LINXC.MI - Holdings | Nexus Finance

Holdings & Portfolio Structure

Holdings as of 09/20/2026

Detailed breakdown of ETF components

All Holdings

#	Ticker	Name	Sector	Industry	Market Cap	Weight	P/E	Fwd P/E	D/E	P/B	P/S	EV/EBITDA	P/FCF	FCF Yield	Revenue Estimate	EPS Estimate
1	MSFT	Microsoft Corporation	Technology	Software - Infrastructure	3,55 Bio. €	8.39%	29.81	22.60	29.12%	8.98	11.97	20.25	240.14	0.42%	FY Cur +17.91% (50) Q Cur +16.75% (39) FY Next +19.60% (51) Q Next +5.41% (38)	FY Cur +14.40% (34) Q Cur +14.37% (27) FY Next +19.77% (33) Q Next +2.24% (27)
2	AMZN	Amazon.com, Inc.	Consumer Cyclical	Internet Retail	2,53 Bio. €	7.85%	21.11	25.07	45.62%	5.13	3.65	16.98	879.32	0.11%	FY Cur +15.55% (56) Q Cur +12.13% (47) FY Next +14.49% (58) Q Next +20.85% (46)	FY Cur +79.81% (51) Q Cur +0.10% (45) FY Next -18.35% (53) Q Next +25.14% (42)
3	TSM	Taiwan Semiconductor Manufactur	Technology	Semiconductors	2,1 Bio. €	7.36%	33.28	20.56	16.50%	93.33	0.53	5.24	3.22	31.08%	FY Cur +43.15% (40) Q Cur +47.10% (26) FY Next +35.34% (40) Q Next +10.50% (25)	FY Cur +59.22% (13) Q Cur +53.40% (9) FY Next +30.04% (13) Q Next +11.10% (9)
4	MA	Mastercard Incorporated	Financial Services	Credit Services	460,61 Mrd. €	5.89%	32.41	25.58	439.58%	92.11	14.71	23.27	30.43	3.29%	FY Cur +13.63% (37) Q Cur +12.05% (29) FY Next +12.61% (36) Q Next +3.25% (28)	FY Cur +17.17% (37) Q Cur +17.61% (30) FY Next +15.58% (38) Q Next +0.38% (29)
5	CDNS	Cadence Design Systems, Inc.	Technology	Software - Application	86,86 Mrd. €	4.50%	70.15	36.88	38.66%	14.17	16.67	45.08	60.46	1.65%	FY Cur +19.34% (23) Q Cur +20.43% (18) FY Next +13.51% (25) Q Next +2.15% (18)	FY Cur +18.50% (13) Q Cur +6.01% (18) FY Next +98.87% (25) Q Next -0.97% (18)
6	NOW	ServiceNow, Inc.	Technology	Software - Application	129,97 Mrd. €	4.37%	86.95	28.14	67.54%	11.64	9.89	51.18	28.28	3.54%	FY Cur +22.14% (45) Q Cur +20.22% (36) FY Next +18.78% (46) Q Next +6.47% (34)	FY Cur +15.86% (44) Q Cur +6.38% (39) FY Next +23.08% (44) Q Next +14.13% (38)
7	SPGI	S&P Global Inc.	Financial Services	Financial Data & Stock Exchanges	107,3 Mrd. €	4.33%	24.82	20.20	42.98%	3.82	7.46	16.64	22.07	4.53%	FY Cur -3.72% (18) Q Cur -6.51% (19) FY Next +5.48% (20) Q Next -0.46% (19)	FY Cur +0.15% (22) Q Cur -6.62% (21) FY Next +13.05% (24) Q Next -7.72% (21)
8	V	Visa Inc.	Financial Services	Credit Services	645,84 Mrd. €	4.30%	32.80	25.69	67.82%	20.43	16.27	22.51	35.46	2.82%	FY Cur +14.39% (36) Q Cur +12.68% (29) FY Next +10.99% (35) Q Next +0.78% (22)	FY Cur +15.33% (39) Q Cur +15.09% (31) FY Next +13.41% (40) Q Next +5.71% (26)
9	ADYEN.AS	ADYEN	Technology	Software - Infrastructure	27,97 Mrd. €	4.25%	24.90	18.97	6.93%	4.73	10.82	11.78	-	-4.26%	FY Cur +21.33% (27) Q Cur +22.32% (4) FY Next +21.56% (27) Q Next +10.75% (4)	FY Cur +14.49% (27) Q Cur - (1) FY Next +21.42% (27) Q Next -
10	AJG	Arthur J. Gallagher & Co.	Financial Services	Insurance Brokers	53,24 Mrd. €	4.15%	38.59	15.72	59.40%	2.51	3.95	16.96	28.65	3.49%	FY Cur +20.80% (9) Q Cur +19.71% (6) FY Next +8.70% (9) Q Next -3.57% (3)	FY Cur +22.54% (23) Q Cur +28.69% (21) FY Next +13.01% (23) Q Next -6.31% (20)
11	UMG.AS	UNIVERSAL MUSIC GROUP	Communication Services	Entertainment	26,79 Mrd. €	4.00%	82.78	13.67	152.30%	7.45	2.09	14.34	14.96	6.69%	FY Cur +7.31% (18) Q Cur +11.31% (4) FY Next +7.02% (18) Q Next +14.61% (4)	FY Cur -3.27% (15) Q Cur - (1) FY Next +9.37% (16) Q Next +23.26% (1)
12	LSEG.L	LONDON STOCK EXCHANGE GROUP PLC	Financial Services	Financial Data & Stock Exchanges	49,38 Mrd. €	3.93%	31.27	1599.56	64.29%	231.05	4.33	17.10	24.31	4.11%	FY Cur +5.84% (12) Q Cur +7.50% (1) FY Next +6.81% (12) Q Next -100.00% (0)	FY Cur +13.68% (14) Q Cur - FY Next +14.33% (13) Q Next -
13	BSX	Boston Scientific Corporation	Healthcare	Medical Devices	55,27 Mrd. €	3.88%	17.30	12.63	50.15%	2.48	2.95	12.83	25.26	3.96%	FY Cur +5.56% (26) Q Cur +1.09% (23) FY Next +4.77% (27) Q Next +5.57% (21)	FY Cur +6.43% (26) Q Cur +0.50% (23) FY Next +3.86% (26) Q Next +10.83% (21)
14	META	Meta Platforms, Inc.	Communication Services	Internet Content & Information	1,63 Bio. €	3.77%	27.08	20.80	43.00%	7.01	8.02	16.95	84.94	1.18%	FY Cur +26.45% (60) Q Cur +23.62% (47) FY Next +20.62% (60) Q Next +16.35% (46)	FY Cur +32.16% (55) Q Cur +495.49% (44) FY Next +9.76% (54) Q Next +32.17% (43)
15	TMO	Thermo Fisher Scientific Inc	Healthcare	Diagnostics & Research	217,15 Mrd. €	3.28%	35.42	23.86	80.58%	4.62	5.25	23.82	39.01	2.56%	FY Cur +7.45% (25) Q Cur +7.45% (19) FY Next +5.15% (25) Q Next +8.03% (17)	FY Cur +9.90% (26) Q Cur +10.59% (21) FY Next +9.72% (27) Q Next +13.49% (19)
16	MCK	McKesson Corporation	Healthcare	Medical Distribution	97,69 Mrd. €	2.83%	25.16	18.56	-	-	0.27	16.69	16.09	6.21%	FY Cur +7.05% (12) Q Cur +6.61% (11) FY Next +6.89% (12) Q Next +2.97% (11)	FY Cur +14.25% (14) Q Cur +9.28% (13) FY Next +13.22% (14) Q Next +2.46% (13)
17	TCEHY	Tencent Holding Ltd.	Communication Services	Internet Content & Information	438,85 Mrd. €	2.73%	15.00	1.95	38.59%	2.90	0.62	1.93	4.15	24.09%	FY Cur +9.83% (42) Q Cur +9.33% (18) FY Next +9.52% (42) Q Next +0.95% (15)	FY Cur +3.31% (2) Q Cur -12.95% (1) FY Next -2.73% (2) Q Next -3.91% (1)
18	GOOGL	Alphabet Inc.	Communication Services	Internet Content & Information	3,84 Bio. €	2.63%	17.64	23.12	18.86%	6.91	9.65	24.00	189.75	0.53%	FY Cur +23.84% (52) Q Cur +24.48% (39) FY Next +23.53% (51) Q Next +11.23% (36)	FY Cur +90.83% (53) Q Cur +5.35% (43) FY Next -27.42% (53) Q Next +10.65% (39)
19	ISRG	Intuitive Surgical, Inc.	Healthcare	Medical Instruments & Supplies	133,67 Mrd. €	2.11%	48.62	35.00	-	8.26	13.57	33.88	57.27	1.75%	FY Cur +16.80% (31) Q Cur +16.04% (25) FY Next +12.83% (31) Q Next +10.50% (24)	FY Cur +20.95% (27) Q Cur +10.03% (24) FY Next +12.14% (27) Q Next +7.69% (24)
20	UNH	UnitedHealth Group Incorporated	Healthcare	Healthcare Plans	303,86 Mrd. €	2.03%	23.86	16.78	69.21%	3.49	0.76	14.33	14.03	7.13%	FY Cur -0.11% (19) Q Cur -1.48% (18) FY Next +2.96% (21) Q Next -0.23% (17)	FY Cur +21.51% (25) Q Cur +42.11% (23) FY Next +13.81% (26) Q Next -49.33% (23)
21	HII	Huntington Ingalls Industries,	Industrials	Aerospace & Defense	9,31 Mrd. €	1.94%	15.79	12.63	55.25%	1.96	0.79	11.42	-	-2.88%	FY Cur +7.06% (12) Q Cur +5.30% (12) FY Next +6.38% (11) Q Next +4.46% (11)	FY Cur +20.22% (11) Q Cur +19.64% (11) FY Next +13.30% (10) Q Next +17.02% (10)
22	BX	Blackstone Inc.	Financial Services	Asset Management	121,92 Mrd. €	1.62%	25.57	15.40	68.19%	10.14	8.82	-	-	-	FY Cur +14.13% (6) Q Cur +2.47% (4) FY Next +24.46% (6) Q Next +28.21% (4)	FY Cur +7.04% (23) Q Cur -13.40% (19) FY Next +24.46% (24) Q Next +33.31% (18)
23	DIM.PA	SARTORIUS STED BIO	Healthcare	Medical Instruments & Supplies	20,7 Mrd. €	1.58%	70.70	35.41	56.57%	4.87	6.89	27.39	102.28	0.98%	FY Cur +5.41% (12) Q Cur +7.40% (4) FY Next +11.12% (12) Q Next +11.98% (3)	FY Cur +13.45% (13) Q Cur +25.98% (4) FY Next +20.39% (13) Q Next +24.78% (3)
24	AIR.PA	AIRBUS SE	Industrials	Aerospace & Defense	148,64 Mrd. €	1.40%	25.01	21.59	54.99%	5.74	1.93	16.60	47.51	2.10%	FY Cur +10.16% (22) Q Cur +7.04% (6) FY Next +11.80% (22) Q Next +49.72% (5)	FY Cur +5.55% (19) Q Cur +0.59% (4) FY Next +19.63% (20) Q Next +51.84% (3)