RF

As of 2026Q2 · Members: 5

Heat

+3.37

Historical Rank

88%

vs 3Y Avg

—

Net change in funds

+186

8Q trend

Ticker	Company	Change this quarter
AIRG	AIRGAIN INC	+14
AMPG	AMPLITECH GROUP INC	+25
MTSI	MACOM TECHNOLOGY SOLUTIONS H	+131
PRKR	—	—
QRVO	QORVO INC	-3
SWKS	SKYWORKS SOLUTIONS INC	+19

Theme members v1.0 (2026-07), quarterly maintenance

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.