Sector exposure

Semiconductors +0.42pp 7D

572 funds with Semiconductors exposure · showing top 10 · average allocation in displayed funds 38.8%

Funds
10
Avg weight
38.8%
Sector Signals · Semiconductors Rule-based · derived from FMP & FE data
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Top Semiconductors-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
FT
Franklin Technology Fund
LU0109392836
Franklin Templeton
48%
+55.8%
WT
World Technology Fund
LU0147408131
BlackRock
47.5%
+68.5%
BG
BlueBox Global Technology Fund
LU1793345346
BlueBox Asset Management
44.1%
+52.5%
SS
State Street Technology Select Sector SPDR ETF
US81369Y8030
SPDR ETFs
42.1%
+61.5%
JH
Janus Henderson Horizon Global Technology Leaders Fund
LU0196035553
Janus Henderson Investors
41.6%
+59.8%
UT
US Technology Fund
LU0119095742
J.P. Morgan Asset Management
37.5%
+39.5%
C(
CT (Lux) Global Technology
LU0444971666
Columbia Threadneedle Investments
36%
+108.8%
EM
Emerging Markets Sustainable Leaders (USD)
LU0400029954
UBS
32.2%
+70.6%
RS
Robeco Smart Energy
LU2145462052
Robeco
29.9%
+107.1%
UR
US Research Enhanced Index Equity Active UCITS ETF
IE0003FI3HY1
J.P. Morgan Asset Management
29%
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Top Semiconductors Holdings Across Funds
—
SK HYNIX INC.
Unknown
9.07%
in 2 funds
—
BLOOM ENERGY CORPORATION
Unknown
8.02%
in 1 funds
SSNLF
SAMSUNG ELECTRONICS CO., LTD
Consumer Electronics
7.61%
in 2 funds
—
BROADCOM INC
Unknown
7.59%
in 2 funds
NVDA
NVIDIA CORPORATION
Semiconductors
7.49%
in 6 funds
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Semiconductors
7.23%
in 3 funds
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MEDIATEK CORPORATION
Unknown
6.05%
in 1 funds
AAPL
APPLE INC.
Consumer Electronics
5.68%
in 5 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Franklin Technology ..
+48%
World Technology Fund
+47.5%
BlueBox Global Techn..
+44.1%
State Street Technol..
+42.1%
Janus Henderson Hori..
+41.6%
US Technology Fund
+37.5%
CT (Lux) Global Tech..
+36%
Emerging Markets Sus..
+32.2%
Robeco Smart Energy
+29.9%
US Research Enhanced..
+29%
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