Holding
Lam Research CorporationLRCX
Semiconductor equipment maker with 24% revenue growth, 226% 1Y return, and 67% ROE. Weighted at 9% as key AI infrastructure play with strong momentum and quality metrics.
weight · 8.18%·sector · Technology
SPY+0.20%QQQ+0.19%NVDA−1.77%MSFT−0.47%AAPL+0.91%GOOGL−0.32%META+0.38%AMZN+1.30%TSLA+0.14%AVGO−0.76%SPY+0.20%QQQ+0.19%NVDA−1.77%MSFT−0.47%AAPL+0.91%GOOGL−0.32%META+0.38%AMZN+1.30%TSLA+0.14%AVGO−0.76%
