Top Semiconductors & Semiconductor Equipment Holdings Across Funds
—
NVIDIA CORPORATION
Unknown
9.8%
in 2 funds
—
BROADCOM INC
Unknown
8.05%
in 1 funds
—
ORIX CORPORATION
Unknown
6.21%
in 1 funds
—
ASICS CORPORATION
Unknown
6.15%
in 1 funds
—
ALPHABET INC.
Unknown
6.15%
in 3 funds
—
MITSUBISHI UFJ FINANCIAL GROUP, INC.
Unknown
6.06%
in 2 funds
—
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Unknown
5.89%
in 3 funds
—
APPLE INC.
Unknown
5.65%
in 2 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
World Technology Fund
+45.1%
Janus Henderson Hori..
+40%
Alma Eikoh Japan Lar..
+9.4%
Japan (JPY)
+6.9%
Global Brands Fund
+4.1%
Performance Chart
Top 5-fund composite (rebased to 100, equal-weighted)
Semiconductors & Semiconductor Equipment ETF (benchmark)
Real fund NAV data 2025-05-12 → 2026-04-30