Portfolio von TOKIO MARINE ASSET MANAGEMENT CO LTD
476 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 37.8 % des Aktienteils
Aufteilung nach Branche
- Technologie 33,0 %
- Finanzen 11,9 %
- Kommunikation 11,3 %
- Zyklischer Konsum 10,3 %
- Gesundheit 8,3 %
- Industrie 6,1 %
- Basiskonsum 6,0 %
- Energie 2,9 %
- Versorger 2,2 %
- Rohstoffe 1,3 %
- Immobilien 1,1 %
- Nicht zugeordnet 5,4 %
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 99,0 %
- TW 0,7 %
- IN 0,3 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|---|---|---|---|
| 1 | US | 474 | 2,7 Mrd. $ | 98,97 % |
| 2 | TW | 1 | 19,6 Mio. $ | 0,72 % |
| 3 | IN | 1 | 8,3 Mio. $ | 0,31 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|---|
| 401 | Neurocrine Biosciences Inc | 5.478 | 721.672 $ | |
| 402 | Evergy Inc | 8.754 | 717.128 $ | |
| 403 | HEICO Corp | 3.384 | 714.329 $ | |
| 404 | Cooper Cos Inc/The | 9.911 | 708.637 $ | |
| 405 | Packaging Corp of America | 3.310 | 702.448 $ | |
| 406 | HEICO Corp | 2.538 | 695.920 $ | |
| 407 | Broadridge Financial Solutions Inc | 4.273 | 694.277 $ | |
| 408 | PTC Inc | 4.843 | 690.079 $ | |
| 409 | Lennox International Inc | 1.475 | 684.592 $ | |
| 410 | Carlisle Cos Inc | 2.044 | 681.919 $ | |
| 411 | Expeditors International of Washington Inc | 4.711 | 674.757 $ | |
| 412 | TransUnion | 9.691 | 670.520 $ | |
| 413 | Delta Air Lines Inc | 10.055 | 668.456 $ | |
| 414 | Principal Financial Group Inc | 7.413 | 667.985 $ | |
| 415 | HubSpot Inc | 2.736 | 667.858 $ | |
| 416 | Kraft Heinz Co/The | 29.623 | 666.221 $ | |
| 417 | Fortive Corp | 11.985 | 662.531 $ | |
| 418 | Global Payments Inc | 9.820 | 660.886 $ | |
| 419 | Fox Corp | 11.310 | 660.504 $ | |
| 420 | Zscaler Inc | 4.676 | 655.996 $ | |
| 421 | Lululemon Athletica Inc | 4.274 | 654.349 $ | |
| 422 | T Rowe Price Group Inc | 7.002 | 631.160 $ | |
| 423 | Alliant Energy Corp | 8.755 | 628.259 $ | |
| 424 | NVR Inc | 95 | 626.034 $ | |
| 425 | HP Inc | 32.584 | 625.939 $ | |
| 426 | Charter Communications, Inc. | 2.872 | 620.007 $ | |
| 427 | Essex Property Trust Inc | 2.558 | 619.036 $ | |
| 428 | Zimmer Biomet Holdings Inc | 6.839 | 618.382 $ | |
| 429 | Loews Corp | 5.774 | 616.317 $ | |
| 430 | Zebra Technologies Corp | 2.943 | 615.322 $ | |
| 431 | Super Micro Computer Inc | 26.992 | 614.608 $ | |
| 432 | Genuine Parts Co | 5.777 | 610.918 $ | |
| 433 | Nordson Corp | 2.285 | 607.947 $ | |
| 434 | SS&C Technologies Holdings Inc | 8.816 | 595.697 $ | |
| 435 | CDW Corp/DE | 4.877 | 590.215 $ | |
| 436 | WP Carey Inc | 8.650 | 587.854 $ | |
| 437 | Atlassian Corp | 8.548 | 583.401 $ | |
| 438 | Hologic Inc | 7.675 | 580.153 $ | |
| 439 | Mid-America Apartment Communities, Inc. | 4.662 | 569.323 $ | |
| 440 | Textron Inc | 6.477 | 567.126 $ | |
| 441 | Healthpeak Properties Inc | 33.954 | 557.864 $ | |
| 442 | GoDaddy Inc | 6.667 | 551.161 $ | |
| 443 | Tyler Technologies Inc | 1.604 | 549.178 $ | |
| 444 | Pinterest Inc | 29.699 | 544.680 $ | |
| 445 | Tradeweb Markets Inc | 4.503 | 529.823 $ | |
| 446 | Equitable Holdings Inc | 14.152 | 525.181 $ | |
| 447 | UDR Inc | 15.233 | 514.571 $ | |
| 448 | Best Buy Co Inc | 8.004 | 513.857 $ | |
| 449 | Invitation Homes Inc | 20.654 | 513.252 $ | |
| 450 | RPM International Inc | 5.120 | 508.928 $ | |
| 451 | Builders FirstSource Inc | 6.173 | 508.223 $ | |
| 452 | IDEX Corp | 2.679 | 507.804 $ | |
| 453 | Elanco Animal Health Inc | 21.200 | 507.316 $ | |
| 454 | Fidelity National Financial Inc | 10.569 | 490.190 $ | |
| 455 | Regency Centers Corp | 6.414 | 485.283 $ | |
| 456 | Graco Inc | 5.562 | 470.823 $ | |
| 457 | Masco Corp | 7.559 | 456.337 $ | |
| 458 | Trade Desk Inc/The | 20.012 | 454.072 $ | |
| 459 | Fox Corp | 8.452 | 448.801 $ | |
| 460 | Central Garden & Pet Co | 12.100 | 444.917 $ | |
| 461 | Domino's Pizza Inc | 1.226 | 439.877 $ | |
| 462 | Gartner Inc | 2.732 | 432.585 $ | |
| 463 | Solventum Corp | 6.573 | 429.217 $ | |
| 464 | Clorox Co/The | 4.119 | 426.852 $ | |
| 465 | Jack Henry & Associates Inc | 2.660 | 420.386 $ | |
| 466 | McCormick & Co Inc/MD | 8.267 | 416.987 $ | |
| 467 | Gen Digital Inc | 22.136 | 416.821 $ | |
| 468 | Spectrum Brands Holdings Inc | 5.600 | 412.720 $ | |
| 469 | Avery Dennison Corp | 2.372 | 409.597 $ | |
| 470 | Freshpet Inc | 6.900 | 406.824 $ | |
| 471 | Erie Indemnity Co | 1.558 | 391.541 $ | |
| 472 | News Corp | 15.632 | 389.706 $ | |
| 473 | Hormel Foods Corp | 16.970 | 384.371 $ | |
| 474 | Universal Health Services Inc | 2.104 | 376.553 $ | |
| 475 | Balchem Corp | 2.186 | 370.483 $ | |
| 476 | Hamilton Lane Inc | 2.220 | 220.668 $ |