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Upturn AI SWOT - About
Themes US R&D Champions ETF (USRD)
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Upturn Advisory Summary
08/14/2025: USRD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.31% | Avg. Invested days 50 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.68 - 31.95 | Updated Date 06/30/2025 |
52 Weeks Range 23.68 - 31.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
Themes US R&D Champions ETF
ETF Overview
Overview
The Themes US R&D Champions ETF (L/RD) focuses on investing in US companies that demonstrate a commitment to research and development. It aims to capture the performance of companies leading in innovation and technological advancement across various sectors.
Reputation and Reliability
Themes ETFs is a relatively new issuer focused on thematic investing. Their reputation is still developing based on fund performance and innovation in thematic strategies.
Management Expertise
The management team at Themes ETFs likely has expertise in thematic investing and portfolio management, but specific details may vary based on the individual fund.
Investment Objective
Goal
The primary investment goal of the Themes US R&D Champions ETF is to achieve long-term capital appreciation by investing in US companies that are leaders in research and development.
Investment Approach and Strategy
Strategy: The ETF likely tracks a proprietary or customized index that identifies companies based on their R&D expenditure and innovation metrics.
Composition The ETF holds a portfolio of US equities, selected based on their R&D intensity and potential for innovation-driven growth. Sector allocation is likely diversified but may be tilted towards technology, healthcare, and industrial companies.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- iShares Robotics and Artificial Intelligence ETF (IRBO)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The competitive landscape is dominated by large, well-established innovation-focused ETFs. L/RD, as a newer entrant, faces the challenge of establishing its brand and attracting assets in a crowded market. Its advantage may lie in its specific methodology for selecting R&D champions, but it needs to demonstrate superior performance or a unique approach to differentiate itself.
Financial Performance
Historical Performance: Historical performance data is not available because the ETF has limited historical data.
Benchmark Comparison: Benchmark comparison not applicable due to lack of historical data and a defined benchmark.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
Average trading volume data is not available for the ETF since it's new in the market.
Bid-Ask Spread
Bid-ask spread data is not available for the ETF since it's new in the market.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological advancements, and regulatory policies can all influence the performance of R&D-focused companies held by L/RD. These factors impact innovation spending and the overall market sentiment towards growth stocks.
Growth Trajectory
The growth trajectory of L/RD depends on its ability to attract assets and generate competitive returns relative to its peers. Changes to its investment strategy, such as adjustments to the R&D selection criteria, could also impact its performance.
Moat and Competitive Advantages
Competitive Edge
The Themes US R&D Champions ETF's competitive edge, if any, would stem from its specific methodology for identifying R&D leaders, the potential for outperformance within this niche, and its focused thematic approach. Its value proposition is providing targeted exposure to companies actively investing in future growth through research and development. The ETF's concentration on R&D could make it more efficient than broader technology ETFs. Success hinges on its ability to execute this focused strategy effectively.
Risk Analysis
Volatility
Volatility data is unavailable due to the ETF's limited trading history.
Market Risk
The ETF is subject to market risk, particularly associated with growth stocks and companies concentrated in technology and healthcare. These sectors can be more volatile than the broader market, especially during periods of economic uncertainty or technological disruption.
Investor Profile
Ideal Investor Profile
The ideal investor profile for the Themes US R&D Champions ETF is someone seeking long-term growth potential through exposure to innovative companies and is comfortable with potentially higher volatility. It suits investors interested in thematic investing and believes in the value of R&D as a driver of future returns.
Market Risk
The ETF may be suitable for long-term investors seeking capital appreciation and diversification within their portfolio. Active traders might also use it for tactical exposure to specific innovation themes, but the inherent volatility requires careful risk management.
Summary
The Themes US R&D Champions ETF is a thematic ETF focused on US companies investing in research and development. As a newer fund, it needs to establish its brand and track record against established competitors. It offers a focused approach to investing in innovation, but its success depends on its ability to effectively identify and capitalize on R&D leaders. Investors should carefully consider its concentrated focus and potential volatility before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Themes ETFs website
- ETF.com
- Seeking Alpha
- Yahoo Finance
Disclaimers:
The data provided is based on available information and may not be completely accurate or up-to-date. Investment decisions should be made after conducting thorough due diligence and consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Themes US R&D Champions ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to provide exposure to U.S. companies in the large- and mid- capitalization segments that rank in the top 50 companies based on the index Provider"s R&D intensity metric. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index. The fund is non-diversified.
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