Themes US R&D Champions ETF
Shareclass
Themes US R&D Champions ETF (USRD)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 1,086 out of 1,462 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Themes US R&D Champions ETF USRD
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Boston Scientific Corp1.82% of assets$18,935 invested
- 2. Johnson & Johnson2.16% of assets$22,476 invested
- 3. Autodesk Inc1.88% of assets$19,587 invested
- 4. Microsoft Corp1.84% of assets$19,159 invested
- 5. Keysight Technologies Inc2.13% of assets$22,138 invested
- 6. Zoetis Inc Class A1.88% of assets$19,596 invested
- 7. Intuit Inc1.61% of assets$16,689 invested
- 8. Electronic Arts Inc2.5% of assets$26,008 invested
- 9. ServiceNow Inc1.86% of assets$19,305 invested
- 10. Kenvue Inc1.27% of assets$13,249 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Vertiv Holdings Co Class A2.52% of assets$26,229 invested
- 2. Super Micro Computer Inc1.67% of assets$17,407 invested
- 3. The Trade Desk Inc Class A1.1% of assets$11,414 invested
- 4. Broadcom Inc2.38% of assets$24,765 invested
- 5. Cadence Design Systems Inc1.76% of assets$18,289 invested
- 6. Fortinet Inc1.61% of assets$16,767 invested
- 7. MercadoLibre Inc1.79% of assets$18,618 invested
- 8. Synopsys Inc1.35% of assets$14,068 invested
- 9. Applied Materials Inc2.49% of assets$25,874 invested
- 10. Veeva Systems Inc Class A1.96% of assets$20,384 invested
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Financial performance
Performance data provided by
Find more financial data on USRD at Morningstar.com
Find more financial data on USRD at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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