# TEMA ETFs

TEMA ETFs is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** temaetfs.com
- **LinkedIn:** https://www.linkedin.com/company/temaetfs

## Regulatory record

- **CRD number:** 332224
- **SEC file number:** 801-131126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332224

## About

TEMA ETFS LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $1.5 billion in regulatory assets. It has 18 employees and 8 investment advisers.

## Sectors

- AI/ML
- Energy Transition & Renewables
- Digital Health
- Enterprise Software
- Robotics & Automation

## People

- Maurits Pot — Founder & CEO

## Questions

### Who makes the investment calls at TEMA ETFs?

Founder and CEO Maurits Pot leads portfolio construction, supported by a research team conducting fundamental analysis on each name. Pot brought equity derivatives and cross-asset structuring experience from Goldman Sachs and served as Deputy CEO at Amundi's US asset management business before launching TEMA in 2023. The firm's active ETF registrations mean PMs have full discretion to deviate from any reference benchmark when underlying fundamentals warrant.

### What is the American Reshoring ETF and what does it hold?

The TEMA American Reshoring ETF invests in US-listed companies expected to benefit from the relocation of critical supply chains back to North America. Holdings span industrial automation providers, semiconductor manufacturers building domestic fabrication capacity, and logistics firms positioned along re-shored manufacturing corridors. The fund is actively managed, meaning the portfolio team can adjust exposure as policy incentives like the CHIPS Act and Inflation Reduction Act evolve.

### Why launch a concentrated active ETF franchise after the 2022 thematic drawdown?

TEMA's 2023 launch timing reflects a thesis that the thematic ETF category needed a reset. The 2022 selloff exposed weaknesses in passive thematic structures, where funds had been forced buyers of momentum names at peak valuations. TEMA entered with an active mandate precisely to avoid that problem — the team can size positions based on valuation discipline rather than index weight and can hold cash or move to higher-conviction names during drawdowns. The firm's small, deliberate product shelf also contrasts with the volume-over-performance launch strategies of earlier thematic entrants.

### What asset classes and sectors does TEMA target?

TEMA focuses exclusively on public equities through its ETF suite, targeting secular growth themes that cut across traditional GICS sectors. Confirmed coverage areas include oncology therapeutics, cardiovascular and metabolic disease treatment, industrial automation and reshoring, and AI-enabled genomics. The firm has not launched fixed-income, commodity, or multi-asset products, keeping its shelf intentionally narrow around biology and industrial innovation equity strategies.

## Related profiles

- [WizardQuant](https://altss.com/profile/wizardquant)
- [Meson Quantitative Management](https://altss.com/profile/meson-quantitative-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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