The best performing thematic basket in our universe since the recent market lows
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The best performing thematic basket in our universe since the recent market lows
· @citrini
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The best performing thematic basket in our universe since the recent market lows is our “AI Power Plumbing” basket - comprised of analog semis names making capacitors, PSUs, inductors, magnetics, MLCCs and discrete power semis. We were a bit early to this - at the end of 2024 ,
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