Tema ETFs
@Temaetfs
Tema builds institutional-quality ETF solutions.
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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.
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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:
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Top 10 holdings in $TOLL as of July 14th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of July 14th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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:
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Our CIO, @YuriKhodjam, discusses two critical AI bottlenecks investors may want to watch—and how to access these opportunities👇
Top 10 holdings in $TOLL as of July 13th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of July 13th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
The AI buildout relies on stable, reliable power. Training frontier models now requires exponentially more electricity, with demand growing ~2.2x annually since 2018. That's a structural tailwind for electrification.
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As AI accelerates, copper connections are struggling to keep pace. Photonics and optical technologies use light to move data faster. Explore the opportunity:
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Top 10 holdings in $TOLL as of July 10th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of July 10th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
AI’s next bottleneck may also be one of its biggest growth stories. Global memory chip revenue is forecast to more than triple as AI infrastructure demands more speed, capacity, and scale. Read the investment case:
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The US is having an industrial renaissance, driven by manufacturing, electrification, & AI.
I spoke with @ChrisSemenuk PM of $RSHO & $VOLT (both outperforming) about the trend on @opmpod.
YT:
Apple:
Spot:
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Top 10 holdings in $TOLL as of July 9th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of July 9th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
AI token consumption is forecast to rise 24x by 2030, intensifying the pressure on memory supply. That has turned memory into a critical AI bottleneck:
Top 10 holdings in $TOLL as of July 8th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of July 8th, 2026.
Visit for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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.
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