---
ticker: "TRFM"
name: "AAM Transformers ETF"
url: "https://etf.net/etf/TRFM"
grade: "A"
score: 73
graded_at: "2026-10-12"
category: "Disruptive Innovation"
category_rank: "3 of 31"
methodology: "https://etf.net/methodology"
---

# TRFM: AAM Transformers ETF

Grade **A**, Score 73 of 100. Rank 3 of 31 in Disruptive Innovation.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 78 | 5 of 31 |
| Mission | Not scored | — |
| Risk | 63 | 9 of 31 |
| Tradability | 71 | 6 of 31 |
| Holdings | 90 | 1 of 31 |
| Durability | 52 | 17 of 31 |

## Top holdings

The fund holds 265 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | AMD | Advanced Micro Devices Inc | 0.92% |
| 2 | DDOG | Datadog Inc | 0.90% |
| 3 | HPE | Hewlett Packard Enterprise Co | 0.87% |
| 4 | CRWD | Crowdstrike Holdings Inc | 0.86% |
| 5 | META | Meta Platforms Inc | 0.86% |
| 6 | MRVL | Marvell Technology Inc | 0.86% |
| 7 | CIEN | Ciena Corp | 0.85% |
| 8 | PANW | Palo Alto Networks Inc | 0.85% |
| 9 | NET | Cloudflare Inc | 0.83% |
| 10 | FTNT | Fortinet Inc | 0.83% |
| 11 | SNPS | Synopsys Inc | 0.81% |
| 12 | AMAT | Applied Materials Inc | 0.81% |
| 13 | PLTR | Palantir Technologies Inc | 0.80% |
| 14 | KEYS | Keysight Technologies Inc | 0.79% |
| 15 | LITE | Lumentum Holdings Inc | 0.79% |
| 16 | TXN | Texas Instruments Inc | 0.78% |
| 17 | DELL | Dell Technologies Inc | 0.78% |
| 18 | ANET | Arista Networks Inc | 0.78% |
| 19 | INTC | Intel Corp | 0.78% |
| 20 | KLAC | Kla Corp | 0.78% |
| 21 | CDNS | Cadence Design Systems Inc | 0.77% |
| 22 | ADI | Analog Devices Inc | 0.77% |
| 23 | ALAB | Astera Labs Inc | 0.77% |
| 24 | TER | Teradyne Inc | 0.76% |
| 25 | CSCO | Cisco Systems Inc | 0.75% |
| 26 | LRCX | Lam Research Corp | 0.75% |
| 27 | GEV | GE Vernova Inc | 0.75% |
| 28 | BE | Bloom Energy Corp | 0.75% |
| 29 | MSFT | Microsoft Corp | 0.74% |
| 30 | VST | Vistra Corp | 0.74% |

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