Corgi Bay Area Based ETF seeks capital appreciation by investing at least 80% of its net assets in managed exposure to U.S.-listed companies headquartered in, or maintaining substantial operations in, the nine-county San Francisco Bay Area-spanning technology, software and cloud infrastructure, semiconductors, internet platforms, biotechnology, financial technology, and clean technology. The fund utilizes a security selection framework that merges bottom-up fundamental research with thematic screening and quantitative risk criteria across all market capitalizations.
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