Titelia

Holdings of TCW Artificial Intelligence ETF

TCW ETF Trust · 32 declared positions · as of Apr 30, 2026

Original filing · Net assets 107.3M $ · Ten largest lines: 55.9 % of the equity sleeve

Sector breakdown

  • Technology 61.6 %
  • Industrials 9.6 %
  • Consumer discretionary 6.5 %
  • Communication 6.3 %
  • Unattributed 16.0 %

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

  • USD 100.0 %

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

  • US 90.7 %
  • NL 4.0 %
  • TW 3.5 %
  • CA 1.8 %

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

CountryLinesValueShare
US2894.8M $90.73 %
NL24.2M $3.97 %
TW13.7M $3.55 %
CA11.8M $1.75 %

Positions

CompanySharesValueWeight
NVIDIA Corp 38,3317.6M $7.13 %
Lumentum Holdings Inc 8,3797.6M $7.04 %
Broadcom Inc 17,0407.1M $6.63 %
Alphabet Inc 17,0236.6M $6.10 %
Arista Networks Inc 36,8166.4M $5.92 %
Vertiv Holdings Co 15,9085.2M $4.87 %
Marvell Technology Inc 29,9274.9M $4.61 %
Amazon.com Inc 17,4154.6M $4.30 %
Micron Technology Inc 8,4954.4M $4.09 %
DigitalOcean Holdings Inc 41,7674M $3.75 %
Palo Alto Networks Inc 21,1873.8M $3.54 %
Taiwan Semiconductor Manufacturing Co Ltd 9,3673.7M $3.46 %
Eaton Corp PLC 7,2173.1M $2.91 %
ASML Holding NV 2,0272.9M $2.72 %
Symbotic Inc 48,9932.9M $2.70 %
KLA Corp 1,5362.7M $2.51 %
Motorola Solutions Inc 5,8872.6M $2.41 %
International Business Machines Corp. 10,7482.5M $2.31 %
Tesla Inc 5,8372.2M $2.08 %
Reddit Inc 14,6022.1M $2.00 %
Cognex Corp 37,6642.1M $1.95 %
Spotify Technology SA 4,2521.9M $1.77 %
Palantir Technologies Inc 13,5081.9M $1.75 %
Celestica Inc 4,4771.8M $1.71 %
Cadence Design Systems Inc 5,2601.7M $1.62 %
Deere & Co 2,8161.7M $1.55 %
Datadog Inc 11,5001.5M $1.42 %
Nebius Group NV 8,9371.2M $1.15 %
Microsoft Corp 3,0011.2M $1.14 %
Oracle Corp 7,2381.2M $1.09 %
ServiceNow Inc 7,995706K $0.66 %
CoreWeave Inc 5,125572K $0.53 %