Current Positions

A transparent view of active portfolio holdings, capital allocation, and position changes. Updated as allocations change.

Portfolio snapshot

Active Positions
2

Last Updated
June 5, 2026

Current holdings

1 – Forgent Power Solutions, Inc. (NYSE: FPS)

Position Status
Holding

Initial Entry Date
April 13, 2026

Position Summary
Valuation and constraint remain aligned.

Analysis Coverage
Forgent Compresses Data Center Power Infrastructure Timelines

2 – Solv Energy, Inc. (NASDAQ: MWH)

Position Status
Holding

Initial Entry Date
June 3, 2026

Position Summary
Valuation and constraint remain aligned.

Analysis Coverage
Position Analysis Coming June 16, 2026

Closed Positions

Navitas Semiconductor (NASDAQ: NVTS)

Status
Closed

Entry
December 17, 2025

Exit
April 24, 2026

Exit reason
Valuation exceeded analysis for current stage.

Summary
Fundamentals unchanged. Constraint remains intact.

Analysis Coverage
NVTS Exposes AI’s Power Limit — Silicon Is the Real Bottleneck

Investment framework

The Richo Edge focuses on semiconductors, AI power, optical systems, and frontier infrastructure. Capital is deployed where constraints create opportunity. Holdings may change without notice.

Disclosure

Positions are disclosed for informational purposes only and do not constitute investment advice. Holdings, allocations, and exposures may change at any time without notice.