Sector exposure

Communications Equipment +0.01pp 7D

232 funds with Communications Equipment exposure · showing top 10 · average allocation in displayed funds 3.1%

Funds
10
Avg weight
3.1%
Sector Signals · Communications Equipment Rule-based · derived from FMP & FE data
Generating analysis…

AI outlook will appear here once data is loaded.

Momentum
—
Valuation
—
Fund sentiment
—
community voting · coming soon
Build a screen from this →

Top Communications Equipment-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
SS
State Street Technology Select Sector SPDR ETF
US81369Y8030
SPDR ETFs
5.6%
+61.5%
IT
International Technology Portfolio
LU0091434083
AllianceBernstein
4.8%
+88.2%
VV
Varenne Valeur
LU2358390081
Varenne Capital Partners
3.4%
+19.8%
C(
CT (Lux) Global Technology
LU0444971666
Columbia Threadneedle Investments
3.3%
+108.8%
FT
Franklin Technology Fund
LU0109392836
Franklin Templeton
3.1%
+55.8%
JH
Janus Henderson Horizon Global Technology Leaders Fund
LU0196035553
Janus Henderson Investors
2.9%
+59.8%
BG
Baillie Gifford China Fund
GB00B39RML74
Baillie Gifford
2.5%
+22.4%
JH
Janus Henderson Global Technology Leaders Fund
GB0007698847
Janus Henderson Investors
2.4%
+57.9%
ES
Evli Short Corporate Bond Fund
FI0008800503
Evli
1.8%
+4.4%
GI
GLOBAL INDEX RESTRICTED
LU1349493418
Danske Invest
1.4%
+21.2%
Top Communications Equipment Holdings Across Funds
TCEHY
TENCENT HOLDINGS LIMITED
Internet Content & Information
8.47%
in 1 funds
—
BLOOM ENERGY CORPORATION
Unknown
8.02%
in 1 funds
—
BROADCOM INC
Unknown
7.61%
in 1 funds
—
LAM RESEARCH CORPORATION
Unknown
7.5%
in 1 funds
NVDA
NVIDIA CORPORATION
Semiconductors
7.47%
in 6 funds
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Semiconductors
7.45%
in 2 funds
—
VINCI
Unknown
7.26%
in 1 funds
—
ALIBABA GROUP HOLDING LIMITED
Unknown
6.76%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
State Street Technol..
+5.6%
International Techno..
+4.8%
Varenne Valeur
+3.4%
CT (Lux) Global Tech..
+3.3%
Franklin Technology ..
+3.1%
Janus Henderson Hori..
+2.9%
Baillie Gifford Chin..
+2.5%
Janus Henderson Glob..
+2.4%
Evli Short Corporate..
+1.8%
GLOBAL INDEX RESTRIC..
+1.4%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-05-29
Communications Equipment Sector News
Loading news...
FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI