Skagen Global vs Amundi MSCI Semiconductors

Skagen Global vs Amundi MSCI Semiconductors

1. Skagen Global

  • Security

    Skagen Global A

  • Fee

    1.00%

  • ISIN

    NO0008004009

  • Holdings

    24

2. Amundi MSCI Semiconductors

  • Security

    Amundi MSCI Semiconductors ESG Screened UCITS ETF Acc

  • Fee

    0.35%

  • ISIN

    LU1900066033

  • Holdings

    25

Fund Holdings

We have information about 25 holdings in Skagen Global, where the largest holding is Canadian Pacific Kansas City (6.91), followed by TMX Group (5.86) and Abbott (5.71). In comparison with Amundi MSCI Semiconductors, we have 32 holdings where Nvidia is the largest holding (27.13), followed by Broadcom (16.19) and TSMC (14.59).

All Holdings

Here we compare the holdings in Skagen Global and Amundi MSCI Semiconductors.

Skagen Global Amundi MSCI Semiconductors
1. Canadian Pacific Kansas City Ltd
Canada
6.91 %
1. Nvidia Corp
USA
27.13 %
2. TMX Group Ltd
Canada
5.86 %
2. Broadcom Inc
USA
16.19 %
3. Abbott Laboratories
USA
5.71 %
3. Taiwan Semiconductor Manufacturing Company
Taiwan
14.59 %
4. Microsoft Corp
USA
5.49 %
4. ASML Holding NV
Netherlands
5.51 %
5. Moody's Corp
USA
5.05 %
5. Texas Instruments Inc
USA
3.4 %
6. Amazon.com Inc
USA
4.93 %
6. Qualcomm Inc
USA
3.36 %
7. JP Morgan Chase & Co
USA
4.32 %
7. Advanced Micro Devices Inc
USA
3.14 %
8. Waste Management Inc
USA
4.17 %
8. Applied Materials Inc
USA
2.44 %
9. Aegon ADR
Netherlands
4.12 %
9. Analog Devices Inc
USA
2.17 %
10. Visa Inc
USA
4.1 %
10. Micron Technology Inc
USA
1.99 %
11. Mastercard Inc
USA
4.06 %
11. Lam Research Corp
USA
1.95 %
12. Muenchener Rueckversicherungs-Gesellschaft AG
Germany
4 %
12. KLA Corp
USA
1.83 %
13. RELX ADR
UK
3.85 %
13. Intel Corp
USA
1.69 %
14. MSCI Inc
USA
3.82 %
14. Marvell Technology Inc
USA
1.49 %
15. Thomson Reuters Corp
Canada
3.67 %
15. SK Hynix Inc
South Korea
1.38 %
16. Alphabet Inc Class C
USA
3.43 %
16. MediaTek Inc
Taiwan
1.33 %
17. Home Depot Inc
USA
3.15 %
17. Tokyo Electron Limited
Japan
1.26 %
18. Waste Connections Inc
Canada
2.9 %
18. NXP Semiconductors NV
Netherlands
1.05 %
19. Intercontinental Exchange Inc
USA
2.56 %
19. Infineon Technologies AG
Germany
0.96 %
20. DSV Panalpina
Denmark
2.53 %
20. Advantest Corp
Japan
0.76 %
21. Hermes International SCA
France
2.37 %
21. Microchip Technology Inc
USA
0.61 %
22. Marsh & McLennan Companies Inc
USA
2.07 %
22. Monolithic Power Systems Inc
USA
0.57 %
23. Samsung Electronics Co Ltd
South Korea
1.89 %
23. Renesas Electronics Corp
Japan
0.53 %
24. Mowi
Norway
1.29 %
24. ASM International NV
Netherlands
0.46 %
- 25. DISCO Corp
Japan
0.4 %

The list of fund holdings was last updated on July 25, 2025.