Tema International Defense ETF (ARMY) is an ETF managed by Independent / Boutique. Its largest position is KONGSBERG GRUPPEN ASA (KOG.NO), representing 5.68% of fund assets.
Tema International Defense ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ARMY
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 23, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
KONGSBERG GRUPPEN ASA
|
5.68% | $62,485.62 | 1,540 |
|
-
ELBIT SYSTEMS LTD
|
5.22% | $57,433.92 | 75 |
|
-
APPLIED MATERIALS INC /DE
|
4.64% | $50,954.14 | 704 |
|
-
Idaho Strategic Resources, Inc.
|
4.45% | $48,935.97 | 660 |
|
-
Antero Midstream Corp
|
4.40% | $48,410.87 | 121 |
|
-
BAE SYSTEMS PLC
|
4.37% | $48,016.17 | 1,687 |
|
-
RHEINMETALL AG
|
4.11% | $45,208.61 | 23 |
|
-
LEONARDO S.P.A.
|
4.08% | $44,899.86 | 669 |
|
-
APPLIED MATERIALS INC /DE
|
3.92% | $43,070.15 | 143 |
|
-
APPLIED MATERIALS INC /DE
|
3.88% | $42,599.03 | 2,338 |
|
-
QINETIQ GROUP PLC
|
3.86% | $42,474.09 | 6,241 |
|
-
APPLIED MATERIALS INC /DE
|
3.85% | $42,349.23 | 1,126 |
|
-
CHEMRING GROUP PLC
|
3.83% | $42,070.59 | 5,846 |
|
-
HENSOLDT AG
|
3.65% | $40,087.44 | 456 |
|
-
RENK GROUP AG
|
3.61% | $39,688.41 | 590 |
|
-
Rocket Lab Corp
|
3.39% | $37,244.90 | 539 |
|
-
APPLIED MATERIALS INC /DE
|
3.36% | $36,948.32 | 2,056 |
|
-
AAR CORP
|
3.33% | $36,573.27 | 168 |
|
-
MINERALS TECHNOLOGIES INC
|
3.02% | $33,245.26 | 77 |
|
-
APPLIED MATERIALS INC /DE
|
2.92% | $32,139.52 | 80 |
|
-
TKMS AG& CO KGAA
|
2.79% | $30,724.50 | 271 |
|
-
AeroVironment Inc
|
2.48% | $27,243.00 | 108 |
|
-
LOCKHEED MARTIN CORP
|
1.92% | $21,058.56 | 32 |
|
-
Palantir Technologies Inc.
|
1.90% | $20,852.88 | 152 |
|
-
L3HARRIS TECHNOLOGIES, INC. /DE/
|
1.69% | $18,591.54 | 51 |
|
-
RTX Corp
|
1.47% | $16,209.60 | 80 |
|
-
NORTHROP GRUMMAN CORP /DE/
|
1.32% | $14,487.60 | 20 |
|
-
APPLIED MATERIALS INC /DE
|
1.31% | $14,366.54 | 580 |
|
-
GENERAL DYNAMICS CORP
|
1.17% | $12,853.80 | 36 |
|
-
Leonardo DRS, Inc.
|
1.17% | $12,843.44 | 296 |
|
-
FIRST AMERICAN TREASURY OBLIGA
|
1.12% | $12,319.85 | 12,320 |
|
-
BOEING CO
|
1.08% | $11,831.56 | 52 |
|
-
AVIO S.P.A.
|
1.02% | $11,236.01 | 269 |
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