Core Insights - The investment philosophy of Denny Fish emphasizes identifying and investing in revolutionary ideas, particularly in technology, which he believes can yield significant returns over time [1][2] - The Janus Henderson Global Technology and Innovation Fund (JAGTX) has performed exceptionally well, increasing by 136% since October 2022, outperforming the S&P 500's 81% increase [2][5] Company Highlights - Taiwan Semiconductor (TSMC) is highlighted as a key player in the semiconductor industry, with strong demand for chips, making it the fund's third-largest holding at 9.49% [3][5] - Cadence Design Systems (CDNS) is recognized for its position in electronic design automation, benefiting from ongoing AI hardware demand, and is the fund's eighth-largest holding at 2.47% [4][5] - The competitive landscape for Cadence is described as a global duopoly with its competitor, Synopsys, both companies holding dominant market positions essential for chip design [6]