Taiwan Semiconductor Manufacturing leads Green Alpha’s top holdings amid S&P 500 decline and surging oil prices.
Taiwan Semiconductor Manufacturing (TSM) closed at $446.69 on June 2, 2026, as demand for AI-driven semiconductors bolstered its position in Green Alpha Investment’s Q1 2026 portfolio. The firm’s Next Economy strategies outperformed the S&P 500, which ended the quarter in negative territory amid geopolitical tensions and oil prices exceeding $120 per barrel.
Green Alpha highlighted TSM as a key beneficiary of structural shifts toward electrification, advanced materials, and clean energy. The firm’s focus on productivity-driven companies helped navigate market volatility, with TSM emerging as a top holding despite broader economic challenges.
The S&P 500’s decline and rising oil prices underscored the resilience of firms tied to AI and next-generation technology, positioning TSM as a critical player in the AI compute supply chain.