Titelia

Portfolio von Meiji Yasuda Asset Management Co Ltd.

515 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 23.1 % des Aktienteils

Aufteilung nach Branche

  • Technologie 20,7 %
  • Finanzen 9,0 %
  • Gesundheit 8,8 %
  • Industrie 8,6 %
  • Zyklischer Konsum 7,8 %
  • Kommunikation 7,7 %
  • Basiskonsum 7,7 %
  • Versorger 4,1 %
  • Energie 3,0 %
  • Rohstoffe 2,7 %
  • Immobilien 2,1 %
  • Nicht zugeordnet 17,8 %

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 0,4 %
  • GB 0,1 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US5131,9 Mrd. $99,48 %
2TW17,6 Mio. $0,39 %
3GB12,4 Mio. $0,12 %

Positionen

RangGesellschaftStückeWertGewicht
301Public Storage 2.179590.248 $
302Illumina Inc 4.725582.404 $
303Comfort Systems USA Inc 420579.176 $
304American Tower Corp 3.290567.788 $
305Broadridge Financial Solutions Inc 3.487566.568 $
306iShares MBS ETF 5.953565.237 $
307Dick's Sporting Goods Inc 2.826560.368 $
308General Mills, Inc. 14.838552.270 $
309Autodesk Inc 2.304551.578 $
310Watsco Inc 1.510549.323 $
311Incyte Corp 5.704536.860 $
312Ciena Corp 1.371532.263 $
313Omnicom Group Inc 7.054531.237 $
314Synchrony Financial 7.781529.264 $
315NetApp Inc 5.131525.363 $
316XPO Inc 2.699525.090 $
317WP Carey Inc 7.651519.962 $
318Northern Trust Corp 3.711517.944 $
319Baker Hughes Co 8.483517.887 $
320Burlington Stores Inc 1.577513.124 $
321Blackstone Inc 4.431509.521 $
322Williams-Sonoma Inc 2.782507.242 $
323Fidelity National Financial Inc 10.812501.461 $
324Monolithic Power Systems Inc 457499.661 $
325Tractor Supply Co 10.928495.038 $
326Ball Corp 8.338492.859 $
327Intel Corp 11.166492.756 $
328Woodward Inc 1.373491.424 $
329Hilton Worldwide Holdings Inc 1.610489.569 $
330Electronic Arts Inc 2.397488.676 $
331General Motors Co 6.542487.379 $
332Twilio Inc 3.832482.142 $
333Snowflake Inc 3.136472.972 $
334US Foods Holding Corp 5.088469.164 $
335Intercontinental Exchange Inc 2.906457.056 $
336MasTec Inc 1.415455.262 $
337ATI Inc 3.129455.144 $
338Quest Diagnostics Inc 2.322455.066 $
339Equitable Holdings Inc 12.216453.336 $
340Teledyne Technologies Inc 749453.152 $
341Carpenter Technology Corp 1.147452.090 $
342Entegris Inc 3.849451.257 $
343W R Berkley Corp 6.804450.969 $
344Darden Restaurants Inc 2.286448.147 $
345BioMarin Pharmaceutical Inc 7.780439.492 $
346BWX Technologies Inc 2.109431.269 $
347Principal Financial Group Inc 4.718425.139 $
348Gaming and Leisure Properties Inc 9.550423.734 $
349NVR Inc 64421.749 $
350DoorDash Inc 2.775416.666 $
351Nextpower Inc 3.425412.884 $
352Alliant Energy Corp 5.706409.463 $
353Snap-on Inc 1.109402.811 $
354Kraft Heinz Co/The 17.854401.536 $
355Evergy Inc 4.870398.950 $
356Sun Communities Inc 3.164398.537 $
357Phillips 66 2.182397.517 $
358Alcoa Corp 5.974396.255 $
359RBC Bearings Inc 729395.934 $
360Entergy Corp 3.479390.900 $
361Invitation Homes Inc 15.689389.872 $
362Allstate Corp/The 1.854384.408 $
363Tenet Healthcare Corp 2.027382.515 $
364Ovintiv Inc 6.406380.260 $
365Packaging Corp of America 1.783378.388 $
366ITT Inc 1.984378.012 $
367Annaly Capital Management Inc 17.868377.908 $
368CDW Corp/DE 3.060370.321 $
369HP Inc 19.215369.120 $
370Moody's Corp 846369.068 $
371Fortinet Inc 4.500367.740 $
372Cadence Design Systems Inc 1.322367.344 $
373Targa Resources Corp 1.464367.069 $
374ON Semiconductor Corp 5.894364.956 $
375Permian Resources Corp 17.080364.146 $
376Genuine Parts Co 3.440363.780 $
377API Group Corp 8.852358.683 $
378Somnigroup International Inc 4.843357.995 $
379Masco Corp 5.912356.907 $
380Graco Inc 4.208356.207 $
381MKS Inc 1.550356.206 $
382Extra Space Storage Inc 2.700354.051 $
383Lennar Corp 4.057352.310 $
384IDEX Corp 1.852351.047 $
385VeriSign Inc 1.393345.965 $
386East West Bancorp Inc 3.174338.856 $
387Kimco Realty Corp 15.036337.859 $
388TransUnion 4.881337.716 $
389Okta Inc 4.281336.958 $
390TALEN ENERGY CORP 1.054336.468 $
391Workday Inc 2.576334.674 $
392Teradyne Inc 1.122332.628 $
393Clean Harbors Inc 1.159332.320 $
394Jones Lang LaSalle Inc 1.089331.404 $
395MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1.488330.440 $
396Pinnacle Financial Partners Inc 3.813328.452 $
397DT Midstream Inc 2.346315.936 $
398Carlyle Group Inc/The 6.513315.164 $
399Regeneron Pharmaceuticals, Inc. 404312.147 $
400New York Times Co/The 3.727312.062 $