Themes US R&D Champions ETF (USRD) is an ETF managed by Independent / Boutique. Its largest position is ARM HOLDINGS PLC /UK (ARM), representing 3.08% of fund assets.
Themes US R&D Champions ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- USRD
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 27, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
ARM HOLDINGS PLC /UK
|
3.08% | $28,894.48 | 191 |
|
-
Vertiv Holdings Co
|
2.88% | $27,062.64 | 108 |
|
-
Keysight Technologies, Inc.
|
2.80% | $26,260.41 | 93 |
|
-
Corteva, Inc.
|
2.46% | $23,103.96 | 276 |
|
-
Motorola Solutions, Inc.
|
2.36% | $22,132.47 | 51 |
|
-
DEERE & CO
|
2.28% | $21,405.40 | 38 |
|
-
APPLIED MATERIALS INC /DE
|
2.26% | $21,190.98 | 62 |
|
-
REGENERON PHARMACEUTICALS, INC.
|
2.22% | $20,861.28 | 27 |
|
-
Fortinet, Inc.
|
2.15% | $20,184.84 | 247 |
|
-
ELECTRONIC ARTS INC.
|
2.15% | $20,183.13 | 99 |
|
-
CISCO SYSTEMS, INC.
|
2.12% | $19,940.63 | 257 |
|
-
Kenvue Inc.
|
2.12% | $19,912.20 | 1,155 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
2.10% | $19,680.30 | 18 |
|
-
Airbnb, Inc.
|
2.08% | $19,573.40 | 155 |
|
-
Apple Inc.
|
2.08% | $19,541.83 | 77 |
|
-
ROPER TECHNOLOGIES INC
|
2.04% | $19,108.44 | 54 |
|
-
Zoetis Inc.
|
2.03% | $19,031.81 | 161 |
|
-
CARRIER GLOBAL Corp
|
2.02% | $18,976.47 | 337 |
|
-
Autodesk, Inc.
|
2.01% | $18,912.60 | 79 |
|
-
CADENCE DESIGN SYSTEMS INC
|
2.01% | $18,895.16 | 68 |
|
-
Broadcom Inc.
|
2.01% | $18,880.11 | 61 |
|
-
LAM RESEARCH CORP
|
1.96% | $18,374.76 | 86 |
|
-
Palo Alto Networks Inc
|
1.95% | $18,276.48 | 114 |
|
-
GE HealthCare Technologies Inc.
|
1.93% | $18,079.72 | 254 |
|
-
TEXAS INSTRUMENTS INC
|
1.92% | $18,055.02 | 93 |
|
-
ServiceNow, Inc.
|
1.92% | $17,982.60 | 172 |
|
-
INTUITIVE SURGICAL INC
|
1.91% | $17,978.61 | 39 |
|
-
ORACLE CORP
|
1.91% | $17,947.42 | 122 |
|
-
AXON ENTERPRISE, INC.
|
1.90% | $17,836.98 | 42 |
|
-
STRYKER CORP
|
1.89% | $17,743.86 | 54 |
|
-
Zoom Communications, Inc.
|
1.87% | $17,525.02 | 218 |
|
-
RESMED INC
|
1.86% | $17,509.44 | 78 |
|
-
ELI LILLY & Co
|
1.86% | $17,475.63 | 19 |
|
-
Tesla, Inc.
|
1.86% | $17,472.25 | 47 |
|
-
Arista Networks, Inc.
|
1.86% | $17,434.76 | 142 |
|
-
MICROSOFT CORP
|
1.85% | $17,397.99 | 47 |
|
-
VEEVA SYSTEMS INC
|
1.85% | $17,390.34 | 99 |
|
-
INTUIT INC.
|
1.84% | $17,295.20 | 40 |
|
-
ADVANCED MICRO DEVICES INC
|
1.84% | $17,291.55 | 85 |
|
-
QUALCOMM INC/DE
|
1.82% | $17,127.74 | 133 |
|
-
SYNOPSYS INC
|
1.82% | $17,048.64 | 43 |
|
-
Alphabet Inc.
|
1.81% | $16,966.04 | 59 |
|
-
ADOBE INC.
|
1.79% | $16,772.52 | 69 |
|
-
INTERNATIONAL BUSINESS MACHINES CORP
|
1.76% | $16,482.52 | 68 |
|
-
Meta Platforms, Inc.
|
1.71% | $16,019.64 | 28 |
|
-
Super Micro Computer, Inc.
|
1.67% | $15,711.30 | 690 |
|
-
MERCADOLIBRE INC
|
1.66% | $15,561.18 | 9 |
|
-
Trade Desk, Inc.
|
1.60% | $15,020.78 | 662 |
|
-
BOSTON SCIENTIFIC CORP
|
1.44% | $13,491.25 | 215 |
|
-
COSTAR GROUP, INC.
|
1.40% | $13,191.18 | 327 |
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