Titelia

Holdings of Themes Robotics & Automation ETF

Themes ETF Trust · 30 declared positions · as of Mar 31, 2026

Original filing · Net assets 30.8M $ · Ten largest lines: 54.9 % of the equity sleeve

Sector breakdown

  • Technology 11.6 %
  • Consumer discretionary 4.5 %
  • Unattributed 83.9 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • CNY 30.6 %
  • USD 29.7 %
  • KRW 28.2 %
  • HKD 5.4 %
  • CAD 4.5 %
  • JPY 1.7 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • CN 30.6 %
  • KR 28.2 %
  • US 27.7 %
  • HK 5.4 %
  • CA 4.5 %
  • KY 2.0 %
  • JP 1.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
CN119.4M $30.55 %
KR78.7M $28.24 %
US78.5M $27.74 %
HK21.6M $5.35 %
CA11.4M $4.49 %
KY1599.3K $1.96 %
JP1509.2K $1.66 %

Positions

CompanySharesValueWeight
Yujin Robot Co Ltd 148,1122.3M $7.63 %
Neuromeka Co Ltd. 54,7042.1M $6.95 %
Teradyne Inc 7,0592.1M $6.79 %
Palladyne AI Corp 273,0171.7M $5.38 %
Rainbow Robotics 4,5771.6M $5.05 %
NVIDIA Corp 8,4371.5M $4.78 %
Leader Harmonious Drive Systems Co Ltd 53,9881.5M $4.75 %
MDA Space Ltd 54,3351.4M $4.47 %
Tesla Inc 3,7021.4M $4.47 %
Hyulim ROBOT Co Ltd 200,2721.3M $4.37 %
Yijiahe Technology Co Ltd 325,1001.2M $4.04 %
Zhejiang Hechuan Technology Co 276,1701.2M $3.91 %
Ningbo PIA Automation Holding 877,8291.1M $3.70 %
Aishida Co Ltd 744,1001.1M $3.69 %
Ecovacs Robotics Co Ltd 127,1001.1M $3.64 %
Richtech Robotics Inc 467,030976.1K $3.17 %
UBTech Robotics Corp Ltd 89,264972.2K $3.16 %
Efort Intelligent Equipment Co Ltd 340,888815.7K $2.65 %
T-Robotics Co Ltd 68,188748.8K $2.43 %
Serve Robotics Inc 84,703714.9K $2.32 %
XPeng Inc 80,007667.8K $2.17 %
Shanghai Kelai Mechatronics Engineering Co Ltd 218,200644.3K $2.09 %
Hesai Group 31,346599.3K $1.95 %
Hirata Corp 34,300509.2K $1.65 %
Estun Automation Co Ltd 130,800379.2K $1.23 %
Clobot Co Ltd 8,772276.9K $0.90 %
CMES Inc/Korea 12,398236.4K $0.77 %
AMC Robotics Corp 39,035212.9K $0.69 %
Guangdong Topstar Technology Co Ltd 38,700140.4K $0.46 %
Shenzhen Zhaowei Machinery & Electronic Co Ltd 5,10070.9K $0.23 %