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The Conviction Board
Where 40 managers concentrate
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The Conviction Board

Where 40 active ETF managers put their highest conviction.

Every manager publishes the handful of names it weights most. When the same stock shows up across many top books, that is consensus you can see. This board ranks by how many managers hold it and how heavily. Not performance. Not a formula. Just where conviction is concentrated.

Data snapshot: June 22, 2026 at 6:17 PM ET. Not investment advice.

Scoreboards

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Consensus conviction
Held in N of 43managers' top books. Bar = breadth, label = avg weight where held.
MU
18/43 · 7.0% wt
NVDA
14/43 · 7.4% wt
AMD
12/43 · 5.9% wt
WDC
8/43 · 6.1% wt
TSM
8/43 · 6.1% wt
AVGO
6/43 · 5.5% wt
INTC
6/43 · 4.9% wt
LRCX
6/43 · 4.5% wt
SNDK
5/43 · 6.6% wt
MRVL
5/43 · 5.6% wt

Ranked by conviction

#1
MU
AI & ML
MU
in top books
18 / 43
avg weight
7.0%
#2
NVDA
Broad Tech
NVIDIA Corp
in top books
14 / 43
avg weight
7.4%
#3
AMD
AI & ML
ADVANCED MICRO DEVICES
in top books
12 / 43
avg weight
5.9%
#4
WDC
Broad Tech
WDC
in top books
8 / 43
avg weight
6.1%
#5
TSM
AI & ML
Taiwan Semiconductor Manufacturing Co Ltd ADR
in top books
8 / 43
avg weight
6.1%
#6
AVGO
AI & ML
Broadcom Inc
in top books
6 / 43
avg weight
5.5%
#7
INTC
Semiconductors
INTEL CORPORATION
in top books
6 / 43
avg weight
4.9%
#8
LRCX
Broad Tech
LRCX
in top books
6 / 43
avg weight
4.5%
#9
SNDK
Broad Tech
Sandisk
in top books
5 / 43
avg weight
6.6%
#10
MRVL
AI & ML
MARVELL TECHNOLOGY INC
in top books
5 / 43
avg weight
5.6%
#11
STX
Broad Tech
Seagate Technology Holdings PLC
in top books
5 / 43
avg weight
5.4%
#12
NBIS
Meme
Nebius Group
in top books
4 / 43
avg weight
5.3%
#13
GOOGL
AI & ML
GOOGL
in top books
4 / 43
avg weight
4.3%
#14
SPCX
Broad Tech
SPACE EXPLORATION TECHN-CL A
in top books
3 / 43
avg weight
12.0%
#15
KLAC
AI & ML
KLAC
in top books
3 / 43
avg weight
5.5%
#16
BE
Electrification
Bloom Energy
in top books
3 / 43
avg weight
5.0%
#17
DELL
Broad Tech
DELL
in top books
3 / 43
avg weight
4.7%
#18
PWR
Electrification
Quanta Services Inc
in top books
3 / 43
avg weight
4.7%
#19
STRL
Industrials
Sterling Infrastructure, Inc.
in top books
3 / 43
avg weight
4.7%
#20
MSFT
Broad Tech
MICROSOFT CORP
in top books
2 / 43
avg weight
7.3%
#21
LITE
AI & ML
LITE
in top books
2 / 43
avg weight
6.8%
#22
POWL
Electrification
Powell Industries Inc
in top books
2 / 43
avg weight
6.0%
#23
PANW
Broad Tech
Palo Alto Networks
in top books
2 / 43
avg weight
5.8%
#24
ALAB
AI & ML
ASTERA LABS INC
in top books
2 / 43
avg weight
5.5%
#25
TTMI
Broad Tech
TTM Technologies Inc
in top books
2 / 43
avg weight
4.9%
#26
DOCN
AI & ML
DOCN
in top books
2 / 43
avg weight
4.8%
#27
ETN
Electrification
Eaton Corp PLC
in top books
2 / 43
avg weight
4.7%
#28
FIX
Industrials
Comfort Systems USA, Inc.
in top books
2 / 43
avg weight
4.7%
#29
CRWD
Broad Tech
CrowdStrike
in top books
2 / 43
avg weight
4.5%
#30
AGX
Industrials
Argan, Inc.
in top books
2 / 43
avg weight
4.5%
#31
AMAT
Semiconductors
APPLIED MATERIAL INC
in top books
2 / 43
avg weight
4.1%
#32
NVTS
Electrification
Navitas Semiconductor
in top books
2 / 43
avg weight
4.0%
#33
VRT
AI & ML
VERTIV HOLDINGS CO
in top books
2 / 43
avg weight
3.9%

For informational purposes only. Not investment advice. Conviction is measured from disclosed top holdings — breadth across managers and weight, not performance. Observed since May 2026.