Teknologi.
Opdater din portefølje med den nyeste teknologi.
Teknologisektoren er hjemsted for virksomheder i alle størrelser, lige fra nystartede virksomheder til virksomheder med en markedsværdi over 1000 milliarder dollars.
Temaet teknologi inkluderer tendenser som kunstig intelligens (AI), smartphones, selvkørende teknologier, Internet of Things (IoT), streaming-tjenester med mere. Det er et område fuld af muligheder, men også en vis risiko.
Det stærke afkast, som sektoren har set de seneste år, betyder ikke, at teknologisektoren er uden risici. Teknologi ændrer sig hurtigt og de store markedsledere kan derfor også hurtigt falde bagud eller endda gå konkurs. Derudover kan nye, lovende virksomheder muligvis gøre et enormt indtryk i markedet for efter kort tid at falme ud.
I denne udgave af Nordnet Tema sætter vi fokus på teknologi. Du kan få inspiration til, hvilke aktier, ETF'er, internationale fonde eller certifikater og minifutures du kan investere i, hvis du er interesseret i teknologi.
Aktier.
Her finder du eksempler på aktier, du kan investere i, hvis du vil eksponere dig mod teknologi.
Værdipapirerne i oversigterne er ikke ment som investeringsanbefalinger, men en generel oversigt over de muligheder, der findes.
Selskaberne er blevet segmenteret efter deres fokus og relevans i forhold til temaet teknologi. Der er taget udgangspunkt i at finde de største og førende inden for deres felt. Der er udvalgt børsnoterede selskaber, som kan handles gennem Nordnet.
Nordiske aktier.
Aktie | Kommentar |
|---|---|
SimCorp | SimCorp er en dansk-baseret udbyder af softwareløsninger til virksomheder som opererer i asset management og wealth management, selvstændige fonde, pensionsfonde, forsikringsselskaber og andre virksomheder i den finansielle industri. Virksomheden tilbyder en integreret og tilpasselig løsning til at supportere investeringsmanagere. Løsningen kan blandt andet står for konsultering, automatisering af arbejdsgange, risiko og performance analyse samt datarapportering. SimCorp opererer i Norden, Europa, Mellemøsten, Nordamerika og Asien. |
TietoEVRY | TietoEVRY Corp is a Finland-based company engaged in providing information technology services software to both public and private sectors. The company’s operation is organized into six segments: Digital Experience, Hybrid Infra, Industry Software, Product Development Services, EVRY, and Other Operations. Among all segments, Industry Software derives the highest profit and margin. The company operates mainly in Europe, including Sweden, Norway, and Finland, but it also has business in China and India. |
Spotify | Spotify, headquartered in Stockholm, Sweden, is one of the world’s largest music streaming service providers, with over 150 million total listeners. The firm monetizes its users through both a paid subscription model, referred to as its premium service, and an ad-based model, referred to as its ad-supported service. Revenue from premium and ad-supported services represented 90% and 10% of Spotify’s 2017 total revenue, respectively. |
Nokia | Nokia is a leading vendor in the telecommunications equipment industry. The company's network business derives revenue from selling wireless and fixed-line hardware, software, and services. Nokia's technology segment licenses its patent portfolio to handset manufacturers and makes royalties from Nokia-branded cellphones. The company, headquartered in Espoo, Finland, operates on a global scale, with most of its revenue from communication service providers. |
Globale Aktier
Amazon.com Inc. | Amazon is among the world's highest-grossing online retailers, with $281 billion in net sales and roughly $365 billion in estimated physical/digital gross merchandise volume (GMV) in 2019. Online product and digital media sales accounted for 50% of net revenue in 2019, followed by commissions, related fulfillment and shipping fees, and other third-party seller services (19%), Amazon Web Services' cloud computing, storage, database, and other offerings (13%), Prime membership fees and other subscription-based services (7%), product sales at Whole Foods and other physical store retail formats (6%), and advertising services and cobranded credit cards (5%). |
AMD | Advanced Micro Devices designs and produces microprocessors for the computer and consumer electronics industries. The majority of the firm's sales are in the computer market via CPUs and GPUs. AMD acquired graphics processor and chipset maker ATI in 2006 in an effort to improve its positioning in the PC food chain. In 2009, the firm spun out its manufacturing operations to form a foundry joint venture, GlobalFoundries. |
Alphabet | Alphabet is a holding company, with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than 85% is from online ads. Google’s other revenue is from sales of apps and content on Google Play and YouTube, as well as cloud service fees and other licensing revenue. Sales of hardware such as Chromebooks, the Pixel smartphone, and smart homes products, which include Nest and Google Home, also contribute to other revenue. |
Apple Inc. | Apple designs a wide variety of consumer electronic devices, including smartphones (iPhone), tablets (iPad), PCs (Mac), smartwatches (Apple Watch), and TV boxes (Apple TV), among others. The iPhone makes up the majority of Apple’s total revenue. In addition, Apple offers its customers a variety of services such as Apple Music, iCloud, Apple Care, Apple TV+, Apple Arcade, Apple Card, and Apple Pay, among others. Apple's products run internally developed software and semiconductors, and the firm is well known for its integration of hardware, software and services. Apple's products are distributed online as well as through company-owned stores and third-party retailers. The company generates about 40% of its revenue from the Americas, with the remainder earned internationally. |
Facebook is the world’s largest online social network, with 2.5 billion monthly active users. Users engage with each other in different ways, exchanging messages and sharing news events, photos, and videos. On the video side, the firm is in the process of building a library of premium content and monetizing it via ads or subscription revenue. Facebook refers to this as Facebook Watch. The firm’s ecosystem consists mainly of the Facebook app, Instagram, Messenger, WhatsApp, and many features surrounding these products. Users can access Facebook on mobile devices and desktop. Advertising revenue represents more than 90% of the firm’s total revenue, with 50% coming from the U.S. and Canada, and 25% from Europe. With gross margins above 80%, Facebook operates at a 30%-plus margin. | |
IBM | IBM looks to be a part of every aspect of an enterprise’s IT needs. The company primarily sells infrastructure services (37% of revenue), software (29% of revenue), IT services (23% of revenue) and hardware (8% of revenues). IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients – which includes 95% of all Fortune 500. While IBM is a B2B company, IBM’s outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world. |
Intel | Intel Corp is one of the world's largest chipmakers. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It is also the prime proponent of Moore's law for advances in semiconductor manufacturing. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has declined. These include areas such as the Internet of Things, memory, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, recently acquiring Altera, Mobileye, Nervana, Movidius, and Habana Labs in order to assist its efforts in non-PC arenas. |
Microsoft | Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three overarching segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops). Through acquisitions, Microsoft owns Xamarin, LinkedIn, and GitHub. It reports revenue in product and service and other revenue on its income statement. |
Nvidia | Nvidia is a leading designer of graphics processing units that enhance the experience on computing platforms. The firm's chips are used in a variety of end markets, including high-end PCs for gaming, data centers, and automotive infotainment systems. In recent years, the firm has broadened its focus from traditional PC graphics applications such as gaming to more complex and favorable opportunities, including artificial intelligence and autonomous driving, which leverage the high-performance capabilities of the firm's graphics processing units. |
Paypal Inc | PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had over 300 million active accounts at the end of 2019, including 20 million merchant accounts. The company also owns Xoom, an international money transfer business, and Venmo, a person-to-person payment platform. |
Tesla | Founded in 2003 and based in Palo Alto, California, Tesla is a vertically integrated sustainable energy company that also aims to transition the world to electric mobility by making electric vehicles. It sells solar panels and solar roofs for energy generation plus batteries for stationary storage for residential and commercial properties including utilities. It also makes solar roofs and plans to enter the HVAC market. The Tesla Roadster debuted in 2008, Model S in 2012, Model X in 2015, Model 3 in 2017, and Model Y in 2020. Global deliveries in 2019 were 367,656 units. Tesla went public in 2010 and employs about 50,000 people. |
Visa Inc. | Visa is the largest payment processor in the world. In fiscal 2019, it processed almost $9 trillion in purchase transactions. Visa operates in over 200 countries and processes transactions in over 160 currencies. Its systems are capable of processing over 65,000 transactions per second. |
ETF'er
ETF | Investeringsmålsætning | ISIN | Lb. omkost. | |
|---|---|---|---|---|
iShares Automation & Robotics | Fondens målsætning er at følge afkastet i et indeks sammensat af virksomheder på udviklede og nye markeder, der genererer en signifikant del af deres omsætning i specifikke sektorer associeret med udviklingen af automatisering og robotteknologi. | IE00BYZK4552 | 0,40 % | |
iShares S&P 500 Information Technology Sector | The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Information Technology Index | IE00B3WJKG14 | 0,15 % | |
Xtrackers MSCI World Information Technology | Investeringens mål er at afspejle afkastet før omkostninger og gebyrer i MSCI World Information Technology Total Return Net Indekset. Indekset er designet til at reflektere udviklingen i aktierne i visse selskaber fra forskellige udviklede lande. Aktierne er udstedt af selskaber i IT-sektoren. | IE00BQQP9F84 | 0,30 % | |
iShares Digitalisation | Fondens målsætning er at følge afkastet i et indeks sammensat af virksomheder på udviklede og nye markeder, der genererer en signifikant del af deres omsætning fra digitalt fokuserede services. | IE00BYZK4883 | 0,40% |
Finansielle instrumenter kan både stige og falde i værdi. Der er en risiko for, at du ikke får de investerede penge tilbage. Inden du investerer i en fond, bør du læse prospektet, som er tilgængeligt hos fondsselskabet og central investorinformation, som du finder i ordreafgivelsesvinduet samt på fondens produktside på nordnet.dk.
Internationale fonde.
Fond | Investeringsmålsætning | ISIN | Årlige Omkostninger | |
|---|---|---|---|---|
BGF Technology A2 USD | The World Technology Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is in the technology sector. | LU0056508442 | 1,38% | |
Fidelity Global Technology A-Dis- EUR | Afdelingen investerer globalt i virksomheder indenfor forskning, udvikling, processer eller services som med fordel vil udnytte fremskridt indenfor teknologi. | LU0099574567 | 1,89 % | |
Franklin Technology A Acc USD | Afdelingen investerer mindst to tredjedele af sine samlede, investerede aktiver i aktier i selskaber, der forventes at drage fordel af det teknologiske fremskridt samt udvikling og anvendelse af teknologi. | LU0109392836 | 1,81% |
Nordnet Markets.
Kurtagefri*handel i teknologi aktier.
Alle investeringer i finansielle instrumenter er forbundet med risiko og kan både stige og falde i værdi. Læs mere om risici nedenfor og under afsnittet Risici.
* Produkterne er kurtagefrie, hvis du afgiver ordren på nordnet.dk eller via en af vores handelsapplikationer, hvor værdien af ordren er højere eller lig med 1.000 SEK/DKK/NOK eller 100 EUR. For telefonordrer via mæglere og/eller ordrer på mindre end 1.000 SEK/DKK/NOK eller 100 EUR, betales kurtage ifølge Nordnets gældende prisliste. Ved handel med produkter i en anden valuta end din basisvaluta betaler du et automatisk vekselgebyr, hvis du ikke har en aktiv valutakonto på dit depot. Kontakt Nordnets Kundeservice for mere information.