Understand the Opportunity

Independent thought leadership informed by intellectual rigour and investment expertise.
Chris Semenuk

Chris Semenuk

Chris is a global fund manager with more than 25 years of experience, 20 of which was spent managing a $5 bln global equities fund at TIAA, a leading US based financial services company. Chris managed the fund since inception and raised several billion dollars in assets over that time period. Chris has a Bachelor's Degree in Economics from Union College in New York State.
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Recent Posts

A Reshoring Boom? What the Dodge Momentum Index Says

Discover the rising momentum in non-residential construction and its impact on reshoring efforts, as highlighted by the latest Dodge Momentum Index report.

Electrification Sparks: Not Enough Supply

Record-breaking power auction prices highlight urgent need for more electrification investments to meet rising demand and improve grid infrastructure.

Digital Assets and Electrification

Digital assets i.e. crypto currencies continue to expand. Through price appreciation, new use cases, and institutionalization, digital assets are a growing part of the financial system.

Powering Made in America

Explore the resurgence of Made in America through reshoring, evolving trade policies, and electrification, unlocking investment opportunities in critical industries poised for growth.

Tariffs & Reshoring

Explore the impact of Trump's tariffs on reshoring, manufacturing, and the reshaping of the US economy in this insightful analysis by Chris Semenuk.

Investing in the Electrification Megacycle

Explore the electrification megacycle's $7 trillion opportunity, driven by AI, EVs, and reindustrialization through Tema Electrification ETF (VOLT).

How is Reshoring Affecting Your State?

Discover how state level reshoring is transforming manufacturing in the U.S. with major investments in states like Arizona, Texas, New York, and Indiana.

Why Reshoring Beats Nearshoring for Supply Chain and Manufacturing Security

Reshoring to the US offers better supply chain security compared to nearshoring, which poses significant geopolitical and economic risks.

American Reshoring and the U.S. Election

Discover key differences between ETFs & mutual funds. Learn what ETFs & mutual funds are, to decide which is better for your investment strategy.

Private Sector Roots to Shine Through in an Election Year

Private sector companies are making independent decisions to reshore manufacturing operations as companies navigate global risks and supply chain stress.

Tema Earnings Insights: Reshoring

Gain insights into the reshoring phenomenon and its impact on infrastructure, manufacturing and supply chain.

Why American Reshoring extends beyond US infrastructure

Learn about the reshoring megatrend and how American manufacturing is being revitalized. Discover how you can invest in reshoring with the Tema American Reshoring ETF (RSHO).

Investing In Reshoring & American Manufacturing

Explore how reshoring could impact the US economy and drive investment opportunities

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