Titelia

Holdings of Tema Durable Quality ETF

Tema ETF Trust · 41 declared positions · as of Feb 28, 2026

Original filing · Net assets 48.5M $ · Ten largest lines: 40.9 % of the equity sleeve

Sector breakdown

  • Technology 20.3 %
  • Financials 19.3 %
  • Health care 10.9 %
  • Industrials 10.0 %
  • Materials 1.8 %
  • Utilities 1.4 %
  • Unattributed 36.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 91.7 %
  • EUR 8.3 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 91.7 %
  • NL 3.3 %
  • FR 2.5 %
  • ES 2.4 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US3744.1M $91.74 %
NL11.6M $3.29 %
FR21.2M $2.53 %
ES11.2M $2.43 %

Positions

CompanySharesValueWeight
General Electric Co 8,8473M $6.25 %
Lam Research Corp 10,1562.4M $4.90 %
Visa Inc 7,4112.4M $4.89 %
Cboe Global Markets Inc 6,9842.1M $4.32 %
Performance Food Group Co 21,3982.1M $4.28 %
KLA Corp 1,2421.9M $3.91 %
Ferrovial SE 21,1831.6M $3.26 %
Thermo Fisher Scientific Inc 2,7841.5M $2.99 %
Fortinet Inc 17,6041.4M $2.87 %
Moody's Corp 2,9001.4M $2.86 %
MSCI Inc 2,3971.4M $2.83 %
CME Group Inc 4,2311.4M $2.79 %
Broadcom Inc 4,1031.3M $2.71 %
Applied Materials Inc 3,4421.3M $2.64 %
ON Semiconductor Corp 18,5851.2M $2.55 %
Keysight Technologies Inc 3,9571.2M $2.51 %
Gilead Sciences Inc 7,9891.2M $2.46 %
Synopsys Inc 2,8351.2M $2.42 %
Aena SME SA 37,1021.2M $2.41 %
Intercontinental Exchange Inc 6,5901.1M $2.23 %
Deere & Co 1,7101.1M $2.22 %
Fair Isaac Corp 7501.1M $2.18 %
US Foods Holding Corp 10,4441M $2.08 %
Martin Marietta Materials Inc 1,414956.7K $1.97 %
IDEXX Laboratories Inc 1,453954.2K $1.97 %
Vertex Pharmaceuticals Inc 1,848918.1K $1.89 %
Waters Corp 2,864914.7K $1.89 %
Mastercard Inc 1,736897.9K $1.85 %
S&P Global Inc 1,964867.9K $1.79 %
Sherwin-Williams Co/The 2,373860.4K $1.78 %
Aon PLC 2,521845.7K $1.74 %
Elevance Health Inc 2,275728K $1.50 %
Airbus SE 3,272712.3K $1.47 %
Entergy Corp 6,449690.8K $1.43 %
Bloom Energy Corp 3,686573.8K $1.18 %
Church & Dwight Co Inc 5,083533K $1.10 %
Vinci SA 3,036504.9K $1.04 %
Align Technology Inc 2,648503.4K $1.04 %
Intuit Inc 1,209494.5K $1.02 %
JPMorgan Chase & Co 1,624487.7K $1.01 %
Rocket Cos Inc 24,238440.9K $0.91 %