D
US value large cap

THOMAS

$THOMAS

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
CSV download
Apple, Inc. (AAPL)24.51%$2,676.737B-1.40%44.52%8.09x
Microsoft Corp. (MSFT)21.94%$2,345.948B8.34%70.11%11.85x
Alphabet, Inc. (GOOGL)14.12%$1,541.254B7.63%57.22%4.99x
NVIDIA Corp. (NVDA)10.17%$1,074.425B101.48%70.05%35.59x
Tesla, Inc. (TSLA)7.29%$794.197B47.20%18.19%9.51x
Meta Platforms, Inc. (META)6.32%$667.241B11.02%81.29%6.08x
Visa, Inc. (V)3.38%$369.577B11.66%76.63%15.55x
Mastercard, Inc. (MA)3.37%$370.116B14.21%96.94%16.18x
Bank of America Corp. (BAC)2.03%$217.572B67.73%N/A5.58x
Salesforce, Inc. (CRM)1.83%$197.305B11.44%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%$114.196B22.72%78.09%14.08x
Synopsys, Inc. (SNPS)0.66%$69.802B19.65%76.34%12.46x
Cadence Design Systems, Inc. (CDNS)0.60%$63.680B13.88%89.64%16.79x
Market data by FactSet

Similar indices