Themes US R&D Champions ETF (USRD)

USRD Holdings List

As of May 20, 2025

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No.	Symbol	Name	% Weight	Shares
1	TTD	The Trade Desk, Inc.	2.62%	312
2	SMCI	Super Micro Computer, Inc.	2.45%	525
3	VRT	Vertiv Holdings Co	2.27%	196
4	TSLA	Tesla, Inc.	2.21%	59
5	AVGO	Broadcom Inc.	2.20%	87
6	CARR	Carrier Global Corporation	2.19%	268
7	AXON	Axon Enterprise, Inc.	2.18%	27
8	TXN	Texas Instruments Incorporated	2.16%	105
9	AMD	Advanced Micro Devices, Inc.	2.13%	172
10	LRCX	Lam Research Corporation	2.12%	231
11	ANET	Arista Networks Inc	2.12%	203
12	MSFT	Microsoft Corporation	2.10%	42
13	META	Meta Platforms, Inc.	2.08%	30
14	ORCL	Oracle Corporation	2.08%	119
15	NTAP	NetApp, Inc.	2.05%	186
16	ADBE	Adobe Inc.	2.05%	45
17	KEYS	Keysight Technologies, Inc.	2.04%	115
18	IBM	International Business Machines Corporation	2.04%	70
19	CTVA	Corteva, Inc.	2.03%	270
20	SNPS	Synopsys, Inc.	2.02%	36
21	EL	The Estée Lauder Companies Inc.	2.01%	279
22	AMAT	Applied Materials, Inc.	2.00%	111
23	NOW	ServiceNow, Inc.	2.00%	18
24	CSCO	Cisco Systems, Inc.	2.00%	290
25	ISRG	Intuitive Surgical, Inc.	2.00%	33
26	INTU	Intuit Inc.	1.97%	27
27	ABNB	Airbnb, Inc.	1.97%	137
28	MELI	MercadoLibre, Inc.	1.97%	7
29	ANSS	ANSYS, Inc.	1.96%	52
30	CDNS	Cadence Design Systems, Inc.	1.96%	56
31	ZM	Zoom Communications Inc.	1.94%	214
32	ADSK	Autodesk, Inc.	1.93%	60
33	ALGN	Align Technology, Inc.	1.93%	97
34	EA	Electronic Arts Inc.	1.90%	115
35	QCOM	QUALCOMM Incorporated	1.89%	113
36	BSX	Boston Scientific Corporation	1.89%	163
37	ROP	Roper Technologies, Inc.	1.89%	30
38	VEEV	Veeva Systems Inc.	1.89%	72
39	CSGP	CoStar Group, Inc.	1.88%	226
40	GOOGL	Alphabet Inc.	1.88%	105
41	REGN	Regeneron Pharmaceuticals, Inc.	1.87%	28
42	KVUE	Kenvue Inc.	1.86%	709
43	GEHC	GE HealthCare Technologies Inc.	1.86%	238
44	MDT	Medtronic plc	1.85%	197
45	FTNT	Fortinet, Inc.	1.84%	161
46	COO	The Cooper Companies, Inc.	1.82%	205
47	JNJ	Johnson & Johnson	1.79%	107
48	AAPL	Apple Inc.	1.78%	79
49	MSI	Motorola Solutions, Inc.	1.75%	38
50	LLY	Eli Lilly and Company	1.55%	19
51	n/a	DEPOSITS WITH BROKER FOR SHORT POSITIONS	0.03%	286
52	FXFXX	First American Treasury Obligations Fund	0.01%	106

As of May 20, 2025

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