tradmap

Stock market lists & ETFs

Major US indexes, curated thematic baskets, and the ETFs that track them — each with live members, our computed weights, cap-weighted performance and a heatmap.

Major indexes

Thematic lists

Dividend Aristocrats +0.56%

S&P 500 companies that have raised their dividend for 25+ consecutive years.

Members
65
Market cap
$7.2T
Top weight
WMT 12.0%
38 up · 26 down
WMTJNJABBVCVXKO
Dividend Kings +0.95%

US companies that have raised their dividend for 50+ consecutive years — the longest income track records, from Procter & Gamble to American States Water.

Members
41
Market cap
$3.7T
Top weight
WMT 23.1%
24 up · 16 down
WMTJNJKOPGPEP
AI Power & Energy Stocks +1.49%

The binding constraint of the AI build-out: electrical equipment, generation, utilities with data-center load growth, and nuclear — Eaton, GE Vernova, Constellation, Vistra.

Members
30
Market cap
$1.7T
Top weight
CAT 21.3%
25 up · 5 down
CATGEVETNVRTCEG
AI Chip Stocks +0.69%

The compute layer of the AI build-out — accelerators, custom ASICs, memory, and the equipment that makes them: NVIDIA, AMD, Broadcom, TSMC, Micron, ASML.

Members
27
Market cap
$12.0T
Top weight
NVDA 46.0%
14 up · 13 down
NVDAAVGOMUAMDINTC
Semiconductor Stocks +0.73%

Chipmakers and semiconductor-equipment companies, from NVIDIA to ASML suppliers.

Members
20
Market cap
$11.4T
Top weight
NVDA 48.5%
8 up · 12 down
NVDAAVGOMUAMDINTC
AI & Big Tech Stocks +1.63%

Leaders building and powering artificial intelligence — chips, cloud, and platforms.

Members
20
Market cap
$29.7T
Top weight
NVDA 18.7%
16 up · 4 down
NVDAAAPLGOOGLMSFTAMZN
AI Cloud & Hyperscaler Stocks +1.94%

The demand source: hyperscalers funding the AI build-out, plus the GPU-cloud tier — Microsoft, Alphabet, Amazon, Meta, Oracle, CoreWeave.

Members
17
Market cap
$13.1T
Top weight
GOOGL 32.1%
16 up · 1 down
GOOGLMSFTAMZNMETAORCL
Data Center Stocks +1.99%

Data-center REITs and the infrastructure powering them — Equinix, Digital Realty, Vertiv, Arista, plus AI-server makers.

Members
16
Market cap
$7.4T
Top weight
NVDA 74.6%
15 up · 1 down
NVDAAMDDELLANETVRT
Semiconductor Equipment Stocks +0.44%

Lithography, deposition, etch, metrology and test — the toolmakers behind every chip fab: ASML, Applied Materials, Lam Research, KLA.

Members
15
Market cap
$1.1T
Top weight
LRCX 34.4%
7 up · 8 down
LRCXAMATKLACTERENTG
AI Server Stocks +4.53%

The rack layer: AI-server OEMs and ODMs plus rack power and thermal — Dell, Super Micro, HPE, Vertiv, Modine.

Members
14
Market cap
$848B
Top weight
DELL 38.9%
14 up · 0 down
DELLVRTTTJCIHPE
AI Networking & Optics Stocks -0.83%

Switching, optical transceivers and interconnect for AI clusters — Broadcom, Arista, Coherent, Lumentum, Credo, Amphenol.

Members
14
Market cap
$3.0T
Top weight
AVGO 56.2%
7 up · 7 down
AVGOCSCOANETMRVLGLW
AI Disruption Watch +2.59%

The other side of the AI trade: BPO, IT services, staffing, content and education companies whose revenue model AI substitution contests.

Members
13
Market cap
$162B
Top weight
ACN 73.5%
8 up · 5 down
ACNCTSHRHIMANCNXC
AI Materials & Physical Input Stocks -1.51%

Second-derivative inputs to the build-out — copper, electrical steel, rare earths, industrial gas, water and aggregates. AI is a marginal driver on a large base.

Members
12
Market cap
$673B
Top weight
LIN 33.0%
3 up · 9 down
LINSCCOFCXAPDVMC
Defense Stocks +0.92%

US aerospace & defense primes and suppliers — Lockheed Martin, RTX, Northrop Grumman, General Dynamics, and more.

Members
12
Market cap
$1.3T
Top weight
GE 27.1%
11 up · 1 down
GERTXBALMTGD
Cybersecurity Stocks +2.63%

Pure-play cybersecurity leaders — CrowdStrike, Palo Alto Networks, Zscaler, Fortinet, Cloudflare and peers.

Members
12
Market cap
$806B
Top weight
PANW 33.6%
10 up · 2 down
PANWCRWDFTNTNETOKTA
AI Software Stocks +2.92%

The monetisation layer: data infrastructure, applications and security with AI exposure — Palantir, Snowflake, Datadog, ServiceNow, CrowdStrike.

Members
12
Market cap
$1.7T
Top weight
PLTR 25.9%
9 up · 3 down
PLTRPANWCRWDCRMNOW
Quantum Computing Stocks +1.92%

Public companies building quantum computers and quantum technology — pure-plays (IonQ, Rigetti, D-Wave) and the big-tech programs (IBM, Google, Microsoft).

Members
11
Market cap
$13.8T
Top weight
NVDA 40.0%
11 up · 0 down
NVDAGOOGLMSFTIBMHON
Nuclear Energy Stocks +1.01%

Nuclear power utilities, reactor and small-modular-reactor builders, and the uranium fuel chain — Constellation, Vistra, NuScale, Oklo, Cameco.

Members
11
Market cap
$459B
Top weight
GEV 54.6%
8 up · 3 down
GEVCEGVSTNRGBWXT
Data Center Construction Stocks +0.85%

The contractors actually building the shells and fitting them out — Quanta Services, EMCOR, Comfort Systems, Argan, MYR Group.

Members
10
Market cap
$235B
Top weight
PWR 39.6%
7 up · 3 down
PWRFIXEMEMTZSTRL
AI & Data Center Utility Stocks +0.35%

Utilities and independent power producers with disclosed data-center load growth — Constellation, Vistra, Talen, Dominion, Southern.

Members
10
Market cap
$595B
Top weight
CEG 17.0%
9 up · 1 down
CEGSODUKAEPD
Robotics & Automation Stocks +1.84%

Companies building robots, surgical systems, and factory automation — from Intuitive Surgical to Rockwell and Symbotic.

Members
10
Market cap
$5.9T
Top weight
NVDA 93.3%
7 up · 3 down
NVDAISRGEMRTERROK
Neocloud & GPU Cloud Stocks +6.73%

GPU-as-a-service specialists and converted bitcoin miners — CoreWeave, Nebius, IREN, Applied Digital, TeraWulf, Core Scientific.

Members
9
Market cap
$90B
Top weight
CRWV 50.5%
9 up · 0 down
CRWVHUTWULFAPLDCIFR
Memory & Storage Stocks -0.19%

US-listed memory and storage makers riding HBM and enterprise-SSD demand — Micron, Sandisk, Western Digital, Seagate and controller silicon.

Members
8
Market cap
$1.7T
Top weight
MU 65.0%
2 up · 6 down
MUSNDKSTXWDCRMBS
Electrical Equipment Stocks +2.76%

Transformers, switchgear, UPS and busbar — the long-lead-time gear between the grid and the rack: Eaton, Vertiv, Hubbell, Powell.

Members
8
Market cap
$327B
Top weight
ETN 47.2%
7 up · 1 down
ETNVRTNVTHUBBENS
Liquid Cooling Stocks +2.91%

Thermal management for AI racks that air can no longer cool — Vertiv, Modine, SPX, Trane, plus direct-liquid-cooling integrators.

Members
8
Market cap
$364B
Top weight
VRT 28.5%
8 up · 0 down
VRTTTJCISMCINVT
Cannabis Stocks +0.11%

Exchange-listed cannabis producers — Tilray, Canopy Growth, Cronos, Aurora and peers (US-listed; OTC multi-state operators excluded).

Members
7
Market cap
$616M
Top weight
TLRY 100.0%
4 up · 2 down
TLRYCGCCRONSNDLOGI
Uranium Stocks -0.71%

Uranium miners and fuel-cycle companies — Cameco, Centrus, Uranium Energy, Denison, NexGen and peers.

Members
7
Market cap
$9B
Top weight
UEC 62.8%
5 up · 2 down
UECLEUUUUUNXEURG
FAANG Stocks +1.20%

The original big-tech acronym: Meta, Amazon, Apple, Netflix, Alphabet (Google).

Members
5
Market cap
$13.7T
Top weight
AAPL 35.0%
4 up · 1 down
AAPLGOOGLAMZNMETANFLX

ETFs

Holdings & performance from the tracked index
SPY +1.10%

SPDR S&P 500 ETF Trust

Holdings
503
Market cap
$68.3T
Tracks
S&P 500
329 up · 172 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
VOO +1.10%

Vanguard S&P 500 ETF

Holdings
503
Market cap
$68.3T
Tracks
S&P 500
329 up · 172 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
IVV +1.10%

iShares Core S&P 500 ETF

Holdings
503
Market cap
$68.3T
Tracks
S&P 500
329 up · 172 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
QQQ +1.26%

Invesco QQQ Trust

Holdings
101
Market cap
$38.4T
Tracks
Nasdaq-100
57 up · 44 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
QQQM +1.26%

Invesco Nasdaq-100 ETF

Holdings
101
Market cap
$38.4T
Tracks
Nasdaq-100
57 up · 44 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
DIA +1.39%

SPDR Dow Jones Industrial Average ETF

Holdings
30
Market cap
$24.9T
Tracks
Dow Jones Industrial Average
22 up · 8 down
NVDAAAPLMSFTAMZNJPM View holdings →
NOBL +0.56%

ProShares S&P 500 Dividend Aristocrats ETF

Holdings
65
Market cap
$7.2T
Tracks
S&P 500 Dividend Aristocrats
38 up · 26 down
WMTJNJABBVCVXKO View holdings →
SMH +0.73%

VanEck Semiconductor ETF

Holdings
20
Market cap
$11.4T
Tracks
Semiconductors
8 up · 12 down
NVDAAVGOMUAMDINTC View holdings →
SOXX +0.73%

iShares Semiconductor ETF

Holdings
20
Market cap
$11.4T
Tracks
Semiconductors
8 up · 12 down
NVDAAVGOMUAMDINTC View holdings →
QTUM +1.92%

Defiance Quantum ETF

Holdings
11
Market cap
$13.8T
Tracks
Quantum Computing
11 up · 0 down
NVDAGOOGLMSFTIBMHON View holdings →
BOTZ +1.84%

Global X Robotics & AI ETF

Holdings
10
Market cap
$5.9T
Tracks
Robotics & Automation
7 up · 3 down
NVDAISRGEMRTERROK View holdings →
ITA +0.92%

iShares U.S. Aerospace & Defense ETF

Holdings
12
Market cap
$1.3T
Tracks
Defense
11 up · 1 down
GERTXBALMTGD View holdings →
NLR +1.01%

VanEck Uranium and Nuclear ETF

Holdings
11
Market cap
$459B
Tracks
Nuclear Energy
8 up · 3 down
GEVCEGVSTNRGBWXT View holdings →
URA -0.71%

Global X Uranium ETF

Holdings
7
Market cap
$9B
Tracks
Uranium
5 up · 2 down
UECLEUUUUUNXEURG View holdings →
CIBR +2.63%

First Trust NASDAQ Cybersecurity ETF

Holdings
12
Market cap
$806B
Tracks
Cybersecurity
10 up · 2 down
PANWCRWDFTNTNETOKTA View holdings →
VGT +1.63%

Vanguard Information Technology ETF

Holdings
20
Market cap
$29.7T
Tracks
AI & Big Tech
16 up · 4 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
XLK +1.63%

Technology Select Sector SPDR Fund

Holdings
20
Market cap
$29.7T
Tracks
AI & Big Tech
16 up · 4 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
AIQ +1.63%

Global X Artificial Intelligence & Technology ETF

Holdings
20
Market cap
$29.7T
Tracks
AI & Big Tech
16 up · 4 down
NVDAAAPLGOOGLMSFTAMZN View holdings →
CHAT +2.92%

Roundhill Generative AI & Technology ETF

Holdings
12
Market cap
$1.7T
Tracks
AI Software
9 up · 3 down
PLTRPANWCRWDCRMNOW View holdings →
DTCR +1.99%

Global X Data Center & Digital Infrastructure ETF

Holdings
16
Market cap
$7.4T
Tracks
Data Center
15 up · 1 down
NVDAAMDDELLANETVRT View holdings →
IRBO +1.84%

iShares Robotics and Artificial Intelligence Multisector ETF

Holdings
10
Market cap
$5.9T
Tracks
Robotics & Automation
7 up · 3 down
NVDAISRGEMRTERROK View holdings →