The Lazard Equity Megatrends ETF (THMZ) seeks to capture investment opportunities within well-established companies across the globe, including those in developing markets. The fund employs a distinctive thematic strategy, focusing on identifying powerful, long-term global trends—such as evolving demographics, groundbreaking technological advancements, and shifts in regulatory landscapes—which are anticipated to drive significant future economic expansion. Through detailed bottom-up fundamental analysis, the management team thoroughly evaluates each potential holding's intrinsic quality, growth potential, competitive advantages, and valuation. The portfolio primarily comprises equity and equity-related securities, including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and other exchange-traded funds (ETFs). To manage risk or potentially enhance returns, THMZ may utilize financial derivatives like futures and swaps. Furthermore, the fund has the flexibility to hedge against foreign currency exposure through forward contracts, depending on prevailing market conditions.

THMZ Holdings & Sector Breakdown

THMZ Holdings & Sector Breakdown