WELD ETF top 10 holdings are 60.3% of the fund as of Jul 27, 2026

WELD ETF top 10 holdings are 60.3% of the fund as of Jul 27, 2026
$58.91

WELD holds 60.3% of its assets in its 10 largest positions as of Jul 27, 2026. WELD is Tema US Manufacturing & Reshoring ETF.

Showing the top 10 of 24 holdings · as of Jul 27, 2026
Top 10 weight
60.27%
WELD top 10 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
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
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Themes in the top 10
ManufacturingInfrastructureRobotics & AutomationSupply ChainElectric VehiclesArtificial IntelligenceNetworking InfrastructureConnectors & InterconnectsEmerging TechData & AnalyticsEnergy TransitionEnergy SecurityDefense TechnologyMedical DevicesAviation Technology

WELD ETF Top Holdings

WELD holdings top 10 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.

Showing 10 of 24 holdingsTop 10 Weight: 60.27%
#TickerNameIndustryWeightAllocation
1TKRTimken CoIndustrials8.15%
2CGNXCognex Corp.Information Technology6.88%
3AITApplied Industrial Technologies IncIndustrials6.69%
4TEXTerex CorpIndustrials6.68%
5CATCaterpillar, Inc.Industrials5.96%
6GTESGates Industrial PlcIndustrials5.66%
7POWLPowell Industries IncIndustrials5.52%
8PHParker-Hannifin Corp.Industrials5.03%
9ETNEaton Corp PlcIndustrials4.89%
10ATIAti IncMaterials4.81%
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Holdings Distribution

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