Deutsche Telekom AG

• NP NS Partners International Equity Strategy Commentary ↗ International Equity Strategy Commentary increased exposure to AI infrastructure through Murata Manufacturing, Lasertec, Prysmian, Belimo and VAT, while reintroducing SAP, Sony and Compass. The strategy reduced energy, materials and utilities, took profits in Rio and exited Weir Group, Thales, Kone, SSE and Sartorius. It favors semiconductor manufacturing, data-centre infrastructure and energy over AI applications. Q2 2026 MRAAY $58B

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