D Thomas
US value large cap

THOMAS

$THOMAS

Index Performance

+12.99%
THOMAS
+12.21%
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 February 29, 2024
CSV download
Microsoft Corp. (MSFT)22.82%$3.07T17.58%68.36%12.47
Apple, Inc. (AAPL)20.90%$2.79T2.07%45.87%7.87
NVIDIA Corp. (NVDA)14.51%$1.98T125.85%72.72%24.74
Alphabet, Inc. (GOOGL)12.02%$1.61T9.36%56.75%5.52
Meta Platforms, Inc. (META)8.08%$1.08T15.69%80.72%6.69
Tesla, Inc. (TSLA)4.76%$642.95B18.80%18.25%8.75
Visa, Inc. (V)3.32%$447.02B8.80%77.91%15.99
Mastercard, Inc. (MA)3.28%$439.50B13.08%96.26%16.35
Advanced Micro Devices, Inc. (AMD)2.31%$311.09B-3.90%37.88%10.44
Salesforce, Inc. (CRM)2.22%$298.94B11.18%72.94%7.89
Bank of America Corp. (BAC)2.04%$271.76B51.46%N/A5.15
QUALCOMM, Inc. (QCOM)1.30%$176.09B4.99%56.60%4.55
ServiceNow, Inc. (NOW)1.17%$158.12B23.82%78.59%15.90
Synopsys, Inc. (SNPS)0.65%$87.52B21.03%77.51%13.40
Cadence Design Systems, Inc. (CDNS)0.61%$82.86B14.83%88.92%18.08
Market data by FactSet

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