USRD holdings — Themes US R&D Champions ETF
Themes US R&D Champions ETF (USRD) held 51 positions with net assets of $1.15M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 29.9% of the fund, led by DDOG, PANW, AMAT.
USRD top holdings
- DDOG Datadog Inc — 3.56% ($40.9K)
- PANW Palo Alto Networks Inc — 3.45% ($39.6K)
- AMAT Applied Materials Inc — 3.34% ($38.3K)
- FTNT Fortinet Inc — 3.31% ($37.9K)
- ARM ARM Holdings PLC — 3.06% ($35.1K)
- LRCX Lam Research Corp — 3.06% ($35.1K)
- AMD Advanced Micro Devices Inc — 2.99% ($34.3K)
- AXON Axon Enterprise Inc — 2.54% ($29.2K)
- CSCO Cisco Systems Inc — 2.32% ($26.7K)
- LLY Eli Lilly & Co — 2.30% ($26.4K)
- IBM IBM — 2.21% ($25.3K)
- CDNS Cadence Design Systems Inc — 2.06% ($23.6K)
- VEEV Veeva Systems Inc — 2.06% ($23.6K)
- DXCM Dexcom Inc — 2.05% ($23.5K)
- NOW ServiceNow Inc — 2.04% ($23.4K)
- TSLA Tesla Inc — 2.02% ($23.1K)
- AAPL Apple Inc — 1.94% ($22.3K)
- SMCI Super Micro Computer Inc — 1.94% ($22.3K)
- DE Deere & Co — 1.93% ($22.2K)
- TXN Texas Instruments Inc — 1.92% ($22.1K)
- CTVA Corteva Inc — 1.90% ($21.8K)
- AMGN Amgen Inc — 1.89% ($21.7K)
- QCOM QUALCOMM Inc — 1.87% ($21.4K)
- ABNB Airbnb Inc — 1.85% ($21.2K)
- EA Electronic Arts Inc — 1.84% ($21.1K)
What are USRD's top 10 holdings?
DDOG (3.6%), PANW (3.4%), AMAT (3.3%), FTNT (3.3%), ARM (3.1%), LRCX (3.1%), AMD (3.0%), AXON (2.5%), CSCO (2.3%), LLY (2.3%).
How many stocks are in USRD?
Themes US R&D Champions ETF reported 51 holdings as of June 30, 2026.