Holdings of Franklin Intelligent Machines ETF
Franklin Templeton ETF Trust ·85 declared positions · as of Mar 31, 2026
Original filing · Net assets 75M $ · Ten largest lines: 46 % of the equity sleeve
Sector breakdown
- Technology 57.3 %
- Industrials 14.1 %
- Consumer discretionary 6.0 %
- Health care 2.4 %
- Materials 1.5 %
- Energy 1.2 %
- Communication 1.2 %
- Unattributed 16.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 95.6 %
- EUR 1.5 %
- HKD 1.3 %
- KRW 0.8 %
- JPY 0.7 %
- CAD 0.2 %
The quoted currency of each line, as declared.
Country breakdown
- US 77.0 %
- CA 6.2 %
- TW 5.8 %
- NL 2.3 %
- DE 1.8 %
- HK 1.3 %
- GB 1.2 %
- KY 1.1 %
- IL 1.1 %
- KR 0.8 %
- JP 0.7 %
- IE 0.5 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 64 | 57.7M $ | 76.97 % |
| 2 | CA | 2 | 4.7M $ | 6.21 % |
| 3 | TW | 1 | 4.4M $ | 5.83 % |
| 4 | NL | 3 | 1.8M $ | 2.35 % |
| 5 | DE | 3 | 1.3M $ | 1.77 % |
| 6 | HK | 2 | 960.3K $ | 1.28 % |
| 7 | GB | 1 | 913.6K $ | 1.22 % |
| 8 | KY | 2 | 850K $ | 1.13 % |
| 9 | IL | 2 | 834.8K $ | 1.11 % |
| 10 | KR | 1 | 578K $ | 0.77 % |
| 11 | JP | 2 | 502.5K $ | 0.67 % |
| 12 | IE | 1 | 404.2K $ | 0.54 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 33,429 | 5.8M $ | 7.77 % |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 12,924 | 4.4M $ | 5.82 % |
| 3 | Broadcom Inc | 13,666 | 4.2M $ | 5.64 % |
| 4 | Tesla Inc | 10,955 | 4.1M $ | 5.43 % |
| 5 | Celestica Inc | 14,262 | 4M $ | 5.36 % |
| 6 | Apple Inc | 10,807 | 2.7M $ | 3.66 % |
| 7 | GE Vernova Inc | 3,109 | 2.7M $ | 3.62 % |
| 8 | Kratos Defense & Security Solutions, Inc. | 35,609 | 2.5M $ | 3.35 % |
| 9 | Teradyne Inc | 6,748 | 2M $ | 2.67 % |
| 10 | Amphenol Corp | 15,456 | 2M $ | 2.60 % |
| 11 | Bloom Energy Corp | 12,836 | 1.7M $ | 2.32 % |
| 12 | Quanta Services Inc | 2,847 | 1.6M $ | 2.08 % |
| 13 | Lam Research Corp | 7,313 | 1.6M $ | 2.08 % |
| 14 | Cloudflare Inc | 7,282 | 1.5M $ | 2.00 % |
| 15 | Arista Networks Inc | 11,940 | 1.5M $ | 1.95 % |
| 16 | KLA Corp | 943 | 1.4M $ | 1.85 % |
| 17 | Palantir Technologies Inc | 8,766 | 1.3M $ | 1.71 % |
| 18 | Intuitive Surgical Inc | 2,730 | 1.3M $ | 1.68 % |
| 19 | Rocket Lab Corp | 19,291 | 1.2M $ | 1.65 % |
| 20 | Applied Materials Inc | 3,444 | 1.2M $ | 1.57 % |
| 21 | ASML Holding NV | 811 | 1.1M $ | 1.43 % |
| 22 | Vertiv Holdings Co | 4,189 | 1M $ | 1.40 % |
| 23 | Axon Enterprise Inc | 2,436 | 1M $ | 1.38 % |
| 24 | TechnipFMC PLC | 13,215 | 913.6K $ | 1.22 % |
| 25 | Alphabet Inc | 3,063 | 880.8K $ | 1.17 % |
| 26 | Sandisk Corp/DE | 1,273 | 808.8K $ | 1.08 % |
| 27 | TTM Technologies Inc | 7,761 | 756.1K $ | 1.01 % |
| 28 | Autodesk Inc | 2,983 | 714.1K $ | 0.95 % |
| 29 | Cameco Corp | 5,829 | 633.1K $ | 0.84 % |
| 30 | Elbit Systems Ltd | 744 | 631.7K $ | 0.84 % |
| 31 | Siemens Energy AG | 3,806 | 623.8K $ | 0.83 % |
| 32 | Monolithic Power Systems Inc | 570 | 623.2K $ | 0.83 % |
| 33 | TE Connectivity PLC | 2,827 | 590.9K $ | 0.79 % |
| 34 | SK hynix Inc | 1,097 | 578K $ | 0.77 % |
| 35 | Contemporary Amperex Technology Co Ltd | 7,098 | 555.4K $ | 0.74 % |
| 36 | Rheinmetall AG | 1,641 | 551.4K $ | 0.74 % |
| 37 | Karman Holdings Inc | 6,624 | 530.3K $ | 0.71 % |
| 38 | Baker Hughes Co | 8,597 | 524.8K $ | 0.70 % |
| 39 | Everpure Inc | 8,561 | 505.4K $ | 0.67 % |
| 40 | SiTime Corp | 1,411 | 487.3K $ | 0.65 % |
| 41 | Curtiss-Wright Corp | 707 | 481.6K $ | 0.64 % |
| 42 | Nextpower Inc | 3,990 | 481K $ | 0.64 % |
| 43 | Garmin Ltd | 2,023 | 469.4K $ | 0.63 % |
| 44 | Nebius Group NV | 4,435 | 460.2K $ | 0.61 % |
| 45 | Ciena Corp | 1,159 | 450K $ | 0.60 % |
| 46 | Symbotic Inc | 8,400 | 446.9K $ | 0.60 % |
| 47 | Legence Corp | 7,804 | 440.6K $ | 0.59 % |
| 48 | Fabrinet | 836 | 436K $ | 0.58 % |
| 49 | Advanced Energy Industries Inc | 1,289 | 416K $ | 0.55 % |
| 50 | Hesai Group | 21,655 | 414K $ | 0.55 % |
| 51 | Lumentum Holdings Inc | 577 | 405.5K $ | 0.54 % |
| 52 | BYD Co Ltd | 30,000 | 404.8K $ | 0.54 % |
| 53 | nVent Electric PLC | 3,417 | 404.2K $ | 0.54 % |
| 54 | Marvell Technology Inc | 3,962 | 392.4K $ | 0.52 % |
| 55 | Western Digital Corp | 1,446 | 391.1K $ | 0.52 % |
| 56 | Leonardo DRS Inc | 8,390 | 373.5K $ | 0.50 % |
| 57 | Coherent Corp | 1,561 | 371.8K $ | 0.50 % |
| 58 | Cadence Design Systems Inc | 1,261 | 350.4K $ | 0.47 % |
| 59 | Advanced Micro Devices Inc | 1,580 | 321.4K $ | 0.43 % |
| 60 | Palo Alto Networks Inc | 1,984 | 318.1K $ | 0.42 % |
| 61 | IDEXX Laboratories Inc | 560 | 314.7K $ | 0.42 % |
| 62 | Advantest Corp | 2,275 | 290.7K $ | 0.39 % |
| 63 | Amprius Technologies Inc | 17,060 | 287.6K $ | 0.38 % |
| 64 | Oceaneering International Inc | 7,754 | 275K $ | 0.37 % |
| 65 | Valmont Industries Inc | 666 | 266.1K $ | 0.35 % |
| 66 | Forgent Power Solutions Inc | 8,234 | 241K $ | 0.32 % |
| 67 | ASM International NV | 309 | 226.8K $ | 0.30 % |
| 68 | Hoya Corp | 1,269 | 211.8K $ | 0.28 % |
| 69 | Tower Semiconductor Ltd | 1,157 | 203K $ | 0.27 % |
| 70 | Dycom Industries Inc | 556 | 188.4K $ | 0.25 % |
| 71 | Infineon Technologies AG | 3,428 | 150.1K $ | 0.20 % |
| 72 | Bentley Systems Inc | 4,093 | 143.7K $ | 0.19 % |
| 73 | Uber Technologies Inc | 1,981 | 142.5K $ | 0.19 % |
| 74 | Descartes Systems Group Inc/The | 1,834 | 130.9K $ | 0.17 % |
| 75 | Crowdstrike Holdings Inc | 325 | 126.9K $ | 0.17 % |
| 76 | AXT Inc | 2,169 | 123.6K $ | 0.16 % |
| 77 | CoreWeave Inc | 1,564 | 121.2K $ | 0.16 % |
| 78 | PTC Inc | 774 | 110.3K $ | 0.15 % |
| 79 | Dassault Systemes SE | 5,538 | 110.2K $ | 0.15 % |
| 80 | Aeva Technologies Inc | 6,101 | 80.3K $ | 0.11 % |
| 81 | Samsara Inc | 2,410 | 76.4K $ | 0.10 % |
| 82 | Analog Devices Inc | 240 | 76.4K $ | 0.10 % |
| 83 | HeartFlow Inc | 2,286 | 55.6K $ | 0.07 % |
| 84 | Trimble Inc | 568 | 37.1K $ | 0.05 % |
| 85 | AeroVironment Inc | 199 | 36.4K $ | 0.05 % |