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Tema Monopolies and Oligopolies ETF TOLL

Morningstar Medalist Rating
Medalist Rating as of | See Tema Global Investment Hub

Morningstar’s Analysis TOLL

Will TOLL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TOLL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TOLL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TOLL’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Tema Monopolies and Oligopolies ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings TOLL

More TOLL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Aerospace

6.08 469,377
Industrials

Moody's Corporation

5.16 398,304
Financial Services

Visa Inc Class A

5.08 392,297
Financial Services

Intercontinental Exchange Inc

4.96 383,509
Financial Services

S&P Global Inc

4.14 320,134
Financial Services

Tyler Technologies Inc

3.64 281,126
Technology

Airbus SE

3.61 278,543
Industrials

Intuit Inc

3.53 272,489
Technology

Copart Inc

3.40 262,871
Industrials

Teradyne Inc

3.35 258,648
Technology