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Porteføljen pr. 31. december 2021

Region Selskab Vægt
Indien
HDFC
HDFC Bank
ICICI Bank
Indian Energy Exchange
Kajaria Ceramics
KEC International
ICICI Lombard General Insurance
Amber Enterprises India
Godrej Properties
Aavas Financiers
Lemon Tree Hotels
Affle India
Balkrishna Industries
Schaeffler India
17,2
Korea, Taiwan
Samsung Electronics
TSMC
MediaTek
Chailease Holding
Douzone Bizon
Realtek Semiconductor
Samsung SDI Co Ltd
Hansol Chemical
Richwave Technology
Airtac International Group
27,6
Kina/Hong Kong
Tencent Holdings
Sunny Optical Tech
Techtronic Industries
Xinyi Solar
China Merchants
Ping An Insurance
Shenzhou Intl. Group
Geely Automobile
Hua Hong Semiconductor
Trip.com
Sea
Li Ning
Jiangsu Hengli Hydraulic
Hangzhou Tigermed Consulting
Alibaba Group Holding
Longi Green Energy Technol - A
Beijing Oriental Yuhong
Sungrow Power
EAST MONEY INFO
33,8
EMEA
Sberbank - Pref
Globant SA
TCS Group Holding - GDR
Ivanhoe Mines
HeadHunter Group
9,5
Øvrige Fjernøsten
Bank Rakyat Indonesia Perser
Bank BTPN Syariah Tbk
3,4
Latinamerika
Weg
Gentera SAB de CV
Raia Drogasil
Mercadolibre
Magazine Luiza
Banco BTG Pactual
DLocal Uruguay
8,5

Sektorfordeling

Sektor Selskab Vægt
Finans
HDFC
HDFC Bank
ICICI Bank
Sberbank - Pref
Bank Rakyat Indonesia Perser
Chailease Holding
China Merchants
Ping An Insurance
Gentera SAB de CV
Indian Energy Exchange
ICICI Lombard General Insurance
Bank BTPN Syariah Tbk
Aavas Financiers
TCS Group Holding - GDR
Banco BTG Pactual
EAST MONEY INFO
25,7
Teknologi
Samsung Electronics
TSMC
MediaTek
Sunny Optical Tech
Xinyi Solar
Hua Hong Semiconductor
Douzone Bizon
Realtek Semiconductor
Samsung SDI Co Ltd
Globant SA
Longi Green Energy Technol - A
Richwave Technology
DLocal Uruguay
32,0
Kommunikation
Tencent Holdings
Sea
Affle India
9,1
Industri og Service
Techtronic Industries
Weg
Kajaria Ceramics
KEC International
Amber Enterprises India
Jiangsu Hengli Hydraulic
Sungrow Power
Schaeffler India
Airtac International Group
HeadHunter Group
12,7
Cyklisk forbrug
Shenzhou Intl. Group
Geely Automobile
Mercadolibre
Trip.com
Lemon Tree Hotels
Magazine Luiza
Li Ning
Alibaba Group Holding
Balkrishna Industries
12,5
Stabilt forbrug
Raia Drogasil
1,1
Ejendom
Godrej Properties
1,1
Medicinal
Hangzhou Tigermed Consulting
1,6
Råvarer
Hansol Chemical
Ivanhoe Mines
Beijing Oriental Yuhong
4,1

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