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Tema Etfs LLC

CIK:0002056807
Asset Manager
$377M AUM
165 holdings
New York, NY, United States
Founded:2022
10 employees
Latest filing:Jun 30, 2025

TEMA ETFS LLC is a SEC-registered investment adviser headquartered in New York, NY, United States. It serves as the investment adviser to the Tema ETF Trust, a suite of actively managed exchange-traded funds. Operating out of Brookfield Place, the firm is incorporated in Delaware and provides investment management services to a range of ETF products, primarily targeting institutional and retail investors seeking tax-aware compounding and alternative asset exposure. The firm was founded recently (exact year not explicitly stated but SEC filings begin in 2022–2023).

Investment Strategy

TEMA ETFS LLC specializes in actively managed ETFs with a focus on long-term compounding growth and alternative asset management. Its investment philosophy emphasizes tax-aware compounding, risk management including trading and valuation risks, and strategic active management. The firm seeks to deliver differentiated strategies that go beyond traditional beta exposures, targeting innovative and alternative investment opportunities for diverse investor profiles.

Top Buys
E
ETNEATON CORP PLC
+$10.0M
C
CGNXCOGNEX CORP
+$7.7M
C
CRHCRH PLC
+$5.6M
L
LINLINDE PLC
+$5.2M
J
JCIJOHNSON CTLS INTL PLC
+$3.8M
Top Sells
V
VMCVULCAN MATLS CO
-$4.1M
W
WCCWESCO INTL INC
-$3.9M
A
AITAPPLIED INDL TECHNOLOGIES IN
-$3.6M
T
TKRTIMKEN CO
-$3.2M
C
CLHCLEAN HARBORS INC
-$2.9M

Top Holdings

E
ETNEATON CORP PLC
+2.7%$10.0M
L
LLYELI LILLY & CO
+2.4%$9.2M
R
ROKROCKWELL AUTOMATION INC
+2.4%$9.1M
C
CGNXCOGNEX CORP
+2.1%$7.7M
T
TKRTIMKEN CO
+2.0%$7.5M

Equity Positions (163)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
E
ETN
EATON CORP PLC2.67%$10.0M28,145$356.99$356.99+$10.0M
L
LLY
ELI LILLY & CO2.44%$9.2M11,784$794.20$779.53-$838.9K
R
ROK
ROCKWELL AUTOMATION INC2.42%$9.1M27,434$279.14$332.17-$1.8M
C
CGNX
COGNEX CORP2.05%$7.7M243,408$31.72$31.72+$7.7M
T
TKR
TIMKEN CO2.00%$7.5M104,009$71.58$72.55-$3.2M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+18.4%
ELECTRIC SERVICES
+7.4%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+6.0%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+3.2%
MEASURING & CONTROLLING DEVICES, NEC
+3.1%