Betashares Nasdaq 100 ETF (NDQ) is up 30% in a year. Which stocks have turbocharged its rise?

Of course, Nvidia is one of them… but not all of them are tech stocks!

The exchange-traded fund (ETF) Betashares Nasdaq 100 ETF (ASX: NDQ) allows Australian investors easy access and exposure to the biggest companies listed on the US-based NASDAQ stock exchange.

The ETF seeks to track the performance of the NASDAQ-100 Index (NASDAQ: NDX) before fees. This index represents the 100 largest stocks on the NASDAQ by market capitalisation.

When people think of the NASDAQ 100, they think US tech shares.

That's fair enough, particularly given the dominant presence of the Magnificent Seven, which are either tech developers themselves or use high tech in their businesses.

But in reality, only about half (49.7%) of the NASDAQ 100 is tech stocks. The rest are communications shares (16.4%), consumer discretionary (13.4%), consumer staples (5.9%), health care (5.9%), and others.

Over the past 12 months, the Betashares Nasdaq 100 ETF has risen by an impressive 30.19%. The NDQ ETF was trading at $47.68 per unit on Thursday, down 0.68% for the day.

So, which stocks have contributed most to another year of exceptional capital gains for the Betashares Nasdaq 100 ETF (ASX: NDQ)?

Businessman taking off in rocket-fuelled office chair.

Image source: Getty Images

12 stocks pumping up the NDQ ETF

Nvidia Corp (NASDAQ: NVDA)

Shares in chip maker Nvidia have ripped 180.6% higher to US$135.34 over the past year.

It's no surprise that Nvidia is the fastest-growing stock within the Betashares Nasdaq 100 ETF.

Arm Holdings PLC-ADR (NASDAQ: ARM)

The Arm Holdings share price has shot 118.6% higher to US$133.37 over the past year.

Arm is a British semiconductor and software design company based in England.

Constellation Energy Corp (NASDAQ: CEG)

Stock in Constellation Energy has risen 102.6% to US$253.39 over the past 12 months.

Constellation is one of the largest energy suppliers in the United States.

Netflix Inc (NASDAQ: NFLX)

Shares in streaming company Netflix have also contributed strongly to the growth of the Betashares Nasdaq 100 ETF over the past year.

Netflix shares are up 83.1% to US$877.34.

Fortinet Inc (NASDAQ: FTNT)

Stock in cybersecurity services provider, Fortinet has risen 75% to US$94.06 per share.

Intuitive Surgical, Inc. (NASDAQ: ISRG)

The Intuitive Surgical share price is up 71% to US$535.55 per share.

Intuitive Surgical is a US biotech that develops and manufacturers clinical and surgical robotics.

Meta Platforms Inc (NASDAQ: META)

Stock in social media empire Meta has risen 70.1% to US$569.20 per share over the past 12 months.

Broadcom Inc (NASDAQ: AVGO)

Shares in Broadcom have ascended 68% to US$159.67 over the past year.

Broadcom is a US developer and manufacturer of semiconductor and infrastructure software products.

Booking Holdings (NASDAQ: BKNG)

Stock in Booking Holdings has lifted 66.8% to US$5,223.15 per share.

Booking is a US travel technology company and one of the priciest stocks, in dollar terms, within the NDQ ETF.

Crowdstrike Holdings Inc (NASDAQ: CRWD)

Stock in US cybersecurity company, Crowdstrike has risen by 65.5% to US$347.59 over the year.

Costco Wholesale Corporation (NASDAQ: COST)

The CostCo share price has ascended 61.6% to US$961.55 over the past year.

CostCo is a membership warehouse retailer that sells goods at wholesale prices.

Marvell Technology Inc (NASDAQ: MRVL)

Stock in Marvell Technology has risen 61.2% to US$90.10 per share over the past 12 months.

Marvell is a US semiconductor developer.

Price history snapshot: Betashares Nasdaq 100 ETF

The Betashares Nasdaq 100 ETF has risen by 125.4% over the past five years.

This compares to a 23.7% increase in the S&P/ASX 200 Index (ASX: XJO).

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF, Booking Holdings, Costco Wholesale, CrowdStrike, Fortinet, Intuitive Surgical, Meta Platforms, Netflix, and Nvidia. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Broadcom, Constellation Energy, and Marvell Technology. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Booking Holdings, CrowdStrike, Meta Platforms, Netflix, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Exchange-Traded Funds (ETFs)

Mid-aged couple looking at a laptop.
Exchange-Traded Funds (ETFs)

Why I'd invest $5,000 into these Betashares ETFs

These three funds offer different ways to build long-term wealth.

Read more »

Smiling woman with her head and arm on a desk holding $100 notes, symbolising dividends.
Dividend Investing

Vanguard ETFs will pay dividends today. Here's how much

Vanguard manages some of the most popular ASX ETFs including VAS, VHY, VGS, and VEQ.

Read more »

Woman holding $50 and $20 notes.
Dividend Investing

Dividend payday for ASX ETF investors! Here is how much you'll get

Own ASX A200, DHHF, or other Betashares ETFs? You will receive dividends today.

Read more »

A boy is wowed at a surge of water from a blowhole.
Exchange-Traded Funds (ETFs)

Down 16% in 2 weeks: The saga of the ASX's wildest ETF continues

The saga continues...

Read more »

ETF written in white on a multi coloured background.
Exchange-Traded Funds (ETFs)

3 fantastic ASX ETFs for buy and hold investors

Let's see why these funds could be worth a look if you want to build wealth.

Read more »

Two work colleagues looking at a laptop and discussing something.
Exchange-Traded Funds (ETFs)

Is the IVV ETF one of the best buy and hold picks?

I look at whether this popular US-focused ETF deserves a place in a portfolio for decades.

Read more »

A casually dressed woman at home on her couch looks at index fund charts on her laptop.
Exchange-Traded Funds (ETFs)

Why these Vanguard ETFs could be buys for beginners

I take a closer look at three Vanguard ETFs I think could suit new investors.

Read more »

Corporate businesspeople group discussing strategies in professional indoors setting.
Exchange-Traded Funds (ETFs)

3 excellent ASX ETFs for beginners in 2027

If you are starting out, then it could be worth considering these funds.

Read more »