Tellus Midas vs Amundi MSCI Semiconductors

Tellus Midas vs Amundi MSCI Semiconductors

1. Tellus Midas

  • Security

    Tellus Midas

  • Fee

    1.16%

  • ISIN

    SE0001891508

  • 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 24 holdings in Tellus Midas, where the largest holding is Rheinmetall (6.17), followed by Leonardo (5.24) and UniCredit (3.95). In comparison with Amundi MSCI Semiconductors, we have 31 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 Tellus Midas and Amundi MSCI Semiconductors.

Tellus Midas Amundi MSCI Semiconductors
1. Rheinmetall AG
Germany
6.17 %
1. Nvidia Corp
USA
27.13 %
2. Leonardo SpA
Italy
5.24 %
2. Broadcom Inc
USA
16.19 %
3. UniCredit SpA
Italy
3.95 %
3. Taiwan Semiconductor Manufacturing Company
Taiwan
14.59 %
4. Investor B
Sweden
3.83 %
4. ASML Holding NV
Netherlands
5.51 %
5. Novo Nordisk B
Denmark
3.76 %
5. Texas Instruments Inc
USA
3.4 %
6. Thales SA
France
3.72 %
6. Qualcomm Inc
USA
3.36 %
7. SAAB B
Sweden
3.7 %
7. Advanced Micro Devices Inc
USA
3.14 %
8. Alibaba Group Holding Ltd ADR
China
3.69 %
8. Applied Materials Inc
USA
2.44 %
9. SAP SE
Germany
3.55 %
9. Analog Devices Inc
USA
2.17 %
10. Goldman Sachs Group Inc
USA
3.07 %
10. Micron Technology Inc
USA
1.99 %
11. SEB A
Sweden
3.03 %
11. Lam Research Corp
USA
1.95 %
12. Banco Santander SA
Spain
2.98 %
12. KLA Corp
USA
1.83 %
13. American Express Co
USA
2.97 %
13. Intel Corp
USA
1.69 %
14. Nordea Bank Abp
Finland
2.96 %
14. Marvell Technology Inc
USA
1.49 %
15. Hexagon B
Sweden
2.81 %
15. SK Hynix Inc
South Korea
1.38 %
16. Morgan Stanley
USA
2.42 %
16. MediaTek Inc
Taiwan
1.33 %
17. Berkshire Hathaway Inc Class B
USA
2.2 %
17. Tokyo Electron Limited
Japan
1.26 %
18. Eli Lilly and Co
USA
2.07 %
18. NXP Semiconductors NV
Netherlands
1.05 %
19. Handelsbanken A
Sweden
1.97 %
19. Infineon Technologies AG
Germany
0.96 %
20. Amazon.com Inc
USA
1.91 %
20. Advantest Corp
Japan
0.76 %
21. Swedbank A
Sweden
1.86 %
21. Microchip Technology Inc
USA
0.61 %
22. JP Morgan Chase & Co
USA
1.84 %
22. Monolithic Power Systems Inc
USA
0.57 %
23. Bae Systems PLC
UK
1.71 %
23. Renesas Electronics Corp
Japan
0.53 %
24. Truecaller AB
Sweden
1.63 %
24. ASM International NV
Netherlands
0.46 %
- 25. DISCO Corp
Japan
0.4 %

The list of fund holdings was last updated on April 17, 2025.