Our semi-annual rebalancing reflects significant changes in innovation value chains. As a result of our expert-led process, Graphics Processing and Video Processing Units (GPUs and VPUs) move out of focus in favor of new types of specialized processors tailored to, e.g., more complex industrial tasks and applications in the connected devices space. Furthermore, our strategy moves away from electronic payments and newly comprises companies that are active in the field of biologicals for crop products. Please find all the changes and details in our Rebalancing Report.

By TSG - 06/09/2023