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Top related persons:
Richard Clode - 3 Janus Henderson - 3 Clode - 3 CNBC's - 2 they've - 1 everyone's - 1 Koulouris - 1 Goldman Sachs - 1
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Janus Henderson Investors - 3 Fund - 3 Global Technology - 3 Horizon Global Technology - 2 Technologies - 2 Nvidia - 2 Mastercard - 2 Visa - 2

Search resuls for: "Horizon Global Technology"


3 mentions found


☆ This global chip giant is set for an 'outsized' growth opportunity from A.I., fund manager says
  + stars: | 2023-07-21 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
One global chipmaker is set to benefit from an "outsized growth opportunity" on the back of the artificial intelligence trend, says Richard Clode, fund manager at Janus Henderson Investors. "Ultimately, when you look out in three years time, your iPhone is going to have to have a huge amount of AI capability. Clode manages the Horizon Global Technology Leaders Fund and the Horizon Sustainable Future Technologies Fund. Top holdings in his funds include chipmakers Nvidia and TSMC , payments giants Mastercard and Visa and a range of Big Tech stocks. The Horizon Global Technology Leaders Fund was up around 34% in the six months to the end of June, while the Horizon Sustainable Future Technologies Fund was 25% higher.
Persons: Richard Clode, Janus Henderson, CNBC's, Clode Organizations: Janus Henderson Investors, Taiwan Semiconductor Manufacturing Company, Horizon Global Technology, Fund, Technologies, Nvidia, Mastercard, Visa, Big Tech, Nasdaq, Global Technology
☆ 'They are real, they are proliferating': Tech investor names 2 internet-of-things stocks to own
  + stars: | 2023-07-20 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
But some niche plays like the Internet of Things (IoT) offer significant potential despite lower hype, according to tech investor Richard Clode. Clode, fund manager at Janus Henderson Investors, named NXP Semiconductors and Impinj as two IoT stocks he sees as long-term winners. One IoT technology he sees hitting its stride is radio frequency identification (RFID) for supply chain tracking. It was hailed in the early 2000s as a breakthrough in supply chain visibility. Their specialty chips that can transmit information wirelessly without batteries or line of sight make them ideal for supply chain applications.
Persons: Richard Clode, Janus Henderson, they've, everyone's, Clode, CNBC's Organizations: Janus Henderson Investors, NXP Semiconductors, Global Technology, Fund, Walmart, UPS
☆ CNBC Pro Talks: Fund manager to reveal his top tech picks, says 'big is beautiful' in the sector right now
  + stars: | 2023-07-18 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
From Alphabet to Meta , Richard Clode, portfolio manager at Janus Henderson Investors, is a fan of Big Tech — but his interest in the sector goes beyond the behemoths. Clode, who manages the Horizon Global Technology Leaders Fund and the Horizon Sustainable Future Technologies Fund, will reveal how he selects stocks that he judges to be underappreciated by the market. Top holdings in his funds include chipmakers Nvidia and TSMC , payments giants Mastercard and Visa and a range of Big Tech stocks. Join CNBC Pro Talks here on Wednesday, June 19, at 1:30 p.m. SGT / 6:30 a.m. BST / 1:30 a.m. Learn more from our previous Pro Talks: This U.S. biotech stock is up 90% this year and will continue to soar, fund manager says Aging populations are creating major opportunities, fund manager says.
Persons: Richard Clode, Janus Henderson, Koulouris, Clode, Goldman Sachs Organizations: Janus Henderson Investors, Big Tech, Horizon Global Technology, Fund, Technologies Fund, Nvidia, Mastercard, Visa, Nasdaq, Global Technology, Technologies, Moore, Pioneer Investments, Pro, UBS Locations: Gartmore
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