HWAY Holdings — Themes US Infrastructure ETF

All 100 reported holdings of Themes US Infrastructure ETF (HWAY) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Caterpillar Inc5.51%$194.88K
Quanta Services Inc5.05%$178.57K
CSX Corp4.42%$156.23K
Union Pacific Corp4.42%$156.13K
Deere & Co4.18%$147.80K
Parker-Hannifin Corp4.07%$143.78K
Emerson Electric Co4.02%$142.00K
Crh PLC3.59%$126.69K
United Rentals Inc3.56%$125.75K
Norfolk Southern Corp3.53%$124.89K
Comfort Systems USA Inc3.48%$122.88K
WW Grainger Inc2.93%$103.39K
Fastenal Co2.76%$97.45K
Nucor Corp2.57%$90.88K
Westinghouse Air Brake Technol2.28%$80.61K
Vulcan Materials Co1.92%$67.85K
EMCOR Group Inc1.83%$64.73K
Martin Marietta Materials Inc1.76%$62.28K
Steel Dynamics Inc1.56%$55.07K
Carpenter Technology Corp1.50%$53.05K
Dover Corp1.50%$52.93K
Xylem Inc/NY1.46%$51.42K
Amrize Ltd1.36%$48.02K
ATI Inc1.36%$47.90K
Sterling Infrastructure Inc1.24%$43.65K
Reliance Inc0.97%$34.37K
IDEX Corp0.87%$30.64K
Nordson Corp0.79%$27.76K
API Group Corp0.78%$27.44K
WESCO International Inc0.76%$26.94K
Carlisle Cos Inc0.76%$26.84K
Jacobs Solutions Inc0.74%$26.21K
Dycom Industries Inc0.73%$25.79K
IES Holdings Inc0.71%$24.98K
Alcoa Corp0.68%$23.98K
Modine Manufacturing Co0.67%$23.76K
Mueller Industries Inc0.66%$23.23K
Owens Corning0.65%$23.05K
Graco Inc0.62%$22.00K
Applied Industrial Technologie0.62%$21.98K
Valmont Industries Inc0.57%$20.22K
SPX Technologies Inc0.57%$20.10K
QXO Inc0.56%$19.96K
Crane Co0.53%$18.74K
Ryder System Inc0.53%$18.73K
Advanced Drainage Systems Inc0.52%$18.52K
Donaldson Co Inc0.51%$18.04K
Watts Water Technologies Inc0.51%$18.01K
Argan Inc0.50%$17.57K
TopBuild Corp0.49%$17.37K
Oshkosh Corp0.49%$17.19K
Builders FirstSource Inc0.48%$17.00K
Aecom0.45%$15.98K
Simpson Manufacturing Co Inc0.44%$15.49K
Terex Corp0.41%$14.33K
MYR Group Inc0.40%$14.01K
Pool Corp0.40%$13.97K
Enpro Inc0.39%$13.95K
Fluor Corp0.38%$13.31K
Granite Construction Inc0.37%$12.96K
Tetra Tech Inc0.36%$12.88K
First American Treasury Obliga0.36%$12.78K
AGCO Corp0.36%$12.69K
Zurn Elkay Water Solutions Cor0.36%$12.68K
Eagle Materials Inc0.35%$12.38K
Arcosa Inc0.35%$12.35K
Commercial Metals Co0.34%$11.92K
Trex Co Inc0.28%$10.01K
Construction Partners Inc0.28%$9.98K
MSC Industrial Direct Co Inc0.27%$9.63K
UFP Industries Inc0.26%$9.16K
Champion Homes Inc0.25%$8.72K
Cavco Industries Inc0.24%$8.60K
Cleveland-Cliffs Inc0.24%$8.54K
AZZ Inc0.24%$8.53K
Knife River Corp0.23%$8.28K
Herc Holdings Inc0.22%$7.74K
Mueller Water Products Inc0.21%$7.44K
Vontier Corp0.20%$7.13K
Tutor Perini Corp0.19%$6.80K
Legence Corp0.17%$5.97K
Helios Technologies Inc0.16%$5.53K
Boise Cascade Co0.16%$5.51K
Kaiser Aluminum Corp0.15%$5.48K
Trinity Industries Inc0.15%$5.29K
EquipmentShare.com Inc0.14%$4.92K
Century Aluminum Co0.13%$4.69K
DNOW Inc0.13%$4.55K
Atkore Inc0.12%$4.41K
Centuri Holdings Inc0.12%$4.29K
DXP Enterprises Inc/TX0.10%$3.54K
Greenbrier Cos Inc/The0.08%$2.70K
Gibraltar Industries Inc0.07%$2.48K
Astec Industries Inc0.07%$2.39K
Lindsay Corp0.07%$2.35K
Worthington Steel Inc0.06%$2.08K
United States Lime & Minerals0.06%$1.99K
NPK International Inc0.04%$1.38K
Ryerson Holding Corp0.03%$1.23K
Verra Mobility Corp0.03%$1.19K

HWAY overview: performance, fees, allocation and SEC filings