Tema Memory ETF (DISK) has added ChangXin Memory Technologies (CXMT) as a top holding with a 10.56% portfolio weight. According to Tema ETFs, the position was initiated on the morning of CXMT’s IPO and gives DISK the highest CXMT exposure among U.S.-listed ETFs, based on Bloomberg data.
CXMT is described as China’s leading memory manufacturer and the only prominent Chinese DRAM competitor to SK hynix, Samsung Electronics and Micron Technology. Tema highlights that many foreign investors cannot access CXMT until it is included in the Shanghai-Hong Kong Stock Connect and positions DISK as an institutional-grade vehicle, with an estimated >90% institutional adoption across Tema’s funds as of June 30, 2026.
Tema Memory ETF (NYSE:DISK) and Tema Photonics & Optical ETF (NYSE:LAZR) have launched, offering actively managed, institutional-style exposure to AI-related semiconductor infrastructure.
Both ETFs, created with research partner SemiAnalysis, carry a 0.75% gross expense ratio and listed on June 30, 2026 on NYSE.