| Company | Status | Strategy impact | Side |
|---|---|---|---|
| Alphabet / GOOGL | Starter | First platform/AI satellite. | Åbn |
| TSMC / TSM | Starter | First semiconductor/AI infrastructure satellite. | Åbn |
| Microsoft / MSFT | Follow-up | Quality cloud/software candidate. | Åbn |
| Meta / META | Follow-up | Ads/AI platform follow-up. | Åbn |
| Novo Nordisk / NVO | Follow-up | Healthcare/obesity drugs theme. | Åbn |
| Visa / V | Follow-up | Payments compounder. | Åbn |
| NVDA, ASML, CDNS, AVGO, AMZN | Valuation-sensitive | Quality watchlist, needs stress tests. | Åbn |