LOUP Innovator Loup Frontier Tech ETF
What is LOUP?
LOUP tracks an index of developed- and emerging-market stocks that are influencing the future of technology. Holdings are selected by fundamental criteria and equally weighted in two tiers.
LOUP Factset Analytics Insight
LOUP holds stocks that are involved in new technologies, including: artificial intelligence, consumer perception, robotics, autonomous vehicles, virtual reality, and mixed/augmented reality. To be included in the index, companies must generate half of their revenues from one of these areas or exhibit significant revenue or expenditure growth in one of the areas. Notably, the fund excludes companies over $250B in market cap, avoiding the mega-cap tech giants that might otherwise dominate the portfolio. Eligible stocks are scored on revenue growth, EPS, free cash flow, and quarterly revenue acceleration. LOUP selects the 30 highest-scoring companies, but no more than 10 within any one sub-theme. Holdings are equally weighted within two tiers, the top five components get 50% more weight per stock, reflecting the higher conviction in these firms. The index is rebalanced and reconstituted quarterly.
LOUP Summary Data
LOUP Portfolio Data
LOUP Index Data
LOUP Portfolio Management
LOUP Tax Exposures
LOUP Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LOUP. LOUP is rated a 4 out of 5.
LOUP Sector/Industry Breakdown
LOUP Top 10 Holdings
LOUP Performance Statistics
LOUP Economic Development
LOUP Benchmark Comparison Summary
LOUP Benchmark Comparison Market Cap Size