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Janus Henderson Horizon Global Technology Leaders Fund - Coggle Diagram
Janus Henderson Horizon Global Technology Leaders Fund
Strategy
Undervalued, Growth Companies
Scale
Persistence of earnings growth
LT Trends
Future
No Restrictions
Geographic
Sector
Negative Hype
Valuations and Growth Combination
Top 10
Alphabet
Microsoft
Apple
Facebook
Samsung
Taiwan Semicon
Visa
Tencent
Broadcom
Paypal
Sectors
Communication Services
Interactive Media
Consumer Discretionary
Internet Software and Services
Household Durables
Information Technology
Semiconductor and SemiCon Equipment
Telco
Computers
Consumer Services
Software
https://cdn.janushenderson.com/webdocs/ar-semi-Horizon+HK.pdf
Pages 189 for full holdings
Sony
NXP Semicon
Netflix
Spotify
Activision Blizzard
Amazon
Expedia
Uber
Nvidia
Salesforce