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Thematics Asset Management - Portfolio Stock Holdings

Thematics Asset Management disclosed 130 stock positions in a recent SEC 13F filing. $2,203,514,617 of stock holdings were filed, with the largest holdings including NVDA, NOW, and SNPS. This filing represented positions held on Sept. 30, 2025, and was filed on Nov. 14, 2025.

Report Period:

Sept. 30, 2025

No. of Stocks:

130

Est. Stock Holding Value:

$2,203,514,617

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Thematics Asset Management

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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