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Top related persons:
Karen Kharmandarian - 3 Kharmandarian - 2 Colette Kress - 1 Warren Buffett - 1 Rahul Ghosh - 1 Rowe Price - 1 Ghosh - 1 Steven Glass - 1
Top related locs:
China Snowflake Danaher Pella U.S Covid Keyence
Top related orgs:
Big Tech - 3 Nvidia - 3 Thematics Asset Management - 3 Robotics Fund - 3 CNBC Pro - 2 U.S - 2 Berkshire Hathaway - 1 BE Semiconductor Industries - 1

Search resuls for: "Thematics Asset Management"


3 mentions found


☆ Five stocks to buy before the year end, according to the pros
  + stars: | 2023-12-05 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +5 min
FactSet data shows that 70% of the 43 analysts covering Snowflake have buy or overweight ratings on the stock. Year-to-date shares in the biotechnology and life sciences equipment manufacturer are down nearly 4%, but Ghosh remains positive. Schneider Electric Elsewhere, French energy management company Schneider Electric is on the radar of Steven Glass, managing director and investment analyst at Pella Funds. "We're very bullish, although it's not as cheap as it used to be on Schneider Electric. Year-to-date, shares in Schneider Electric are up around 28%.
Persons: Karen Kharmandarian, Colette Kress, Warren Buffett, Rahul Ghosh, Rowe Price, Ghosh, Steven Glass, it's, Glass, Schneider Organizations: Big Tech, CNBC Pro, Nvidia, Thematics Asset Management, U.S, Robotics Fund, Berkshire Hathaway, BE Semiconductor Industries, BE Semiconductor, BE, Danaher Corp, Schneider, Pella Funds Locations: China, Snowflake, Danaher, Pella
☆ Forget Big Tech? Fund manager names 6 lesser-known tech stocks to buy instead
  + stars: | 2023-11-22 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +5 min
One portfolio manager, however, is shifting his focus to other tech players — particularly small mid-cap names. His comments come despite the sharp gains registered by big tech stocks which pushed the price-to-earnings ratio of the S & P 500 index to around 20 times. By contrast, the ratio is trading below 14 times when the seven Big Tech stocks are excluded, he noted. Another stock in Kharmandarian's AI and Robotics Fund fund is cybersecurity firm Crowdstrike . Electronic Design Automation Another theme on Kharmandarian's watchlist is electronic design automation — specifically companies designing the latest generations of semiconductors.
Persons: Karen Kharmandarian, Kharmandarian, bullish, Splunk Organizations: Big Tech, Apple, Microsoft, Nvidia, Tesla, Thematics Asset Management, CNBC, Robotics Fund, Cisco Systems, Cadence Design Systems, Pharmaceuticals, BioXcel Therapeutics
☆ Fund manager reveals the under-the-radar global automation stock he prefers to its U.S. rivals
  + stars: | 2023-11-21 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +2 min
But for those investors who fear they might have missed the boat, portfolio manager Karen Kharmandarian has an under-the-radar global tech pick. "This company would be one we would prefer to U.S. companies when it comes to machine vision systems," Kharmandarian, senior portfolio manager at Thematics Asset Management, told CNBC Pro on Nov. 8. Machine vision systems use cameras and other technology to help automate inspections at manufacturing facilities. Keyence's counterparts in the U.S. include Cognex and Zebra Technologies , which both manufacture machine vision systems and related technologies. 6861.T-JP YTD mountain Year-to-date shares in Keyence Year-to-date, shares in Keyence were up around 22% to 62,280 Japanese Yen ($418.95) on Nov. 20.
Persons: It's, Karen Kharmandarian, Kharmandarian, Keyence, Jason Kondo, Kondo — Organizations: Big Tech, U.S, Nvidia, Meta, Thematics Asset Management, CNBC Pro, Zebra Technologies, Thematics, Robotics Fund, Morningstar Locations: U.S, Covid, Keyence
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