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Roundhill Investments - Generative AI & Technology ETF
1W: -0.4% 1M: -2.9% 3M: +9.9% YTD: +3.5% 1Y: +67.1%
$62.53
-2.69 (-4.12%)
After Hours: $63.53 (+1.00, +1.60%)
ETF AMEX · AUM $806.6M
ETF-Level Metrics
AUM$807M
Holdings44
Top 10 Wt46.2%
Beta1.67
% Profitable76%
Coverage90%
Portfolio Valuation
P/E23.2
P/B3.8
P/S4.8
EV/EBITDA12.9
P/FCF33.1
PEG0.55
Profitability & Returns
Gross Margin50.5%
Net Margin20.5%
ROE17.5%
ROA12.5%
ROIC18.2%
Div Yield0.45%
Leverage & Liquidity
Debt/Equity0.12
Debt/Assets0.08
Net Debt/EBITDA-0.6x
Interest Cov55.9x
Current Ratio2.56
Quick Ratio2.03
Growth (YoY)
Revenue+37.6%
Net Income+77.3%
EPS+76.0%
FCF+29.0%
EBITDA+48.1%
Rev CAGR 3Y+21.5%
Quality Scores
Piotroski F6.9
Altman Z23.16
IS Quality77.7
IS Overall67.3
IS Value43.2
Median P/E28.1

Sector Breakdown

6 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 31 73.6% 15.4
Communication Services 7 18.7% 60.9
Consumer Cyclical 2 6.2% 25.3
Industrials 1 1.0% 73.4
Other 3 0.4%
Financial Services 1 0.0% 1.4

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 4.26% 4 Bullish 1 23 -5.0%
MU Micron Technology, Inc. 3.52% 4 Bullish 3 3 +1.2%
AVGO Broadcom Inc. 3.08% 4 Bullish 1 11 -3.5%
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 27.5 $3.6T Communication Services
2 NVIDIA Corp NVDA 6.36% $69.1M 387,155 35.0 $4.2T Technology
3 Minimax Group Inc 0100.HK 5.57% $60.5M 444,717 $316.5B Technology
4 Knowledge Atlas Technology JSC Ltd 2513.HK 4.69% $51.0M 605,797 $277.6B Technology
5 Microsoft Corp MSFT 4.26% $46.2M 118,868 23.8 $2.8T Technology
6 SK hynix Inc 000660.KS 4.09% $44.4M 65,769 16.2 $695.3T Technology
7 Samsung Electronics Co Ltd 005930.KS 3.92% $42.6M 318,614 30.4 $1333.2T Technology
8 Amazon.com Inc AMZN 3.91% $42.5M 203,349 28.3 $2.2T Consumer Cyclical
9 Micron Technology Inc MU 3.52% $38.2M 85,999 19.7 $476.0B Technology
10 Advanced Micro Devices Inc AMD 3.17% $34.5M 168,061 75.7 $328.3B Technology
11 Broadcom Inc AVGO 3.08% $33.4M 104,550 59.0 $1.5T Technology
12 Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.69% $29.2M 504,729 27.8 $47.7T Technology
13 Arista Networks Inc ANET 2.62% $28.5M 209,184 47.0 $165.2B 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 231,887 279.2 $28.2B Communication Services
16 ASML Holding NV ASML 2.58% $28.0M 20,481 45.4 $507.7B Technology
17 Tencent Holdings Ltd 0700.HK 2.54% $27.6M 422,028 18.1 $4.6T Communication Services
18 Apple Inc AAPL 2.41% $26.2M 105,082 31.1 $3.6T Technology
19 ARM Holdings PLC ARM 2.35% $25.6M 196,864 175.5 $140.6B Technology
20 SoftBank Group Corp 9984.T 2.35% $25.5M 1,134,757 5.5 $20.3T Communication Services
21 Alibaba Group Holding Ltd 9988.HK 2.33% $25.3M 1,500,940 22.3 $2.4T Consumer Cyclical
22 Palantir Technologies Inc PLTR 2.30% $25.0M 160,443 221.3 $345.3B Technology
23 Cloudflare Inc NET 2.23% $24.3M 109,565 -739.0 $75.8B Technology
24 Lumentum Holdings Inc LITE 1.80% $19.6M 25,387 199.6 $50.4B Technology
25 Astera Labs Inc ALAB 1.57% $17.1M 135,430 89.8 $19.8B Technology
26 Snowflake Inc SNOW 1.54% $16.8M 95,546 -43.2 $57.5B Technology
27 Baidu Inc 9888.HK 1.53% $16.6M 1,101,957 59.4 $314.5B Communication Services
28 MongoDB Inc MDB 1.40% $15.2M 56,324 -298.3 $21.0B Technology
29 Quanta Computer Inc 2382.TW 1.35% $14.6M 1,631,318 14.6 $1.1T Technology
30 Wistron Corp 3231.TW 1.32% $14.4M 3,607,033 29.7 $413.5B Technology
31 CoreWeave Inc CRWV 1.25% $13.6M 168,175 -30.4 $42.8B Technology
32 Sandisk Corp/DE SNDK 1.18% $12.9M 16,653 -100.2 $104.8B Technology
33 Oracle Corp ORCL 1.12% $12.2M 78,295 26.4 $430.3B Technology
34 Coherent Corp COHR 1.11% $12.1M 43,787 134.4 $40.2B Technology
35 Western Digital Corp WDC 1.06% $11.6M 36,459 26.6 $99.4B Technology
36 Vertiv Holdings Co VRT 1.03% $11.2M 41,773 73.4 $97.9B Industrials
37 MARVELL TECHNOLOGY INC MRVL 1.01% $11.0M 123,182 27.9 $76.9B Technology
38 Celestica Inc CLS 0.89% $9.7M 33,952 37.1 $30.9B Technology
39 Credo Technology Group Holding Ltd CRDO 0.75% $8.2M 76,132 53.7 $19.1B Technology
40 Cambricon Technologies Corp Ltd 688256.SS 0.43% $4.7M 31,124 209.3 $432.2B Technology
41 Kuaishou Technology 1024.HK 0.35% $3.8M 543,118 11.7 $230.0B 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

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