European Tech Giants Drive Potential in London Stock Exchange ETFs
London, UK – September 21, 2025 โ- Investorsโ seeking to maximize their ISA allocations are turning to Exchange Traded Funds (ETFs) listed onโ the London Stock Exchange, with several โoptions showcasing โstrong potential for long-term growth. A closer look reveals key holdings in these ETFs, notably European โtechnology leaders, โare driving performance and attracting attention.
Among the ETFsโข gaining traction, holdings like aerospace giant Airbus and semiconductor equipmentโค manufacturer ASML โ stand out. Airbus benefits from a substantial backlog fueled by demand โฃfor โfuel-efficient aircraft likeโ the A320neoโข family, โคgainingโ ground on competitor Boeing. Meanwhile, ASML โholds a unique position asโ the sole provider of extreme ultraviolet (EUV)โข lithography machines, essential for producing advanced semiconductors used by industry leaders such as Taiwan Semiconductor Manufacturing and Samsung.
The importance ofโ ASML’s โคtechnology cannot be overstated; without its machines, the productionโ of components likeโ iPhone processors and advancementsโ in Artificial Intelligence wouldโฃ be impossible. However, the concentration of these high-quality stocks – ASMLโค andโ SAP collectively representing over 13% of the portfolio – introduces a degreeโ of risk should either company engage โin significant sell-offs.
Despite this concentration risk, analysts anticipate positive performance for these etfs, bolsteredโ by the quality of the underlying stocks and a near-3% dividendโ yield. โข
(This article originallyโฃ appeared on The โMotley Fool UK.)
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Ben McPoland hasโ positions in Nvidia and taiwan Semiconductor Manufacturing. The Motley Fool UK has recommended ASML, advanced Microโข Devices, Autodesk,โ Land Securities Group Plc,โข LondonMetric Property Plc,โข Nvidia, Segro Plc, Snowflake, Taiwan Semiconductor โManufacturing, and Tesco Plc. Views expressed onโค the companies mentioned in this article โare those โคof the writer and thus may differ from the โofficial โคrecommendations we make in our subscription โฃservices suchโค as Share Advisor,โ Hidden Winners and Pro. here atโฃ The Motley โFool we believe that considering โฃa diverse range of insights makes us better investors.
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