TMT/Internet

Brief TMT & Internet: Opportunities in U.S. Technology Sector and more

In this briefing:

  1. Opportunities in U.S. Technology Sector

1. Opportunities in U.S. Technology Sector

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Technology is our favorite Sector within the U.S. equity landscape, and remains leadership – 73% of our Tech Groups are in the top 33% in terms of our Relative Strength Rankings (RSRs). Internally, semis and semi-suppliers continue to outperform and many names have pulled back to offer attractive entry points. In this report we highlight our favorite setups within the U.S. Technology Sector. 

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