LIMI vs. PBW ETF Comparison

Comparison of Themes Lithium & Battery Metal Miners ETF (LIMI) to PowerShares WilderHill Clean Energy Portfolio (PBW)
LIMI

Themes Lithium & Battery Metal Miners ETF

LIMI Description

LIMI provides exposure to lithium and battery metals by tracking an index of publicly listed companies trading on global exchanges. Companies must derive significant revenues from the mining, exploration, and refining of lithium and other battery metals. The starting universe begins with stocks meeting the theme, including mining, exploration, refining, and royalties, considered through an in-depth analysis of a companys business footprint from publicly available data. A Thematic Exposure Score for each company is generated relative to revenue. The fund selects companies with Thematic Exposure Scores not lower than 30%, as well as the top 5 stocks based on thematic revenue dollars amount (revenue multiplied by the Thematic Exposure Score). The portfolio provides heavier weight to companies based on its revenue-based thematic exposure. The index is reconstituted and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$31.26

Average Daily Volume

611

Number of Holdings *

7

* may have additional holdings in another (foreign) market
PBW

PowerShares WilderHill Clean Energy Portfolio

PBW Description The PowerShares WilderHill Clean Energy Portfolio (Fund) is based on the WilderHill Clean Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to deliver capital appreciation through the selection of companies that focus on greener and generally renewable sources of energy and technologies that facilitate cleaner energy. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$20.10

Average Daily Volume

333,320

Number of Holdings *

54

* may have additional holdings in another (foreign) market
Performance
Period LIMI PBW
30 Days 1.98% -2.68%
60 Days 2.89%
90 Days 3.54%
12 Months -23.37%
4 Overlapping Holdings
Symbol Grade Weight in LIMI Weight in PBW Overlap
ALB B 4.19% 1.91% 1.91%
PLL D 3.8% 0.8% 0.8%
SLI C 3.21% 1.87% 1.87%
SQM D 2.32% 1.66% 1.66%
LIMI Overweight 3 Positions Relative to PBW
Symbol Grade Weight
LGO C 2.32%
NMG F 1.7%
IONR D 1.37%
LIMI Underweight 50 Positions Relative to PBW
Symbol Grade Weight
BE A -3.13%
TSLA B -2.25%
ACHR B -2.16%
XPEV C -2.14%
MYRG C -2.12%
AMSC C -2.12%
MP C -1.98%
AMPS C -1.79%
JKS D -1.76%
ESE B -1.74%
ORA B -1.73%
PWR A -1.73%
DAR C -1.69%
PLPC B -1.67%
ITRI B -1.65%
JOBY B -1.63%
ARRY F -1.63%
AEIS B -1.62%
ENVX F -1.6%
PLUG F -1.54%
REX D -1.45%
FLNC C -1.44%
CTVA C -1.44%
EOSE D -1.42%
NIO F -1.4%
BELFB D -1.37%
RIVN F -1.36%
FSLR F -1.34%
WOLF F -1.33%
CSIQ F -1.3%
THRM F -1.3%
QS D -1.28%
CHPT F -1.25%
RNW D -1.21%
OLED F -1.2%
AMRC F -1.13%
SLDP F -1.1%
AMPX C -1.06%
SHLS F -1.06%
FREY B -1.04%
MPWR F -1.01%
LNZA F -1.0%
WBX F -0.85%
ENPH F -0.81%
SEDG F -0.8%
TPIC F -0.77%
RUN F -0.77%
NOVA F -0.48%
BLNK F -0.44%
SOL F -0.43%
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