D Thomas
US value large cap

THOMAS

Index Performance

+21.21%
THOMAS
+9.87%
SPY

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 July 23, 2024
CSV download
Apple, Inc. (AAPL)21.79%$3.45T-4.31%46.58%7.05
Microsoft Corp. (MSFT)20.47%$3.31T17.03%70.08%13.40
NVIDIA Corp. (NVDA)19.47%$3.02T262.12%78.35%27.12
Alphabet, Inc. (GOOGL)12.86%$2.10T15.44%58.49%5.70
Meta Platforms, Inc. (META)6.79%$1.07T27.26%81.84%8.79
Tesla, Inc. (TSLA)4.87%$785.75B2.30%17.95%N/A
Visa, Inc. (V)2.62%$416.82B9.89%76.74%16.72
Mastercard, Inc. (MA)2.53%$407.47B10.38%96.60%17.82
Bank of America Corp. (BAC)2.11%$331.66B10.50%N/A5.41
Advanced Micro Devices, Inc. (AMD)1.56%$248.91B2.24%39.61%12.84
Salesforce, Inc. (CRM)1.53%$248.12B10.74%68.23%7.29
QUALCOMM, Inc. (QCOM)1.37%$215.78B1.23%56.27%5.32
ServiceNow, Inc. (NOW)0.96%$156.93B24.19%80.02%16.41
Synopsys, Inc. (SNPS)0.57%$90.14B3.95%76.10%13.18
Cadence Design Systems, Inc. (CDNS)0.48%$77.09B8.61%86.24%20.30
Market data by FactSet

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