Thematics Asset Management — 13F holdings

Thematics Asset Management reported 125 holdings worth $2.20B in its 13F filing for Q3 2025, filed November 14, 2025.

Largest positions

1. NVDA NVIDIA CORPORATION — $108M (4.9%)
2. NOW ServiceNow Inc — $73.2M (3.3%)
3. SNPS Synopsys Inc — $70.3M (3.2%)
4. CDNS CADENCE DESIGN SYSTEM INC — $51.6M (2.3%)
5. SNOW SNOWFLAKE INC — $44.9M (2.0%)
6. CLH CLEAN HARBORS INC — $44.7M (2.0%)
7. ESTC ELASTIC N V — $44.2M (2.0%)
8. GOOGL ALPHABET INC — $44.0M (2.0%)
9. PTC PTC INC — $42.9M (1.9%)
10. NVT NVENT ELECTRIC PLC — $41.9M (1.9%)