SHOC US Semiconductor Equity ETF (SHOC)
NYSE NYSE Primary Summary
Should You Invest in the Strive U.S. Semiconductor ETF (SHOC)?
If you're interested in broad exposure to the Technology - Semiconductors segment of the equity market, look no further than the Strive U.S. Semiconductor ETF (SHOC), a passively managed exchange traded fund launched on October 6, 2022.
SHOC: Concentrated Bet On The Semiconductor Supercycle
The Strive US Semiconductor ETF offers concentrated exposure to leading US semiconductor stocks, with the top 10 holdings comprising 75% of assets. SHOC has delivered a 203% three-year price return and is rated Buy based on strong industry catalysts and undervaluation. Key drivers include robust hyperscaler capex, rising memory prices, and structural AI tailwinds, though risks from supply chain geopolitics and policy remain.
SHOC: A Buy For Risk-Tolerant Growth Investors
Strive U.S. Semiconductor ETF earns a buy rating for its concentrated exposure to top-performing U.S. semiconductor companies with accelerating growth. SHOC's portfolio is heavily weighted toward Nvidia and Broadcom, both benefiting from AI and data center tailwinds, but lacks exposure to TSM. Despite a competitive 0.40% expense ratio, SHOC trades at a higher P/E and P/B versus peers due to recent outperformance.
SHOC US Semiconductor Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JA Jeff Ameen Spire Wealth Management | 3,600 | $165,276 | $408,924 | $243,648 | 147.42% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 10,470 | $465,277.31 | $1.19M | $724,009.99 | 155.61% |
 Nathan Edwards IMG Wealth Management, Inc. | 187 | $8,585.16 | $21,241.33 | $12,656.17 | 147.42% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 11,250 | $638,310.07 | $1.27M | $635,527.43 | 99.56% |
SHOC US Semiconductor Equity ETF (SHOC) FAQ
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SHOC US Semiconductor Equity ETF Profile
| NYSE Exchange | US Country |
Overview
The organization in question operates a unique financial instrument, part of a select group within a larger float-adjusted capitalization-weighted index. This index specifically encompasses a vast portion of the marketplace, aiming to represent roughly 99% of the U.S. equity market's free-float capitalization. The firm's primary focus is on investing in the semiconductor sector, which is a critical component of the technology industry. A distinguishing characteristic of their investment strategy is the commitment to allocate at least 80% of the fund's total assets to U.S. semiconductor companies, excluding any assets held from securities lending. This strategy indicates a considerable concentration in a specific segment of the tech industry, reflecting a non-diversified investment approach. The targeting of U.S. semiconductor companies underscores the firm's conviction in the growth and importance of this sector within the technology industry and the overall economy.
Products and Services
- Float-Adjusted Capitalization Weighted Index
This product involves a financial index that is adjusted based on the market capitalization of companies, removing the influence of shares that are not available for public trading. The goal is to provide investors with a more accurate picture of the market by focusing on the free-floating shares that actually affect market dynamics.
- Investment in U.S. Semiconductor Companies
As a core service, the firm dedicates a substantial portion of its assets to investments in the U.S. semiconductor industry. This reflects a targeted approach, favoring a sector known for its innovation and pivotal role in various technology advancements. The focus on semiconductor companies showcases a belief in the growth potential and strategic importance of this industry.
- Specialized Investment Strategy
The firm employs a specialized investment strategy, emphasizing its non-diversified stance by concentrating its investments in the semiconductor sector. This strategy is designed for those who seek focused exposure to a critical and burgeoning industry, offering the potential for significant returns while also carrying the risks associated with a non-diversified portfolio.
