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Tema ETFs has been capitalizing on the risk appetite for weight loss stocks. The firm's founder and CEO Maurits Pot thinks the winning weight loss trade isn't based on just hype. "We could see a world where the majority of the world's population takes a GLP-1, not just for weight loss, but for other diseases." His top holdings include Mounjaro manufacturer Eli Lilly and Ozempic and Wegovy maker Novo Nordisk. Eli Lilly is up 57% so far this year, while Novo Nordisk is up 38%.
Persons: Maurits Pot, Pot, Eli Lilly, Ozempic Organizations: Cardiometabolic, Novo Nordisk Locations: Tema, Novo
One exchange-traded fund is betting on a U.S. manufacturing job resurgence. Tema ETFs CEO and founder Maurits Pot is behind the American Reshoring ETF (RSHO) that focuses on industrials. "At the heart of it is job creation, manufacturing and reshoring — bringing back local manufacturing jobs." Pot's firm launched the American Reshoring ETF in May 2023. Since its inception, the exchange-traded fund is up almost 37% as of Wednesday's close.
Persons: Maurits Pot, Pot, Organizations: Reshoring, American, ETF Locations: U.S, Tema, We're
Tema CEO Maurits Pot on capturing a reshoring rebound
  + stars: | 2024-07-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTema CEO Maurits Pot on capturing a reshoring reboundMaurits Pot, founder & CEO of Tema, joins ‘Halftime Report’ on ‘ETF Edge’ to discuss how the upcoming U.S. election will affect "reshoring" and the ETFs that follow it.
Persons: Maurits Pot Organizations: Tema Locations: Tema
ETF Edge, July 1, 2024
  + stars: | 2024-07-01 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge, July 1, 2024Maurits Pot, Tema CEO and founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the company's GLP-1, Obesity and Cardiometabolic ETF and American Reshoring ETF. Todd Sohn, Strategas ETF & Technical Strategist, also joins the conversation.
Persons: Maurits Pot, Bob Pisani, Todd Sohn Organizations: Tema, American Reshoring, Technical
Is "inshoring" ready for revolution?
  + stars: | 2024-07-01 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIs "inshoring" ready for revolution? Maurits Pot, Tema CEO and founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the company's American Reshoring ETF, which invests in industrial and infrastructure companies. Todd Sohn, Strategas ETF & Technical Strategist, also joins the conversation.
Persons: Maurits, Bob Pisani, Todd Sohn Organizations: Tema, ETF, Technical Locations: Maurits Pot
Weight loss now its own segment... with its own ETFs?
  + stars: | 2024-07-01 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWeight loss now its own segment... with its own ETFs? Maurits Pot, Tema CEO and founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the company's GLP-1, Obesity and Cardiometabolic ETF, which invests in weight loss stocks. Todd Sohn, Strategas ETF & Technical Strategist, also joins the conversation.
Persons: Maurits, Bob Pisani, Todd Sohn Organizations: Tema, Technical Locations: Maurits Pot
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhich sectors and stocks could benefit the most from "near-shoring"Maurits Pots, CEO of Tema ETFs, discusses how even an incremental increase in investment in U.S. manufacturing capacity could benefit a select group of companies and the economy as a whole.
Persons: Maurits Locations: Tema
Weight-loss drugs like Ozempic, Wegovy, and Mounjaro are all the rage, and investors are noticing. Since launching in November, the Tema Obesity and Cardiometabolic ETF (HRTS) is up 24%, crushing the S&P 500's 14.8% returns over the same period. Pot and his colleagues at Tema are bullish on the weight-loss drug stocks due to the wave of demand they see coming. Novo Nordisk estimates that only 2% of obesity cases are being treated by weight-loss drugs, Pot said. 4 weight-loss drug stocks to watchPot listed two larger stocks and two smaller ones in the space.
Persons: Maurits Pot, Janus Henderson, Pot, Goldman Sachs, Geoff Meacham, Charles Barkley, Elon Musk, Whoopi Goldberg, Eli Lilly, Lilly Organizations: VanEck Pharmaceutical, Business, World Health Organization, Novo Nordisk, Bank of America, Bank, Nordisk, FDA, Amazon, Therapeutics, Zealand Pharma Locations: Tema, GLP, Danish, it's
Editor’s Note: This article was originally published by The Art Newspaper, an editorial partner of CNN Style. (CNN) — Six paintings stolen from an old town hall in the small coastal town of Medemblik in north Holland have been returned via an unusual doorstep delivery to an art detective nearly 40 miles away in Amsterdam. Brand, dubbed the "Indiana Jones of the Art World," made international headlines last month after recovering a stolen work by Van Gogh. A spokeswoman for the Medemblik municipality told The Art Newspaper that the find was a surprise. “But,” he added, “I have asked for a book voucher.”Read more stories from The Art Newspaper here.
Persons: Arthur Brand, Van Gogh, Holland, , , Brand, Indiana Jones, ” Brand, King Radboud, Prince William of Orange, Maurits of Orange, Count Jan van Nassau, Queen Wilhelmina, “ It’s, Radboud, Jeroen Broeders Organizations: The Art, CNN, Art Newspaper, France, Getty Locations: Medemblik, Holland, Amsterdam, AFP, Nuenen,
Companies are increasingly working together to cut greenhouse-gas emissions but such collaboration faces the threat of antitrust action demanded by politicians who say it violates competition rules. There are now more than 150 business climate collaborations, according to research by Harvard Business Review. “There are a lot of ways to stay on the right side of antitrust laws,” says Justin Stewart-Teitelbaum, antitrust partner at Freshfields. Traditionally, in most jurisdictions, antitrust officials weigh whether the benefits of cooperation outweigh any economic harm caused by it. The anti-ESG movement in the U.S. bases its antitrust threats partly on an assertion that climate action provides little societal benefit to outweigh any economic harm of cooperation.
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