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The Conviction Board
Where 28 managers concentrate
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The Conviction Board

Where the managers of 28 thematic ETFs 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: October 17, 2026 at 9:48 AM ET. Not investment advice.

Scoreboards

Two views of the same signal. Switch between them.

Consensus conviction
Held in N of 28 managers' top books. Bar = breadth, label = avg weight where held.
MU
10/28 · 5.8% wt
NVDA
9/28 · 7.9% wt
AMD
7/28 · 6.4% wt
TSM
5/28 · 5.2% wt
MSFT
4/28 · 8.0% wt
SPCX
3/28 · 12.1% wt
SNDK
3/28 · 9.0% wt
PLTR
3/28 · 6.3% wt
GOOGL
3/28 · 5.9% wt
AVGO
3/28 · 5.5% wt

Ranked by conviction

#1
MU
AI & ML
Micron Technology Inc
in top books
10 / 28
avg weight
5.8%
#2
NVDA
AI & ML
NVIDIA Corp
in top books
9 / 28
avg weight
7.9%
#3
AMD
AI & ML
Advanced Micro Devices Inc
in top books
7 / 28
avg weight
6.4%
#4
TSM
AI & ML
Taiwan Semiconductor Manufacturing Co Ltd ADR
in top books
5 / 28
avg weight
5.2%
#5
MSFT
AI & ML
MICROSOFT
in top books
4 / 28
avg weight
8.0%
#6
SPCX
Space & Defense
Space Exploration Technologies Corp
in top books
3 / 28
avg weight
12.1%
#7
SNDK
Semiconductors
Sandisk Corp
in top books
3 / 28
avg weight
9.0%
#8
PLTR
Software
PALANTIR TECHNOLOGIES CLASS A
in top books
3 / 28
avg weight
6.3%
#9
GOOGL
AI & ML
ALPHABET CLASS A
in top books
3 / 28
avg weight
5.9%
#10
AVGO
AI & ML
BROADCOM INC
in top books
3 / 28
avg weight
5.5%
#11
GOOG
Broad Tech
Alphabet Inc Class C
in top books
3 / 28
avg weight
4.9%
#12
MRVL
AI & ML
MARVELL TECHNOLOGY
in top books
3 / 28
avg weight
4.7%
#13
AMZN
AI & ML
Amazon.com Inc
in top books
3 / 28
avg weight
4.1%
#14
INTC
Semiconductors
INTEL CORPORATION
in top books
2 / 28
avg weight
7.0%
#15
PANW
Software
PALO ALTO NETWORKS
in top books
2 / 28
avg weight
6.6%
#16
META
AI & ML
Meta Platforms Inc Class A
in top books
2 / 28
avg weight
6.6%
#17
PWR
Electrification
Quanta Services Inc
in top books
2 / 28
avg weight
5.6%
#18
ETN
Electrification
Eaton Corp PLC
in top books
2 / 28
avg weight
5.4%
#19
ADI
Semiconductors
ANALOG DEVICES
in top books
2 / 28
avg weight
4.3%
#20
STX
Semiconductors
Seagate Technology Holdings PLC
in top books
2 / 28
avg weight
4.0%
#21
WDC
Semiconductors
Western Digital Corp
in top books
2 / 28
avg weight
3.5%

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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.

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