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Tower Semiconductor ( $TSEM) reported strong earnings last week, and we believe reports of expanding production capacity signal growing recognition of the critical role photonics and optics will play in solving AI’s data bottlenecks. TSEM is 4.5% of holdings as of August 8, 2026. Current holdings and prospectus available at tema.us/4z8l5x5. All investments involve risk. Vigilant Distributors LLC.
We are excited to welcome Anders Storm (@StormDirac), former CEO of Sivers Semiconductors ( $SIVE) and current CEO of Dirac Research, as Expert Advisor to the Tema Photonics & Optical ETF ( $LAZR). Learn more 👇 tema.us/3U84nh8
After reporting strong earnings, $LAZR has a greater weight in $AAOI than any other US-listed photonics ETF. Explore full holdings and what else makes the $LAZR portfolio distinct: tema.us/4g672Q2 AAOI is 6.16% of holdings as of August 7, 2026. Current holdings and tema.us/3TJdg0x
Top 10 holdings in $TOLL as of August 6, 2026. Visit tema.us/4xhZyjM for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $DISK as of August 6, 2026. Visit tema.us/4gg5ZOq for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of August 6, 2026. Visit tema.us/4hjRz10 for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $LAZR as of August 6, 2026. Visit tema.us/4zlh3Sf for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
$CXMT made history last week with China’s second-largest IPO. Tema CIO @YuriKhodjam and @rwang07 of SemiAnalysis break down the milestone and explain why $CXMT is a major force in the global memory market. Watch the full discussion: tema.us/45JiSKO CXMT is 6.79% of holdings as of August 6, 2026. Current holdings and prospectus available from the DISK ETF webpage: tema.us/4fQlbk4. All investments involve risk. Vigilant Distributors LLC.
The AI buildout isn't happening only in data centers. It's happening in factories, too. U.S. manufacturing just reached its strongest reading in more than four years, with seven straight months of expansion. We explore why that shift could matter for investors: tema.us/4fTKCRA See how $WELD is positioned: tema.us/4pXZzXL
$LAZR has a greater portfolio weight in $AXTI than any other US-listed ETF. Explore full holdings and what else makes the $LAZR portfolio distinct: tema.us/45eytC3 AXTI is 9.55% of holdings as of August 6, 2026. Current holdings and prospectus available at tema.us/45eytC3. All investments involve risk. Vigilant Distributors LLC.
Top 10 holdings in $DISK as of August 5, 2026. Visit tema.us/4xoA9ox for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of August 5, 2026. Visit tema.us/4q1qodp for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $TOLL as of August 5, 2026. Visit tema.us/4xozZxr for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $LAZR as of August 5, 2026. Visit tema.us/4givLRh for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $DISK as of August 4, 2026. Visit tema.us/45CvfbE for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $NASA as of August 4, 2026. Visit tema.us/4yZylnt for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $TOLL as of August 4, 2026. Visit tema.us/4fVTiXW for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Top 10 holdings in $LAZR as of August 4, 2026. Visit tema.us/4z4cVG6 for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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