Tema Etfs LLC Top Holdings and 13F Report (2025) About Tema Etfs LLCInvestment ActivityTema Etfs LLC has $240.85 million in total holdings as of December 31, 2024.Tema Etfs LLC owns shares of 148 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Largest Holdings Rockwell Automation $9,120,130Applied Industrial Technologies $8,125,217Primoris Services $7,133,774Clean Harbors $6,604,788Timken $6,216,684 Sector AllocationMap of 500 Largest Holdings ofTema Etfs LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorROKRockwell Automation$9,120,13031,9123.8%Computer and TechnologyAITApplied Industrial Technologies$8,125,21733,9303.4%Industrial ProductsPRIMPrimoris Services$7,133,77493,3743.0%ConstructionCLHClean Harbors$6,604,78828,6992.7%Business ServicesTKRTimken$6,216,68487,1052.6%Computer and TechnologyIRIngersoll Rand$6,174,70968,2592.6%Industrial ProductsVMCVulcan Materials$6,091,72123,6822.5%ConstructionFASTFastenal$5,985,93283,2422.5%Retail/WholesaleSPXCSPX Technologies$5,932,55940,7682.5%Business ServicesLLYEli Lilly and Company$5,512,0807,1402.3%MedicalPHParker-Hannifin$5,485,1238,6242.3%Industrial ProductsFLRFluor$5,316,696107,8002.2%ConstructionFSSFederal Signal$5,106,58055,2722.1%Multi-Sector ConglomeratesCATCaterpillar$4,834,86513,3282.0%Industrial ProductsAPGAPi Group$4,649,626129,2641.9%Business ServicesEMREmerson Electric$4,580,45336,9601.9%Industrial ProductsATMUAtmus Filtration Technologies$4,440,348113,3321.8%Industrial ProductsVRTXVertex Pharmaceuticals$4,422,04910,9811.8%MedicalWCCWESCO International$4,398,05224,3041.8%Computer and TechnologyATIATI$4,271,98577,6161.8%Basic MaterialsHRIHerc$4,235,12322,3691.8%TransportationREGNRegeneron Pharmaceuticals$4,166,4185,8491.7%MedicalBBIOBridgeBio Pharma$3,895,712141,9721.6%MedicalALNYAlnylam Pharmaceuticals$3,840,96516,3231.6%MedicalMREOMereo BioPharma Group$3,116,918890,5481.3%MedicalCRNXCrinetics Pharmaceuticals$2,962,11457,9331.2%MedicalAMGNAmgen$2,913,69511,1791.2%MedicalGILDGilead Sciences$2,849,24530,8461.2%MedicalTEXTerex$2,844,56461,5441.2%Industrial ProductsARGXargenx$2,827,7704,5981.2%MedicalASNDAscendis Pharma A/S$2,621,23719,0401.1%MedicalTSMTaiwan Semiconductor Manufacturing$2,245,06611,3680.9%Computer and TechnologyCYTKCytokinetics$2,228,89647,3830.9%MedicalDXCMDexCom$2,227,56628,6430.9%MedicalINCYIncyte$2,098,20830,3780.9%MedicalRVMDRevolution Medicines$1,991,13245,5220.8%MedicalIONSIonis Pharmaceuticals$1,987,26656,8440.8%MedicalBPMCBlueprint Medicines$1,960,18222,4740.8%MedicalILMNIllumina$1,902,75814,2390.8%MedicalBSXBoston Scientific$1,830,52420,4940.8%MedicalMIRMMirum Pharmaceuticals$1,735,37741,9680.7%MedicalNTLAIntellia Therapeutics$1,727,627148,1670.7%MedicalUNPUnion Pacific$1,690,4617,4130.7%TransportationEXELExelixis$1,640,22549,2560.7%MedicalEWEdwards Lifesciences$1,601,63921,6350.7%MedicalMASIMasimo$1,583,5749,5800.7%MedicalDHRDanaher$1,576,7796,8690.7%MedicalPODDInsulet$1,405,8625,3850.6%MedicalTMOThermo Fisher Scientific$1,318,2632,5340.5%MedicalMCOMoody's$1,235,9692,6110.5%FinanceGMABGenmab A/S$1,229,97358,9350.5%MedicalGEGeneral Electric$1,204,3917,2210.5%TransportationGPCRStructure Therapeutics$1,202,58244,3430.5%MedicalVVisa$1,156,3903,6590.5%Business ServicesARWRArrowhead Pharmaceuticals$1,156,25661,5030.5%MedicalBGNEBeiGene$1,154,2536,2490.5%MedicalRCKTRocket Pharmaceuticals$1,143,68190,9850.5%MedicalMRKMerck & Co., Inc.$1,128,30211,3420.5%MedicalMDGLMadrigal Pharmaceuticals$1,117,0233,6200.5%MedicalSWTXSpringWorks Therapeutics$1,113,20130,8110.5%MedicalICEIntercontinental Exchange$1,106,8467,4280.5%FinanceGHGuardant Health$1,103,46636,1200.5%MedicalMLYSMineralys Therapeutics$1,102,10289,5290.5%MedicalDAWNDay One Biopharmaceuticals$1,086,59285,7610.5%MedicalWSTWest Pharmaceutical Services$1,041,6413,1800.4%MedicalFICOFair Isaac$1,037,2755210.4%Computer and TechnologySPGIS&P Global$949,7431,9070.4%Business ServicesNUVLNuvalent$909,37911,6170.4%MedicalAKROAkero Therapeutics$894,41332,1500.4%MedicalAGIOAgios Pharmaceuticals$845,65225,7350.4%MedicalEXASExact Sciences$843,30015,0080.4%MedicalVKTXViking Therapeutics$813,45220,2150.3%MedicalSHWSherwin-Williams$799,8552,3530.3%Basic MaterialsNARIInari Medical$755,03014,7900.3%MedicalCLDXCelldex Therapeutics$744,96029,4800.3%MedicalINSMInsmed$733,61910,6260.3%MedicalMSCIMSCI$714,6121,1910.3%FinanceLNTHLantheus$712,2817,9620.3%MedicalBELFBBel Fuse$701,9858,5120.3%Computer and TechnologyCPRTCopart$701,30612,2200.3%Business ServicesTERTeradyne$697,0935,5360.3%Computer and TechnologyINTUIntuit$694,4931,1050.3%Computer and TechnologyGE VERNOVA INC$681,5432,0720.3%COMSDGRSchrödinger$671,06134,7880.3%MedicalPWRQuanta Services$654,8562,0720.3%ConstructionHUBBHubbell$633,3621,5120.3%Industrial ProductsCMECME Group$603,7982,6000.3%FinanceEFXEquifax$599,9172,3540.2%Business ServicesSLNOSoleno Therapeutics$592,35113,1780.2%MedicalACLXArcellx$572,7217,4680.2%MedicalTEVATeva Pharmaceutical Industries$565,59025,6620.2%MedicalKROSKeros Therapeutics$564,54535,6630.2%MedicalKLACKLA$546,3148670.2%Computer and TechnologyNBIXNeurocrine Biosciences$524,9793,8460.2%MedicalITRIItron$516,8414,7600.2%Computer and TechnologyWATWaters$513,0651,3830.2%MedicalBNTXBioNTech$512,7754,5000.2%MedicalVERVVerve Therapeutics$503,30889,2390.2%MedicalVRTVertiv$502,6114,4240.2%Computer and TechnologyCPCanadian Pacific Kansas City$500,1496,9110.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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