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AIFD

TCW Artificial Intelligence ETF
1W: +0.1% 1M: +1.0% 3M: +6.0% YTD: +5.1% 1Y: +54.0%
$40.12
+0.17 (+0.44%)
After Hours: $40.00 (-0.12, -0.29%)
ETF NASDAQ · AUM $92.3M
ETF-Level Metrics
AUM$92M
Holdings34
Top 10 Wt52.6%
Beta1.46
% Profitable89%
Coverage97%
Portfolio Valuation
P/E12.2
P/B3.9
P/S4.5
EV/EBITDA18.7
P/FCF19.4
PEG0.34
Profitability & Returns
Gross Margin59.3%
Net Margin36.7%
ROE36.0%
ROA22.3%
ROIC40.2%
Div Yield0.36%
Leverage & Liquidity
Debt/Equity0.25
Debt/Assets0.16
Net Debt/EBITDA-0.5x
Interest Cov108.7x
Current Ratio2.21
Quick Ratio2.03
Growth (YoY)
Revenue+27.0%
Net Income+66.0%
EPS+65.3%
FCF+31.7%
EBITDA+58.9%
Rev CAGR 3Y+19.4%
Quality Scores
Piotroski F6.8
Altman Z15.90
IS Quality79.5
IS Overall69.9
IS Value37.4
Median P/E37.1

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 24 68.8% 69.5
Industrials 4 11.3% -105.0
Communication Services 4 10.9% 93.6
Consumer Cyclical 2 6.5% 178.9
Other 2 2.5%

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 5.84% 4 Bullish 1 10 -0.9%
IBM International Business Machines Corporation 2.67% 4 Bullish 10 8 -0.2%
META Meta Platforms, Inc. 2.61% 4 Bullish 42 14 +0.2%
DE Deere & Company 1.52% 4 Bullish 10 3 +23.3%
NOW ServiceNow, Inc. 0.99% 4 Bullish 2 12 -4.6%
Showing 36 of 36 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 LUMENTUM HOLDINGS INC LITE 8.12% $7.4M 10,589 219.6 $55.5B Technology
2 NVIDIA CORP NVDA 7.50% $6.9M 37,998 36.2 $4.3T Technology
3 BROADCOM INC AVGO 5.84% $5.3M 16,892 60.5 $1.5T Technology
4 ALPHABET INC-CL A GOOGL 5.68% $5.2M 16,875 26.6 $3.5T Communication Services
5 ARISTA NETWORKS INC ANET 5.62% $5.1M 37,712 48.4 $170.0B Technology
6 VERTIV HOLDINGS CO-A VRT 4.57% $4.2M 15,770 79.2 $105.7B Industrials
7 AMAZON.COM INC AMZN 3.96% $3.6M 17,264 29.2 $2.3T Consumer Cyclical
8 MICRON TECHNOLOGY INC MU 3.96% $3.6M 7,832 17.8 $430.9B Technology
9 PALO ALTO NETWORKS INC PANW 3.88% $3.5M 21,003 83.1 $104.4B Technology
10 DIGITALOCEAN HOLDINGS INC DOCN 3.49% $3.2M 38,682 30.7 $8.0B Technology
11 TAIWAN SEMICONDUCTOR-SP ADR TSM 3.45% $3.2M 9,286 27.9 $1.8T Technology
12 MARVELL TECHNOLOGY INC MRVL 3.03% $2.8M 31,578 31.3 $86.1B Technology
13 ASML HOLDING NV-NY REG SHS ASML 2.98% $2.7M 2,009 48.7 $537.2B Technology
14 EATON CORP PLC 0Y3K.L 2.82% $2.6M 7,154 35.6 $145.8B Industrials
15 INTL BUSINESS MACHINES CORP IBM 2.67% $2.4M 9,693 21.3 $226.4B Technology
16 META PLATFORMS INC-CLASS A META 2.61% $2.4M 3,881 24.8 $1.5T Communication Services
17 MOTOROLA SOLUTIONS INC MSI 2.50% $2.3M 4,885 34.8 $75.1B Technology
18 TESLA INC TSLA 2.49% $2.3M 5,786 328.7 $1.4T Consumer Cyclical
19 MICROSOFT CORP MSFT 2.46% $2.2M 5,742 23.1 $2.8T Technology
20 SYMBOTIC INC SYM 2.42% $2.2M 44,152 -567.4 $32.9B Industrials
21 SPOTIFY TECHNOLOGY SA 639.DE 2.38% $2.2M 4,215 38.1 $85.0B Technology
22 CASHUSD Cash 2.18% $2.0M 1,996,655
23 COGNEX CORP CGNX 2.04% $1.9M 37,336 75.4 $8.6B Technology
24 REDDIT INC-CL A RDDT 1.73% $1.6M 11,102 50.0 $26.6B Communication Services
25 DEERE AND CO DE 1.52% $1.4M 2,435 32.5 $156.1B Industrials
26 KLA CORP KLAC 1.41% $1.3M 870 44.5 $202.8B Technology
27 CADENCE DESIGN SYS INC CDNS 1.40% $1.3M 4,402 68.7 $76.7B Technology
28 DATADOG INC - CLASS A DDOG 1.10% $1.0M 7,632 401.5 $43.6B Technology
29 PALANTIR TECHNOLOGIES INC-A PLTR 1.02% $934,036 6,114 227.6 $355.1B Technology
30 SERVICENOW INC NOW 0.99% $900,811 7,922 61.3 $107.8B Technology
31 APPLE INC AAPL 0.95% $872,541 3,491 31.6 $3.7T Technology
32 ORACLE CORP ORCL 0.94% $858,534 5,615 25.7 $419.8B Technology
33 NEBIUS GROUP NV YNDX 0.89% $811,899 6,848 273.2 $15.1B Communication Services
34 CELESTICA INC CLS.TO 0.86% $787,637 2,879 41.7 $48.0B Technology
35 NET OTHER ASSETS Private 0.32% $296,160 296,160
36 COREWEAVE INC-CL A CRWV 0.21% $189,492 2,288 -32.6 $46.0B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms