Portfolio

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

Active Positions

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

Status
Holding

Initial Entry Date
April 13, 2026

Summary
Valuation and constraint remain aligned.

Analysis Coverage
Forgent Compresses Data Center Power Infrastructure Timelines

2 – Solv Energy, Inc. (NASDAQ: MWH)

Status
Holding

Initial Entry Date
June 3, 2026

Summary
Valuation and constraint remain aligned.

Analysis Coverage
Solv Energy Is The Missing Link Between Power Generation And AI Data Centers

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.