![]() The theme is comprised of large-cap technology stocks that trade at a trailing price to earnings multiple of under 20x. Our theme of Value Tech Stocks is up by about 16% year-to-date, significantly outperforming the Nasdaq-100 index which is just about 8% higher over the same period. On the other side, video game maker Electronic Arts has been the weakest performer, with its stock down by about 2% year-to-date. ![]() eBay stock has also fared quite well, rising by around 38%, driven by a higher interest in e-commerce through the pandemic. ![]() The rally is being driven by strong demand for semiconductor products and recent speculation of a takeover bid by a private equity player. Within our theme, Amkor Technology, a company that provides semiconductor product packaging and test services, has been the strongest performer, rising by about 48% year-to-date.
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