TMAT holdings — Main Thematic Innovation ETF
Main Thematic Innovation ETF (TMAT) held 89 positions with net assets of $237M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 26.9% of the fund, led by PANW, MU, CRWD.
TMAT top holdings
- PANW PALO ALTO NETWORKS INC — 4.46% ($10.6M)
- MU MICRON TECHNOLOGY INC — 4.23% ($10.0M)
- CRWD CROWDSTRIKE HOLDINGS INC — 2.77% ($6.57M)
- FTNT FORTINET INC — 2.63% ($6.25M)
- YOU CLEAR SECURE INC — 2.43% ($5.77M)
- VICR VICOR CORP — 2.18% ($5.17M)
- HNGE HINGE HEALTH INC — 2.09% ($4.97M)
- LITE LUMENTUM HOLDINGS INC — 2.06% ($4.89M)
- AMD ADVANCED MICRO DEVICES INC — 2.06% ($4.88M)
- KEYS KEYSIGHT TECHNOLOGIES INC — 1.95% ($4.63M)
- BSY BENTLEY SYSTEMS INC — 1.88% ($4.46M)
- RBRK RUBRIK INC — 1.86% ($4.41M)
- NET CLOUDFLARE INC — 1.81% ($4.30M)
- VRNS VARONIS SYSTEMS INC — 1.76% ($4.17M)
- AAON AAON INC — 1.70% ($4.05M)
- ADSK AUTODESK INC — 1.61% ($3.81M)
- TER TERADYNE INC — 1.59% ($3.78M)
- STX SEAGATE TECHNOLOGY HOLDINGS PLC — 1.54% ($3.65M)
- BB BLACKBERRY LTD — 1.54% ($3.64M)
- FFIV F5 INC — 1.46% ($3.45M)
- GEV GE VERNOVA INC — 1.43% ($3.39M)
- WDC WESTERN DIGITAL CORP — 1.37% ($3.25M)
- AEIS ADVANCED ENERGY INDUSTRIES INC — 1.36% ($3.23M)
- VRT VERTIV HOLDINGS COMPANY — 1.31% ($3.11M)
- VCYT VERACYTE INC — 1.30% ($3.10M)
What are TMAT's top 10 holdings?
PANW (4.5%), MU (4.2%), CRWD (2.8%), FTNT (2.6%), YOU (2.4%), VICR (2.2%), HNGE (2.1%), LITE (2.1%), AMD (2.1%), KEYS (2.0%).
How many stocks are in TMAT?
Main Thematic Innovation ETF reported 89 holdings as of July 31, 2026.