One theme. One fund. The full value chain.
The transition to electric mobility is restructuring one of the world's largest industrial ecosystems. Thematica – Future Mobility is built to capture that transition at every layer, from the minerals in the ground to the grid that charges the vehicle.
Thematica - Future Mobility
Marketing Communication
The global shift to electric mobility is not a single-company story, it is a structural reorganisation of supply chains, energy systems, and manufacturing ecosystems that will define the next several decades of industrial investment.
The fund invests across the full architecture of that transition. Rather than concentrating in vehicle manufacturers, the strategy maps the entire value chain, critical minerals, battery materials, cell manufacturing, power semiconductors, vehicle components, and grid infrastructure, and positions in the companies that occupy its most critical, hardest-to-replace layers.
Our process is grounded in supply chain analysis. We identify bottlenecks, assess their durability, and invest before they become consensus. Position sizing reflects structural conviction, not index weight. And the portfolio is constructed to maintain meaningful exposure to the transition while managing correlation and drawdown risk across market cycles.
The result is a strategy designed to capture the structural growth of electrification, not by betting on which brand wins, but by owning what every brand needs.
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