Holdings

Tema U.S. Manufacturing & Reshoring ETF

As of May 31, 2026, Tema U.S. Manufacturing & Reshoring ETF reported 24 positions worth US$272M. Largest: Timken Company (the), Powell Industries, Inc. and Cognex Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Timken Company (the)190KUS$24.3M+18,679May 31, 2026
Powell Industries, Inc.75,229US$21.4M+41,636May 31, 2026
Cognex Corporation318KUS$20.9M+29,658May 31, 2026
Caterpillar, Inc.20,561US$18M−301May 31, 2026
Eaton Corporation, Plc38,986US$15.6M+10,166May 31, 2026
Gates Industrial Corporation Plc585KUS$15.2M−8,582May 31, 2026
Ati Inc.80,642US$14.1M−4,294May 31, 2026
Applied Industrial Technologies, Inc.45,450US$13.8M−665May 31, 2026
Linde Plc26,671US$13.3M+6,988May 31, 2026
Terex Corporation205KUS$11.9M−12,039May 31, 2026