Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Themes US R&D Champions ETF (USRD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: 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 12.15% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 (LRND) focuses on investing in US companies that demonstrate a commitment to research and development, aiming to capture growth potential from innovation and technological advancement across various sectors.
Reputation and Reliability
Themes ETFs are relatively new but growing in recognition for thematic investment strategies.
Management Expertise
Themes ETFs employ a dedicated team of investment professionals focused on identifying and implementing thematic investment strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Themes US R&D Champions Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Themes US R&D Champions Index, which identifies and weights companies based on their R&D intensity.
Composition The ETF holds a diversified portfolio of US equities selected for their high R&D spending as a percentage of revenue.
Market Position
Market Share: Data not readily available
Total Net Assets (AUM): Data not readily available
Competitors
Key Competitors
- XLK
- IYW
- VGT
Competitive Landscape
The ETF industry is highly competitive. LRND competes with broad technology ETFs like XLK and VGT. LRND's advantage lies in its specific focus on R&D intensity, potentially offering higher growth but also higher risk compared to more diversified tech ETFs. Its disadvantage is limited brand awareness and smaller AUM compared to established players.
Financial Performance
Historical Performance: Data not readily available
Benchmark Comparison: Data not readily available
Expense Ratio: 0.3
Liquidity
Average Trading Volume
Average trading volume is relatively low, indicating limited liquidity compared to more established ETFs.
Bid-Ask Spread
The bid-ask spread may be wider compared to high-volume ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, technological innovation, and government policies supporting R&D influence the ETF's performance. Sector growth prospects are strong for innovative technologies.
Growth Trajectory
The ETF's growth trajectory depends on the continued investment in R&D by US companies and the success of their innovations. Changes to strategy and holdings are driven by index rebalancing.
Moat and Competitive Advantages
Competitive Edge
LRND's competitive advantage resides in its unique thematic focus on R&D-intensive companies, providing targeted exposure to innovation. Its index methodology is designed to identify companies with a strong commitment to research. This specific focus may appeal to investors seeking exposure to companies driving technological advancement. The ETF benefits from the growth potential associated with R&D investments, and positions to benefit from advances in science and technology.
Risk Analysis
Volatility
Data not readily available. Expect moderate to high volatility due to concentration in technology and growth stocks.
Market Risk
The ETF is exposed to market risk, sector-specific risk (technology), and stock-specific risk. Companies with high R&D spending may not always generate successful products or services, leading to potential underperformance.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to innovative companies and willing to accept higher risk for potentially higher returns.
Market Risk
Suitable for long-term investors with a growth-oriented investment strategy. Not suitable for risk-averse investors.
Summary
The Themes US R&D Champions ETF (LRND) provides targeted exposure to US companies committed to research and development. Its unique thematic approach offers potential for high growth but comes with higher volatility and limited liquidity compared to broad market ETFs. Investors should carefully consider their risk tolerance and investment objectives before investing. The ETF's performance depends on the success of R&D investments and market conditions affecting technology and innovation. LRND suits growth-oriented long-term investors that are comfortable with high volatility and relatively low liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Themes ETFs Website
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.