Titelia

Holdings of Tema Electrification ETF

Tema ETF Trust · Original filing · Compare with another fund · Report an error

Net assets
441.7M $ including 439.3M $ in equities, 99.5 %
Positions
31 in 6 countries
Top ten
48.2 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Bel Fuse Inc 124,61828.6M $6.48 %
2Powell Industries Inc 53,87228.2M $6.39 %
3NextEra Energy Inc 293,07227.5M $6.22 %
4Quanta Services Inc 37,79721.3M $4.82 %
5American Electric Power Co Inc 153,07520.5M $4.64 %
6Amphenol Corp 125,71318.4M $4.16 %
7GE Vernova Inc 20,31417.7M $4.02 %
8Hubbell Inc 33,45317.1M $3.88 %
9Entergy Corp 159,43317.1M $3.87 %
10Energy Transfer LP 868,66116.4M $3.71 %
11NiSource Inc 337,42016M $3.61 %
12IDACORP Inc 110,29115.9M $3.60 %
13OGE Energy Corp 305,01215M $3.39 %
14Eaton Corp PLC 38,53814.5M $3.28 %
15Johnson Controls International plc 96,31513.9M $3.15 %
16Modine Manufacturing Co 58,64413.3M $3.02 %
17Vertiv Holdings Co 51,04913M $2.95 %
18ABB Ltd 138,18512.9M $2.92 %
19Itron Inc 134,04212.6M $2.85 %
20Advanced Energy Industries Inc 35,95812.1M $2.73 %
21Schneider Electric SE 35,33111.6M $2.62 %
22nVent Electric PLC 91,70510.9M $2.46 %
23BWX Technologies Inc 52,15710.7M $2.43 %
24Xcel Energy Inc 120,42110M $2.27 %
25Bloom Energy Corp 62,6999.8M $2.21 %
26PPL Corp 243,0139.5M $2.14 %
27Caterpillar Inc 12,1499M $2.04 %
28Iberdrola SA 220,8355.2M $1.18 %
29Capital Power Corp 92,4754.3M $0.98 %
30Expand Energy Corp 29,9073.2M $0.73 %
31Mirion Technologies Inc 145,5613.1M $0.71 %

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Sector breakdown

  • Industrials 34.5 %
  • Utilities 24.1 %
  • Technology 6.9 %
  • Energy 0.7 %
  • Unattributed 33.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 92.3 %
  • EUR 3.8 %
  • CHF 2.9 %
  • CAD 1.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 86.6 %
  • Ireland 5.6 %
  • Switzerland 2.9 %
  • France 2.6 %
  • Spain 1.2 %
  • Canada 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States25380.5M $86.62 %
2Ireland224.8M $5.64 %
3Switzerland112.9M $2.94 %
4France111.6M $2.63 %
5Spain15.2M $1.19 %
6Canada14.3M $0.99 %
Cite this page

Titelia. "Holdings of Tema Electrification ETF". https://titelia.com/en/funds/S000088946