Fundstrat's Small- & Mid-Cap ETF adds 10 stocks including First Solar and Zoom in May 2026 rebalance

Fundstrat Capital completed the May 2026 quarterly rebalance of its Granny Shots US Small- & Mid-Cap ETF, adding 10 new stocks such as First Solar, Zoom, and Credo Technology, while removing eight others. The ETF follows a strategy requiring stocks to meet at least two of seven proprietary investment themes, combining macroeconomic and quantitative analysis. With over $476 million in assets under management, the portfolio is equally weighted and rebalanced quarterly to position for a challenging but constructive U.S. equity environment. This rebalance reflects Fundstrat's ongoing thematic research-driven approach to capture structural growth opportunities across sectors like technology, renewable energy, retail, and healthcare.