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VOLTTema Electrification ETF

Grow my money1y track recordRanked #1,189 of 2,999 in this goal

Seeks long-term growth of capital.

By Tema ETFs · Launched 2024

Annual Cost

0.75%

#3,925 of 5,861 · average

Fund Size

$810M

#1,261 of 5,861 · large

Return (1Y)Goal

+36.5%

Track Record

1 year

#3,880 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,628+36.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Sector

Energy

What it actually holds

By weight

Concentration

Top 10 holdings = 48.2% of fundmoderately concentrated

Bel Fuse Inc
6.5%
Powell Industries Inc
6.4%
NextEra Energy Inc
6.2%
Quanta Services Inc
4.8%
American Electric Power Co Inc
4.6%
Amphenol Corp
4.2%
GE Vernova Inc
4.0%
Hubbell Inc
3.9%
Entergy Corp
3.9%
Energy Transfer LP
3.7%

Asset allocation

Stocks
98.2%
Cash
1.8%

By sector

Industrials
50.4%
Utilities
28.2%
Technology
14.1%
Energy
4.7%
Consumer Cyclical
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
24.4%High

Year-on-year price swings

Max drawdown
-79.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Invests primarily in common and preferred stocks of publicly listed companies economically tied to global electrification, focusing on firms in electrical equipment, energy, and utilities. Expected to invest in the U.S., Canada, and Europe, with a market cap minimum of $100 million.
Inception date
December 3, 2024
Fund family
Tema ETFs

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Data updated on 2026-08-04