THEMATIC
Pragmatic Growth Index

RITHOLTZ

Index Performance

+4.01%
RITHOLTZ

Overview

Description

Barry Ritholtz is known for his pragmatic approach to stock selection, focusing on companies with strong financials, competitive positions, and long-term growth potential. Potential subcategories within this theme could include technology and healthcare companies, as well as those that have demonstrated resilience in the face of economic uncertainty. This index was generated with help from Thematic Assist.

  • TickerRITHOLTZ
  • Inception Date05/05/2023
  • WeightingEqual
  • # of holdings10
What's inside?

Holdings

All holdings as of April 15, 2024
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Alphabet, Inc. (GOOGL)11.09%$1.80T9.36%56.75%5.52
Amazon.com, Inc. (AMZN)10.65%$1.91T11.83%46.98%2.89
PayPal Holdings, Inc. (PYPL)10.22%$66.85B9.70%45.23%2.20
Apple, Inc. (AAPL)10.12%$2.67T2.07%45.87%7.87
Royal Bank of Canada (RY)9.97%$138.36B17.00%N/A4.19
Mastercard, Inc. (MA)9.77%$425.64B13.08%96.26%16.35
Visa, Inc. (V)9.69%$429.05B8.80%77.91%15.99
Thermo Fisher Scientific, Inc. (TMO)9.66%$212.95B-4.58%40.12%5.47
Johnson & Johnson (JNJ)9.44%$355.51B-10.38%68.96%4.80
Salesforce, Inc. (CRM)9.39%$264.71BN/A67.42%7.92
Market data by FactSet