Unlocking long-term value in the electric vehicle supply chain

Thematica offers a thematic investment fund focused on the electric vehicle (EV) supply chain and the technologies enabling widespread EV adoption. We invest globally in companies with strong competitive positions across key segments such as battery materials, EV manufacturers, grid infrastructure, semiconductors, power electronics, and EV components.

Our research-driven approach targets long-term growth opportunities across the full value chain, aiming to deliver strong and resilient financial performance.

 

Thematica - Future Mobility

Marketing Communication

The fund is focused on the electric vehicle (EV) supply chain and the technologies enabling the global transition to electric mobility. We invest worldwide in companies with strong competitive advantages across critical segments such as battery materials, EV manufacturers, grid infrastructure, semiconductors, power electronics, and specialized EV components.

Our strategy is grounded in disciplined, research-driven analysis aimed at identifying high-growth opportunities across the full value chain. The objective is to build a forward-looking, resilient portfolio that can deliver long-term financial performance while capturing the structural shift toward electrification.

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  • NAV in USD 23.07.2025
    0
  • Change 23.07.2025
    0%
  • Categories
    E-Mobility
  • Number of holdings
    -
  • Inception date
    01.02.2019
  • LU1807298952
    ISIN

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