Titelia

Holdings of Themes China Generative Artificial Intelligence ETF

Themes ETF Trust · Original filing · Compare with another fund · Report an error

Net assets
22.2M $ including 22.2M $ in equities, 99.8 %
Positions
22 in 4 countries
Top ten
60.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Xiaomi Corp 365,3001.5M $6.65 %
2Baidu Inc 13,2481.5M $6.64 %
3Foxconn Industrial Internet Co Ltd 198,1001.5M $6.64 %
4Yuanjie Semiconductor Technology Co Ltd 9,8001.4M $6.41 %
5Hygon Information Technology Co Ltd 44,5001.4M $6.09 %
6Cambricon Technologies Corp Ltd 9,3001.3M $5.95 %
7Kingsoft Cloud Holdings Ltd 1,475,3001.3M $5.84 %
8Montage Technology Co Ltd 71,3001.3M $5.81 %
9IEIT Systems Co Ltd 140,9001.1M $5.14 %
10Kuaishou Technology 198,6001.1M $5.14 %
11360 Security Technology Inc 726,5001.1M $5.06 %
12Zhejiang Dahua Technology Co Ltd 461,0001.1M $5.06 %
13Kingsoft Corp Ltd 386,4001.1M $4.98 %
14Iflytek Co Ltd 159,9001.1M $4.81 %
15TRS Information Technology Corp Ltd 392,9001M $4.57 %
16RoboSense Technology Co Ltd 219,100972.9K $4.38 %
17Arcsoft Corp Ltd 135,000750.2K $3.37 %
18Phancy Group Co Ltd 163,000730.9K $3.29 %
19Tuya Inc 125,615290.2K $1.30 %
20Yidu Tech Inc 415,400260.1K $1.17 %
21Bairong Inc 218,800222.4K $1.00 %
22ECARX Holdings Inc 102,625100.3K $0.45 %

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Sector breakdown

  • Communication 6.7 %
  • Unattributed 93.3 %

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

Currency breakdown

  • CNY 59.1 %
  • HKD 32.5 %
  • USD 8.4 %

The quoted currency of each line, as declared.

Country breakdown

  • China 59.1 %
  • Hong Kong SAR China 32.5 %
  • United States 8.0 %
  • Cayman Islands 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1China1113.1M $59.06 %
2Hong Kong SAR China87.2M $32.52 %
3United States21.8M $7.96 %
4Cayman Islands1100.3K $0.45 %
Cite this page

Titelia. "Holdings of Themes China Generative Artificial Intelligence ETF". https://titelia.com/en/funds/S000081032