Brazilian Healthcare Defensive Blue Chips

NVIDIA

Market Cap: US$5.5t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Space Exploration Technologies

Market Cap: US$2.1t

Provides satellite-based broadband services in the United States, Ireland, Canada, and internationally.

Taiwan Semiconductor Manufacturing

Market Cap: NT$63.9t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Broadcom

Market Cap: US$1.8t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Micron Technology

Market Cap: US$1.1t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

SK hynix

Market Cap: ₩1352.8t

Through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.

JPMorgan Chase

Market Cap: US$939.7b

Operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean.

Advanced Micro Devices

Market Cap: US$850.7b

Operates as a semiconductor company internationally.

Walmart

Market Cap: US$841.4b

Engages in the operation of retail and wholesale stores and clubs, ecommerce websites, and mobile applications worldwide.

ASML Holding

Market Cap: €575.2b

Provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.

CXMT

Market Cap: CN¥3.9t

Engages in the research and development, design, manufacturing, and sales of dynamic random access memory chips in China and Internationally.

Intel

Market Cap: US$548.9b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Bank of America

Market Cap: US$436.3b

Through its subsidiaries, provides various financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide.

Industrial and Commercial Bank of China

Market Cap: HK$3.2t

Provides banking products and services in the People's Republic of China and internationally.

Costco Wholesale

Market Cap: US$403.6b

Engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden.

Lam Research

Market Cap: US$400.9b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

Coca-Cola

Market Cap: US$380.2b

A beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally.

Applied Materials

Market Cap: US$375.2b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

UnitedHealth Group

Market Cap: US$359.8b

Operates as a health care company in the United States and internationally.

HSBC Holdings

Market Cap: UK£265.5b

Engages in the provision of banking and financial products and services worldwide.

Agricultural Bank of China

Market Cap: HK$2.7t

Provides banking products and services.

China Construction Bank

Market Cap: HK$2.6t

Engages in the provision of various banking and related financial services to individuals and corporate customers in the People's Republic of China and internationally.

Bank of China

Market Cap: HK$2.3t

Provides various banking and financial services in Chinese Mainland, Hong Kong, Macao, Taiwan, and internationally.

Royal Bank of Canada

Market Cap: CA$399.0b

Operates as a diversified financial service company worldwide.

Philip Morris International

Market Cap: US$287.9b

Operates as a tobacco company.

Arm Holdings

Market Cap: US$279.3b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Delta

Market Cap: US$35.5b

Manufactures and distributes cold beverages in Zimbabwe.

Wells Fargo

Market Cap: US$266.0b

A financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally.

Mitsubishi UFJ Financial Group

Market Cap: JP¥40.5t

Provides various financial products and services in Japan, the United States, Europe, the Middle East, Asia, Oceania, and internationally.

KLA

Market Cap: US$246.9b

Provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards.

Nestlé

Market Cap: CHF 199.9b

Manufactures and distributes food and beverage, and nutritional science products in the United States, Brazil, Mexico, Greater China, the Philippines, India, the United Kingdom, France, Germany, Switzerland, and internationally.

Kweichow Moutai

Market Cap: CN¥1.6t

Produces and sells liquor products in China and internationally.

Texas Instruments

Market Cap: US$236.5b

Designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally.

MediaTek

Market Cap: NT$7.4t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Citigroup

Market Cap: US$229.4b

A diversified financial service holding company, provides various financial products and services to consumers, corporations, governments, and institutions.

China Mobile

Market Cap: HK$1.7t

Provides communication, computing, and AI services in Mainland China and Hong Kong.