Thematica is a FINMA-licensed collective asset manager based in Geneva, Switzerland, specializing in the electric vehicle (EV) sector and the technologies driving its rapid adoption.

We manage a dedicated UCITS fund targeting the global EV supply chain, investing across critical segments such as battery materials, EV manufacturers, grid infrastructure, semiconductors, power electronics, and essential components.

As thematic specialists, we leverage rigorous research and bottom-up analysis to identify companies best positioned to capitalize on long-term structural trends in mobility and electrification. Our goal is to deliver resilient, long-term financial performance by capturing the growth opportunities within this transformative industry.

Founding legacy

Claes Orn founded Thematica in 2006 with a clear vision to serve a discerning clientele of professional investors through dedicated asset management solutions. Building on this foundation, in 2018 Claes established Thematica SICAV in Luxembourg to launch the firm’s first fund, designed to offer a broader base of investors access to the rapidly evolving e-mobility sector. This award-winning fund focuses exclusively on the global electric vehicle supply chain and its enabling technologies, positioning investors to capture transformative growth opportunities across the EV ecosystem.

With over 40 years of industry experience, Claes continues to lead Thematica with an emphasis on rigorous research, thematic investing, and delivering resilient, long-term financial performance.

In numbers

Thematica delivers targeted investment access to the global e-mobility transition, building a diversified portfolio across five continents. Our dynamic universe covers around 250 companies and is continually expanding to capture the rapid shifts and emerging leaders in the evolving transportation landscape.

Current open positions

We always welcome spontaneous applications from passionate people.

Send application to
career@thematica.com