Thematics Current Portfolio, 13F Holdings (2025-05-15)

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	Thematics Asset Management 13F
	Thematics Asset Management

	Last update 2025-05-15	126 Stocks (4 new)
	Value $1.98 Bil	Turnover 7 %
	Countries: Top Holdings: NVDA(4.97%)SNPS(3.35%)NOW(3.15%)CDNS(2.35%)SNOW(2.17%) SEC Filings Portfolio Report

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