The growth in the stock market maintained by the large North American technology firms is helping several Spanish funds to remain among the most profitable within the Global League of elEconomista.es, led by Bulnes Global, advised by Javier Morales for Gescooperativo, which manages to overcome the 30% revaluation, above the 24% performance achieved by the Nasdaq in the year, thanks to having among its main positions Amazon, Meta Platforms, Alphabet, Microsoft, Apple, Berkshire Hathaway, Exor, Constellation Software or Mastercard. Firms that also appear in other Spanish global stock funds.
In the case of Ibercaja Megatrends, the companies with the most weight in the portfolio are Microsoft, NVIDIA, AstraZeneca, Merck, Apple, Edwards Lifesciences, Kerry Group, First Solar and Merck; while in Arquia Banca Future Leaders are Taiwan Semiconductor Manufacturing, ASML, MercadoLibre or the fund DPAM B Eqs NewGems Sust F Cap those who monopolize the top positions in the portfolio, apart from some of the first swords of technology.
On the part of Rural RV Internacional Standard, it is Visa, Palo Alto Networks, AbbVie or RWE that are also mixed with some of the Magnificent Seven. In Paradox Equity Fund, which occupies the 13th position in the Global League, Wynn Resorts, Oracle, The Brink’s, Iron Mountain, Frontdoor, Dollarama, Hilton Worldwide Holdings, Lennox International, Motorola and Masco are the main bets of the management team.
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