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HLTHTema Healthcare AI ETF

Grow my moneyNewRanked #2,005 of 3,052 in this goal

Seeks to provide long-term growth.

By Tema ETFs · Launched 2026

Annual Cost

0.75%

#4,061 of 6,033 · expensive

Fund Size

$8M

#5,112 of 6,033 · small

Return (1Y)

-89.2%

Track Record

2 months

#5,912 of 6,033 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,131+11.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

Focus

Artificial Intelligence

Holdings

By weight

Concentration

Top 10 holdings = 48.1% of fundmoderately concentrated

10x Genomics Inc Ordinary Shares - Class ATXG
6.7%
Twist Bioscience CorpTWST
5.9%
Illumina IncILMN
5.0%
Cytokinetics IncCYTK
4.9%
Revolution Medicines Inc Ordinary SharesRVMD
4.7%
Natera IncNTRA
4.6%
Vertex Pharmaceuticals IncVRTX
4.5%
Cogent Biosciences IncCOGT
4.3%
Intuitive Surgical IncISRG
4.0%
DexCom IncDXCM
3.7%

Asset allocation

Stocks
99.5%
Cash
0.6%

By sector

Healthcare
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
126.3%High

Year-on-year price swings

Max drawdown
-99.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide long-term growth.
Strategy
Actively manages a portfolio investing at least 80% in common and preferred stocks of domestic and foreign Healthcare AI companies across micro-, small-, medium-, and large-capitalization. Focuses on companies applying AI to healthcare, aiming for long-term growth.
Inception date
July 20, 2026
Fund family
Tema ETFs

Next steps

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Data updated on 2026-09-16