BVV – Partnering in the Global Technology Transformation with Our Technology Variable Fund

Artificial intelligence, cloud computing, and chip technologies… Today’s most dynamic sectors are not only reshaping technology but also redefining the investment landscape. The key to achieving long-term gains from this transformation lies in focusing on the right themes and the right companies.

Artificial intelligence, cloud computing, and chip technologies… Today’s most dynamic sectors are not only reshaping technology but also redefining the investment landscape. The key to achieving long-term gains from this transformation lies in focusing on the right themes and the right companies.

BV Portföy BVV Technology Variable Fund is a thematic investment vehicle created precisely for this purpose. The fund invests in global companies that lead technological innovation, connecting investors with sectors that have high growth potential. Companies in the portfolio — such as Lam Research, Micron Technology, and DigitalOcean — play critical roles across different layers of the tech ecosystem.

Lam Research: The Backbone of the Semiconductor Ecosystem

Semiconductor manufacturing forms the backbone of the technology industry. Lam Research is one of the leading companies offering advanced solutions for the production process in this field. Focusing on cutting-edge technologies such as wafer processing, plasma etching, and surface coating, Lam plays a critical role in producing high-performance chips.

Its advanced manufacturing equipment is preferred by technology producers across various industries, including artificial intelligence and automotive. With high entry barriers and a highly specialized product portfolio, Lam has become an indispensable player in the technology cycle.

Micron Technology: A Strategic Player in Memory and Data Storage

Micron is a global manufacturer providing DRAM and NAND-based memory solutions for data processing and storage. From mobile devices to data centers, from AI applications to cloud services, the growing demand for data amplifies the strategic importance of Micron’s products.

The company’s large-scale production capacity and investments in next-generation memory technologies support its long-term growth potential. As global technology demand continues to rise sustainably, companies like Micron remain attractive for medium- and long-term investors.

DigitalOcean: Powering the Growing Startup Ecosystem

Unlike traditional cloud providers, DigitalOcean offers simpler, more accessible, and developer-friendly solutions — making it the platform of choice for SMEs and software startups. In addition to infrastructure services, the company continuously expands its portfolio with managed databases, AI-enabled development tools, and advanced services such as Kubernetes.

Transparent pricing, strong user experience, and a community-driven growth model help DigitalOcean stand out in a competitive landscape. Its scalable structure provides fertile ground for small and medium-sized businesses accelerating their digital transformation.

BVV Fund’s Selection Strategy

Including these three companies in the BVV Fund’s portfolio reflects a holistic strategy that brings together different layers of the technology value chain:

• Lam Research – manufacturing infrastructure,
• Micron – data storage and memory technology,
• DigitalOcean – scalable solutions in software and services.

This structure offers investors the opportunity to partner with companies that address not only today’s needs but also those of a transforming world. The fund’s strategy focuses on businesses built on advanced technology and sustainable growth potential, shaping its portfolio accordingly.

A Thematic and Selective Approach to Technology

While investing in technology, the BVV Technology Variable Fund focuses not only on trends but also on the infrastructure companies that make those trends possible. Companies like Lam Research, Micron, and DigitalOceanplay distinct yet complementary roles in the technology cycle — from manufacturing to data, and from data to services.

With its diversified structure and selective approach, BVV stands out as a strong option for investors seeking long-term exposure to technology during this era of ongoing digital transformation. As of September, the fund achieved a monthly return of 6.77 USD, demonstrating the tangible results of its strategy based on global technology leaders.

The most effective way to manage your investments confidently, diversify your portfolio, and minimize risks is through the expertise of BV Portföy.