Titelia

Portfolio von CAPSTONE INVESTMENT ADVISORS, LLC

716 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 69 % des Aktienteils

Aufteilung nach Branche

  • Technologie 29,5 %
  • Zyklischer Konsum 20,3 %
  • Fonds 17,2 %
  • Kommunikation 11,2 %
  • Finanzen 2,6 %
  • Basiskonsum 1,3 %
  • Industrie 1,1 %
  • Gesundheit 0,6 %
  • Versorger 0,4 %
  • Rohstoffe 0,3 %
  • Energie 0,2 %
  • Nicht zugeordnet 15,2 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 99,5 %
  • TW 0,2 %
  • GB 0,1 %
  • BE 0,1 %
  • KY 0,0 %
  • DK 0,0 %
  • IN 0,0 %
  • SG 0,0 %
  • HK 0,0 %
  • NL 0,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US6978,9 Mrd. $99,53 %
2TW219,4 Mio. $0,22 %
3GB26,3 Mio. $0,07 %
4BE15,1 Mio. $0,06 %
5KY74 Mio. $0,04 %
6DK13,6 Mio. $0,04 %
7IN31,7 Mio. $0,02 %
8SG1960.748 $0,01 %
9HK1466.762 $0,01 %
10NL1459.649 $0,01 %

Positionen

RangGesellschaftStückeWertGewicht
401Paychex Inc 5.657521.123 $
402Boyd Gaming Corp 6.332520.364 $
403Nelnet Inc 4.028519.451 $
404ExlService Holdings Inc 17.028518.503 $
405Cohen & Steers Inc 8.273517.476 $
406Klaviyo Inc 26.511515.904 $
407Comfort Systems USA Inc 374515.742 $
408ESCO Technologies Inc 1.824513.219 $
409Docusign Inc 10.789511.506 $
410DaVita Inc 3.306508.099 $
411ACADIA Pharmaceuticals Inc 22.735506.081 $
412Ormat Technologies Inc 4.497503.304 $
413Vnet Group Inc 59.833501.999 $
414Penn Entertainment Inc 33.255499.823 $
415Turning Point Brands Inc 5.734497.654 $
416Stifel Financial Corp 6.729497.408 $
417Valmont Industries Inc 1.244497.065 $
418Blue Owl Capital Inc 54.269495.476 $
419Amkor Technology Inc 10.918491.638 $
420Mohawk Industries Inc 4.975489.839 $
421JD.COM INC 16.507488.112 $
422Genworth Financial Inc 60.100488.012 $
423Nuvation Bio Inc 112.170481.209 $
424Moelis & Co 8.436480.852 $
425Alarm.com Holdings Inc 11.129480.662 $
426Quanta Services Inc 873479.294 $
427WisdomTree Inc 32.868478.558 $
428Wynn Resorts Ltd 4.709478.199 $
429CNO Financial Group Inc 11.608476.624 $
430Roper Technologies Inc 1.346476.296 $
431NextNav Inc 29.707475.906 $
432Halliburton Co 12.192475.366 $
433U-Haul Holding Co 10.637475.155 $
434Textron Inc 5.424474.925 $
435SOUTHSTATE BANK CORP 5.096471.482 $
436Globe Life Inc 3.380470.395 $
437Caesars Entertainment Inc 17.750469.133 $
438AT&T Inc 16.168468.710 $
439Banner Corp 7.706467.600 $
440Primerica Inc 1.866467.396 $
441Futu Holdings Ltd 3.413466.762 $
442Estee Lauder Cos Inc/The 6.473464.567 $
443RPM International Inc 4.654462.608 $
444Dillard's Inc 808462.265 $
445Centuri Holdings Inc 15.745459.911 $
446ASML Holding NV 348459.649 $
447Bloom Energy Corp 3.392459.582 $
448FirstEnergy Corp 9.014456.649 $
449T-Mobile US Inc 2.174456.605 $
450Phillips 66 2.500455.450 $
451American International Group Inc 6.046454.962 $
452Occidental Petroleum Corp 6.901448.565 $
453Bilibili Inc 19.881448.515 $
454eBay Inc 4.923448.091 $
455Rush Street Interactive Inc 20.535446.636 $
456General Dynamics Corp 1.299445.843 $
457Polaris Inc 8.170445.265 $
458MYR Group Inc 1.576444.936 $
459SELECT SECTOR SPDR TRUST (THE) 3.996442.997 $
460Doximity Inc 18.969441.978 $
461ACI Worldwide Inc 10.762441.350 $
462Chewy Inc 16.280439.560 $
463iShares Trust 1.337439.418 $
464Intapp Inc 17.072438.580 $
465Fiserv Inc 7.855438.309 $
466Braze Inc 18.560438.202 $
467JetBlue Airways Corp 98.444435.122 $
468Prologis Inc 3.276433.022 $
469Virtu Financial Inc 9.834432.499 $
470Molson Coors Beverage Co 9.982429.825 $
471Q2 Holdings Inc 9.080429.484 $
472IES Holdings Inc 897427.394 $
473Otis Worldwide Corp 5.515425.096 $
474Hawaiian Electric Industries Inc 28.575424.053 $
475ePlus Inc 5.618422.755 $
476ROBLOX Corp 7.413419.279 $
477Coherent Corp 1.741414.724 $
478Wintrust Financial Corp 2.961411.401 $
479Veracyte Inc 12.708409.325 $
480Diamondback Energy Inc 2.057406.854 $
481Sixth Street Specialty Lending Inc 22.068405.610 $
482DoubleVerify Holdings Inc 42.679405.451 $
483General Motors Co 5.435404.908 $
484EPAM Systems Inc 2.978403.221 $
485Chemed Corp 1.066402.671 $
486Extreme Networks Inc 26.693402.530 $
487NMI Holdings Inc 10.718402.032 $
488Zscaler Inc 2.859401.089 $
489Oklo Inc 8.088401.084 $
490Par Pacific Holdings Inc 6.400400.896 $
491Disc Medicine Inc 6.265400.584 $
492ABM Industries Inc 10.397400.492 $
493Stoke Therapeutics Inc 12.230398.209 $
494CNA Financial Corp 8.660397.667 $
495Globus Medical Inc 4.612397.370 $
496Planet Fitness Inc 5.333396.669 $
497Fidelity National Information Services Inc 8.438395.827 $
498Loar Holdings Inc 6.853392.608 $
499Cabot Corp 5.213392.591 $
500Viking Therapeutics Inc 12.060392.432 $