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Morningstar

TrueShares Tech, AI and Deep Lrng ETF LRNZ

Morningstar Medalist Rating
Medalist Rating as of | See TrueMark Investment Hub

Morningstar’s Analysis LRNZ

Will LRNZ 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 LRNZ’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LRNZ 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 LRNZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in TrueShares Tech, AI and Deep Lrng ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LRNZ

More LRNZ Holdings
  • Current Portfolio Date
  • Equity Holdings 21
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 57.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

10.05
2,996,431
Cash and Equivalents

NVIDIA Corp

8.07
2,406,037
Technology

CrowdStrike Holdings Inc Class A

6.97
2,078,311
Technology

Samsara Inc Ordinary Shares - Class A

6.56
1,956,405
Technology

Snowflake Inc Ordinary Shares - Class A

6.33
1,888,372
Technology

Advanced Micro Devices Inc

5.31
1,582,803
Technology

Zscaler Inc

5.19
1,546,961
Technology

Datadog Inc Class A

5.18
1,543,629
Technology

Mobileye Global Inc Ordinary Shares - Class A

4.99
1,488,108
Consumer Cyclical

ServiceNow Inc

4.60
1,370,760
Technology