HWAY vs. BULD ETF Comparison

Comparison of Themes US Infrastructure ETF (HWAY) to Pacer BlueStar Engineering the Future ETF (BULD)

HWAY

Themes US Infrastructure ETF

HWAY Description

The index is designed to provide exposure to U.S. companies that have business operations involving the building materials, equipment, logistics, construction, and engineering services used for the development and maintenance of infrastructure projects. It will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities that comprise the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.37

Average Daily Volume

411

Number of Holdings ^*

* may have additional holdings in another (foreign) market

BULD

Pacer BlueStar Engineering the Future ETF

BULD Description

The index is a rules-based index that consists of globally-listed stocks and depositary receipts of companies that derive at least 50% of their revenues from Robotics and 3D Printing Companies, as determined by the index provider. The fund adviser will generally use a ?replication? strategy to achieve its investment objective, meaning it will invest in all of the component securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.34

Average Daily Volume

145

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HWAY	BULD
30 Days	2.12%	1.28%
60 Days	6.50%	0.83%
90 Days		-2.22%
12 Months		4.73%

1 Overlapping Holdings

	Symbol	Grade	Weight in HWAY	Weight in BULD	Overlap
	EMR	A	4.77%	2.61%	2.61%

HWAY Overweight 96 Positions Relative to BULD

Symbol	Grade	Weight
CSX	C	4.34%
NSC	B	4.27%
UNP	D	4.18%
CAT	C	4.1%
URI	B	4.01%
DE	C	3.97%
GWW	B	3.72%
PWR	A	3.38%
FAST	B	3.29%
VMC	B	2.68%
MLM	B	2.63%
NUE	D	2.6%
WAB	B	2.46%
XYL	D	2.1%
DOV	B	1.92%
EME	A	1.65%
STLD	B	1.46%
CSL	C	1.45%
BLDR	D	1.43%
J	D	1.23%
IEX	B	1.18%
FIX	A	1.17%
OC	A	1.16%
RS	B	1.14%
GGG	B	1.03%
ACM	B	1.01%
POOL	D	0.98%
TTEK	F	0.87%
MLI	B	0.79%
AA	A	0.78%
BLD	F	0.76%
AIT	B	0.74%
EXP	B	0.68%
X	C	0.68%
WCC	B	0.66%
DCI	B	0.65%
FLR	B	0.64%
CR	A	0.63%
CRS	A	0.63%
WMS	F	0.62%
UFPI	C	0.6%
TREX	D	0.55%
CMC	B	0.54%
OSK	C	0.54%
SSD	D	0.54%
ATI	D	0.53%
R	B	0.52%
VMI	B	0.51%
APG	C	0.48%
AZEK	B	0.45%
VNT	C	0.45%
SUM	B	0.44%
AGCO	F	0.44%
CLF	F	0.44%
HRI	C	0.43%
WTS	B	0.43%
ZWS	B	0.42%
STRL	A	0.42%
SKY	A	0.4%
DY	C	0.39%
KNF	A	0.39%
BCC	B	0.38%
ACA	A	0.38%
SWX	A	0.32%
GVA	A	0.31%
MSM	D	0.29%
ROAD	A	0.29%
TEX	D	0.27%
VRRM	F	0.26%
ATKR	D	0.26%
MDU	D	0.25%
NPO	A	0.24%
CVCO	A	0.22%
TRN	B	0.22%
MYRG	C	0.17%
AZZ	A	0.16%
ROCK	D	0.16%
GBX	B	0.14%
AGX	C	0.14%
HEES	C	0.14%
HLIO	C	0.13%
APOG	B	0.13%
ALG	C	0.13%
DNOW	B	0.11%
WS	B	0.11%
NVEE	F	0.1%
KALU	C	0.1%
LNN	B	0.1%
CENX	A	0.08%
BXC	B	0.08%
MRC	B	0.08%
USLM	A	0.07%
TPC	C	0.07%
JBI	F	0.07%
GLDD	B	0.03%
NVRI	F	0.02%

HWAY Underweight 24 Positions Relative to BULD

Symbol	Grade	Weight
ADSK	B	-11.16%
PRLB	C	-5.6%
ASML	F	-5.35%
AMAT	F	-4.99%
ANSS	B	-4.93%
FARO	B	-4.63%
SSYS	C	-3.95%
LRCX	F	-3.48%
DDD	C	-3.46%
PTC	B	-3.32%
KLAC	F	-3.17%
NNDM	F	-2.97%
BSY	D	-1.84%
ROK	B	-1.16%
TDY	B	-0.75%
ALTR	B	-0.67%
TER	F	-0.62%
LECO	C	-0.56%
MTLS	B	-0.46%
CGNX	D	-0.37%
ONTO	F	-0.36%
AMBA	B	-0.24%
KLIC	C	-0.23%
ACLS	F	-0.18%