abrdn International Small Cap Active ETF on Chroma ATE Inc.
Thesis
Chroma ATE is benefiting from increased investment in AI-related infrastructure and equipment. The fund remains positive about the company's long-term prospects following strong performance. It nevertheless reduced the position during the quarter as part of its disciplined approach to portfolio risk management.
“all of which continue to benefit from increased investment in AI-related infrastructure and equipment.”
Key risks
- Strong share-price appreciation led the fund to trim the position for portfolio risk management.