Managed by Themes Management Co Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | V VCEL — | $2.8M | 591.4K | 0.00% | — |
| 6 | L LMT — | $2.6M | 5.4K | 0.00% | — |
| 7 | N NVDA — | $2.6M | 14.0K | 0.00% | — |
| 8 | T TSLA — | $2.4M | 5.4K | 0.00% | — |
| 9 | H HWM — | $2.4M | 11.8K | 0.00% | — |
| 10 | N NOC — | $2.4M | 4.2K | 0.00% | — |
| 11 | N NVDA — | $2.3M | 12.5K | 0.00% | — |
| 12 | G GD — | $2.2M | 6.5K | 0.00% | — |
| 13 | T TDG — | $2.2M | 1.6K | 0.00% | — |
| 14 | A AAPL — | $2.1M | 7.8K | 0.00% | — |
| 15 | A AMD — | $2.1M | 9.6K | 0.00% | — |
| 16 | C CCJ — | $1.8M | 19.9K | 0.00% | — |
| 17 | C CEG — | $1.8M | 5.0K | 0.00% | — |
| 18 | I IAG — | $1.7M | 101.8K | 0.00% | — |
| 19 | P PLTR — | $1.7M | 9.4K | 0.00% | — |
| 20 | A AVGO — | $1.7M | 4.8K | 0.00% | — |