Non-US Global Champions Listed in New York

Allocators are looking past pure US AI beta toward earnings and infrastructure abroad. This basket holds leading foreign-domiciled companies that trade in the US and each dominate their own niche: Dutch lithography, Taiwanese foundry, Latin American commerce and banking, Canadian commerce software, German enterprise software and Danish drugmaking. It is a selective supply-chain and franchise expression, not a blanket emerging-market rally. Catalysts: - 2026-10-12 VanEck: EM opportunity broadening beyond the AI trade (https://www.vaneck.com/us/en/blogs/emerging-markets-equity/beyond-the-ai-trade-earnings-infrastructure-and-a-broadening-em-opportunity/) Launch basket (equal weight): TSM, ASML, MELI, NU, SHOP, SAP, NVO Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.