WISE
Themes Generative Artificial Intelligence ETF
Themes ETF Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BRAND ENGAGEMENT NETWORK INC 0 55,540 55,540 6.83% $2.10M
BLAIZE HOLDINGS INC 0 841,000 841,000 4.96% $1.53M
QUICKLOGIC CORP 0 139,500 139,500 4.24% $1.31M
WISA TECHNOLOGIES INC 0 1,977,904 1,977,904 3.97% $1.22M
INFORMATION SVCS GROUP INC 0 310,400 310,400 3.87% $1.19M
KINGSOFT CLOUD H 0 1,222,000 1,222,000 3.49% $1.08M
SARCOS TECHNOLOGY AND ROBOTICS CORP A 0 119,242 119,242 2.35% $723.80K
COREWEAVE INC 0 7,800 7,800 1.96% $604.27K
ORACLE CORP 0 3,930 3,930 1.88% $578.14K
DIGITAL CHINA 0 2,063,000 2,063,000 1.81% $557.77K
Pagaya Technologies Ltd., Class A 0 44,300 44,300 1.67% $516.10K
APPIER GROUP INC 0 79,200 79,200 1.27% $390.25K
RECURSION PHARMACEUTICALS INC 0 77,000 77,000 0.77% $236.39K
INNODATA INC 0 5,415 5,415 0.68% $209.13K
NEXTNRG INC 0 250,000 250,000 0.32% $100.00K
MONGODB INC CL A 0 400 400 0.32% $97.91K
Josh Gibson Stablecoin Tokens 0 1,977,904 1,977,904 0.00% $0
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 7,681 0 -7,681 0.00% -$2.09M
INTEL CORP 43,428 0 -43,428 0.00% -$1.60M
MICROSOFT CORP 2,909 0 -2,909 0.00% -$1.41M
LATTICE SEMICONDUCTOR CORP 14,690 0 -14,690 0.00% -$1.08M
PHANCY GROUP C-H 175,211 0 -175,211 0.00% -$991.02K
CEVA INC 43,631 0 -43,631 0.00% -$938.94K
ZEPP HEALTH CORP 18,163 0 -18,163 0.00% -$489.31K
PONY AI INC DEPOSITARY RECEIPT 25,101 0 -25,101 0.00% -$363.96K
CORVEL CORP 5,038 0 -5,038 0.00% -$340.92K
AMDOCS LTD 3,538 0 -3,538 0.00% -$284.84K
SALESFORCE INC 892 0 -892 0.00% -$236.30K
UIPATH INC -CL A 12,165 0 -12,165 0.00% -$199.38K
YIDU TECH INC 208,045 0 -208,045 0.00% -$140.34K
JMDC INC 3,700 0 -3,700 0.00% -$94.13K
Pluszero, Inc. 2,400 0 -2,400 0.00% -$44.05K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PALANTIR TECHNOLOGIES INC 7,525 10,061 2,536 4.77% $134.15K
SOUNDHOUND AI INC 102,624 191,444 88,820 4.27% $292.06K
BIGBEAR AI HOLDINGS INC 209,904 340,097 130,193 3.88% $63.66K
SNOWFLAKE INC CL A 2,679 7,473 4,794 3.66% $539.41K
GORILLA TECHNOLOGY GROUP INC 94,124 102,240 8,116 3.49% $48.75K
C3.AI INC-A 67,223 113,915 46,692 3.11% $53.00K
BRAINCHIP HOLDIN 3,845,831 9,076,499 5,230,668 2.84% $427.59K
PKSHA TECHNOLOGY 37,800 44,300 6,500 2.40% -$106.76K
Datasection Inc 40,900 53,200 12,300 1.38% -$95.19K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 9,606 8,687 -919 4.91% -$276.51K
ADV MICRO DEVICE 9,514 7,264 -2,250 4.79% -$559.80K
AMAZON.COM INC 6,156 5,377 -779 3.63% -$301.06K
BROADCOM INC 4,503 3,450 -1,053 3.46% -$490.68K
ALPHABET INC CL A 4,800 3,014 -1,786 2.81% -$635.69K
VERITONE INC 591,429 326,550 -264,879 2.09% -$2.11M
AMBARELLA INC 9,878 9,077 -801 1.52% -$232.52K
ARISTA NETWORKS INC 6,114 3,679 -2,435 1.46% -$349.41K
REZOLVE AI PLC 264,884 158,849 -106,035 1.32% -$274.10K
GRID DYNAMICS HOLDINGS INC 144,291 66,978 -77,313 1.24% -$921.17K
CERENCE INC 60,107 48,505 -11,602 0.99% -$336.48K
BAIRONG INC 1,135,996 216,496 -919,500 0.71% -$1.47M
DUOS TECHNOLOGIES GROUP INC 41,994 13,370 -28,624 0.30% -$380.71K
NCINO INC 20,512 4,965 -15,547 0.24% -$451.55K
FIRST AM-TR OB-X 75,768 64,520 -11,248 0.21% -$11.25K
ZETA GLOBAL HOLDINGS CORP 60,402 2,592 -57,810 0.13% -$1.19M

No positions in this category.

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