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The Conviction Board
Where 51 managers concentrate
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The Conviction Board

Where 51 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: August 22, 2026 at 9:37 AM ET. Not investment advice.

Scoreboards

Two views of the same signal. Switch between them.

Consensus conviction
Held in N of 51 managers' top books. Bar = breadth, label = avg weight where held.
NVDA
18/51 · 7.4% wt
MU
16/51 · 6.4% wt
AMD
9/51 · 6.6% wt
AVGO
9/51 · 5.6% wt
PANW
8/51 · 6.6% wt
TSM
8/51 · 5.8% wt
MSFT
7/51 · 5.9% wt
CRWD
5/51 · 6.1% wt
MRVL
5/51 · 4.6% wt
LRCX
4/51 · 6.5% wt

Ranked by conviction

#1
NVDA
AI & ML
NVIDIA Corp
in top books
18 / 51
avg weight
7.4%
#2
MU
AI & ML
MU
in top books
16 / 51
avg weight
6.4%
#3
AMD
AI & ML
Advanced Micro Devices
in top books
9 / 51
avg weight
6.6%
#4
AVGO
AI & ML
Broadcom
in top books
9 / 51
avg weight
5.6%
#5
PANW
Cyber
Palo Alto Networks
in top books
8 / 51
avg weight
6.6%
#6
TSM
AI & ML
Taiwan Semiconductor Manufacturing Co Ltd ADR
in top books
8 / 51
avg weight
5.8%
#7
MSFT
AI & ML
MICROSOFT
in top books
7 / 51
avg weight
5.9%
#8
CRWD
Cyber
CrowdStrike
in top books
5 / 51
avg weight
6.1%
#9
MRVL
Broad Tech
Marvell Technology Inc
in top books
5 / 51
avg weight
4.6%
#10
LRCX
Broad Tech
Lam Research Corp
in top books
4 / 51
avg weight
6.5%
#11
DELL
Broad Tech
Dell Technologies
in top books
4 / 51
avg weight
5.6%
#12
NET
AI & ML
Cloudflare
in top books
4 / 51
avg weight
5.5%
#13
GOOGL
AI & ML
ALPHABET INC-CL A
in top books
4 / 51
avg weight
5.0%
#14
QLYS
Cyber
Qualys
in top books
4 / 51
avg weight
4.5%
#15
PLTR
AI & ML
PALANTIR TECHNOLOGIES CLASS A
in top books
3 / 51
avg weight
6.4%
#16
WDC
Broad Tech
Western Digital Corp
in top books
3 / 51
avg weight
5.9%
#17
POWL
Electrification
Powell Industries, Inc.
in top books
3 / 51
avg weight
5.6%
#18
SNDK
Semiconductors
Sandisk
in top books
3 / 51
avg weight
5.4%
#19
AXTI
Broad Tech
AXT Inc
in top books
3 / 51
avg weight
5.2%
#20
GOOG
Broad Tech
Alphabet Inc Class C
in top books
3 / 51
avg weight
5.2%
#21
ETN
Electrification
Eaton Corp PLC
in top books
3 / 51
avg weight
5.1%
#22
PWR
Electrification
Quanta Services Inc
in top books
3 / 51
avg weight
5.1%
#23
STX
Broad Tech
Seagate Technology Holdings PLC
in top books
3 / 51
avg weight
4.9%
#24
AMZN
AI & ML
Amazon.com Inc
in top books
3 / 51
avg weight
4.7%
#25
NBIS
Meme
Nebius Group
in top books
3 / 51
avg weight
3.7%
#26
SPCX
Broad Tech
SPACE EXPLORATION TECHN-CL A
in top books
2 / 51
avg weight
13.9%
#27
IREN
Broad Tech
IREN Ltd
in top books
2 / 51
avg weight
8.2%
#28
FTNT
Cyber
Fortinet
in top books
2 / 51
avg weight
7.7%
#29
SNOW
Broad Tech
Snowflake
in top books
2 / 51
avg weight
4.9%
#30
ANET
AI & ML
Arista Networks Inc
in top books
2 / 51
avg weight
4.8%
#31
AAPL
AI & ML
AAPL
in top books
2 / 51
avg weight
4.8%
#32
DDOG
Software
DATADOG INC CLASS A
in top books
2 / 51
avg weight
3.8%
#33
NVT
Broad Tech
nVent Electric PLC
in top books
2 / 51
avg weight
3.4%
#34
NTSK
Software
Netskope
in top books
2 / 51
avg weight
3.1%
#35
SKHY
Semiconductors
SKHY
in top books
2 / 51
avg weight
1.9%
#36
ITRI
Electrification
ITRI
in top books
2 / 51
avg weight
1.7%
#37
TEAM
Software
ATLASSIAN CORP CLASS A
in top books
2 / 51
avg weight
1.7%

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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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