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Porteføljen pr. 30. september 2022

Region Selskab Vægt
Indien
HDFC Bank
ICICI Bank
Indian Energy Exchange
Kajaria Ceramics
KEC International
L&T Technology Services
AIA Engineering
Amber Enterprises India
Aavas Financiers
Lemon Tree Hotels
Affle India
Multi Commodity Exch India
Balkrishna Industries
Computer Age Management
Schaeffler India
24,97
Korea, Taiwan
Samsung Electronics
TSMC
MediaTek
Chailease Holding
Realtek Semiconductor
Samsung SDI Co Ltd
Hansol Chemical
Airtac International Group
24,23
Kina/Hong Kong
Tencent Holdings
Sunny Optical Tech
Techtronic Industries
China Merchants
Shenzhou Intl. Group
Jiangsu Hengli Hydraulic
Hangzhou Tigermed Consulting
Alibaba Group Holding
Longi Green Energy Tech
Beijing Oriental Yuhong
Sungrow Power
East Money Info
JD.com
Ganfeng Lithium Group
26,76
Øvrige Fjernøsten
Bank Rakyat Indonesia
Bank BTPN Syariah Tbk
5,28
Latinamerika
Weg
Gentera SAB de CV
Raia Drogasil
Mercadolibre
TOTVS
Banco BTG Pactual
DLocal Uruguay
Walmart de Mexico
Regional SAB de CV
16,96
EMEA
Ivanhoe Mines
1,80

Sektorfordeling

Sektor Selskab Vægt
Finans
HDFC Bank
ICICI Bank
Bank Rakyat Indonesia
Chailease Holding
China Merchants
Gentera SAB de CV
Indian Energy Exchange
Bank BTPN Syariah Tbk
Aavas Financiers
Multi Commodity Exch India
Banco BTG Pactual
East Money Info
Regional SAB de CV
26,25
Teknologi
Samsung Electronics
TSMC
MediaTek
Sunny Optical Tech
TOTVS
Realtek Semiconductor
Samsung SDI Co Ltd
Longi Green Energy Tech
Computer Age Management
DLocal Uruguay
25,99
Kommunikation
Tencent Holdings
Affle India
6,73
Industri og Service
Techtronic Industries
Weg
Kajaria Ceramics
KEC International
L&T Technology Services
AIA Engineering
Jiangsu Hengli Hydraulic
Sungrow Power
Schaeffler India
Airtac International Group
16,15
Cyklisk forbrug
Shenzhou Intl. Group
Mercadolibre
Amber Enterprises India
Lemon Tree Hotels
Alibaba Group Holding
Balkrishna Industries
JD.com
13,88
Stabilt forbrug
Raia Drogasil
Walmart de Mexico
4,45
Medicinal
Hangzhou Tigermed Consulting
1,74
Råvarer
Hansol Chemical
Ivanhoe Mines
Beijing Oriental Yuhong
Ganfeng Lithium Group
4,81

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