• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Netflix Inc. (NFLX)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• United Rentals Inc. (URI)
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• Tesla Inc. (TSLA)
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• KKR & Co. Inc. (KKR)
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• Advanced Micro Devices Inc. (AMD)
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• Arista Networks Inc. (ANET)
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• ASML Holding N.V. (ASML)
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• Powell Industries Inc. (POWL)
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• CrowdStrike Holdings Inc. (CRWD)
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• Cellebrite DI Ltd. (CLBT)
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Upvote 9

Read Answer Asked by Adam on May 20, 2025

• ASML Holding N.V. (ASML)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks

Upvote 3

Read Answer Asked by Michael on May 13, 2025

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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• Baidu Inc. (BIDU)
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• Novo Nordisk A/S (NVO)
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• Tencent Holdings Ltd. ADR (TCEHY)
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• Novartis AG (NVS)
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• GSK plc American Depositary Shares (Each representing two) (GSK)
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• JD.com Inc. (JD)
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• AstraZeneca PLC (AZN)
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• ASML Holding N.V. (ASML)
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• SAP SE ADS (SAP)
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• PDD Holdings Inc. (PDD)
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• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
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Q: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.

Upvote 8

Read Answer Asked by Joanne on April 17, 2025