Lapis Nextgen Analytics
Global NextGen 50 Analysis
The LAPIS Global NextGen Analysis is composed of each of the Top 10 companies of the following Lapis Analysis: Quantum Computing, Data Center, Artificial Intelligence, Aerospace & Defense and Cyber Security. All companies are equally weighted, have a market capitalization above USD 20 billion and 50% of them have paid uninterrupted and continuously increasing dividends over the last 5 years.
Analysis facts
Transparent rules and disciplined signals that guide allocation through changing markets.
Asset class
EquityRegion
Lapis Nextgen AnalyticsCurrency
USDLaunch Date
01/01/2021Rebalancing
Semi-annually: end of April and OctoberCalculation
DailyNAV
211.68Chart performance
Jan 1, 2025
Jan 1, 2026
202120222023202420252026
300250200150100500
JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
LAPISBenchmark
Performance
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD | 1 Yr | 3 Yr avg | since inception avg | |
|---|---|---|---|---|---|---|---|---|---|
| LAPIS | 22.27% | -21.91% | 39.05% | 19.54% | 36.84% | -2.53% | 32.41% | 25.67% | 15.36% |
| Benchmark | 19.03% | -17.96% | 22.81% | 18.01% | 22.87% | -3.11% | 20.52% | 17.09% | 10.46% |
Constituents
Country breakdown
- Country
- USA68.00%
- Germany6.00%
- Ireland6.00%
- Others20.00%
Sector breakdown
- Sector
- Information Technology44.00%
- Industrials28.00%
- Consumer Discretionary10.00%
- Communication Services8.00%
- Others10.00%
