• Accor - $AC (+1,72 %)
• 
  Air Liquide - $AI (-1,19 %)
• 
  Airbus - $AIR (-1 %)
• 
  ArcelorMittal - $MT (+0,1 %)
• 
  AXA - $CS (-1,79 %)
• 
  BNP Paribas - Bouygues $BNP (-1,07 %)
• 
  Bouygues - $EN (-2,83 %)
• 
  Bureau Veritas - $BVI (+1,33 %)
• 
  Capgemini - $CAP (-1,23 %)
• 
  Carrefour - $CA (-1,96 %)
• 
  Crédit Agricole - $ACA (-1,54 %)
• 
  Danone - $BN (+0,86 %)
• 
  Dassault Systèmes - $DSY (-2,03 %)
• 
  Edenred - $EDEN (-1,39 %)
• 
  Engie - $ENGI (-0,26 %)
• 
  EssilorLuxottica - $EL (+1,62 %)
• 
  Eurofins Scientific - $ERF (-0,54 %)
• 
  Hermès International - $RMS (+0,18 %)
• 
  Kering - $KER (-0,55 %)
• 
  Legrand - $LR (-1,61 %)
• 
  L'Oréal - $OR (+0,93 %)
• 
  LVMH - MICHELIN $MC (-0,04 %)
• 
  Michelin - $ML (-0,83 %)
• 
  Orange - $ORA
• 
  Pernod Ricard - $RI (-3,57 %)
• 
  Publicis Groupe - $PUB (-0,77 %)
• 
  Renault - $RNO (-2,73 %)
• 
  Safran - $SAF (+0,14 %)
• 
  Saint-Gobain - $SGO (-2,31 %)
• 
  Sanofi - $SAN (-1,18 %)
• 
  Schneider Electric - $SU (+0,68 %)
• 
  Société Générale - $GLE (+1,47 %)
• 
  Stellantis - $STLAM (-0,07 %)
• 
  STMicroelectronics - $STM (+4,4 %)
• 
  Teleperformance - $TEP (+3,06 %)
• 
  Thales - $HO (-1,01 %)
• 
  TotalEnergies - $TTE (-0,39 %)
• 
  Unibail-Rodamco-Westfield - $URW (-0,52 %)
• 
  Veolia Environnement - Vinci $VIE (-0,28 %)
• 
  Vinci - $DG (-0,35 %)

🛒 New purchases

• R3N SME shares (fraction)$R3N493
• 
  Secunet (cybersecurity 🇩🇪)$YSN (+5,08 %)
• 
  Atoss Software (HR software 🇩🇪)$AOF (-0,23 %)
• 
  Novo Nordisk (healthcare 🇩🇰)$NOVO B (+4,99 %)
• 
  Capgemini (IT services 🇫🇷)$CAP (-1,23 %)

🔄 Movement

• Sale of Infineon Technologies (semiconductors 🇩🇪), to reallocate to other sectors.$IFX (+3,45 %)

🎯 Quick summary

Early September rhymes with :

The strategy remains the same: build a portfolio balanced between growth and dividendsby gradually adding solid companies.

• Dividends falling steadily 💵
• Strengthening in health + tech
• A small rotation with the exit of Infineon

Largest European tech stocks by market capitalization

SAP € 259 billion $SAP (-1,25 %)

ASML € 253 billion $ASML (+2,44 %)

ARM Holdings € 160 billion $ARM (+2,01 %)

NXP Semiconductors € 54 billion $NXPI (-0,13 %)

Dassault Systèmes € 44 billion $DSY (-2,03 %)

Infineon € 40 billion $IFX (+3,45 %)

Capgemini € 32 billion $CAP (-1,23 %)

ASM International € 26 billion $ASM (-2,68 %)

Ericsson € 26 billion $ERIC B (-0,48 %)

Hexagon € 23 billion $HEXA B (+0,1 %)

Nokia € 22 billion $NOKIA (+0,22 %)

STMicroelectronics € 22 billion $STM (+4,4 %)

Logitech € 12 billion $LOGN (-0,8 %)

Sage Group € 12 billion $SGE (-2,25 %)

>> Which ones are you invested in and how are they performing? Most of these European tech stocks can be found in the iShares MSCI Europe Information Technology - ETF, WKN: A2QBZ3

#halbleiter
#semiconductor
#techaktien
#europa
#software
#ki
#ai
#künstlicheinteligenz

𝐄𝐮𝐫𝐨𝐩𝐚 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐬𝐜𝐡 𝐚𝐛𝐠𝐞𝐡ä𝐧𝐠𝐭? 🐢🐢🐢 𝐖𝐚𝐬 𝐦ü𝐬𝐬𝐞𝐧 𝐰𝐢𝐫 ä𝐧𝐝𝐞𝐫𝐧 - 𝐡𝐚𝐮𝐭 𝐞𝐬 𝐢𝐧 𝐝𝐢𝐞 𝐊𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐞! Due to work, I had calls with customers in Japan, Korea, China and the US again this week. Somehow I can't get over how little is happening in Europe and Germany at the moment. Everything seems much too slow and sluggish and the bureaucracy does not provide the framework, but much too rigid specifications. The Handelsblatt headlined correctly: "If Germany and Europe do not want to become technologically dependent, we must now significantly intensify our efforts with regard to these standardization processes," demands Fraunhofer President Reimund Neugebauer. Germany has not been in an optimal position in this area for some time. Politicians have underestimated the importance so far, and companies have also acted too hesitantly."

It remains to be seen whether Germany will awaken from its digital torpor and be able to generate momentum with new initiatives, or whether we will soon just be buying in technologies instead of developing them.

Best regards, Magnus from Rainbow Stocks