Unlocking the next disruptive evolution
We focus exclusively on the EV transition, and we go deeper than anyone else.
The electric vehicle transition is one of the most significant structural shifts in the global economy, and it is still in its early stages. Rather than chasing the most visible names, we follow the supply chain, identifying bottlenecks, uncovering constraints, and positioning ahead of consensus. This is how we find value before the market does.
Thematica – Future Mobility is our single, dedicated fund, built to capture the full architecture of the EV transition for long-term investors.
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Supply Chain
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Active
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Conviction
Thematica - Future Mobility
Marketing Communication
An award-winning fund recognised multiple times for its investment performance. Providing exposure to the full EV value chain, from critical minerals and battery chemistry to semiconductors, vehicle components, and grid infrastructure.
Actively managed and built around a supply chain-driven process, designed for investors who want more than directional EV exposure.
Explore the fund fund section ↗
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NAV in USD 26.02.20260
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Change 26.02.20260%
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CategoriesE-Mobility
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LU1807298952ISIN
Built around the supply chain
We go where the constraints are. Our investment process starts with the supply chain, mapping the full architecture of the EV transition, identifying where bottlenecks exist, and positioning before the market prices them in. This is how we uncover opportunities early and hold them with conviction.
"Supply chains determine winners. We map them, find the bottlenecks, and invest before the market does."
Claes Orn, CEO
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