Semiconductor Exposure Basket
ESDM/design/OSAT proxies — no listed fab pure-play yet. Profitable names, but semis are a slice of revenue; corrected sharply in FY26 after a 200-400% run.
Point-in-time — grades are reviewed each cycle; every change publishes as a dated action. Snapshot 22 June 2026.
Sources: Basket methodology — in the sector dossier
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