Access to the Global High-Technology Ecosystem with Our BVV – Technology Variable Fund

The global technology ecosystem relies on a complex infrastructure network that goes far beyond visible products. Behind many innovations—from smart devices to autonomous systems, from data centers to IoT—lies an invisible yet critically important infrastructure layer. This layer consists of strategic domains such as semiconductor manufacturing, connectivity infrastructures, and automation technologies.

The global technology ecosystem relies on a complex infrastructure network that goes far beyond visible products. Behind many innovations—from smart devices to autonomous systems, from data centers to IoT—lies an invisible yet critically important infrastructure layer. This layer consists of strategic domains such as semiconductor manufacturing, connectivity infrastructures, and automation technologies.

The BVV – Technology Variable Fund of BV Portföy adopts a thematic investment approach that selectively focuses on these deep and strategic areas of technology. KLA Corporation, Qualcomm, and Teradyne—three strategic companies within BVV’s portfolio—represent different stages of the global technology value chain and offer strong growth potential. In this article, we explore why BVV specifically invests in these companies and examine their roles within the technology ecosystem.

KLA Corporation: At the Center of Precision in Semiconductor Manufacturing

Semiconductor manufacturing is an extremely complex process where even nanometer-level errors are unacceptable. KLA Corporation is the global leader in quality control and measurement technologies for this process.

Its solutions—such as wafer inspection, defect analysis, process metrology, and data-driven production optimization—are indispensable to the semiconductor ecosystem, especially given that microscopic errors in production can result in very high costs.

KLA’s high entry barriers, patented technologies, and efficiency-enhancing solutions combine with growing global chip demand to position the company as a sustainable leader in the value chain.

Qualcomm: The Driving Force Behind Global Connectivity and the Mobile Revolution

All modern technologies rely on strong and uninterrupted connectivity infrastructures. Qualcomm sits at the center of the global connectivity ecosystem, spanning areas from 5G/6G technologies to Snapdragon processors.

The company’s extensive patent portfolio plays a defining role in shaping telecommunications standards. Increasing mobile data consumption, the proliferation of IoT devices, and advancements in autonomous technologies are key drivers that carry Qualcomm’s business areas into the future.

This dynamic structure positions Qualcomm at the heart of both today’s mobile communications and tomorrow’s connectivity infrastructures.

Teradyne: A Reliable Player in Chip Testing and Robotic Automation

Chip testing is one of the most critical stages of the semiconductor supply chain. Teradyne is a global leader in this field with its advanced testing equipment.

Its solutions—including power measurement, speed testing, and defect analysis—provide manufacturers with high quality assurance and efficiency. Teradyne also offers a growing portfolio in robotic automation, contributing to the digital transformation of factories through collaborative robots (cobots) and industrial robots.

This dual expertise in semiconductor test systems and robotic automation positions Teradyne strongly for both today’s and tomorrow’s technological needs.

BVV’s Thematic and Selective Approach

The inclusion of KLA, Qualcomm, and Teradyne under the BVV fund of BV Portföy reflects the fund’s holistic and infrastructure-focused perspective on the technology ecosystem.

Through a single thematic structure, investors gain access to:

• advanced inspection and process control technologies in semiconductor manufacturing with KLA,
• global connectivity infrastructure and mobile processor technologies with Qualcomm,
• chip test systems and robotic automation technologies with Teradyne.

This approach enables the fund to invest not only in visible technology trends but also in the deep infrastructure layers that make these transformations possible.

A Long-Term and Sustainable Technology Perspective

By focusing on strategically important sectors such as semiconductor manufacturing, mobile connectivity, and automation, the BV Portföy BVV – Technology Variable Fund provides investors with access to the invisible yet most critical links of the global technology value chain.

This selective and long-term investment approach strengthens BVV’s sustainable potential by concentrating on the fundamental infrastructure companies shaping the future of technology.

BVV positions its investors at the center of global transformation—not just the trends—by offering access to the most critical components of the technology ecosystem.