Index Performance
-2.03%
THOMAS
-2.47%
SP500
Overview
Description
The index seeks to achieve capital growth in excess of the S&P 500 by investing in underpriced quoted companies in the United States that have a competitive advantage over its peers. As the name suggests, 90% of the index tracks companies with a large market capitalization.
- TickerTHOMAS
- Inception Date08/18/2022
- WeightingMarket Cap
- # of holdings15
What's inside?
Holdings
All holdings as of September 29, 2023
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| Apple, Inc. (AAPL) | 24.51% | $2,676.737B | -1.40% | 44.52% | 8.09x |
| Microsoft Corp. (MSFT) | 21.94% | $2,345.948B | 8.34% | 70.11% | 11.85x |
| Alphabet, Inc. (GOOGL) | 14.12% | $1,541.254B | 7.63% | 57.22% | 4.99x |
| NVIDIA Corp. (NVDA) | 10.17% | $1,074.425B | 101.48% | 70.05% | 35.59x |
| Tesla, Inc. (TSLA) | 7.29% | $794.197B | 47.20% | 18.19% | 9.51x |
| Meta Platforms, Inc. (META) | 6.32% | $667.241B | 11.02% | 81.29% | 6.08x |
| Visa, Inc. (V) | 3.38% | $369.577B | 11.66% | 76.63% | 15.55x |
| Mastercard, Inc. (MA) | 3.37% | $370.116B | 14.21% | 96.94% | 16.18x |
| Bank of America Corp. (BAC) | 2.03% | $217.572B | 67.73% | N/A | 5.58x |
| Salesforce, Inc. (CRM) | 1.83% | $197.305B | 11.44% | 67.33% | 6.75x |
| Advanced Micro Devices, Inc. (AMD) | 1.59% | $166.123B | -18.18% | 36.61% | 8.32x |
| QUALCOMM, Inc. (QCOM) | 1.15% | $123.943B | -22.72% | 55.13% | 3.48x |
| ServiceNow, Inc. (NOW) | 1.06% | $114.196B | 22.72% | 78.09% | 14.08x |
| Synopsys, Inc. (SNPS) | 0.66% | $69.802B | 19.65% | 76.34% | 12.46x |
| Cadence Design Systems, Inc. (CDNS) | 0.60% | $63.680B | 13.88% | 89.64% | 16.79x |
Market data by FactSet
