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 (6.94), followed by Microsoft (5.98) and TMX Group (5.74). In comparison with Amundi MSCI Semiconductors, we have 27 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
6.94 %
1. Nvidia Corp
USA
27.13 %
2. Microsoft Corp
USA
5.98 %
2. Broadcom Inc
USA
16.19 %
3. TMX Group Ltd
Canada
5.74 %
3. Taiwan Semiconductor Manufacturing Company
Taiwan
14.59 %
4. Abbott Laboratories
USA
5.53 %
4. ASML Holding NV
Netherlands
5.51 %
5. Amazon.com Inc
USA
5.35 %
5. Texas Instruments Inc
USA
3.4 %
6. Moody's Corp
USA
5.28 %
6. Qualcomm Inc
USA
3.36 %
7. Waste Management Inc
USA
4.45 %
7. Advanced Micro Devices Inc
USA
3.14 %
8. Aegon ADR
Netherlands
4.17 %
8. Applied Materials Inc
USA
2.44 %
9. Mastercard Inc
USA
4.16 %
9. Analog Devices Inc
USA
2.17 %
10. Muenchener Rueckversicherungs-Gesellschaft AG
Germany
4.15 %
10. Micron Technology Inc
USA
1.99 %
11. MSCI Inc
USA
4.1 %
11. Lam Research Corp
USA
1.95 %
12. Visa Inc
USA
4.05 %
12. KLA Corp
USA
1.83 %
13. Alphabet Inc Class C
USA
3.79 %
13. Intel Corp
USA
1.69 %
14. RELX ADR
UK
3.78 %
14. Marvell Technology Inc
USA
1.49 %
15. Thomson Reuters Corp
Canada
3.73 %
15. SK Hynix Inc
South Korea
1.38 %
16. Home Depot Inc
USA
3.21 %
16. MediaTek Inc
Taiwan
1.33 %
17. Waste Connections Inc
Canada
2.95 %
17. Tokyo Electron Limited
Japan
1.26 %
18. Intercontinental Exchange Inc
USA
2.62 %
18. NXP Semiconductors NV
Netherlands
1.05 %
19. DSV Panalpina
Denmark
2.41 %
19. Infineon Technologies AG
Germany
0.96 %
20. JP Morgan Chase & Co
USA
2.38 %
20. Advantest Corp
Japan
0.76 %
21. Samsung Electronics Co Ltd
South Korea
2.23 %
21. Microchip Technology Inc
USA
0.61 %
22. Hermes International SCA
France
2.2 %
22. Monolithic Power Systems Inc
USA
0.57 %
23. Marsh & McLennan Companies Inc
USA
1.92 %
23. Renesas Electronics Corp
Japan
0.53 %
24. Mowi
Norway
1.28 %
24. ASM International NV
Netherlands
0.46 %
- 25. DISCO Corp
Japan
0.4 %

The list of fund holdings was last updated on September 10, 2025.