Holdings of Tema ETFs LLC
574 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 18.8 % of the equity sleeve
Sector breakdown
- Industrials 15.6 %
- Technology 14.9 %
- Health care 10.6 %
- Utilities 8.9 %
- Financials 7.9 %
- Consumer discretionary 4.5 %
- Communication 3.7 %
- Consumer staples 3.4 %
- Energy 2.9 %
- Materials 1.9 %
- Real estate 1.0 %
- Unattributed 24.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 574 | 1.5B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Powell Industries Inc | 84,682 | 45.8M $ | |
| 2 | NextEra Energy Inc | 347,396 | 32.3M $ | |
| 3 | NVIDIA Corp | 174,842 | 30.5M $ | |
| 4 | Caterpillar Inc | 41,486 | 29.4M $ | |
| 5 | Bel Fuse Inc | 133,318 | 26.4M $ | |
| 6 | Apple Inc | 99,352 | 25.2M $ | |
| 7 | American Electric Power Co Inc | 181,256 | 23.8M $ | |
| 8 | GE Vernova Inc | 26,626 | 23.2M $ | |
| 9 | Eli Lilly & Co | 23,685 | 21.8M $ | |
| 10 | Quanta Services Inc | 39,624 | 21.8M $ | |
| 11 | Modine Manufacturing Co | 98,452 | 21.3M $ | |
| 12 | Entergy Corp | 184,435 | 20.7M $ | |
| 13 | Hubbell Inc | 36,443 | 17.9M $ | |
| 14 | Energy Transfer LP | 926,143 | 17.9M $ | |
| 15 | Johnson & Johnson | 70,751 | 17.3M $ | |
| 16 | NiSource Inc | 367,563 | 17.2M $ | |
| 17 | IDACORP Inc | 118,034 | 16.9M $ | |
| 18 | Timken Co/The | 163,615 | 16.5M $ | |
| 19 | Amphenol Corp | 126,538 | 16M $ | |
| 20 | OGE Energy Corp | 326,414 | 15.7M $ | |
| 21 | Amazon.com Inc | 74,058 | 15.4M $ | |
| 22 | Microsoft Corp | 41,096 | 15.2M $ | |
| 23 | Vertiv Holdings Co | 60,691 | 15.2M $ | |
| 24 | Cognex Corp | 308,690 | 15.1M $ | |
| 25 | Broadcom Inc | 47,651 | 14.7M $ | |
| 26 | Merck & Co Inc | 115,881 | 13.9M $ | |
| 27 | Itron Inc | 143,438 | 12.9M $ | |
| 28 | AbbVie Inc | 57,803 | 12.6M $ | |
| 29 | Advanced Energy Industries Inc | 38,481 | 12.4M $ | |
| 30 | Meta Platforms Inc | 20,846 | 11.9M $ | |
| 31 | ATI Inc | 81,261 | 11.8M $ | |
| 32 | Terex Corp | 198,969 | 11.8M $ | |
| 33 | Applied Industrial Technologies Inc | 44,120 | 11.7M $ | |
| 34 | Tesla Inc | 30,751 | 11.4M $ | |
| 35 | BWX Technologies Inc | 55,811 | 11.4M $ | |
| 36 | Parker-Hannifin Corp | 12,685 | 11.4M $ | |
| 37 | Xcel Energy Inc | 137,350 | 10.9M $ | |
| 38 | Berkshire Hathaway Inc | 22,275 | 10.7M $ | |
| 39 | JPMorgan Chase & Co | 36,204 | 10.6M $ | |
| 40 | Ingersoll Rand Inc | 130,975 | 10.5M $ | |
| 41 | PPL Corp | 273,784 | 10.5M $ | |
| 42 | Visa Inc | 34,238 | 10.3M $ | |
| 43 | Exxon Mobil Corp | 60,900 | 10.3M $ | |
| 44 | Expand Energy Corp | 91,592 | 10.1M $ | |
| 45 | Alphabet Inc | 33,617 | 9.7M $ | |
| 46 | Bloom Energy Corp | 70,485 | 9.6M $ | |
| 47 | Revolution Medicines Inc | 98,178 | 9.5M $ | |
| 48 | Bristol-Myers Squibb Co | 154,597 | 9.4M $ | |
| 49 | SPX Technologies Inc | 46,575 | 9.3M $ | |
| 50 | Walmart Inc | 70,231 | 8.7M $ | |
| 51 | Honeywell International Inc | 38,235 | 8.6M $ | |
| 52 | API Group Corp | 206,409 | 8.4M $ | |
| 53 | Bridgebio Pharma Inc | 112,273 | 8.3M $ | |
| 54 | General Electric Co | 28,612 | 8.1M $ | |
| 55 | Amgen Inc | 22,905 | 8.1M $ | |
| 56 | Mastercard Inc | 15,881 | 7.9M $ | |
| 57 | Gilead Sciences Inc | 56,743 | 7.9M $ | |
| 58 | Alphabet Inc | 26,889 | 7.7M $ | |
| 59 | Rockwell Automation Inc | 20,580 | 7.4M $ | |
| 60 | Chevron Corp | 35,534 | 7.4M $ | |
| 61 | Netflix Inc | 76,171 | 7.3M $ | |
| 62 | Costco Wholesale Corp | 7,342 | 7.3M $ | |
| 63 | Williams Cos Inc/The | 96,257 | 7M $ | |
| 64 | Cogent Biosciences Inc | 176,667 | 6.8M $ | |
| 65 | Thermo Fisher Scientific Inc | 13,761 | 6.8M $ | |
| 66 | Lam Research Corp | 31,139 | 6.7M $ | |
| 67 | UnitedHealth Group Inc | 23,986 | 6.5M $ | |
| 68 | Micron Technology Inc | 19,097 | 6.5M $ | |
| 69 | Advanced Micro Devices Inc | 31,559 | 6.4M $ | |
| 70 | Procter & Gamble Co/The | 43,839 | 6.3M $ | |
| 71 | Palantir Technologies Inc | 42,431 | 6.2M $ | |
| 72 | Immunome Inc | 275,896 | 6M $ | |
| 73 | Cisco Systems, Inc. | 77,603 | 6M $ | |
| 74 | Bank of America Corp | 123,196 | 6M $ | |
| 75 | Applied Materials Inc | 17,301 | 5.9M $ | |
| 76 | Solstice Advanced Materials Inc | 76,885 | 5.9M $ | |
| 77 | Atmus Filtration Technologies Inc | 101,957 | 5.8M $ | |
| 78 | Coca-Cola Co/The | 75,120 | 5.7M $ | |
| 79 | Home Depot Inc/The | 17,281 | 5.7M $ | |
| 80 | Nuvalent Inc | 53,415 | 5.5M $ | |
| 81 | Celcuity Inc | 45,725 | 5.2M $ | |
| 82 | KLA Corp | 3,461 | 5.1M $ | |
| 83 | Wells Fargo & Co | 63,663 | 5.1M $ | |
| 84 | Goldman Sachs Group Inc/The | 5,955 | 5M $ | |
| 85 | Abbott Laboratories | 49,004 | 5M $ | |
| 86 | RTX Corp | 25,526 | 4.9M $ | |
| 87 | Philip Morris International Inc. | 28,105 | 4.6M $ | |
| 88 | Oracle Corp | 31,089 | 4.6M $ | |
| 89 | Vertex Pharmaceuticals Inc | 9,640 | 4.3M $ | |
| 90 | International Business Machines Corp. | 17,759 | 4.3M $ | |
| 91 | CG oncology Inc | 63,163 | 4.3M $ | |
| 92 | McDonald's Corp. | 13,489 | 4.2M $ | |
| 93 | Regeneron Pharmaceuticals, Inc. | 5,360 | 4.1M $ | |
| 94 | Exelixis Inc | 96,258 | 4.1M $ | |
| 95 | PepsiCo Inc | 25,838 | 4M $ | |
| 96 | AT&T Inc | 137,172 | 4M $ | |
| 97 | Ideaya Biosciences Inc | 112,309 | 3.7M $ | |
| 98 | Citigroup Inc | 32,967 | 3.7M $ | |
| 99 | Verizon Communications Inc | 74,377 | 3.7M $ | |
| 100 | Erasca Inc | 226,877 | 3.7M $ | |