Titelia

Holdings of Themes Generative Artificial Intelligence ETF

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

Net assets
30.8M $ including 30.8M $ in equities, 99.8 %
Positions
40 in 8 countries
Top ten
46.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Brand Engagement Network Inc 55,5402.1M $6.83 %
2Blaize Holdings Inc 841,0001.5M $4.97 %
3NVIDIA Corp 8,6871.5M $4.91 %
4Advanced Micro Devices Inc 7,2641.5M $4.79 %
5Palantir Technologies Inc 10,0611.5M $4.77 %
6SoundHound AI Inc 191,4441.3M $4.27 %
7QuickLogic Corp 139,5001.3M $4.25 %
8Datavault AI Inc 1,977,9041.2M $3.97 %
9BigBear.ai Holdings Inc 340,0971.2M $3.88 %
10Information Services Group Inc 310,4001.2M $3.87 %
11Snowflake Inc 7,4731.1M $3.66 %
12Amazon.com Inc 5,3771.1M $3.63 %
13Gorilla Technology Group Inc 102,2401.1M $3.49 %
14Kingsoft Cloud Holdings Ltd 1,222,0001.1M $3.49 %
15Broadcom Inc 3,4501.1M $3.46 %
16C3.ai Inc 113,915959.2K $3.11 %
17BrainChip Holdings Ltd 9,076,499876.7K $2.84 %
18Alphabet Inc 3,014866.7K $2.81 %
19PKSHA Technology Inc 44,300740.3K $2.40 %
20Palladyne AI Corp 119,242723.8K $2.35 %
21Veritone Inc 326,550643.3K $2.09 %
22CoreWeave Inc 7,800604.3K $1.96 %
23Oracle Corp 3,930578.1K $1.88 %
24Digital China Holdings Ltd 2,063,000557.8K $1.81 %
25Pagaya Technologies Ltd 44,300516.1K $1.67 %
26Ambarella Inc 9,077467.2K $1.52 %
27Arista Networks Inc 3,679451.7K $1.47 %
28Datasection Inc 53,200425.7K $1.38 %
29Rezolve AI PLC 158,849406.7K $1.32 %
30Appier Group Inc 79,200390.2K $1.27 %
31Grid Dynamics Holdings Inc 66,978381.8K $1.24 %
32Cerence Inc 48,505306.1K $0.99 %
33Recursion Pharmaceuticals Inc 77,000236.4K $0.77 %
34Bairong Inc 216,496220.1K $0.71 %
35Innodata Inc 5,415209.1K $0.68 %
36NextNRG Inc 250,000100K $0.32 %
37MongoDB Inc 40097.9K $0.32 %
38Duos Technologies Group Inc 13,37091.7K $0.30 %
39nCino Inc 4,96574.4K $0.24 %
40Zeta Global Holdings Corp 2,59241.3K $0.13 %

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Sector breakdown

  • Technology 25.3 %
  • Consumer discretionary 3.6 %
  • Communication 2.8 %
  • Unattributed 68.2 %

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

Currency breakdown

  • USD 86.1 %
  • HKD 6.0 %
  • JPY 5.1 %
  • AUD 2.8 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 79.6 %
  • Japan 5.1 %
  • Hong Kong SAR China 4.2 %
  • Cayman Islands 3.5 %
  • Australia 2.8 %
  • Bermuda 1.8 %
  • Israel 1.7 %
  • United Kingdom 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3024.5M $79.57 %
2Japan31.6M $5.06 %
3Hong Kong SAR China21.3M $4.21 %
4Cayman Islands11.1M $3.50 %
5Australia1876.7K $2.85 %
6Bermuda1557.8K $1.81 %
7Israel1516.1K $1.68 %
8United Kingdom1406.7K $1.32 %
Cite this page

Titelia. "Holdings of Themes Generative Artificial Intelligence ETF". https://titelia.com/en/funds/S000081040