Sector exposure

Systems Software +0.39pp 7D

46 funds with Systems Software exposure · showing top 2 · average allocation in displayed funds 9.3%

Funds
2
Avg weight
9.3%
Sector Signals · Systems Software Rule-based · derived from FMP & FE data
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Top Systems Software-exposed funds

Sorted by sector weight · 2 funds total
Fund
Manager
Sector weight
1Y return
FT
Franklin Technology Fund
LU0109392836
Franklin Templeton
15.9%
+55.8%
VV
Varenne Valeur
LU2358390164
Varenne Capital Partners
2.7%
+18.1%
Top Systems Software Holdings Across Funds
NVDA
NVIDIA CORPORATION
Semiconductors
7.72%
in 1 funds
—
BROADCOM INC
Unknown
7.61%
in 1 funds
—
VINCI
Unknown
7.26%
in 1 funds
TSM
TAIWAN SEMICONDUCTOR CO
Semiconductors
5.38%
in 1 funds
—
MICRON TECHNOLOGY, INC.
Unknown
4.96%
in 1 funds
—
SIEMENS ENERGY AG
Unknown
4.77%
in 1 funds
GOOGL
ALPHABET INC.
Internet Content & Information
4.63%
in 1 funds
—
ASML HOLDING N.V.
Unknown
4.47%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Franklin Technology ..
+15.9%
Varenne Valeur
+2.7%
Performance Chart
Top 2-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-05-29
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FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI