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Investment Strategies / Index Investing
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Author: tedthedog 🐝  😊 😞
Number: of 209 
Subject: Re: Software equal weight - XSW
Date: 02/07/2025 10:47 AM
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Out of curiosity I looked at the top ten holdings of QQQE and SXW (data from Yahoo).
SXW is a very interesting list. It's not clear to me how many are 'moaty' yet. Some seem to be trying to get established (QBTS is quantum computing), some have negative earnings.

QQQE Top 10 Holdings (10.37% of Total Assets)
Symbol Company % Assets
AVGO Broadcom Inc. 1.07%
FANG Diamondback Energy, Inc. 1.05%
GFS GLOBALFOUNDRIES Inc. 1.04%
SBUX Starbucks Corporation 1.04%
MCHP Microchip Technology Incorporated 1.03%
AMD Advanced Micro Devices, Inc. 1.03%
BIIB Biogen Inc. 1.03%
NVDA NVIDIA Corporation 1.03%
EXC Exelon Corporation 1.02%
ROST Ross Stores, Inc. 1.02%
FWIW, M* says QQQE is 'large blend'

XSW Top 10 Holdings (8.92% of Total Assets)
Symbol Company % Assets
QBTS D-Wave Quantum Inc. 1.53%
SOUN SoundHound AI, Inc. 1.10%
GDYN Grid Dynamics Holdings, Inc. 0.85%
KVYO Klaviyo, Inc. 0.79%
WK Workiva Inc. 0.79%
PLTR Palantir Technologies Inc. 0.78%
WEAV Weave Communications, Inc. 0.78%
ALTR Altair Engineering Inc. 0.77%
MITK Mitek Systems, Inc. 0.77%
HCP HashiCorp, Inc. 0.76%
FWIW, M* says XSW is 'small growth'
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