Our CIO, @YuriKhodjam, outlines the investment case for the Tema Photonics & Optical ETF $LAZR, which offers pure-play exposure to companies at the leading edge of a critical pathway in the AI infrastructure buildout.
Future Proof, wrapped.
Our Head of Investment Strategy, Paisley Nardini, CFA, CAIA, @paisitfwd, spent the week talking markets, AI adoption, and what's next for the industry. A few takeaways from the beach, swipe through 👉
#FutureProof2026#
Our CIO, @YuriKhodjam, outlines the investment case for the Tema Memory ETF $DISK, which offers a high-conviction, global portfolio of leaders in HBM, DRAM, and NAND.
In 2024, football and politics dominated the most-watched telecasts. As we enter another football and election season, we expect both to command attention—and drive interest in prediction markets.
$DICE was designed to capture the companies positioned to benefit.
Learn more:
The Tema Trading & Prediction Markets ETF ( $DICE) is the first thematic ETF of its kind.
Learn more:
Kalshi and Polymarket are private securities accessed through an SPV and are 7.50% and 7.50% of DICE holdings, respectively, as of September 14, 2026. Private investments held through SPVs carry additional risks. Consider fund risk and objectives before investing. Consult the fund FAQs and disclosures for more information at the link above. Vigilant Distributors, LLC.
Last season's Super Bowl wasn't just about who won.
Traders moved more than a billion dollars in a single day, and less than a quarter of that volume was tied to picking the winner. Halftime shows, ad spots, and player props all became their own markets.
The Tema Trading & Prediction Markets ETF ( $DICE) invests in the platforms built for that entire spectrum of trading, not just the scoreboard.
See the full $DICE playbook →
🔔 Tune in!
Our Head of Investment Strategy, @paisitfwd joins Bloomberg live from @FutureProof_HQ this Monday, September 14th at 12:40 PM ET.
Don’t miss it!
Healthcare’s weight in the S&P 500 is at a multi-decade low—even as innovation, financing, and M&A point to a sector on the rise.
🔍We explore why healthcare deserves a closer look heading into Q4:
$PSOX brings together a high-conviction portfolio of global MLCC and power semiconductor leaders, including companies with limited or no direct U.S. market access.
Learn more:
Tema is heading to @FutureProof_HQ!
Our Head of Investment Strategy, Paisley Nardini, CFA, CAIA, @paisitfwd, will be at Future Proof Festival from Sep 14–17.
If you're attending, let's connect!
#FutureProof2026#
Prediction markets have gone from niche to mainstream in just a few years.
The Tema Trading & Prediction Markets ETF ( $DICE) invests in the platforms building the infrastructure behind this growth, not the outcomes being traded on them.
Dive into the details on our fund page →
$DICE
Tonight will be a rematch of last year’s Super Bowl. The prediction markets are gearing up too.
Last season, football-related trading volume jumped more than tenfold when the season kicked off.
The Tema Trading & Prediction Markets ETF ( $DICE) invests in the platforms powering that growth.
See the full $DICE playbook →
Power is becoming a defining constraint on AI infrastructure.
$PSOX invests in global leaders across MLCCs and power semiconductors, including key suppliers in Korea, Taiwan and Japan.
Here's a look at 6 of the fund's top positions 🧵 $PSOX
Tema's Photonics & Optical ETF ($LAZR) adds Anthropic as a top holding. Learn more:
Anthropic is a private security accessed through an SPV and is 12.06% of holdings as of July 21. Private investments held through SPVs carry additional risks. Consider fund risk and objectives beforeinvesting. Visit for prospectus and more. Vigilant Distributors LLC.
As AI models become more advanced, demand for high-capacity storage is accelerating. NAND is emerging as a critical complement to HBM and DRAM, highlighting its growing role in the AI memory stack. Read more:
Your Uber ride depends on space infrastructure. So does your weather app, package delivery, and in-flight broadband.
The space economy isn't just rockets, it's the backbone powering $1 trillion in downstream services.
Explore the opportunity: