RSHO vs. INFR ETF Comparison

Comparison of Tema ETF Trust Tema American Reshoring ETF (RSHO) to ClearBridge Sustainable Infrastructure ETF (INFR)

RSHO

Tema ETF Trust Tema American Reshoring ETF

RSHO Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$34.50

Average Daily Volume

4,809

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

INFR

ClearBridge Sustainable Infrastructure ETF

INFR Description

The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose its underlying index. The underlying index is composed of equity securities in developed and developing markets that are included in the MSCI ACWI All Cap Index. Companies in the MSCI ACWI All Cap Index are screened to include only companies within the Global Industry Classification Standard (GICS) sub-industries and are classified into infrastructure sectors.

Grade (RS Rating)

Last Trade

$23.59

Average Daily Volume

197

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

Performance

Period	RSHO	INFR
30 Days	-3.00%	0.04%
60 Days	-0.48%	0.64%
90 Days	5.30%	-2.16%
12 Months		-7.39%

0 Overlapping Holdings

	Symbol	Grade	Weight in RSHO	Weight in INFR	Overlap

RSHO Overweight 10 Positions Relative to INFR

	Symbol	Grade	Weight
	AIT	C	5.29%
	ETN	B	5.15%
	CRH	C	5.04%
	VMC	C	4.87%
	LIN	D	4.4%
	ROK	F	3.58%
	SPXC	A	3.57%
	CAT	D	3.48%
	HRI	D	3.43%
	PH	B	3.41%

RSHO Underweight 4 Positions Relative to INFR

	Symbol	Grade	Weight
	NEE	A	-4.84%
	CSX	D	-4.74%
	CCI	D	-3.9%
	ES	B	-3.72%

RSHO: Top Represented Industries & Keywords

Industries: Diversified Industrials Building Materials Farm & Construction Equipment Industrial Distribution Rental & Leasing Services Specialty Chemicals Specialty Industrial Machinery

Keywords: S&P 500 Mining Construction Oil And Gas Power Systems Asphalt Beverage Building Materials Cement Chemical Collection Systems Concrete Concrete Products Fluid Power Fluid Power Systems Forestry Industrial Gas Material Handling Equipment Pavements Transport

INFR: Top Represented Industries & Keywords

Industries: Utilities - Regulated Electric REIT - Diversified Railroads

Keywords: S&P 500 Electricity Natural Gas Telecommunications Antenna Systems Chemical Product Crushed Stone Distributed Antenna System Distribution Center Drayage Drayage Services Electric Energy Eversource Energy Freight Transport Gexa Energy Gravel Information And Communications Technology Intermodal Container Intermodal Freight Transport Intermodal Transportation