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Home > Institutional Investor > Thematics Asset Management > Profile

Instuitional Investor - Thematics Asset Management

Fund Profile
Filing Period:
Fund Name: Thematics Asset Management
Portfolio Value $2,223,525,461
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 717,225 $113,314,378 5.1%
2.
Synopsys Inc
 SNPS 154,320 $79,116,778 3.56%
3.
Servicenow Inc.
 NOW 73,524 $75,588,554 3.4%
4.
Cadence Design Systems Inc
 CDNS 164,456 $50,677,116 2.28%
5.
Snowflake Inc.
 SNOW 199,260 $44,588,410 2.01%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)