Happy third Sunday of advent! 🔔
In today’s Advent feature, we highlight Dutch company ASML in the CB European Quality Fund and U.S.-based Acuity in the CB Save Earth Fund.
ASML – the key to the world’s most advanced chips.
⭐ Monopoly: ASML is the world’s only manufacturer of EUV lithography machines.
⭐ Critical bottleneck: As the sole supplier of the machines used to produce the most advanced microchips, ASML represents a global bottleneck and a key enabler for companies such as TSMC, Samsung, and Intel.
⭐ Scale: A single lithography machine weighs as much as an empty Boeing 747 and can cost more than EUR 150 million.
🌱 ASML is aligned with the UN Sustainable Development Goals and has set SBTi-verified CO₂ reduction targets.
Acuity – a U.S. leader in lighting and intelligent building systems.
⭐ Key player: Acuity was an early and large-scale investor in LED lighting and smart controls, positioning the company as a key player in the global transition to energy-efficient LED technology.
⭐ IoT: The company is at the forefront of smart buildings and the Internet of Things (IoT) through its digital platform, Atrius.
⭐ Data-driven: Acuity’s luminaires function as sensor networks, collecting critical data (e.g. occupancy, temperature, air quality) to optimize energy use and space utilization.
🌱 Acuity is aligned with the UN Sustainable Development Goals and has set SBTi-verified CO₂ reduction targets.
This message should not be considered financial advice, but marketing communication. Please note that all investments involve risk. The value of fund units may increase or decrease, and there is always a risk of loss. Past performance is not a guarantee of future results. Please note that the companies mentioned were included in the respective fund portfolios as of 14 December. In theory, the companies may have exited the portfolios by the time this content is published.