Tellus Midas vs Amundi MSCI Semiconductors

Tellus Midas vs Amundi MSCI Semiconductors

1. Tellus Midas

  • Security

    Tellus Midas

  • Fee

    1.16%

  • ISIN

    SE0001891508

  • Holdings

    27

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 27 holdings in Tellus Midas, where the largest holding is Rheinmetall (5.19), followed by SAAB (4) and UniCredit (3.86). 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 Tellus Midas and Amundi MSCI Semiconductors.

Tellus Midas Amundi MSCI Semiconductors
1. Rheinmetall AG
Germany
5.19 %
1. Nvidia Corp
USA
27.13 %
2. SAAB B
Sweden
4 %
2. Broadcom Inc
USA
16.19 %
3. UniCredit SpA
Italy
3.86 %
3. Taiwan Semiconductor Manufacturing Company
Taiwan
14.59 %
4. Fortnox AB
Sweden
3.43 %
4. ASML Holding NV
Netherlands
5.51 %
5. Leonardo SpA
Italy
3.3 %
5. Texas Instruments Inc
USA
3.4 %
6. Banco Santander SA
Spain
3.21 %
6. Qualcomm Inc
USA
3.36 %
7. American Express Co
USA
2.97 %
7. Advanced Micro Devices Inc
USA
3.14 %
8. Danske Bank
Denmark
2.84 %
8. Applied Materials Inc
USA
2.44 %
9. Nvidia Corp
USA
2.83 %
9. Analog Devices Inc
USA
2.17 %
10. Investor B
Sweden
2.81 %
10. Micron Technology Inc
USA
1.99 %
11. Bae Systems PLC
UK
2.73 %
11. Lam Research Corp
USA
1.95 %
12. Berkshire Hathaway Inc Class B
USA
2.7 %
12. KLA Corp
USA
1.83 %
13. Nordea Bank Abp
Finland
2.69 %
13. Intel Corp
USA
1.69 %
14. Novo Nordisk B
Denmark
2.56 %
14. Marvell Technology Inc
USA
1.49 %
15. Apple Inc
USA
2.52 %
15. SK Hynix Inc
South Korea
1.38 %
16. Skanska B
Sweden
2.5 %
16. MediaTek Inc
Taiwan
1.33 %
17. Handelsbanken A
Sweden
2.49 %
17. Tokyo Electron Limited
Japan
1.26 %
18. Deutsche Bank AG
Germany
2.48 %
18. NXP Semiconductors NV
Netherlands
1.05 %
19. Morgan Stanley
USA
2.42 %
19. Infineon Technologies AG
Germany
0.96 %
20. Swedbank A
Sweden
2.4 %
20. Advantest Corp
Japan
0.76 %
21. SAP SE
Germany
2.21 %
21. Microchip Technology Inc
USA
0.61 %
22. Eli Lilly and Co
USA
2.07 %
22. Monolithic Power Systems Inc
USA
0.57 %
23. SEB A
Sweden
2 %
23. Renesas Electronics Corp
Japan
0.53 %
24. Alibaba Group Holding Ltd ADR
China
1.97 %
24. ASM International NV
Netherlands
0.46 %
25. Amazon.com Inc
USA
1.91 %
25. DISCO Corp
Japan
0.4 %
26. JP Morgan Chase & Co
USA
1.84 %
-
27. Truecaller AB
Sweden
1.63 %
-

The list of fund holdings was last updated on June 5, 2025.