Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Tema ETF Trust (RSHO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: RSHO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 27.11% | Avg. Invested days 66 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 29.42 - 41.72 | Updated Date 06/30/2025 |
52 Weeks Range 29.42 - 41.72 | Updated Date 06/30/2025 |
Upturn AI SWOT
Tema ETF Trust
ETF Overview
Overview
The specific details of Tema ETF Trust, including its focus, target sector, asset allocation, and investment strategy, are not publicly available without knowing the ticker symbol. This JSON response will provide a framework for how the data should be structured once that information is known. Assuming a thematic focus on innovation and disruptive technologies. Investment strategy is likely a passively managed approach targeting companies identified as benefiting from these themes.
Reputation and Reliability
Dependent on the actual issuer. Assuming a newer entrant in the ETF market.
Management Expertise
Dependent on the actual issuer's management team.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of a specific thematic index focused on innovation/disruption.
Investment Approach and Strategy
Strategy: Likely tracks a proprietary thematic index related to innovation and/or disruptive technologies.
Composition Primarily holds stocks of companies identified as leaders or beneficiaries of specific themes like automation, artificial intelligence, fintech, etc.
Market Position
Market Share: Data unavailable without ticker symbol. Assuming a small market share due to being a new ETF.
Total Net Assets (AUM): Data unavailable without ticker symbol. Assuming less than $100 million initially.
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- ROBO Global Robotics and Automation Index ETF (ROBO)
- First Trust Cloud Computing ETF (SKYY)
Competitive Landscape
The thematic ETF market is highly competitive. Advantages could stem from a more focused thematic approach, lower expense ratio, or superior index construction. Disadvantages include the lack of brand recognition and a limited performance history compared to established players.
Financial Performance
Historical Performance: Data unavailable without ticker symbol. Performance depends on the underlying index and market conditions.
Benchmark Comparison: Data unavailable without ticker symbol. Comparison will be against relevant thematic indexes or peer ETFs.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Average trading volume is expected to be moderate, increasing as AUM grows.
Bid-Ask Spread
Bid-ask spread is anticipated to be relatively wider during the initial phase, narrowing as liquidity improves.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological advancements, regulatory changes, and investor sentiment towards innovation and disruptive technologies can significantly impact the ETF's performance.
Growth Trajectory
Growth depends on the adoption of underlying technologies, investor interest in thematic investing, and the ETF's ability to attract assets. Changes to strategy and holdings are contingent on index updates and market conditions.
Moat and Competitive Advantages
Competitive Edge
Without more detail on Tema ETF Trust, it is difficult to determine a competitive advantage. It might come down to a unique theme or investment strategy. A potentially lower expense ratio than competitors can also be an advantage. Better sector-specific diversification could also be a source of competitive advantage. A focus on less crowded, more emerging themes could also drive stronger returns.
Risk Analysis
Volatility
Volatility is expected to be high due to the focus on growth-oriented, innovative companies.
Market Risk
Specific risks include sector concentration, valuation risk of growth stocks, and the risk of disruption affecting the companies in the portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is one with a long-term investment horizon, a high risk tolerance, and a belief in the long-term growth potential of innovation and disruptive technologies.
Market Risk
Suitable for long-term investors seeking exposure to growth themes and willing to accept higher volatility.
Summary
Tema ETF Trust offers exposure to innovative and disruptive technologies. It targets growth companies benefiting from emerging trends. It is suitable for risk-tolerant investors seeking long-term capital appreciation. Its success depends on its thematic approach and the execution of its underlying index. The fund may face competition from established and emerging ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company websites
- SEC Filings
Disclaimers:
This analysis is based on the limited information available and assumptions about the ETF's focus. Actual data and performance may vary. Consult a financial advisor before making investment decisions. Market share estimates are approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tema ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.