Tema U.S. Manufacturing & Reshoring ETF (WELD)
ARCA ARCA Primary Summary
WELD Chart
Tema U.S. Manufacturing & Reshoring ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,093 | $145,439.12 | $290,912.16 | $145,473.04 | 100.02% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 284 | $11,152.68 | $16,501.82 | $5,349.14 | 47.96% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,757 | $226,660.44 | $330,682.08 | $104,021.64 | 45.89% |
 Daniel Bennett APS Management Group Inc. | 10,362 | $651,459 | $592,447.35 | -$59,011.65 | -9.06% |
 Jim Clark Worth Asset Management LLC | 4,170 | $207,582.6 | $240,400.5 | $32,817.9 | 15.81% |
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Tema U.S. Manufacturing & Reshoring ETF Profile
| ARCA Exchange | US Country |
Overview
WELD focuses on investment opportunities in stocks that are interconnected with the revitalization of the American industrial sector. The firm specifically targets companies that have actively announced significant plans to shift their business operations back to the United States. This investment strategy revolves around sectors such as industrials, transport, infrastructure, materials, and semiconductors, which play crucial roles in an emerging domestic economy. By adopting a top-down investment approach, the adviser analyzes various data sources including press coverage, trade group activities, segment revenues, and equity and debt offerings, along with company disclosures, to identify suitable investment candidates. Furthermore, the fund may consider ex-US companies that express commitments to relocating their operations within the U.S. Ultimately, the selection of stocks is guided by the adviser’s thoughtful judgment, who employs a bottom-up strategy to unearth attractively valued investment opportunities. Environmental, Social, and Governance (ESG) criteria are integral to the portfolio construction process, which typically comprises between 15 and 100 different stocks.
Products and Services
- Investment Strategy: WELD specializes in identifying and investing in stocks of companies that are pivotal in the renaissance of the American industrial landscape. This includes firms that have declared substantial initiatives to transition their operations back to the U.S., creating a compelling narrative for investment.
- Sectors of Focus: The portfolio is predominantly invested in sectors that are critical to the infrastructure and industrial backbone of the country, including industrials, transport, infrastructure, materials, and semiconductors. Each of these sectors is analyzed for growth potential and alignment with national policy trends.
- Top-Down and Bottom-Up Analysis: The investment process employs a dual approach combining a top-down framework for initial screening and a bottom-up evaluation for final stock selection. This ensures a comprehensive view that balances macroeconomic trends with individual company performance.
- ESG Integration: WELD incorporates ESG considerations into its investment landscape, assessing the sustainability and ethical impact of potential investments, aligning with investor values and providing insights into future growth trajectories.
- Diverse Portfolio Composition: With a typical holding of between 15 to 100 stocks, WELD aims to maintain a diversified portfolio that minimizes risk while maximizing the potential for returns through well-researched stock selection.
- International Considerations: The fund may also include international companies that are committed to moving their operations back to the United States, reflecting a broader investment horizon that acknowledges the global nature of business and supply chains.
