Holdings of Franklin Intelligent Machines ETF
Franklin Templeton ETF Trust · 85 declared positions · as of Mar 31, 2026
Original filing · Net assets 75M $ · Ten largest lines: 46 % of the equity sleeve
Sector breakdown
- Technology 57.3 %
- Industrials 14.1 %
- Consumer discretionary 6.0 %
- Health care 2.4 %
- Materials 1.5 %
- Energy 1.2 %
- Communication 1.2 %
- Unattributed 16.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 95.6 %
- EUR 1.5 %
- HKD 1.3 %
- KRW 0.8 %
- JPY 0.7 %
- CAD 0.2 %
The quoted currency of each line, as declared.
Country breakdown
- US 77.0 %
- CA 6.2 %
- TW 5.8 %
- NL 2.3 %
- DE 1.8 %
- HK 1.3 %
- GB 1.2 %
- KY 1.1 %
- IL 1.1 %
- KR 0.8 %
- JP 0.7 %
- IE 0.5 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 64 | 57.7M $ | 76.97 % |
| CA | 2 | 4.7M $ | 6.21 % |
| TW | 1 | 4.4M $ | 5.83 % |
| NL | 3 | 1.8M $ | 2.35 % |
| DE | 3 | 1.3M $ | 1.77 % |
| HK | 2 | 960.3K $ | 1.28 % |
| GB | 1 | 913.6K $ | 1.22 % |
| KY | 2 | 850K $ | 1.13 % |
| IL | 2 | 834.8K $ | 1.11 % |
| KR | 1 | 578K $ | 0.77 % |
| JP | 2 | 502.5K $ | 0.67 % |
| IE | 1 | 404.2K $ | 0.54 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| NVIDIA Corp | 33,429 | 5.8M $ | 7.77 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 12,924 | 4.4M $ | 5.82 % |
| Broadcom Inc | 13,666 | 4.2M $ | 5.64 % |
| Tesla Inc | 10,955 | 4.1M $ | 5.43 % |
| Celestica Inc | 14,262 | 4M $ | 5.36 % |
| Apple Inc | 10,807 | 2.7M $ | 3.66 % |
| GE Vernova Inc | 3,109 | 2.7M $ | 3.62 % |
| Kratos Defense & Security Solutions, Inc. | 35,609 | 2.5M $ | 3.35 % |
| Teradyne Inc | 6,748 | 2M $ | 2.67 % |
| Amphenol Corp | 15,456 | 2M $ | 2.60 % |
| Bloom Energy Corp | 12,836 | 1.7M $ | 2.32 % |
| Quanta Services Inc | 2,847 | 1.6M $ | 2.08 % |
| Lam Research Corp | 7,313 | 1.6M $ | 2.08 % |
| Cloudflare Inc | 7,282 | 1.5M $ | 2.00 % |
| Arista Networks Inc | 11,940 | 1.5M $ | 1.95 % |
| KLA Corp | 943 | 1.4M $ | 1.85 % |
| Palantir Technologies Inc | 8,766 | 1.3M $ | 1.71 % |
| Intuitive Surgical Inc | 2,730 | 1.3M $ | 1.68 % |
| Rocket Lab Corp | 19,291 | 1.2M $ | 1.65 % |
| Applied Materials Inc | 3,444 | 1.2M $ | 1.57 % |
| ASML Holding NV | 811 | 1.1M $ | 1.43 % |
| Vertiv Holdings Co | 4,189 | 1M $ | 1.40 % |
| Axon Enterprise Inc | 2,436 | 1M $ | 1.38 % |
| TechnipFMC PLC | 13,215 | 913.6K $ | 1.22 % |
| Alphabet Inc | 3,063 | 880.8K $ | 1.17 % |
| Sandisk Corp/DE | 1,273 | 808.8K $ | 1.08 % |
| TTM Technologies Inc | 7,761 | 756.1K $ | 1.01 % |
| Autodesk Inc | 2,983 | 714.1K $ | 0.95 % |
| Cameco Corp | 5,829 | 633.1K $ | 0.84 % |
| Elbit Systems Ltd | 744 | 631.7K $ | 0.84 % |
| Siemens Energy AG | 3,806 | 623.8K $ | 0.83 % |
| Monolithic Power Systems Inc | 570 | 623.2K $ | 0.83 % |
| TE Connectivity PLC | 2,827 | 590.9K $ | 0.79 % |
| SK hynix Inc | 1,097 | 578K $ | 0.77 % |
| Contemporary Amperex Technology Co Ltd | 7,098 | 555.4K $ | 0.74 % |
| Rheinmetall AG | 1,641 | 551.4K $ | 0.74 % |
| Karman Holdings Inc | 6,624 | 530.3K $ | 0.71 % |
| Baker Hughes Co | 8,597 | 524.8K $ | 0.70 % |
| Everpure Inc | 8,561 | 505.4K $ | 0.67 % |
| SiTime Corp | 1,411 | 487.3K $ | 0.65 % |
| Curtiss-Wright Corp | 707 | 481.6K $ | 0.64 % |
| Nextpower Inc | 3,990 | 481K $ | 0.64 % |
| Garmin Ltd | 2,023 | 469.4K $ | 0.63 % |
| Nebius Group NV | 4,435 | 460.2K $ | 0.61 % |
| Ciena Corp | 1,159 | 450K $ | 0.60 % |
| Symbotic Inc | 8,400 | 446.9K $ | 0.60 % |
| Legence Corp | 7,804 | 440.6K $ | 0.59 % |
| Fabrinet | 836 | 436K $ | 0.58 % |
| Advanced Energy Industries Inc | 1,289 | 416K $ | 0.55 % |
| Hesai Group | 21,655 | 414K $ | 0.55 % |
| Lumentum Holdings Inc | 577 | 405.5K $ | 0.54 % |
| BYD Co Ltd | 30,000 | 404.8K $ | 0.54 % |
| nVent Electric PLC | 3,417 | 404.2K $ | 0.54 % |
| Marvell Technology Inc | 3,962 | 392.4K $ | 0.52 % |
| Western Digital Corp | 1,446 | 391.1K $ | 0.52 % |
| Leonardo DRS Inc | 8,390 | 373.5K $ | 0.50 % |
| Coherent Corp | 1,561 | 371.8K $ | 0.50 % |
| Cadence Design Systems Inc | 1,261 | 350.4K $ | 0.47 % |
| Advanced Micro Devices Inc | 1,580 | 321.4K $ | 0.43 % |
| Palo Alto Networks Inc | 1,984 | 318.1K $ | 0.42 % |
| IDEXX Laboratories Inc | 560 | 314.7K $ | 0.42 % |
| Advantest Corp | 2,275 | 290.7K $ | 0.39 % |
| Amprius Technologies Inc | 17,060 | 287.6K $ | 0.38 % |
| Oceaneering International Inc | 7,754 | 275K $ | 0.37 % |
| Valmont Industries Inc | 666 | 266.1K $ | 0.35 % |
| Forgent Power Solutions Inc | 8,234 | 241K $ | 0.32 % |
| ASM International NV | 309 | 226.8K $ | 0.30 % |
| Hoya Corp | 1,269 | 211.8K $ | 0.28 % |
| Tower Semiconductor Ltd | 1,157 | 203K $ | 0.27 % |
| Dycom Industries Inc | 556 | 188.4K $ | 0.25 % |
| Infineon Technologies AG | 3,428 | 150.1K $ | 0.20 % |
| Bentley Systems Inc | 4,093 | 143.7K $ | 0.19 % |
| Uber Technologies Inc | 1,981 | 142.5K $ | 0.19 % |
| Descartes Systems Group Inc/The | 1,834 | 130.9K $ | 0.17 % |
| Crowdstrike Holdings Inc | 325 | 126.9K $ | 0.17 % |
| AXT Inc | 2,169 | 123.6K $ | 0.16 % |
| CoreWeave Inc | 1,564 | 121.2K $ | 0.16 % |
| PTC Inc | 774 | 110.3K $ | 0.15 % |
| Dassault Systemes SE | 5,538 | 110.2K $ | 0.15 % |
| Aeva Technologies Inc | 6,101 | 80.3K $ | 0.11 % |
| Samsara Inc | 2,410 | 76.4K $ | 0.10 % |
| Analog Devices Inc | 240 | 76.4K $ | 0.10 % |
| HeartFlow Inc | 2,286 | 55.6K $ | 0.07 % |
| Trimble Inc | 568 | 37.1K $ | 0.05 % |
| AeroVironment Inc | 199 | 36.4K $ | 0.05 % |