
Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy'
Opto Sessions – Invest in the Next Big Idea
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AMD and Zilinx Featured in the ETF?
Luigi's largest position at the moment, I believe, is Nvidia. You've got your second largest is C-limited, which is an interesting company and it's a Singaporean consumer internet company with numerous verticals. It seems to embody kind of what Luigi is all about, I suppose, offering some more holistic exposure to the new digital economy. But is that fair? Is that a reason it features within the ETF? Yes, exactly. We actually have, AMD is also the top holdings. But now we split between AMD and Zilinx. The reason is that we realize there is a huge evaluation gap between AMD andZilinx.
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