Semiconductor Titans: Which Chip Equipment Maker Will Lead the Next Bull Run?

Long_Equity
11-08

1.Four of the highest quality companies globally are manufacturers of semiconductor equipment.

Here are the latest dashboards for $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$.

Which will produce the highest returns over the coming years?

2.Here are companies that 6 quality funds have in common. These include AKO, Akre, Fundsmith and Valley Forge. Let's see how this list changes as we enter 13F season!

$MSCI Inc(MSCI)$ $ASML Holding NV(ASML)$ $Amazon.com(AMZN)$ $Intuit(INTU)$ $Fair Isaac(FICO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $MasterCard(MA)$ $Visa(V)$ $Microsoft(MSFT)$ $Moody's(MCO)$

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