Here are the holdings of the Tema Monopolies and Oligopolies ETF

Long_Equity
05-09

Here are the holdings of the Tema Monopolies and Oligopolies ETF. They invest in companies benefiting from high barriers to entry, in the form of regulation and switching costs.

I’ve highlighted the companies that I own and also would invest in.

Any thoughts on the portfolio? $Moody's(MCO)$ $Visa(V)$ $Intercontinental Exchange(ICE)$ $GE Aerospace(GE)$ $S&P Global(SPGI)$ $Tyler(TYL)$ $Intuit(INTU)$ $Fair Isaac(FICO)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ $MSCI Inc(MSCI)$ $ASML Holding NV(ASML)$ $Equifax(EFX)$ $Thermo Fisher Scientific(TMO)$ $Novo-Nordisk A/S(NVO)$ $IDEXX Laboratories(IDXX)$

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Oligopolies are usually a great place to fish for great companies with stable industry dynamics. But all oligopolies are not created equal.

If monopoly means a market without competition, then not only should there be no/little competition, the market should also be healthy and growing.

https://twitter.com/long_equity/status/1788099746625626466

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  • quixi
    ·05-09
    Good luck with your investments!
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