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Tema Electrification ETF (VOLT)
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Upturn Advisory Summary
08/14/2025: VOLT (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 20.83% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.00 - 27.46 | Updated Date 06/6/2025 |
52 Weeks Range 19.00 - 27.46 | Updated Date 06/6/2025 |
Upturn AI SWOT
Tema Electrification ETF
ETF Overview
Overview
The Tema Electrification ETF seeks to capitalize on the global electrification trend by investing in companies involved in electric vehicles, renewable energy, energy storage, and related infrastructure.
Reputation and Reliability
Issuer reputation needs to be researched to determine reliability and track record.
Management Expertise
Management expertise in thematic investing should be assessed.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Tema Electrification Index.
Investment Approach and Strategy
Strategy: Tracks an index focused on companies benefiting from the electrification trend.
Composition Primarily invests in equities of companies involved in various aspects of electrification.
Market Position
Market Share: Needs to be determined based on latest market data.
Total Net Assets (AUM): Needs to be determined based on latest market data.
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
- PBW
Competitive Landscape
The electrification ETF market is competitive, with established players like ICLN and TAN holding significant market share. Tema Electrification ETF needs to differentiate itself with a unique focus or strategy to gain traction. Advantages could include a more specific sector focus or a lower expense ratio, while disadvantages might be a lack of brand recognition and smaller AUM.
Financial Performance
Historical Performance: Needs to be determined based on latest market data.
Benchmark Comparison: Needs to be determined based on latest market data.
Expense Ratio: Needs to be determined based on latest market data.
Liquidity
Average Trading Volume
The ETF's liquidity must be assessed based on average trading volume data, which helps to determine how easily shares can be bought or sold.
Bid-Ask Spread
The bid-ask spread indicates the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept, reflecting the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth influence the electrification sector. Government policies, technological advancements in battery technology and renewable energy, and consumer adoption rates of electric vehicles also play a crucial role.
Growth Trajectory
Growth trends include increasing investment in renewable energy, expansion of electric vehicle infrastructure, and declining costs of battery storage. Changes to strategy and holdings will depend on the evolving market landscape and technological advancements.
Moat and Competitive Advantages
Competitive Edge
Tema Electrification ETF's competitive edge may lie in its specific sector focus within the broader electrification trend, potentially targeting niche areas like battery technology or charging infrastructure. It might offer a unique weighting methodology or focus on smaller, high-growth companies not heavily represented in other ETFs. Superior management with deep expertise in the electrification sector could also provide an advantage. Finally, if the ETF has a lower expense ratio, it can attract more cost-sensitive investors.
Risk Analysis
Volatility
The ETF's historical volatility depends on the volatility of the underlying assets, typically growth stocks in the technology and industrial sectors.
Market Risk
Market risk includes fluctuations in stock prices, sector-specific risks related to the electrification industry, and potential regulatory changes impacting the sector.
Investor Profile
Ideal Investor Profile
The ideal investor is one who believes in long-term electrification trends. They should be growth-oriented and willing to accept a higher level of risk. Those seeking to diversify their portfolios with a focus on future technologies may also be appropriate.
Market Risk
The ETF is best suited for long-term investors who are bullish on the electrification trend and are comfortable with the inherent volatility of growth stocks. It is less suitable for risk-averse investors or those seeking stable income.
Summary
The Tema Electrification ETF targets growth in the electrification sector through investments in related companies, but faces stiff competition from established players. Its success depends on strategic differentiation, effective management, and the overall market conditions impacting the sector. Investors should carefully evaluate the ETF's historical performance, expense ratio, and risk factors before investing. AUM and trading volume will dictate its long-term viability. The ETF is suitable for long-term investors that are comfortable with medium to high volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
Investment involves risk. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions. Data is based on available information and may not be fully up-to-date.
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 Electrification ETF
Exchange NYSE MKT | 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 that are directly or indirectly economically tied to global electrification. The fund is non-diversified.
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