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Edelweiss US Technology Fund: 40% of portfolio riding the AI supply chain

Source: Business Today

The fund’s underlying portfolio, managed through the JPMorgan Funds – US Technology Fund, has allocated 22.4% of assets to core AI franchises and another 17.9% to capacity bottlenecks across compute, networking, memory and power.

Attribution

This digest is published with acknowledgment to Business Today. For the complete analysis, headnotes, and citations, please refer to the source.

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