What does Thematics Asset Management hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Thematics Asset Management filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

NVIDIA CORPORATION

$108M581K4.9%

SERVICENOW INC

$73M80K3.3%

SYNOPSYS INC

$70M143K3.2%

CADENCE DESIGN SYSTEM INC

$52M147K2.3%

SNOWFLAKE INC

$45M199K2.0%

CLEAN HARBORS INC

$45M192K2.0%

ELASTIC N V

$44M523K2.0%

ALPHABET INC

$44M181K2.0%

PTC INC

$43M211K1.9%

NVENT ELECTRIC PLC

$42M425K1.9%

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