WELD
WELD
About Tema U.S. Manufacturing & Reshoring ETF
WELD invests in stocks tied to the revitalization of the American industrial base, focusing on companies that have announced major initiatives to bring business operations back to the U.S. These companies are primarily found in sectors such as industrials, transport, infrastructure, materials, and semiconductors. The adviser identifies potential investments through a top-down approach, reviewing...
About Tema U.S. Manufacturing & Reshoring ETF
WELD invests in stocks tied to the revitalization of the American industrial base, focusing on companies that have announced major initiatives to bring business operations back to the U.S. These companies are primarily found in sectors such as industrials, transport, infrastructure, materials, and semiconductors. The adviser identifies potential investments through a top-down approach, reviewing...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 TKR | The Timken Company | 8.46% | 175.73K | $24.31M |
 CGNX | Cognex Corporation | 7.40% | 332.67K | $21.26M |
 CAT | Caterpillar Inc. | 6.97% | 21.51K | $20.03M |
 AIT | Applied Industrial Technologies, Inc. | 6.31% | 55.02K | $18.12M |
 POWL | Powell Industries, Inc. | 5.96% | 75.91K | $17.13M |
 ETN | Eaton Corporation plc | 5.72% | 40.77K | $16.42M |
 GTES | Gates Industrial Corporation plc | 5.59% | 611.86K | $16.06M |
 LIN | Linde plc | 5.09% | 27.88K | $14.61M |
 TEX | Terex Corporation | 4.90% | 214.41K | $14.07M |
 ATI | ATI Inc. | 4.78% | 74.73K | $13.73M |
 PH | Parker-Hannifin Corporation | 3.81% | 11.51K | $10.95M |
 ROK | Rockwell Automation, Inc. | 3.81% | 23.79K | $10.95M |
 TSM | Taiwan Semiconductor Manufacturing Company Limited | 3.78% | 25.73K | $10.85M |
 SPXC | SPX Technologies, Inc. | 3.76% | 50.17K | $10.79M |
 IR | Ingersoll Rand Inc. | 3.66% | 134.00K | $10.53M |
 APG | APi Group Corporation | 3.20% | 222.43K | $9.21M |
 MOD | Modine Manufacturing Company | 3.14% | 38.49K | $9.02M |
 ATMU | Atmus Filtration Technologies Inc. | 1.96% | 109.88K | $5.63M |
 SOLS | Solstice Advanced Materials Inc. | 1.76% | 82.86K | $5.06M |
 NOVT | Novanta Inc. | 1.50% | 28.83K | $4.32M |
SECTOR HOLDINGS
Industrials
Technology
Basic Materials
Consumer Cyclical
Cash & Others
EnergyASSET ALLOCATION BY REGION
United States
Ireland
United Kingdom.svg)
Taiwan (Province of China)
SwitzerlandSECTOR HOLDINGS
Industrials Technology Basic Materials Consumer Cyclical Cash & Others EnergyASSET ALLOCATION BY REGION
United States Ireland United Kingdom Taiwan (Province of China) SwitzerlandHoldings (Top 20)
TKR
The Timken Company
CGNX
Cognex Corporation
CAT
Caterpillar Inc.
AIT
Applied Industrial Technologies, Inc.
POWL
Powell Industries, Inc.
ETN
Eaton Corporation plc
GTES
Gates Industrial Corporation plc
LIN
Linde plc
TEX
Terex Corporation
ATI
ATI Inc.
PH
Parker-Hannifin Corporation
ROK
Rockwell Automation, Inc.
TSM
Taiwan Semiconductor Manufacturing Company Limited
SPXC
SPX Technologies, Inc.
IR
Ingersoll Rand Inc.
APG
APi Group Corporation
MOD
Modine Manufacturing Company
ATMU
Atmus Filtration Technologies Inc.
SOLS
Solstice Advanced Materials Inc.
NOVT
Novanta Inc.