SHOC tracks an index of US-listed companies representing the semiconductor sector. The starting universe begins with large- and mid-cap firms generated by Natural Language Processing that scans public documents for semiconductor-relevant key terms. A relevancy assessment is conducted to rate each company's current and potential near-term exposure to the semiconductor theme. Companies are assigned a Revenue Score, reflecting their near-term revenue exposure to semiconductors, and a Theme Score to capture their competitive positioning within the sector. Companies must have a Revenue or Theme Score of 1 and a total score of 2 to 4 to be considered. The fund selects the top 30 companies based on market-cap, adjusted by Revenue Score. The portfolio is also weighted by their revenue-adjusted market-cap, while taking into account individual capping limits. The index is rebalanced quarterly. Prior to Mar. 21, 2024, the fund tracked the Solactive United States Semiconductors 30 Capped Index.
公司网站 :
https://www.strivefunds.com/shoc
总经理:-
建立时间:2022
公司总部:EA Series Trust Strive U.S. Semiconductor ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds