NIPPON INDIA US EQUITY OPPORTUNITIES FUND

NipponThematic27 holdings

Top Holdings

#StockSectorWeight %
1Taiwan Semiconductor Sp ADRForeignSemiconductors9.54%
2Alphabet Inc AForeignInteractive Media & Services8.06%
3Meta Platforms Registered Shares AForeignInteractive Media & Services6.71%
4Amazon Com IncForeignBroadline Retail6.37%
5Charles Schwab CorpForeignInvestment Banking & Brokerage5.37%
6Microsoft CorpForeignSystems Software4.79%
7Mastercard IncorporatedForeignTransaction & Payment Processing Services4.40%
8Booking Holdings IncForeignHotels, Resorts & Cruise Lines4.30%
9Cencora IncForeignHealth Care Distributors4.21%
10APPLIED MATLS INC COMForeignSemiconductor Materials & Equipment3.91%
11Visa IncForeignTransaction & Payment Processing Services3.89%
12Iqvia HoldingsForeignLife Sciences Tools & Services3.69%
13The Walt Disney CompanyForeignMovies & Entertainment3.54%
14Starbucks ORDForeignRestaurants3.04%
15Elevance Health IncForeignManaged Health Care2.93%
16Check Point Software TechForeignSystems Software2.52%
17Diageo Sp ADR Rep 4 ShForeignDistillers & Vintners2.23%
18AUTODESK INC COMForeignApplication Software2.11%
19QUALCOMM INCForeignSemiconductors2.03%
20Air Products & Chemicals IncForeignIndustrial Gases2.02%

Showing top 20 of 27 holdings

Sector Breakdown

Interactive Media & Services
14.8% (2)
Semiconductors
11.6% (2)
Transaction & Payment Processing Services
8.9% (3)
Systems Software
7.3% (2)
Broadline Retail
6.4% (1)
Application Software
5.7% (3)
Investment Banking & Brokerage
5.4% (1)
Hotels, Resorts & Cruise Lines
4.3% (1)
Health Care Distributors
4.2% (1)
Managed Health Care
4.0% (2)
Semiconductor Materials & Equipment
3.9% (1)
Life Sciences Tools & Services
3.7% (1)
Movies & Entertainment
3.5% (1)
Restaurants
3.0% (1)
Distillers & Vintners
2.2% (1)

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