Sector exposure

Hardware +0.39pp 7D

986 funds with Hardware exposure · showing top 10 · average allocation in displayed funds 25.2%

Funds
10
Avg weight
25.2%
Sector Signals · Hardware Rule-based · derived from FMP & FE data
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Top Hardware-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
US
US Select Equity Plus Fund
LU0281482678
J.P. Morgan Asset Management
29.7%
+22.2%
US
US Select Equity Fund
LU0087133087
J.P. Morgan Asset Management
29.4%
+20.8%
UR
US Research Enhanced Index Equity Active UCITS ETF
IE0003FI3HY1
J.P. Morgan Asset Management
29%
—
GR
Global Research Enhanced Index Equity Paris Aligned Fund
LU2757390575
J.P. Morgan Asset Management
27.3%
+28.1%
WT
World Technology Fund
LU0147408131
BlackRock
23.7%
+68.5%
GF
Global Focus Fund
LU0529088766
J.P. Morgan Asset Management
23.2%
+13.6%
GS
Global Select Equity Fund
LU0088300024
J.P. Morgan Asset Management
22.7%
+16.6%
FH
Federated Hermes Global Emerging Markets Equity Fund
IE00B3DJ5J85
Federated Hermes International
22.6%
+56.9%
GR
Global Research Enhanced Index Equity Active UCITS ETF
IE0000UW95D6
J.P. Morgan Asset Management
22.5%
+25.5%
JG
JPM Global Focus Fund
GB00BRC2MH35
J.P. Morgan Asset Management
21.4%
+17%
Top Hardware Holdings Across Funds
SSNLF
SAMSUNG ELECTRONICS CO., LTD
Consumer Electronics
7.74%
in 2 funds
—
SK HYNIX INC.
Unknown
7.64%
in 1 funds
—
BROADCOM INC
Unknown
7.57%
in 1 funds
NVDA
NVIDIA CORPORATION
Semiconductors
7.49%
in 7 funds
AMZN
AMAZON.COM, INC.
Specialty Retail
5.07%
in 6 funds
AAPL
APPLE INC.
Consumer Electronics
4.71%
in 7 funds
MSFT
MICROSOFT CORPORATION
Software - Infrastructure
4.56%
in 7 funds
GOOGL
ALPHABET INC.
Internet Content & Information
4.51%
in 7 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
US Select Equity Plu..
+29.7%
US Select Equity Fund
+29.4%
US Research Enhanced..
+29%
Global Research Enha..
+27.3%
World Technology Fund
+23.7%
Global Focus Fund
+23.2%
Global Select Equity..
+22.7%
Federated Hermes Glo..
+22.6%
Global Research Enha..
+22.5%
JPM Global Focus Fund
+21.4%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2026-01-21 → 2026-05-29
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Data updated in real-time from FMP, FE fundinfo & MSCI