Thursday, August 6, 2026

Cash
-0.31%
Positions
168
Changes
0

No active changes today.

Holdings

168
SecurityTheme
Dynamic AI
META.USMETA PLATFORMS INC-CLASS A
Dynamic AI1.30%
NET.USCLOUDFLARE INC - CLASS A
Dynamic AI1.24%-0.03%
SHOP.USSHOPIFY INC - CLASS A
Dynamic AI1.15%+0.17%
NVDA.USNVIDIA CORP
Dynamic AI1.12%+0.04%
DDOG.USDATADOG INC - CLASS A
Dynamic AI1.08%-0.02%
KSTR.USKRANESHARES CHINA TECHNOLOGY
Dynamic AI0.98%+0.03%
AAPL.USAPPLE INC
Dynamic AI0.96%+0.01%
SNDK.USSANDISK CORP
Dynamic AI0.92%-0.05%
AMD.USADVANCED MICRO DEVICES
Dynamic AI0.89%-0.07%
BABA.USALIBABA GROUP HOLDING-SP ADR
Dynamic AI0.83%
GTLB.USGITLAB INC-CL A
Dynamic AI0.82%-0.01%
SIMO.USSILICON MOTION TECHNOL-ADR
Dynamic AI0.74%-0.06%
ORCL.USORACLE CORP
Dynamic AI0.68%-0.01%
VRSN.USVERISIGN INC
Dynamic AI0.67%-0.01%
ANET.USARISTA NETWORKS INC
Dynamic AI0.65%+0.02%
FDS.USFACTSET RESEARCH SYSTEMS INC
Dynamic AI0.63%+0.01%
AMAT.USAPPLIED MATERIALS INC
Dynamic AI0.60%-0.01%
CSCO.USCISCO SYSTEMS INC
Dynamic AI0.59%
OKTA.USOKTA INC
Dynamic AI0.58%
DT.USDYNATRACE INC
Dynamic AI0.58%+0.06%
RELX.USRELX PLC - SPON ADR
Dynamic AI0.54%
EFX.USEQUIFAX INC
Dynamic AI0.53%
HIMX.USHIMAX TECHNOLOGIES INC-ADR
Dynamic AI0.52%-0.03%
FICO.USFAIR ISAAC CORP
Dynamic AI0.46%+0.02%
CRWD.USCROWDSTRIKE HOLDINGS INC - A
Dynamic AI0.45%
KXIAY.USKIOXIA HOLDINGS CO-UNSP ADR
Dynamic AI0.42%-0.03%
MXL.USMAXLINEAR INC
Dynamic AI0.40%-0.03%
NTAP.USNETAPP INC
Dynamic AI0.28%-0.01%
Life Sciences & Healthcare
TMO.USTHERMO FISHER SCIENTIFIC INC
Life Sciences & Healthcare1.25%+0.03%
DHR.USDANAHER CORP
Life Sciences & Healthcare1.16%+0.03%
INCY.USINCYTE CORP
Life Sciences & Healthcare1.07%-0.01%
IQV.USIQVIA HOLDINGS INC
Life Sciences & Healthcare0.97%+0.03%
AVTR.USAVANTOR INC
Life Sciences & Healthcare0.89%-0.02%
WST.USWEST PHARMACEUTICAL SERVICES
Life Sciences & Healthcare0.86%+0.01%
TWST.USTWIST BIOSCIENCE CORP
Life Sciences & Healthcare0.86%+0.12%
DGX.USQUEST DIAGNOSTICS INC
Life Sciences & Healthcare0.83%+0.01%
NEO.USNEOGENOMICS INC
Life Sciences & Healthcare0.78%-0.03%
MEDP.USMEDPACE HOLDINGS INC
Life Sciences & Healthcare0.77%+0.02%
AMGN.USAMGEN INC
Life Sciences & Healthcare0.69%+0.03%
A.USAGILENT TECHNOLOGIES INC
Life Sciences & Healthcare0.67%+0.01%
MRVI.USMARAVAI LIFESCIENCES HLDGS-A
Life Sciences & Healthcare0.62%
FTRE.USFORTREA HOLDINGS INC
Life Sciences & Healthcare0.61%+0.03%
ICLR.USICON PLC
Life Sciences & Healthcare0.60%+0.02%
CERT.USCERTARA INC
Life Sciences & Healthcare0.59%+0.02%
REGN.USREGENERON PHARMACEUTICALS
Life Sciences & Healthcare0.55%+0.01%
DIM.FPSARTORIUS STEDIM BIOTECH
Life Sciences & Healthcare0.52%
JAZZ.USJAZZ PHARMACEUTICALS PLC
Life Sciences & Healthcare0.51%
COR.USCENCORA INC
Life Sciences & Healthcare0.49%+0.02%
TEM.USTEMPUS AI INC-CL A
Life Sciences & Healthcare0.45%
ERF.FPEUROFINS SCIENTIFIC
Life Sciences & Healthcare0.43%+0.01%
SFZN.SWSIEGFRIED HOLDING AG-REG
Life Sciences & Healthcare0.35%
GENB.USGENERATE BIOMEDICINES INC
Life Sciences & Healthcare0.27%
ABSI.USABSCI CORP
Life Sciences & Healthcare0.20%
Robotics
ISRG.USINTUITIVE SURGICAL INC
Robotics1.08%+0.02%
OUST.USOUSTER INC
Robotics0.90%-0.05%
AMBA.USAMBARELLA INC
Robotics0.80%
6954.JPFANUC CORP
Robotics0.76%+0.03%
QCOM.USQUALCOMM INC
Robotics0.75%-0.02%
AIP.USARTERIS INC
Robotics0.74%-0.03%
TSLA.USTESLA INC
Robotics0.70%-0.01%
ST.USSENSATA TECHNOLOGIES HOLDPLC
Robotics0.64%-0.01%
TKR.USTIMKEN CO
Robotics0.59%
ROK.USROCKWELL AUTOMATION INC
Robotics0.59%+0.01%
IFX.GRINFINEON TECHNOLOGIES AG
Robotics0.58%-0.04%
AIT.USAPPLIED INDUSTRIAL TECH INC
Robotics0.58%
ALGM.USALLEGRO MICROSYSTEMS INC
Robotics0.57%-0.01%
ON.USON SEMICONDUCTOR
Robotics0.55%-0.03%
ADI.USANALOG DEVICES INC
Robotics0.52%
MCHP.USMICROCHIP TECHNOLOGY INC
Robotics0.49%-0.02%
ACLS.USAXCELIS TECHNOLOGIES INC
Robotics0.48%-0.01%
MKSI.USMKS INC
Robotics0.41%-0.01%
VPG.USVISHAY PRECISION GROUP
Robotics0.37%-0.14%
KN.USKNOWLES CORP
Robotics0.37%-0.01%
WOLF.USWOLFSPEED INC
Robotics0.36%-0.03%
STM.USSTMICROELECTRONICS NV-NY SHS
Robotics0.34%-0.01%
AEVA.USAEVA TECHNOLOGIES INC
Robotics0.34%-0.01%
AMBQ.USAMBIQ MICRO INC
Robotics0.33%-0.02%
JBL.USJABIL INC
Robotics0.33%
TXN.USTEXAS INSTRUMENTS INC
Robotics0.32%-0.01%
AMS.SWAMS-OSRAM AG
Robotics0.31%+0.02%
HAYW.USHAYWARD HOLDINGS INC
Robotics0.24%
Fiscal Primacy
COLO.USGLOBAL X MSCI COLOMBIA ETF
Fiscal Primacy1.58%
CLF.USCLEVELAND-CLIFFS INC
Fiscal Primacy1.35%+0.04%
WCH.GRWACKER CHEMIE AG
Fiscal Primacy0.93%+0.04%
SGM.AUSIMS LTD
Fiscal Primacy0.86%+0.02%
LINC.USLINCOLN EDUCATIONAL SERVICES
Fiscal Primacy0.81%
ATKR.USATKORE INC
Fiscal Primacy0.79%
OII.USOCEANEERING INTL INC
Fiscal Primacy0.58%-0.03%
NUE.USNUCOR CORP
Fiscal Primacy0.57%
APAM.NAAPERAM
Fiscal Primacy0.56%
STLD.USSTEEL DYNAMICS INC
Fiscal Primacy0.52%
CENX.USCENTURY ALUMINUM COMPANY
Fiscal Primacy0.51%
ENPH.USENPHASE ENERGY INC
Fiscal Primacy0.51%-0.04%
KMT.USKENNAMETAL INC
Fiscal Primacy0.50%-0.03%
PUB.FPPUBLICIS GROUPE
Fiscal Primacy0.39%+0.01%
WPP.LNWPP PLC
Fiscal Primacy0.37%
FLNC.USFLUENCE ENERGY INC
Fiscal Primacy0.32%-0.03%
IPX.USIPERIONX LTD - ADR
Fiscal Primacy0.27%
Small Themes 2026
UAL.USUNITED AIRLINES HOLDINGS INC
Small Themes 20261.53%
DAL.USDELTA AIR LINES INC
Small Themes 20261.35%+0.01%
JAN.USJANUS LIVING INC CL-A-1
Small Themes 20260.73%+0.01%
WELL.USWELLTOWER INC
Small Themes 20260.70%+0.02%
BKD.USBROOKDALE SENIOR LIVING INC
Small Themes 20260.67%+0.01%
MIAX.USMIAMI INTERNATIONAL HOLDINGS
Small Themes 20260.62%+0.01%
AFRM.USAFFIRM HOLDINGS INC
Small Themes 20260.53%
THC.USTENET HEALTHCARE CORP
Small Themes 20260.48%+0.02%
COMP.USCOMPASS INC - CLASS A
Small Themes 20260.42%+0.03%
DAVE.USDAVE INC
Small Themes 20260.42%
ADUS.USADDUS HOMECARE CORP
Small Themes 20260.41%+0.01%
SCI.USSERVICE CORP INTERNATIONAL
Small Themes 20260.38%
HCA.USHCA HEALTHCARE INC
Small Themes 20260.37%+0.01%
ENSG.USENSIGN GROUP INC/THE
Small Themes 20260.37%+0.01%
PNTG.USPENNANT GROUP INC/THE
Small Themes 20260.37%
SNDA.USSONIDA SENIOR LIVING INC
Small Themes 20260.35%+0.01%
TKO.USTKO GROUP HOLDINGS INC
Small Themes 20260.28%
MAX.USMEDIAALPHA INC-CLASS A
Small Themes 20260.25%
EVER.USEVERQUOTE INC - CLASS A
Small Themes 20260.25%
CSV.USCARRIAGE SERVICES INC
Small Themes 20260.19%
NatGas & Energy
ET.USENERGY TRANSFER LP
NatGas & Energy0.59%
VLO.USVALERO ENERGY CORP
NatGas & Energy0.59%-0.01%
EOG.USEOG RESOURCES INC
NatGas & Energy0.58%-0.04%
VG.USVENTURE GLOBAL INC-CL A
NatGas & Energy0.57%-0.02%
BKR.USBAKER HUGHES CO
NatGas & Energy0.53%
TTFW.LNWT EUROPEAN NATURAL GAS
NatGas & Energy0.50%-0.03%
FLNG.USFLEX LNG LTD
NatGas & Energy0.49%
UNG.USUS NATURAL GAS FUND LP
NatGas & Energy0.48%
FRMI.USFERMI INC
NatGas & Energy0.48%-0.01%
FANG.USDIAMONDBACK ENERGY INC
NatGas & Energy0.48%-0.01%
USO.USUNITED STATES OIL FUND LP
NatGas & Energy0.47%
UGA.USUNITED STATES GAS FUND LP
NatGas & Energy0.44%
WCP.CNWHITECAP RESOURCES INC
NatGas & Energy0.38%-0.01%
EPD.USENTERPRISE PRODUCTS PARTNERS
NatGas & Energy0.34%
PUMP.USPROPETRO HOLDING CORP
NatGas & Energy0.34%-0.01%
EQT.USEQT CORP
NatGas & Energy0.32%-0.01%
LBRT.USLIBERTY ENERGY INC
NatGas & Energy0.31%-0.01%
CRK.USCOMSTOCK RESOURCES INC
NatGas & Energy0.29%-0.01%
SLR.SMSOLARIA ENERGIA Y MEDIO AMBI
NatGas & Energy0.29%-0.01%
GLEN.LNGLENCORE PLC
NatGas & Energy0.29%+0.01%
POU.CNPARAMOUNT RESOURCES LTD -A
NatGas & Energy0.28%-0.01%
NESTE.FHNESTE OYJ
NatGas & Energy0.27%-0.01%
SM.USSM ENERGY CO
NatGas & Energy0.18%-0.01%
MPC.USMARATHON PETROLEUM CORP
NatGas & Energy0.18%-0.01%
Modern Warfare
ARXS.USARXIS INC-A
Modern Warfare0.56%+0.01%
LDOS.USLEIDOS HOLDINGS INC
Modern Warfare0.46%-0.01%
ATI.USATI INC
Modern Warfare0.44%+0.01%
RTX.USRTX CORP
Modern Warfare0.44%+0.01%
HII.USHUNTINGTON INGALLS INDUSTRIE
Modern Warfare0.44%-0.01%
LMT.USLOCKHEED MARTIN CORP
Modern Warfare0.43%-0.01%
LASR.USNLIGHT INC
Modern Warfare0.42%-0.01%
SAIC.USSCIENCE APPLICATIONS INTE
Modern Warfare0.42%
CACI.USCACI INTERNATIONAL INC -CL A
Modern Warfare0.41%
BA.USBOEING CO/THE
Modern Warfare0.41%+0.01%
GD.USGENERAL DYNAMICS CORP
Modern Warfare0.41%
NOC.USNORTHROP GRUMMAN CORP
Modern Warfare0.40%
MOG/A.USMOOG INC-CLASS A
Modern Warfare0.39%
LDO.IMLEONARDO SPA
Modern Warfare0.37%+0.01%
CRS.USCARPENTER TECHNOLOGY
Modern Warfare0.32%
KOG.NOKONGSBERG GRUPPEN ASA
Modern Warfare0.30%
MTRN.USMATERION CORP
Modern Warfare0.24%+0.06%
MDA.CNMDA SPACE LTD
Modern Warfare0.17%
KRMN.USKARMAN HOLDINGS INC
Modern Warfare0.16%
GLP-1 LS
LLY.USELI LILLY & CO
GLP-1 LS2.14%+0.10%
BANB.SWBACHEM HOLDING AG
GLP-1 LS0.84%-0.02%
HIMS.USHIMS & HERS HEALTH INC
GLP-1 LS0.80%-0.01%
PPGN.SWPOLYPEPTIDE GROUP AG
GLP-1 LS0.51%
LTH.USLIFE TIME GROUP HOLDINGS INC
GLP-1 LS0.43%+0.01%
ARWR.USARROWHEAD PHARMACEUTICALS IN
GLP-1 LS0.34%-0.01%
LWAY.USLIFEWAY FOODS INC
GLP-1 LS0.17%

Cash

-0.31%
ThemeBasket weight
Dynamic AI0.00%
Life Sciences & Healthcare0.87%
Robotics0.00%
Fiscal Primacy0.00%
NatGas & Energy0.00%
Small Themes 2026-1.19%
Modern Warfare0.00%
GLP-1 LS0.00%