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Strive U.S. Semiconductor ETF SHOC

Morningstar Medalist Rating
Medalist Rating as of | See Strive Asset Management Investment Hub

Morningstar’s Analysis SHOC

Will SHOC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHOC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHOC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SHOC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased confidence in Strive U.S. Semiconductor ETF's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHOC

More SHOC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

27.29 21.7 Mil
Technology

ASML Holding NV ADR

11.36 9.0 Mil
Technology

Advanced Micro Devices Inc

7.10 5.6 Mil
Technology

Broadcom Inc

4.82 3.8 Mil
Technology

Micron Technology Inc

4.53 3.6 Mil
Technology

Applied Materials Inc

4.35 3.5 Mil
Technology

Lam Research Corp

4.19 3.3 Mil
Technology

Intel Corp

3.88 3.1 Mil
Technology

Texas Instruments Inc

3.88 3.1 Mil
Technology

Analog Devices Inc

3.58 2.8 Mil
Technology