GEK TERNA Holdings Real Estate Construction S.A

• SC Shelton Capital Management 2Q 2026 Shelton Emerging Markets Fund Commentary ↗ Shelton Emerging Markets Fund kept SK Hynix below benchmark weight under its valuation and position-sizing process, leaving it behind a rally concentrated in Korean and Taiwanese AI hardware. The fund retained an overweight in Samsung Electronics and sees relative value in lagging financials, industrials and consumer businesses as energy disruption, dollar strength and narrow market leadership cloud the outlook. 2Q 2026 GKTRF $5.3BSKHY $701BSSNLF $1410T

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