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Copy of Thematic Tech

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Index Performance

+12.01%
Copy of Thematic Tech
+7.79%
QQQ

Overview

Description

The Thematic Tech Index is a technology heavy, primarily US based benchmark of the biggest 50 companies in the NYSE and NASDAQ. It excludes the finance and mineral sectors.

  • Inception Date12/06/2024
  • WeightingMarket Cap
  • # of holdings49
What's inside?

Holdings

All holdings as of December 15, 2025
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NVIDIA Corp. (NVDA)13.52%$4.28T62.49%73.41%24.10
Apple, Inc. (AAPL)12.85%$4.05T6.43%46.91%9.35
Microsoft Corp. (MSFT)11.16%$3.53T18.43%69.05%13.22
Alphabet, Inc. (GOOG)10.98%$3.73T16.21%59.66%7.56
Alphabet, Inc. (GOOGL)10.96%$3.73T16.21%59.66%7.55
Amazon.com, Inc. (AMZN)7.49%$2.38T13.40%50.79%3.52
Broadcom Inc. (AVGO)5.07%$1.60T23.87%64.71%28.84
Tesla, Inc. (TSLA)4.84%$1.58T11.57%17.99%16.11
Meta Platforms, Inc. (META)4.44%$1.63T26.25%82.03%10.00
Netflix, Inc. (NFLX)1.26%$428.48B19.06%47.03%12.19
Costco Wholesale Corp. (COST)1.21%$382.05B8.30%13.07%1.39
Advanced Micro Devices, Inc. (AMD)1.06%$337.95B35.59%48.43%8.07
Cisco Systems, Inc. (CSCO)0.98%$309.17B7.53%64.62%5.13
Micron Technology, Inc. (MU)0.84%$267.27B48.85%40.17%3.81
T-Mobile US, Inc. (TMUS)0.70%$219.41B8.90%49.29%4.50
PepsiCo, Inc. (PEP)0.66%$206.77B2.65%53.72%2.63
Applied Materials, Inc. (AMAT)0.66%$207.17B4.39%48.67%6.46
Lam Research Corp. (LRCX)0.66%$206.37B27.74%50.43%8.20
Intuitive Surgical, Inc. (ISRG)0.63%$198.35B22.91%66.36%16.33
QUALCOMM, Inc. (QCOM)0.61%$191.99B13.66%55.43%4.29
Intuit, Inc. (INTU)0.58%$182.16B18.34%74.16%9.82
Booking Holdings, Inc. (BKNG)0.56%$175.92B12.68%97.79%6.79
Amgen, Inc. (AMGN)0.56%$175.17B13.32%67.85%5.52
Intel Corp. (INTC)0.55%$178.92B2.78%38.22%3.50
Texas Instruments Incorporated (TXN)0.52%$161.71B14.24%57.42%10.24
KLA Corp. (KLAC)0.51%$160.97B13.05%59.43%11.52
PDD Holdings, Inc. (PDD)0.49%$153.69B6.69%56.74%2.22
Gilead Sciences, Inc. (GILD)0.47%$148.61B3.36%79.84%5.33
Adobe, Inc. (ADBE)0.47%$146.99B10.43%89.27%5.75
Analog Devices, Inc. (ADI)0.44%$137.32B16.89%54.68%11.03
Honeywell International, Inc. (HON)0.40%$125.36B6.99%37.79%3.94
Vertex Pharmaceuticals, Inc. (VRTX)0.37%$115.62B12.27%86.69%8.22
Automatic Data Processing, Inc. (ADP)0.34%$107.16B7.09%49.60%5.80
Comcast Corp. (CMCSA)0.33%$102.79B-2.72%59.38%1.67
Starbucks Corp. (SBUX)0.31%$97.11B2.80%16.36%3.18
Synopsys, Inc. (SNPS)0.27%$84.45B15.18%74.26%12.26
O'Reilly Automotive, Inc. (ORLY)0.25%$80.31B7.82%51.85%5.73
Regeneron Pharmaceuticals, Inc. (REGN)0.25%$79.10B0.90%82.47%3.83
Equinix, Inc. (EQIX)0.24%$74.76B5.22%21.85%10.45
Monster Beverage Corp. (MNST)0.23%$73.13B16.81%55.73%7.99
Mondelez International, Inc. (MDLZ)0.22%$70.01B5.87%29.31%2.70
CSX Corp. (CSX)0.22%$69.23B-0.88%34.88%6.04
PayPal Holdings, Inc. (PYPL)0.18%$56.83B7.74%41.03%2.00
Airbnb, Inc. (ABNB)0.18%$81.14B10.85%77.91%5.50
JD.com, Inc. (JD)0.13%$42.36B15.02%16.79%0.27
Keurig Dr Pepper, Inc. (KDP)0.13%$39.71B10.67%51.00%3.20
The Kraft Heinz Co. (KHC)0.09%$29.00B-2.29%32.48%1.95
Charter Communications, Inc. (CHTR)0.09%$30.36B-0.89%46.25%2.49
Moderna, Inc. (MRNA)0.04%$11.69B-45.44%74.51%2.82
Market data by FactSet

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