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 press coverage, trade groups, segment revenues, equity and debt offering filings, publications, and company disclosures. The fund may also hold ex-US companies that have committed to relocating operations to the U.S. Final stock selection relies on the adviser's judgment and a bottom-up approach to identify attractively valued opportunities. ESG criteria are also factored in when building the portfolio, which typically holds between 15 and 100 stocks.

資產類別

Equity

發行機構

Tema

註冊地

US

成立日期

2023年5月10日

持股數量

24

ISIN

US87975E6023