TMO

Thermo Fisher Scientific Inc.

StockHealthcareMedical - Diagnostics & ResearchUS$245B market cap

$698.34

▲ +2.3% last session

+6.6% 1M

Close of Nov 3, 2026End-of-day

Nov 3, 2026 · TMO total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesTMOS&P 500 · VOO

Held by ETFs: $3.5B; in funds that list it in their top 10
Share of the company: ≈1%; of Thermo Fisher Scientific held through ETFs
Top-10 holding in: 39 ETFs; one of their ten biggest
Built on TMO alone: 0 ETFs; […]
Most per dollar · basket: QLTY 4.3%; $43 of every $1,000
Biggest holder: XLV $1.9B; of TMO, 3.9% of the fund

Every ETF Theme Built Around TMO

YTD

Heaviest TMO Baskets

YTD

$43per $1,000 in QLTY

QLTY4.3%+14.2%XLV3.9%+20.4%EQTY3.9%+10.1%IYH3.8%+19.8%VHT3.5%+19.6%FHLC3.3%+19.7%

Corner: TMO weight · TMO is the biggest slice

Themes Around TMO

YTD

$6Mof TMO in 5 funds

HTEC2.1%+29.4%FMED4.3%+18.5%BMED4.3%+20.0%AGIQ5.6%+10.5%HLTH5.0%no YTD

Corner: TMO weight · the themes it sits in

Geared ETFs Holding TMO

YTD

+49.8%CURE, the best of 2

CURE3×+49.8%RXL2×+35.0%

Corner: leverage · index funds with TMO inside

TMO Through Other ETFs

YTD

$11per $1,000 in SMOM

SMOM1.1%+14.2%XLSR0.9%+4.5%FDIF0.9%+10.7%THLV0.9%+5.7%QPX0.8%+3.7%GGM0.8%+8.5%

Corner: TMO weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in TMO Sits

Today

86%in Sectors funds

Sectors $3.0BUS Stock Styles $418MOther $63MThematic $6MInternational $1M

XLV$1.9B · 3.9%VHT$669M · 3.5%IYH$178M · 3.8%IXJFHLC$116M · 3.3%6 moreQLTYWTVEQTY8 moreATFV9 moreHTEC, FMED, …FFND, GAIQ

Tile size = dollars of TMO held% = TMO’s weight in the fund

End-of-day Nov 4, 2026 · $3.5B across funds that list TMO in their top 10

Open in desk

More of It

Most TMO per $1,000

Today

$89of TMO per $1,000 in GNMX, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1GNMXCorgi Genomics & Precision Medicine ETFCorgi$89—Open

2DHLXDiamond Hill Large Cap Concentrated ETFDiamond Hill$57+6.7%Open

3AGIQSoFi Agentic AI ETFSoFi$56+10.5%Open

4HRTSTema Heart & Health ETFTema$50+9.5%Open

5HLTHTema Healthcare AI ETFTema$50—Open

6BEEZHoneytree U.S. Equity ETFHoneytree$49+10.7%Open

7CWSAdvisorShares Focused Equity ETFAdvisorShares$48−0.4%Open

8PINKSimplify Health Care ETFSimplify$46+10.4%Open

9JDOCJPMorgan Healthcare Leaders ETFJ.P. Morgan$43+13.3%Open

10BMEDiShares Health Innovation Active ETFiShares$43+20.0%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding TMO

Today

$43in QLTY, the heaviest basket

FundPer $1,000YTD

QLTY$43+14.2%

XLV$39+20.4%

EQTY$39+10.1%

IYH$38+19.8%

VHT$35+19.6%

FHLC$33+19.7%

End-of-day Nov 4, 2026 · bars run to $200

Geared ETFs Holding TMO

YTD

+49.8%CURE, the best of 2

FundAssetsYTD

CURE3×$200M+49.8%

RXL2×$112M+35.0%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Thematic ETFs

Themes Around TMO

YTD

$6Mof TMO held in 5 theme funds

HTEC+29.4%$112M · 2.1% TMO FMED+18.5%$52M · 4.3% TMO BMED+20.0%AGIQ+10.5%HLTHno YTD

Size = assets · colour = YTD · TMO weight in eachAll 5 →

End-of-day Nov 4, 2026

HTEC vs FMED

YTD

HTECROBO Global · Disruptive techFMEDFidelity · Disruptive tech

Year to date

+29.4%

+18.5%

HTEC wins+10.9 pts

Past year

+37.7%

+22.2%

HTEC wins+15.4 pts

Fee

0.80%

0.50%

FMED winslower fee

Yield

0.8%

0.0%

HTEC wins+0.8 pts

AUM

$112M

$52.3M

HTEC2.1× more

3–1HTEC wins

End-of-day Nov 3, 2026 · AUM not scored

TMO Themes Ranked by Return

YTD

+29.4%HTEC, the best of the theme funds holding TMO

#FundNameIssuerYTD ▼TMOOpen

1HTECROBO Global Healthcare Technology and Innovation ETFROBO Global+29.4%2.1%Open

2BMEDiShares Health Innovation Active ETFiShares+20.0%4.3%Open

3FMEDFidelity Disruptive Medicine ETFFidelity+18.5%4.3%Open

4AGIQSoFi Agentic AI ETFSoFi+10.5%5.6%Open

End-of-day Nov 4, 2026 · TMO = its weight in each fund

Disruptive Tech vs Thematic

Average · YTD

HTEC

+29.4%

FMED

+18.5%

Thematic average

+7.7%

End-of-day Nov 3, 2026