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Sustainable Growth Advisers (SGA) Q2 2026 investor letter highlights TSMC as a top contributor to performance
SGA's Global Growth Strategy noted that Taiwan Semiconductor Manufacturing Company Limited (TSM) was a top contributor, with shares supported by sustained demand for advanced logic and compute from customers in AI accelerators and CPUs. SGA maintained an above-average weight position in TSM during the quarter, citing its dominant competitive position and technology leadership.
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