WELD ETF largest holding is TKR at 8.15% as of Jul 27, 2026

WELD ETF largest holding is TKR at 8.15% as of Jul 27, 2026
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TKR is WELD's largest holding at 8.15% of the fund as of Jul 27, 2026. WELD is Tema US Manufacturing & Reshoring ETF.

Showing top 24 of 24 holdings · as of Jul 27, 2026
WELD holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
TKR
Timken CoIndustrials · Machinery
8.15%		8.2%168,913$23.83MIndustrialsMachinery
2
CGNX
Cognex Corp.Info Tech · Electronic Equipment
6.88%		15.0%328,236$20.12MInfo TechElectronic Equipment
Share changes, sector and industry · Pro
3
AIT
Applied Industrial Technologies Inc
6.69%		21.7%56,023$19.57M
4
TEX
Terex Corp
6.68%		28.4%282,767$19.53M
5
CAT
Caterpillar, Inc.
5.96%		34.4%19,953$17.42M
6
GTES
Gates Industrial Plc
5.66%		40.0%622,890$16.54M
7
POWL
Powell Industries Inc
5.52%		45.5%73,612$16.14M
8
PH
Parker-Hannifin Corp.
5.03%		50.6%14,898$14.71M
9
ETN
Eaton Corp Plc
4.89%		55.5%35,830$14.28M
10
ATI
Ati Inc
4.81%		60.3%72,940$14.05M
11
LIN
Linde Plc Ordinary Shares
4.78%		65.0%27,578$13.98M
12
IR
Ingersoll Rand Inc
3.95%		69.0%136,416$11.55M
13
ROK
Rockwell Automation Inc.
3.86%		72.9%24,212$11.28M
14—Spx Corp
3.83%		76.7%51,075$11.19M
15—Taiwan Semiconductor - Adr
3.58%		80.3%26,190$10.45M
16
ABBN
Abb Ltd
3.47%		83.7%105,156$10.14M
17
APG
Api Group Corp
3.09%		86.8%226,434$9.04M
18
MOD
Modine Manufacturing Company
3.09%		89.9%39,184$9.03M
19—Cash and Cash Equivalents
2.36%		92.3%-$6.88M
20
ATMU
Atmus Filtration Technologies Inc
2.07%		94.3%111,857$6.06M
21—Solstice Advanced Materials Inc
1.75%		96.1%84,355$5.11M
22
HON
Honeywell International Inc.
1.53%		97.6%18,158$4.46M
23
NOVT
Novanta Inc.
1.41%		99.0%29,347$4.13M
24
WMB
Williams Cos. Inc.
0.96%		100.0%39,464$2.79M
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WELD ETF All Holdings

WELD holdings total 24 positions. The top 10 holdings account for 60.3% of the fund, led by Timken Co at 8.2%, Cognex Corp. at 6.9%, Applied Industrial Technologies Inc at 6.7%.

WELD portfolio concentration is relatively high, with the top 10 representing 60.3% of total assets. The largest sector exposure is Industrials at 68.5%.

WELD sectors provide a detailed breakdown. WELD overlap shows how holdings compare to other funds in your portfolio.

Compare WELD

WELD vs SPYWELD vs QQQWELD vs VOOWELD vs VTIWELD vs IVVWELD vs SCHDWELD vs VYMWELD vs VXUS

WELD ETF Holdings

24 of 24 holdings

  • 1

    Timken Co

    TKRIndustrials
    8.15%
  • 2

    Cognex Corp.

    CGNXInformation Technology
    6.88%
  • 3

    Applied Industrial Technologies Inc

    AITIndustrials
    6.69%
  • 4

    Terex Corp

    TEXIndustrials
    6.68%
  • 5

    Caterpillar, Inc.

    CATIndustrials
    5.96%
  • 6

    Gates Industrial Plc

    GTESIndustrials
    5.66%
  • 7

    Powell Industries Inc

    POWLIndustrials
    5.52%
  • 8

    Parker-Hannifin Corp.

    PHIndustrials
    5.03%
  • 9

    Eaton Corp Plc

    ETNIndustrials
    4.89%
  • 10

    Ati Inc

    ATIMaterials
    4.81%
  • 11

    Linde Plc Ordinary Shares

    LINMaterials
    4.78%
  • 12

    Ingersoll Rand Inc

    IRIndustrials
    3.95%
  • 13

    Rockwell Automation Inc.

    ROKIndustrials
    3.86%
  • 14

    Spx Corp

    SPXCIndustrials
    3.83%
  • 15

    Taiwan Semiconductor - Adr

    TSM:TWInformation Technology
    3.58%
  • 16

    Abb Ltd

    ABBN:SMUnknown
    3.47%
  • 17

    Api Group Corporation Common Stock

    JTWO:LNIndustrials
    3.09%
  • 18

    Modine Manufacturing Company

    MODIndustrials
    3.09%
  • 19

    Cash and Cash Equivalents

    Other
    2.36%
  • 20

    Atmus Filtration Technologies Inc

    ATMUIndustrials
    2.07%
  • 21

    Solstice Advanced Materials Inc

    SOLSUnknown
    1.75%
  • 22

    Honeywell International Inc.

    HONUnknown
    1.53%
  • 23

    Novanta Inc. Common Stock

    NOVTInformation Technology
    1.41%
  • 24

    Williams Cos. Inc.

    WMBEnergy
    0.96%