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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 People and Process 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-lowest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.26 4.7 Mil
Technology

CrowdStrike Holdings Inc Class A

8.13 3.1 Mil
Technology

Samsara Inc Ordinary Shares - Class A

7.43 2.9 Mil
Technology

Advanced Micro Devices Inc

5.98 2.3 Mil
Technology

Elastic NV

5.35 2.1 Mil
Technology

Datadog Inc Class A

5.18 2.0 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

5.14 2.0 Mil
Technology

ServiceNow Inc

4.63 1.8 Mil
Technology

First American Treasury Obligs X

4.61 1.8 Mil
Cash and Equivalents

SentinelOne Inc Class A

4.38 1.7 Mil
Technology