Index Performance
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TMLARGE
Overview
Description
This index was generated with help from Thematic Analyst.
- Inception Date04/13/2025
- WeightingEqual
- # of holdings117
What's inside?
Holdings
All holdings as of December 4, 2025
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| SEMrush Holdings, Inc. (SEMR) | 1.43% | $1.77B | 15.05% | 80.17% | 1.87 |
| UiPath, Inc. (PATH) | 1.38% | $9.81B | 15.92% | 83.55% | 4.65 |
| Applied Digital Corp. (APLD) | 1.34% | $8.67B | 5.79% | 13.41% | 21.64 |
| Solaris Energy Infrastructure, Inc. (SOI) | 1.30% | $3.77B | 122.40% | 33.38% | 5.13 |
| Viavi Solutions, Inc. (VIAV) | 1.27% | $3.91B | 25.57% | 56.00% | 2.64 |
| Teradata Corp. (TDC) | 1.20% | $2.77B | -5.45% | 61.30% | 1.35 |
| EPAM Systems, Inc. (EPAM) | 1.15% | $11.13B | 19.43% | 26.71% | 1.38 |
| Grid Dynamics Holdings, Inc. (GDYN) | 1.14% | $819.22M | 19.13% | 33.32% | 0.83 |
| Omnicell, Inc. (OMCL) | 1.12% | $1.78B | 9.99% | 43.30% | 1.17 |
| DigitalOcean Holdings, Inc. (DOCN) | 1.12% | $4.23B | 15.69% | 59.63% | 5.77 |
| JFrog Ltd. (FROG) | 1.11% | $7.35B | 25.54% | 77.07% | 9.77 |
| ePlus, Inc. (PLUS) | 1.08% | $2.38B | 21.60% | 25.51% | 0.66 |
| CACI International, Inc. (CACI) | 1.08% | $13.37B | 11.22% | 29.99% | 1.59 |
| Appian Corp. (APPN) | 1.07% | $2.91B | 21.39% | 73.95% | 3.47 |
| Integral Ad Science Holding Corp. (IAS) | 1.06% | $1.72B | 15.60% | 65.37% | 2.75 |
| Agilysys, Inc. (AGYS) | 1.06% | $3.54B | 16.14% | 58.73% | 9.84 |
| Clearwater Analytics Holdings, Inc. (CWAN) | 1.06% | $6.36B | 77.08% | 65.56% | 9.41 |
| CSG Systems International, Inc. (CSGS) | 1.04% | $2.20B | 2.87% | 46.70% | 1.82 |
| Jamf Holding Corp. (JAMF) | 1.04% | $1.73B | 15.20% | 70.66% | 2.41 |
| Confluent, Inc. (CFLT) | 1.03% | $8.17B | 19.31% | 74.11% | 5.36 |
| Workiva, Inc. (WK) | 1.03% | $5.17B | 20.77% | 79.31% | 5.85 |
| Compass, Inc. (New York) (COMP) | 0.99% | $5.85B | 23.56% | 11.08% | 0.73 |
| Qualys, Inc. (QLYS) | 0.98% | $5.37B | 10.17% | 83.69% | 6.80 |
| CleanSpark, Inc. (CLSK) | 0.98% | $3.84B | 102.21% | -3.85% | 5.76 |
| BlackLine, Inc. (BL) | 0.97% | $3.45B | 7.46% | 75.10% | 5.11 |
| Procore Technologies, Inc. (PCOR) | 0.96% | $11.94B | 14.52% | 78.52% | 8.11 |
| InterDigital, Inc. (IDCC) | 0.93% | $9.03B | 27.98% | 82.02% | 12.14 |
| NetScout Systems, Inc. (NTCT) | 0.93% | $1.95B | 14.60% | 73.82% | 1.63 |
| LiveRamp Holdings, Inc. (RAMP) | 0.93% | $1.83B | 7.73% | 70.18% | 1.85 |
| Progress Software Corp. (PRGS) | 0.92% | $1.86B | 39.80% | 70.40% | 3.59 |
| Parsons Corp. (PSN) | 0.92% | $8.99B | -10.41% | 22.19% | 1.56 |
| Core Scientific, Inc. (CORZ) | 0.91% | $5.30B | -14.95% | 4.66% | 18.50 |
| DXC Technology Co. (DXC) | 0.90% | $2.43B | -2.47% | 15.28% | 0.43 |
| Sprinklr, Inc. (CXM) | 0.90% | $1.93B | 9.16% | 66.41% | 1.80 |
| Rumble, Inc. (CFVI) | 0.90% | $3.36B | -1.18% | -17.52% | 15.60 |
| Bill Holdings, Inc. (BILL) | 0.90% | $5.28B | 10.40% | 77.36% | 3.26 |
| Dayforce, Inc. (DAY) | 0.89% | $11.06B | 9.45% | 53.53% | 6.13 |
| IAC, Inc. (IAC) | 0.89% | $2.80B | -37.17% | 59.31% | 1.16 |
| Lyft, Inc. (LYFT) | 0.89% | $8.99B | 10.67% | 37.18% | 1.34 |
| Asana, Inc. (ASAN) | 0.89% | $3.36B | 9.33% | 88.90% | 4.05 |
| Intapp, Inc. (INTA) | 0.89% | $3.63B | 17.02% | 73.85% | 5.91 |
| Box, Inc. (BOX) | 0.88% | $4.56B | 9.13% | 79.55% | 4.59 |
| Science Applications International Corp. (SAIC) | 0.88% | $4.68B | -5.57% | 12.17% | N/A |
| Freshworks, Inc. (FRSH) | 0.87% | $3.55B | 15.30% | 83.69% | 3.20 |
| Dropbox, Inc. (DBX) | 0.87% | $7.46B | -0.69% | 79.78% | 4.09 |
| A10 Networks, Inc. (ATEN) | 0.86% | $1.26B | 11.93% | 80.14% | 4.16 |
| Unity Software, Inc. (U) | 0.86% | $18.89B | 5.40% | 59.99% | 9.80 |
| Cargurus, Inc. (CARG) | 0.85% | $3.42B | 3.17% | 87.65% | 4.02 |
| Pegasystems, Inc. (PEGA) | 0.85% | $9.67B | 17.32% | 71.89% | 5.95 |
| Blackbaud, Inc. (BLKB) | 0.84% | $3.01B | -1.98% | 59.35% | 3.29 |
| Schrödinger, Inc. (SDGR) | 0.84% | $1.36B | 53.94% | 51.61% | 4.62 |
| ExlService Holdings, Inc. (EXLS) | 0.84% | $6.49B | 12.18% | 35.51% | 3.53 |
| Yelp, Inc. (YELP) | 0.84% | $1.84B | 4.36% | 87.02% | 1.15 |
| Alarm.com Holdings, Inc. (ALRM) | 0.84% | $2.59B | 6.61% | 62.81% | 3.19 |
| RingCentral, Inc. (RNG) | 0.84% | $2.53B | 4.91% | 71.83% | 1.59 |
| Waystar Holding Corp. (WAY) | 0.83% | $6.77B | 11.89% | 55.91% | 7.39 |
| Braze, Inc. (BRZE) | 0.83% | $3.32B | 23.79% | 67.67% | 4.12 |
| PC Connection, Inc. (CNXN) | 0.83% | $1.48B | -2.16% | 19.15% | 0.41 |
| Q2 Holdings, Inc. (QTWO) | 0.83% | $4.54B | 15.25% | 53.96% | 6.53 |
| ASGN Incorporated (ASGN) | 0.83% | $1.96B | -1.90% | 27.69% | 0.80 |
| Ziff Davis, Inc. (ZD) | 0.83% | $1.40B | 2.87% | 69.63% | 1.31 |
| Roku, Inc. (ROKU) | 0.83% | $13.97B | 13.97% | 43.36% | 2.95 |
| Dolby Laboratories, Inc. (DLB) | 0.82% | $6.31B | 5.92% | 88.13% | 4.68 |
| KBR, Inc. (KBR) | 0.82% | $5.66B | -0.82% | 13.98% | 1.04 |
| Amdocs Ltd. (DOX) | 0.82% | $8.41B | -9.41% | 36.58% | 2.14 |
| Amplitude, Inc. (AMPL) | 0.81% | $1.45B | 17.74% | 73.84% | 3.76 |
| NextNav, Inc. (NN) | 0.81% | $2.09B | -44.80% | -529.88% | 400.23 |
| ACI Worldwide, Inc. (ACIW) | 0.81% | $4.78B | 6.78% | 48.74% | 3.58 |
| N-able, Inc. (NABL) | 0.80% | $1.38B | 13.11% | 77.19% | 3.49 |
| Donnelley Financial Solutions, Inc. (DFIN) | 0.80% | $1.26B | -2.34% | 54.08% | 2.06 |
| Riot Platforms, Inc. (RIOT) | 0.79% | $5.80B | 112.57% | -6.75% | 12.77 |
| SentinelOne, Inc. (S) | 0.79% | $5.66B | 21.74% | 75.03% | 5.81 |
| Match Group, Inc. (MTCH) | 0.79% | $8.00B | 2.10% | 70.38% | 3.51 |
| OPENLANE, Inc. (KAR) | 0.79% | $2.74B | 11.15% | 41.23% | 2.89 |
| RXO, Inc. (RXO) | 0.79% | $2.34B | 36.63% | 18.16% | 0.55 |
| Tenable Holdings, Inc. (TENB) | 0.78% | $3.18B | 11.16% | 77.52% | 3.68 |
| Clear Secure, Inc. (YOU) | 0.78% | $4.39B | 15.51% | 62.11% | 3.33 |
| Zeta Global Holdings Corp. (ZETA) | 0.77% | $4.46B | 25.67% | 55.39% | 3.46 |
| Tempus AI, Inc. (TEM) | 0.77% | $13.58B | 84.72% | 61.61% | 13.30 |
| Phreesia, Inc. (PHR) | 0.77% | $1.23B | 14.83% | 61.37% | 3.51 |
| Klaviyo, Inc. (KVYO) | 0.76% | $9.05B | 32.24% | 75.51% | 6.47 |
| C3.ai, Inc. (AI) | 0.76% | $2.11B | -20.34% | 40.43% | N/A |
| Grindr, Inc. (TINV) | 0.76% | $2.52B | 29.60% | 73.93% | 7.70 |
| DoubleVerify Holdings, Inc. (DV) | 0.76% | $1.74B | 11.24% | 74.20% | 2.59 |
| AvePoint, Inc. (AVPT) | 0.75% | $2.85B | 23.56% | 74.24% | 7.74 |
| Alkami Technology, Inc. (ALKT) | 0.75% | $2.23B | 31.49% | 55.28% | 6.98 |
| AppFolio, Inc. (APPF) | 0.75% | $8.47B | 21.20% | 61.13% | 10.85 |
| Kyndryl Holdings, Inc. (KD) | 0.75% | $6.00B | -1.40% | 21.55% | 0.66 |
| ZoomInfo Technologies, Inc. (ZI) | 0.75% | $3.09B | 4.74% | 82.26% | 3.94 |
| Pitney Bowes, Inc. (PBI) | 0.74% | $1.58B | -7.97% | 53.14% | 1.99 |
| Certara, Inc. (CERT) | 0.74% | $1.52B | 10.33% | 48.67% | 5.05 |
| Euronet Worldwide, Inc. (EEFT) | 0.74% | $3.11B | 4.22% | 24.40% | 1.04 |
| Elastic NV (ESTC) | 0.74% | $7.77B | 15.91% | 75.91% | 5.41 |
| Innodata, Inc. (INOD) | 0.73% | $1.86B | 19.77% | 40.19% | 11.11 |
| nCino, Inc. (NCNO) | 0.73% | $2.79B | 9.63% | 58.27% | 5.60 |
| Manhattan Associates, Inc. (MANH) | 0.73% | $10.76B | 3.42% | 55.96% | 11.51 |
| EverCommerce, Inc. (EVCM) | 0.73% | $1.74B | -16.34% | 65.93% | 4.04 |
| Rapid7, Inc. (RPD) | 0.71% | $1.06B | 1.54% | 69.27% | 2.08 |
| CCC Intelligent Solutions Holdings, Inc. (CCCS) | 0.70% | $4.81B | 12.01% | 64.50% | 6.58 |
| SoundHound AI, Inc. (SOUN) | 0.70% | $5.38B | 67.57% | 33.13% | 42.83 |
| Five9, Inc. (FIVN) | 0.70% | $1.62B | 8.20% | 54.19% | 1.98 |
| SPS Commerce, Inc. (SPSC) | 0.70% | $3.15B | 16.02% | 64.50% | 5.25 |
| Vertex, Inc. (VERX) | 0.69% | $3.10B | 12.72% | 59.07% | 5.51 |
| Adeia, Inc. (ADEA) | 0.67% | $1.36B | 1.44% | 83.22% | 5.87 |
| Gitlab, Inc. (GTLB) | 0.67% | $6.32B | 24.64% | 86.81% | 7.73 |
| Sprout Social, Inc. (SPT) | 0.66% | $622.29M | 12.62% | 77.69% | 1.64 |
| PagerDuty, Inc. (PD) | 0.65% | $1.10B | 4.71% | 85.50% | 2.86 |
| Insight Enterprises, Inc. (NSIT) | 0.65% | $2.66B | -4.03% | 21.67% | 0.56 |
| Coursera, Inc. (COUR) | 0.64% | $1.39B | 10.29% | 54.58% | 1.53 |
| Doximity, Inc. (DOCS) | 0.63% | $9.66B | 23.16% | 90.25% | 22.24 |
| Upstart Holdings, Inc. (UPST) | 0.62% | $4.59B | 70.90% | 97.79% | 6.92 |
| MARA Holdings, Inc. (MARA) | 0.61% | $4.70B | 91.73% | -23.75% | 12.40 |
| GoodRx Holdings, Inc. (GDRX) | 0.60% | $933.44M | 0.40% | 82.22% | 2.18 |
| Alight, Inc. (ALIT) | 0.58% | $1.15B | -3.96% | 19.32% | 1.49 |
| Commvault Systems, Inc. (CVLT) | 0.56% | $5.35B | 18.39% | 79.14% | 7.64 |
| Magnite, Inc. (MGNI) | 0.50% | $2.07B | 10.80% | 61.24% | 4.95 |
| Varonis Systems, Inc. (VRNS) | 0.48% | $3.67B | 9.12% | 78.25% | 10.55 |
Market data by FactSet
