BOTT vs. HAPY ETF Comparison

Comparison of Themes Robotics & Automation ETF (BOTT) to Harbor Corporate Culture Leaders ETF (HAPY)
BOTT

Themes Robotics & Automation ETF

BOTT Description

BOTT aims to track an index consisting of companies specializing in robotics and automation solutions for industrial use. This includes sectors like factory automation equipment, semiconductors, programmable logic and industrial machine parts. To be considered for inclusion, companies must adhere to several criteria, such as being listed on an exchange in a developed country, meeting minimum market capitalization and average daily value traded thresholds, and having a significant portion of their revenue tied to robotics and automation. The selection process considers factors like positive total return over the past 12 months and market capitalization ranking, resulting in the top 30 firms being included in the index. These companies, equally weighted, represent a mix of mid-sized to large corporations, with a cap of nine companies per industry to ensure diversity. Furthermore, the index undergoes review and adjustment every quarter, taking place on the first Fridays of January, April, July, and October.

Grade (RS Rating)

Last Trade

$26.81

Average Daily Volume

242

Number of Holdings *

17

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

Harbor Corporate Culture Leaders ETF

HAPY Description Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.61

Average Daily Volume

67

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period BOTT HAPY
30 Days -3.60% 2.39%
60 Days -1.47% 5.05%
90 Days -0.04% 8.52%
12 Months 28.86%
3 Overlapping Holdings
Symbol Grade Weight in BOTT Weight in HAPY Overlap
AMD F 2.91% 1.34% 1.34%
NVDA A 3.5% 1.29% 1.29%
SLAB F 3.19% 1.3% 1.3%
BOTT Overweight 14 Positions Relative to HAPY
Symbol Grade Weight
CRDO C 5.18%
MRVL B 3.94%
ESAB B 3.94%
MTSI B 3.85%
SMTC B 3.8%
LECO C 3.64%
TDY B 3.52%
AMBA B 3.39%
NDSN C 3.35%
FTV C 3.17%
QCOM F 3.12%
ARM F 3.01%
MCHP F 3.01%
PI D 2.82%
BOTT Underweight 72 Positions Relative to HAPY
Symbol Grade Weight
CBOE C -1.4%
CL D -1.4%
DE C -1.39%
STLD B -1.39%
NSA C -1.38%
AEE A -1.38%
TRV B -1.38%
EXC C -1.38%
GGG B -1.37%
COP B -1.37%
OXY D -1.37%
CME A -1.37%
NDAQ A -1.37%
BKNG A -1.36%
CMC B -1.36%
LAMR D -1.36%
MA B -1.36%
SO C -1.36%
RLI A -1.35%
AAPL C -1.35%
GOOGL B -1.35%
EWBC A -1.35%
SMAR A -1.35%
EXR C -1.35%
CMI A -1.35%
TXN C -1.35%
PNFP B -1.35%
SSB B -1.34%
CPT C -1.34%
LMT D -1.34%
CFR B -1.34%
PSTG F -1.34%
EVR B -1.34%
PLD D -1.34%
GWRE A -1.34%
ETSY D -1.33%
LHX B -1.33%
SYF B -1.33%
GEHC C -1.33%
PHM D -1.33%
INTC C -1.33%
DOC D -1.32%
MSFT D -1.32%
MSCI C -1.32%
RIG D -1.32%
CABO B -1.32%
MRK F -1.32%
FDS B -1.32%
TRMB B -1.32%
ALLE D -1.32%
ADSK A -1.32%
MMS D -1.31%
NOW B -1.31%
ACGL D -1.31%
DAL A -1.31%
IOT A -1.31%
SPSC D -1.31%
DLB B -1.31%
CDNS B -1.31%
TER F -1.31%
MDB C -1.3%
S C -1.3%
INTU B -1.3%
PCOR C -1.29%
DV C -1.29%
DAY B -1.29%
SRPT F -1.28%
CIEN B -1.28%
DBX C -1.28%
LULU C -1.26%
ADBE D -1.26%
JNPR D -1.25%
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