— Know what they know.
Not Investment Advice

CHAT

Roundhill Investments - Generative AI & Technology ETF
1W: -1.5% 1M: -0.4% 3M: +10.2% YTD: +7.7% 1Y: +71.1%
$65.01
+1.32 (+2.07%)
After Hours: $63.81 (-1.20, -1.84%)
ETF AMEX · AUM $838.6M
ETF-Level Metrics
AUM$839M
Holdings44
Top 10 Wt46.2%
Beta1.67
% Profitable76%
Coverage89%
Portfolio Valuation
P/E22.3
P/B3.6
P/S4.6
EV/EBITDA12.4
P/FCF31.8
PEG0.53
Profitability & Returns
Gross Margin50.6%
Net Margin20.6%
ROE17.6%
ROA12.6%
ROIC18.3%
Div Yield0.44%
Leverage & Liquidity
Debt/Equity0.12
Debt/Assets0.08
Net Debt/EBITDA-0.6x
Interest Cov57.2x
Current Ratio2.58
Quick Ratio2.05
Growth (YoY)
Revenue+37.9%
Net Income+78.8%
EPS+77.5%
FCF+30.3%
EBITDA+48.9%
Rev CAGR 3Y+21.2%
Quality Scores
Piotroski F6.9
Altman Z22.85
IS Quality77.5
IS Overall69.8
IS Value43.4
Median P/E29.0

Sector Breakdown

6 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 31 73.6% 18.9
Communication Services 7 18.7% 59.4
Consumer Cyclical 2 6.2% 25.8
Industrials 1 1.0% 79.2
Other 3 0.4%
Financial Services 1 0.0% 1.4

Smart Money Overlap

2 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.08% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 2.62% 4 Bullish 42 14 +0.2%
Showing 45 of 45 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Alphabet Inc GOOGL 6.69% $72.7M 236,618 26.6 $3.5T Communication Services
2 NVIDIA Corp NVDA 6.36% $69.1M 387,155 36.2 $4.3T Technology
3 Minimax Group Inc 0100.HK 5.57% $60.5M 444,717 $338.4B Technology
4 Knowledge Atlas Technology JSC Ltd 2513.HK 4.69% $51.0M 605,797 $334.6B Technology
5 Microsoft Corp MSFT 4.26% $46.2M 118,868 23.1 $2.8T Technology
6 SK hynix Inc 000660.KS 4.09% $44.4M 65,769 15.2 $687.0T Technology
7 Samsung Electronics Co Ltd 005930.KS 3.92% $42.6M 318,614 27.8 $1263.7T Technology
8 Amazon.com Inc AMZN 3.91% $42.5M 203,349 29.2 $2.3T Consumer Cyclical
9 Micron Technology Inc MU 3.52% $38.2M 85,999 17.8 $430.9B Technology
10 Advanced Micro Devices Inc AMD 3.17% $34.5M 168,061 82.8 $359.1B Technology
11 Broadcom Inc AVGO 3.08% $33.4M 104,550 60.5 $1.5T Technology
12 Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.69% $29.2M 504,729 27.9 $47.8T Technology
13 Arista Networks Inc ANET 2.62% $28.5M 209,184 48.4 $170.0B Technology
14 Meta Platforms Inc META 2.62% $28.5M 46,949 24.8 $1.5T Communication Services
15 Nebius Group NV NBIS 2.59% $28.2M 231,887 273.2 $27.6B Communication Services
16 ASML Holding NV ASML 2.58% $28.0M 20,481 48.7 $537.2B Technology
17 Tencent Holdings Ltd 0700.HK 2.54% $27.6M 422,028 17.9 $4.6T Communication Services
18 Apple Inc AAPL 2.41% $26.2M 105,082 31.6 $3.7T Technology
19 ARM Holdings PLC ARM 2.35% $25.6M 196,864 208.3 $166.8B Technology
20 SoftBank Group Corp 9984.T 2.35% $25.5M 1,134,757 5.9 $21.7T Communication Services
21 Alibaba Group Holding Ltd 9988.HK 2.33% $25.3M 1,500,940 22.5 $2.5T Consumer Cyclical
22 Palantir Technologies Inc PLTR 2.30% $25.0M 160,443 227.6 $355.1B Technology
23 Cloudflare Inc NET 2.23% $24.3M 109,565 -748.4 $76.7B Technology
24 Lumentum Holdings Inc LITE 1.80% $19.6M 25,387 219.6 $55.5B Technology
25 Astera Labs Inc ALAB 1.57% $17.1M 135,430 93.1 $20.5B Technology
26 Snowflake Inc SNOW 1.54% $16.8M 95,546 -41.3 $55.0B Technology
27 Baidu Inc 9888.HK 1.53% $16.6M 1,101,957 57.1 $304.9B Communication Services
28 MongoDB Inc MDB 1.40% $15.2M 56,324 -281.6 $19.8B Technology
29 Quanta Computer Inc 2382.TW 1.35% $14.6M 1,631,318 14.8 $1.1T Technology
30 Wistron Corp 3231.TW 1.32% $14.4M 3,607,033 29.2 $407.1B Technology
31 CoreWeave Inc CRWV 1.25% $13.6M 168,175 -32.6 $46.0B Technology
32 Sandisk Corp/DE SNDK 1.18% $12.9M 16,653 -95.7 $100.1B Technology
33 Oracle Corp ORCL 1.12% $12.2M 78,295 25.7 $419.8B Technology
34 Coherent Corp COHR 1.11% $12.1M 43,787 144.2 $43.1B Technology
35 Western Digital Corp WDC 1.06% $11.6M 36,459 26.9 $100.4B Technology
36 Vertiv Holdings Co VRT 1.03% $11.2M 41,773 79.2 $105.7B Industrials
37 MARVELL TECHNOLOGY INC MRVL 1.01% $11.0M 123,182 31.3 $86.1B Technology
38 Celestica Inc CLS 0.89% $9.7M 33,952 41.7 $34.7B Technology
39 Credo Technology Group Holding Ltd CRDO 0.75% $8.2M 76,132 54.0 $19.2B Technology
40 Cambricon Technologies Corp Ltd 688256.SS 0.43% $4.7M 31,124 210.5 $438.1B Technology
41 Kuaishou Technology 1024.HK 0.35% $3.8M 543,118 10.0 $226.8B Communication Services
42 First American Government Obligations Fund 12/01/2031 Swap FGXXX 0.35% $3.8M 3,831,009
43 SOUTH KOREA WON Private KRW 0.05% $498,001 747,300,000
44 Cash & Other Cash 0.02% $168,847 168,847
45 CHINESE YUAN CNY 0.01% $98,891 682,436 1.4 $8M Financial Services

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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