giants, including Nvidia and Amazon, are being affected by a recent market crash.06:50
  • Researchers at Oxford published in Nature that the AI bottleneck is shifting from compute power to data availability.06:22

Related events

• Vanguard funds are holding major positions in Microsoft, Apple, and Nvidia, three key players in the AI supply chain.Jun 26
• Nvidia is a top holding in VOO, which also holds Apple Inc. as a major position. Warren Buffett advises investing in S&P 500 ETFs, noting Eli Lilly as a key non-tech giant.Jul 7
• Investors liquidated holdings in major tech companies (Nvidia, Amazon, AMD, Tesla) while a fintech platform registered with SEBI.Wed 08:28
• Nvidia and Microsoft are identified as top holdings within the Vanguard Morningstar Growth ETF.Sep 19
• Nvidia is securing multiple financing packages from major firms like Blackstone, Goldman Sachs, and Brookfield for data center projects.Aug 10