TECB offers diversified exposure to five high-growth tech themes with lower valuation multiples than VGT. VGT provides stability through mega-cap leaders but is highly concentrated in its top holdings. TECB has higher topline and margin expansion potential, while VGT maintains stronger current profitability.
The iShares U.S. Tech Breakthrough Multisector ETF offers exposure to U.S. companies leading in robotics, AI, cloud tech, cybersecurity, genomics, and fintech. The TECB ETF's diversified sector allocation includes Information Technology (55%), Communication (12%), Health Care (11%), Financials (8%), and Consumer Discretionary (7%). TECB's strategy of covering multiple tech sectors sets it apart from more narrowly focused Tech ETFs, offering a broader investment approach.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 500 | $25,836 | $35,857.5 | $10,021.5 | 38.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 79 | $3,847.52 | $5,676.15 | $1,828.63 | 47.53% |
Michael Byun SageView Advisory Group LLC | 100 | $6,110 | $7,109 | $999 | 16.35% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 13,261 | $703,574.35 | $945,973.43 | $242,399.08 | 34.45% |
Lukas Lindgren Abound Wealth Management | 79 | $3,866 | $5,665.09 | $1,799.09 | 46.54% |
| ARCA Exchange | US Country |
This company operates an investment fund that focuses on the forefront of technological advancement and innovation in the United States. It aims to leverage the growth potential of companies involved in pioneering research and development across five critical sectors: robotics and artificial intelligence, cyber security, cloud and data technology, financial technology (fintech), and genomics and immunology. The company's strategy involves investing a significant portion of its assets, at least 80%, in the securities that form its underlying index or in investments that closely match the economic characteristics of these securities.
Investments in companies engaged in the creation and innovation of robotics and AI technologies. This encompasses firms developing autonomous machines, AI solutions for various industries, and systems that enhance human-machine interaction.
Allocations towards businesses dedicated to safeguarding digital information. This includes companies offering products and services for network defense, encrypted communications, threat detection, and response systems.
Focus on companies facilitating the digital transformation through cloud computing and data analytics platforms. It covers organizations providing infrastructure-as-a-service (IaaS), platform-as-a-service (PaaS), software-as-a-service (SaaS), and big data analytics.
Inclusion of entities revolutionizing the financial services sector through technology. This sphere involves investments in companies offering innovative payment solutions, blockchain technologies, peer-to-peer lending, and personal financial management tools.
Exposure to firms at the cutting edge of medical science, particularly those involved in the study and application of genomes and immunological responses. This includes companies working on personalized medicine, gene therapy, and immunotherapy treatments.