Titelia

Holdings of Themes US Cash Flow Champions ETF

Themes ETF Trust · 76 declared positions · as of Mar 31, 2026

Original filing · Net assets 3.1M $ · Ten largest lines: 42.9 % of the equity sleeve

Sector breakdown

  • Financials 27.4 %
  • Energy 16.7 %
  • Health care 15.1 %
  • Consumer discretionary 4.2 %
  • Technology 4.1 %
  • Industrials 3.2 %
  • Materials 2.0 %
  • Consumer staples 1.9 %
  • Communication 1.8 %
  • Unattributed 23.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • BM 0.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US753.1M $99.36 %
BM120K $0.64 %

Positions

CompanySharesValueWeight
Exxon Mobil Corp 1,275216.3K $6.95 %
Chevron Corp 1,009208.8K $6.71 %
AbbVie Inc 672146.2K $4.70 %
JPMorgan Chase & Co 472138.8K $4.46 %
Goldman Sachs Group Inc/The 162137.1K $4.41 %
Wells Fargo & Co 1,634130.1K $4.18 %
Gilead Sciences Inc 65891.7K $2.95 %
American Express Co 29087.7K $2.82 %
ConocoPhillips 66387.5K $2.81 %
Pfizer Inc 3,06986.2K $2.77 %
Uber Technologies Inc 1,06876.8K $2.47 %
QUALCOMM Inc 56773K $2.35 %
Bristol-Myers Squibb Co 1,08065.5K $2.11 %
Chubb Ltd 19764.2K $2.06 %
Newmont Corp 57562.2K $2.00 %
Capital One Financial Corp 33761.5K $1.98 %
Progressive Corp/The 31061.5K $1.98 %
Altria Group, Inc. 89258.9K $1.89 %
Comcast Corp 1,96556.4K $1.81 %
AppLovin Corp 13553.7K $1.73 %
MercadoLibre Inc 2543.2K $1.39 %
EOG Resources Inc 29041.9K $1.35 %
US Bancorp 79741.5K $1.33 %
Regeneron Pharmaceuticals, Inc. 5340.9K $1.32 %
Valero Energy Corp 16440.5K $1.30 %
Marathon Petroleum Corp 16139.3K $1.26 %
Phillips 66 21439K $1.25 %
Cigna Group/The 13937.1K $1.19 %
Royal Caribbean Cruises Ltd 13035.8K $1.15 %
Travelers Cos Inc/The 11934.7K $1.12 %
Cheniere Energy Inc 11532.6K $1.05 %
ONEOK Inc 35331.9K $1.03 %
Allstate Corp/The 13928.8K $0.93 %
Airbnb Inc 22027.8K $0.89 %
Occidental Petroleum Corp 40926.6K $0.85 %
Apollo Global Management Inc 22425K $0.80 %
PayPal Holdings Inc 53324.1K $0.78 %
Carvana Co 7222.6K $0.73 %
Ameriprise Financial Inc 5022.2K $0.71 %
American International Group Inc 29322K $0.71 %
eBay Inc 24222K $0.71 %
Delta Air Lines Inc 33021.9K $0.71 %
MetLife Inc 29520.9K $0.67 %
Hartford Insurance Group Inc/The 14920.1K $0.65 %
Arch Capital Group Ltd 20820K $0.64 %
Diamondback Energy Inc 9919.6K $0.63 %
Archer-Daniels-Midland Co 25318.4K $0.59 %
M&T Bank Corp 8317.2K $0.55 %
Fifth Third Bancorp 35016.3K $0.52 %
Cognizant Technology Solutions Corp. 25915.9K $0.51 %
Coterra Energy Inc 44415.6K $0.50 %
Cincinnati Financial Corp 9214.5K $0.47 %
Expedia Group Inc 6214.3K $0.46 %
Biogen Inc 7714.1K $0.45 %
Citizens Financial Group Inc 22813.7K $0.44 %
Carnival Corp 52013.5K $0.43 %
Synchrony Financial 19713.4K $0.43 %
Markel Group Inc 713.4K $0.43 %
PulteGroup Inc 11113.1K $0.42 %
Zoom Communications Inc 15312.3K $0.40 %
Huntington Bancshares Inc/OH 77512.1K $0.39 %
Corpay Inc 4011.6K $0.37 %
Loews Corp 10311K $0.35 %
Snap-on Inc 3010.9K $0.35 %
NetApp Inc 10610.9K $0.35 %
Royalty Pharma PLC 22210.6K $0.34 %
Principal Financial Group Inc 11810.6K $0.34 %
W R Berkley Corp 15910.5K $0.34 %
T Rowe Price Group Inc 11510.4K $0.33 %
HP Inc 4959.5K $0.31 %
KeyCorp 4408.8K $0.28 %
Everest Group Ltd 237.5K $0.24 %
Fox Corp 1247.2K $0.23 %
NVR Inc 16.6K $0.21 %
Gen Digital Inc 3246.1K $0.20 %
Versant Media Group Inc 451.7K $0.05 %