Another part of the tablet boom are memory companies like MicronTechnologies and SanDisk that make the solid state drives that are used in light-weight tablet devices will be in a good place to benefit from the consumer demand for the products, says Mosesmann.
The fund holdings of Texas Instruments, Broadcom, Omnivision Technologies and Micron Technology account for almost 21% of the fund and should perform well as the demand for the iPhone grows.