Xetra
Riskitaso
6/7
Morningstar rating
5 stars
Vastuullisuus (SFDR)
8
VanEck Semiconductor ETF
Osta-
Myy-
Spreadi %0,83%
Vaihto (EUR)-
Juoksevat kulut0,35%
Tarjoustasot
Ei dataa
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,35%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä
Nimi12 kk
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
+33,32%iShares Automation & Robotics UCITS ETF USD (Acc)
+45,92%iShares MSCI Global Semiconductors UCITS ETF USD (Acc)
+137,29%
Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C
+48,54%iShares Digital Security UCITS ETF USD (Acc)
+36,86%Omistukset
Päivitetty 12.8.2026
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 päivää sittenI don't understand why this ETF isn't trading higher? All the staggering billions from the Hyperscalers go straight into the pockets of the semiconductors, right?
1 päivä sittenNvidia's next earnings date is Aug. 26th. I'm buying some more before that... The whole semiconductor sector will probably climb to a new record high right after that.
·10.8. · MuokattuIsn't this one trading today..?
·4.8.It's still entertaining when the bear case against AI is written by an AI. There will only be more of that going forward. I will keep my shares for several more years. I will always believe that technological advancements build prosperity.
3.8.The cost of insuring Al giants against default is EXPLODING HIGHER: Credit default swaps (CDS) tied to major Al companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, etc. have all surged to record levels. The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and Al infrastructure before the revenue payoff has fully materialized.
Well, the CDS risk is definitely important to monitor. First, it was only Oracle that the market knew about a few months ago. Now the others are emerging. Those who drive the entire market are actually service hyperscalers like Google, Amazon, MSFT and Apple. Hardware follows (even though they also invest themselves). I see it as the AI race accelerating. The idea is always "the winner takes it all" so everyone is pushing forward. It will continue as long as they can borrow. I believe, however, that the risk should be balanced with the income. For example, Google now has negative cash flow due to investments, but they have enormous and quite secure revenues, and you see that with P/E going down. It is often when many are worried that there are the best opportunities to invest.
·31.7.A small summary of the week's most important events for the AI and semiconductor sector: • The Fed left interest rates unchanged, although the tone was somewhat more hawkish than the market had hoped. • Microsoft delivered a very strong report. Azure continues to grow strongly and the company signaled continued large AI investments. • Amazon showed strong AWS growth and confirmed that demand for AI infrastructure is still very high. • Meta continues to invest heavily in AI. The market reacted negatively to the increased costs, but the investments simultaneously show that the AI race continues. • Apple had a more limited significance for the AI infrastructure case. My conclusion: The largest hyperscalers are not slowing down their AI investments – quite the opposite. They continue to expand data centers and invest in computing capacity, which in the long run is positive for the semiconductor sector. I therefore still see pullbacks as potential buying opportunities rather than a reason to abandon the case.It would be interesting to see your portfolio and how you yourself have positioned yourself based on this scenario.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,35%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä
Nimi12 kk
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
+33,32%iShares Automation & Robotics UCITS ETF USD (Acc)
+45,92%iShares MSCI Global Semiconductors UCITS ETF USD (Acc)
+137,29%Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C
+48,54%iShares Digital Security UCITS ETF USD (Acc)
+36,86%Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tarjoustasot
Ei dataa
Omistukset
Päivitetty 12.8.2026
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenI don't understand why this ETF isn't trading higher? All the staggering billions from the Hyperscalers go straight into the pockets of the semiconductors, right?1 päivä sittenNvidia's next earnings date is Aug. 26th. I'm buying some more before that... The whole semiconductor sector will probably climb to a new record high right after that.
- ·10.8. · MuokattuIsn't this one trading today..?
- ·4.8.It's still entertaining when the bear case against AI is written by an AI. There will only be more of that going forward. I will keep my shares for several more years. I will always believe that technological advancements build prosperity.
- 3.8.The cost of insuring Al giants against default is EXPLODING HIGHER: Credit default swaps (CDS) tied to major Al companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, etc. have all surged to record levels. The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and Al infrastructure before the revenue payoff has fully materialized.Well, the CDS risk is definitely important to monitor. First, it was only Oracle that the market knew about a few months ago. Now the others are emerging. Those who drive the entire market are actually service hyperscalers like Google, Amazon, MSFT and Apple. Hardware follows (even though they also invest themselves). I see it as the AI race accelerating. The idea is always "the winner takes it all" so everyone is pushing forward. It will continue as long as they can borrow. I believe, however, that the risk should be balanced with the income. For example, Google now has negative cash flow due to investments, but they have enormous and quite secure revenues, and you see that with P/E going down. It is often when many are worried that there are the best opportunities to invest.
- ·31.7.A small summary of the week's most important events for the AI and semiconductor sector: • The Fed left interest rates unchanged, although the tone was somewhat more hawkish than the market had hoped. • Microsoft delivered a very strong report. Azure continues to grow strongly and the company signaled continued large AI investments. • Amazon showed strong AWS growth and confirmed that demand for AI infrastructure is still very high. • Meta continues to invest heavily in AI. The market reacted negatively to the increased costs, but the investments simultaneously show that the AI race continues. • Apple had a more limited significance for the AI infrastructure case. My conclusion: The largest hyperscalers are not slowing down their AI investments – quite the opposite. They continue to expand data centers and invest in computing capacity, which in the long run is positive for the semiconductor sector. I therefore still see pullbacks as potential buying opportunities rather than a reason to abandon the case.It would be interesting to see your portfolio and how you yourself have positioned yourself based on this scenario.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut0,35%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä
Nimi12 kk
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
+33,32%iShares Automation & Robotics UCITS ETF USD (Acc)
+45,92%iShares MSCI Global Semiconductors UCITS ETF USD (Acc)
+137,29%Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C
+48,54%iShares Digital Security UCITS ETF USD (Acc)
+36,86%Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenI don't understand why this ETF isn't trading higher? All the staggering billions from the Hyperscalers go straight into the pockets of the semiconductors, right?1 päivä sittenNvidia's next earnings date is Aug. 26th. I'm buying some more before that... The whole semiconductor sector will probably climb to a new record high right after that.
- ·10.8. · MuokattuIsn't this one trading today..?
- ·4.8.It's still entertaining when the bear case against AI is written by an AI. There will only be more of that going forward. I will keep my shares for several more years. I will always believe that technological advancements build prosperity.
- 3.8.The cost of insuring Al giants against default is EXPLODING HIGHER: Credit default swaps (CDS) tied to major Al companies, including Nvidia, Meta, Broadcom, Alphabet, Amazon, Oracle, etc. have all surged to record levels. The move reflects growing concerns that hyperscalers are taking on hundreds of billions of dollars of debt to finance data centers, chips, and Al infrastructure before the revenue payoff has fully materialized.Well, the CDS risk is definitely important to monitor. First, it was only Oracle that the market knew about a few months ago. Now the others are emerging. Those who drive the entire market are actually service hyperscalers like Google, Amazon, MSFT and Apple. Hardware follows (even though they also invest themselves). I see it as the AI race accelerating. The idea is always "the winner takes it all" so everyone is pushing forward. It will continue as long as they can borrow. I believe, however, that the risk should be balanced with the income. For example, Google now has negative cash flow due to investments, but they have enormous and quite secure revenues, and you see that with P/E going down. It is often when many are worried that there are the best opportunities to invest.
- ·31.7.A small summary of the week's most important events for the AI and semiconductor sector: • The Fed left interest rates unchanged, although the tone was somewhat more hawkish than the market had hoped. • Microsoft delivered a very strong report. Azure continues to grow strongly and the company signaled continued large AI investments. • Amazon showed strong AWS growth and confirmed that demand for AI infrastructure is still very high. • Meta continues to invest heavily in AI. The market reacted negatively to the increased costs, but the investments simultaneously show that the AI race continues. • Apple had a more limited significance for the AI infrastructure case. My conclusion: The largest hyperscalers are not slowing down their AI investments – quite the opposite. They continue to expand data centers and invest in computing capacity, which in the long run is positive for the semiconductor sector. I therefore still see pullbacks as potential buying opportunities rather than a reason to abandon the case.It would be interesting to see your portfolio and how you yourself have positioned yourself based on this scenario.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Omistukset
Päivitetty 12.8.2026
Jakauma
- Osakkeet100%