The companies benefiting from high barriers to entry

Long_Equity
03-17

Here are the holdings of the Tema Monopolies and Oligopolies ETF.

They invest in companies benefiting from high barriers to entry, in the form of regulation and switching costs.

I’ve highlighted the companies that I own or follow.

Any thoughts on the portfolio?

$GE Aerospace(GE)$ $Moody's(MCO)$ $Visa(V)$ $Intercontinental Exchange(ICE)$ $S&P Global(SPGI)$ $Tyler(TYL)$ $Airbus SE(EADSY)$ $Intuit(INTU)$ $Copart(CPRT)$ $Teradyne(TER)$ $Fair Isaac(FICO)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ $MSCI Inc(MSCI)$ $ASML Holding NV(ASML)$ $IDEXX Laboratories(IDXX)$

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