---
ticker: "TMAT"
name: "Main Thematic Innovation ETF"
url: "https://etf.net/etf/TMAT"
grade: "D"
score: 35
graded_at: "2026-10-12"
category: "Disruptive Innovation"
category_rank: "27 of 31"
methodology: "https://etf.net/methodology"
---

# TMAT: Main Thematic Innovation ETF

Grade **D**, Score 35 of 100. Rank 27 of 31 in Disruptive Innovation.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 8 | 28 of 31 |
| Mission | Not scored | — |
| Risk | 35 | 24 of 31 |
| Tradability | 56 | 12 of 31 |
| Holdings | 72 | 8 of 31 |
| Durability | 57 | 13 of 31 |

## Top holdings

The fund holds 85 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | PANW | Palo Alto Networ | 5.13% |
| 2 | MU | Micron Tech | 4.82% |
| 3 | RBRK | Rubrik Inc-A | 2.92% |
| 4 | LITE | Lumentum Hol | 2.90% |
| 5 | FTNT | Fortinet Inc | 2.88% |
| 6 | HNGE | Hinge Health-A | 2.63% |
| 7 | VICR | Vicor Corp | 2.54% |
| 8 | AMD | Adv Micro Device | 2.39% |
| 9 | NET | Cloudflare Inc-A | 2.13% |
| 10 | KEYS | Keysight Tec | 2.13% |
| 11 | VRNS | Varonis Systems | 2.01% |
| 12 | ERO | Ero Copper Corp | 1.78% |
| 13 | YOU | Clear Secure I-A | 1.74% |
| 14 | BSY | Bentley System-B | 1.69% |
| 15 | HBM | Hudbay Minerals Inc | 1.65% |
| 16 | TER | Teradyne Inc | 1.59% |
| 17 | FFIV | F5 Inc | 1.58% |
| 18 | MRVL | Marvell Technolo | 1.53% |
| 19 | AAON | Aaon Inc | 1.50% |
| 20 | ADSK | Autodesk Inc | 1.47% |
| 21 | BB | Blackberry Ltd | 1.47% |
| 22 | VCYT | Veracyte Inc | 1.44% |
| 23 | TWST | Twist Bioscience | 1.42% |
| 24 | HAE | Haemonetics Corp | 1.40% |
| 25 | GEV | Ge Vernova Inc | 1.32% |
| 26 | ESI | Element Solution | 1.29% |
| 27 | STX | Seagate Technolo | 1.28% |
| 28 | GNRC | Generac Holdings | 1.26% |
| 29 | AEIS | Adv Energy Inds | 1.24% |
| 30 | VST | Vistra Corp | 1.22% |

Source: etf.net, https://etf.net/etf/TMAT. Please cite the page URL.