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Themes Generative Artificial Intelligence ETF
1W: -2.8% 1M: -5.3% 3M: -17.1% YTD: -17.5% 1Y: +2.6%
$32.27
-0.56 (-1.71%)
After Hours: $32.72 (+0.45, +1.40%)
ETF NASDAQ · AUM $32.9M
ETF-Level Metrics
AUM$33M
Holdings48
Top 10 Wt46.2%
Beta1.82
% Profitable40%
Coverage100%
Portfolio Valuation
P/E42.1
P/B12.8
P/S9.6
EV/EBITDA27.9
P/FCF64.2
PEG0.76
Profitability & Returns
Gross Margin53.8%
Net Margin22.5%
ROE34.1%
ROA18.7%
ROIC26.6%
Div Yield0.30%
Leverage & Liquidity
Debt/Equity0.35
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov41.3x
Current Ratio1.57
Quick Ratio1.41
Growth (YoY)
Revenue+19.1%
Net Income+45.8%
EPS+53.7%
FCF+47.7%
EBITDA+29.8%
Rev CAGR 3Y+21.0%
Quality Scores
Piotroski F4.8
Altman Z17.50
IS Quality55.8
IS Overall46.8
IS Value31.2
Median P/E-1.1

Sector Breakdown

7 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 37 92.3% 17.6
Consumer Cyclical 1 3.5% 28.7
Communication Services 2 2.9% 12.8
Healthcare 1 0.8% -2.6
Utilities 1 0.3% -1.0
Other 5 0.2%
Financial Services 1 —%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 3.42% 4 Bullish 1 10 -0.9%
Showing 48 of 48 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 BRAND ENGAGEMENT NETWORK INC COM BNAI 7.09% $2.3M 55,540 -7.1 $185M Technology
2 Datavault AI Inc DVLT 4.88% $1.6M 1,977,904 -1.2 $171M Technology
3 Palantir Technologies Inc PLTR 4.85% $1.6M 10,061 217.8 $355.1B Technology
4 NVIDIA Corp NVDA 4.81% $1.6M 8,687 34.8 $4.3T Technology
5 Advanced Micro Devices Inc AMD 4.62% $1.5M 7,264 76.9 $359.1B Technology
6 QuickLogic Corp QUIK 4.10% $1.3M 139,500 -10.5 $170M Technology
7 SoundHound AI Inc SOUN 4.08% $1.3M 191,444 -182.7 $2.7B Technology
8 Snowflake Inc SNOW 4.06% $1.3M 7,473 -41.7 $55.0B Technology
9 BIGBEAR.AI HOLDINGS INC BBAI 3.93% $1.3M 340,097 -4.1 $1.3B Technology
10 Kingsoft Cloud Holdings Ltd 3896.HK 3.78% $1.2M 1,222,000 -28.3 $33.5B Technology
11 Information Services Group Inc III 3.66% $1.2M 310,400 19.9 $188M Technology
12 Amazon.com Inc AMZN 3.48% $1.1M 5,377 28.7 $2.3T Consumer Cyclical
13 Gorilla Technology Group Inc GRRR 3.47% $1.1M 102,240 -25.6 $269M Technology
14 Broadcom Inc AVGO 3.42% $1.1M 3,450 59.0 $1.5T Technology
15 C3.ai Inc AI 3.06% $987,643 113,915 -2.6 $1.1B Technology
16 Alphabet Inc GOOGL 2.87% $925,690 3,014 25.7 $3.5T Communication Services
17 Blaize Holdings Inc BZAI 2.81% $908,280 841,000 -0.9 $151M Technology
18 Veritone Inc VERI 2.76% $891,482 326,550 -3.4 $136M Technology
19 BrainChip Holdings Ltd BRN.AX 2.69% $868,208 9,076,499 -10.4 $330M Technology
20 PKSHA Technology Inc 3993.T 2.49% $802,542 44,300 39.1 $88.9B Technology
21 Palladyne AI Corp PDYN 2.46% $794,152 119,242 26.3 $249M Technology
22 Digital China Holdings Ltd 0861.HK 2.10% $676,739 2,063,000 -11.6 $3.2B Technology
23 CoreWeave Inc CRWV 1.95% $629,148 7,800 -29.9 $46.0B Technology
24 Oracle Corp ORCL 1.89% $611,194 3,930 25.2 $419.8B Technology
25 Ambarella Inc AMBA 1.57% $507,041 9,077 -30.1 $2.3B Technology
26 Arista Networks Inc ANET 1.55% $501,301 3,679 44.3 $170.0B Technology
27 Datasection Inc 3905.T 1.55% $501,123 53,200 -50.6 $38.0B Technology
28 Pagaya Technologies Ltd PGY 1.51% $488,629 44,300 12.0 $956M Technology
29 Rezolve AI PLC RZLV 1.27% $408,242 158,849 -4.0 $641M Technology
30 Grid Dynamics Holdings Inc GDYN 1.24% $399,859 66,978 50.2 $486M Technology
31 Appier Group Inc 4180.T 1.12% $360,206 79,200 28.8 $75.2B Technology
32 Cerence Inc CRNC 1.07% $345,356 48,505 870.0 $296M Technology
33 Recursion Pharmaceuticals Inc RXRX 0.80% $259,490 77,000 -2.6 $1.4B Healthcare
34 Innodata Inc INOD 0.75% $240,588 5,415 41.2 $1.4B Technology
35 Bairong Inc 6608.HK 0.70% $225,491 216,496 10.5 $6.6B Technology
36 NextNRG Inc NXXT 0.34% $109,025 250,000 -1.0 $53M Utilities
37 MongoDB Inc MDB 0.33% $108,064 400 -276.4 $19.8B Technology
38 Duos Technologies Group Inc DUOT 0.31% $100,944 13,370 -7.2 $154M Technology
39 nCino Inc NCNO 0.24% $76,958 4,965 -78.2 $1.7B Technology
40 First American Treasury Obligations Fund 01/01/2040 Bond FXFXX 0.15% $48,309 48,309
41 Zeta Global Holdings Corp ZETA 0.14% $44,660 2,592 -113.9 $4.0B Technology
42 Cash & Other Cash 0.03% $8,099 8,099
43 HONG KONG DOLLAR HKD —% $118 925 15.3 $731M Technology
44 AUSTRALIAN DOLLAR AUD —% $17 24 -0.0 $17M Communication Services
45 JAPANESE YEN JPY —% $3 412 $53M Financial Services
46 Josh Gibson Stablecoin Tokens Private 2635429D —% 1,977,904
47 EURO Private EUR —% $11 10
48 CANADIAN DOLLAR Private CAD —% $2 2

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