Portfolio von YOUSIF CAPITAL MANAGEMENT, LLC
1698 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 26.7 % des Aktienteils
Aufteilung nach Branche
- Technologie 24,1 %
- Finanzen 10,1 %
- Kommunikation 7,8 %
- Gesundheit 7,7 %
- Zyklischer Konsum 7,7 %
- Industrie 7,6 %
- Basiskonsum 4,4 %
- Energie 2,8 %
- Versorger 2,6 %
- Rohstoffe 2,2 %
- Immobilien 1,6 %
- Fonds 0,6 %
- Nicht zugeordnet 20,8 %
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 98,1 %
- GB 0,2 %
- FR 0,2 %
- JP 0,2 %
- DE 0,2 %
- TW 0,1 %
- AU 0,1 %
- KR 0,1 %
- CH 0,1 %
- NL 0,1 %
- ES 0,1 %
- HK 0,0 %
- Weitere Länder 0,4 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|---|---|---|---|
| 1 | US | 1.486 | 8 Mrd. $ | 98,12 % |
| 2 | GB | 24 | 16,5 Mio. $ | 0,20 % |
| 3 | FR | 13 | 13 Mio. $ | 0,16 % |
| 4 | JP | 27 | 12,8 Mio. $ | 0,16 % |
| 5 | DE | 16 | 12,6 Mio. $ | 0,16 % |
| 6 | TW | 3 | 12 Mio. $ | 0,15 % |
| 7 | AU | 13 | 10,5 Mio. $ | 0,13 % |
| 8 | KR | 7 | 10,4 Mio. $ | 0,13 % |
| 9 | CH | 7 | 10,1 Mio. $ | 0,12 % |
| 10 | NL | 10 | 8,9 Mio. $ | 0,11 % |
| 11 | ES | 5 | 6,3 Mio. $ | 0,08 % |
| 12 | HK | 9 | 3,7 Mio. $ | 0,05 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|---|
| 1.101 | Q2 Holdings Inc | 16.657 | 787.876 $ | |
| 1.102 | Bank of Hawaii Corp | 10.606 | 787.495 $ | |
| 1.103 | First Interstate BancSystem Inc | 23.565 | 787.071 $ | |
| 1.104 | Calix Inc | 16.062 | 786.877 $ | |
| 1.105 | Robert Half Inc | 30.958 | 786.333 $ | |
| 1.106 | Cinemark Holdings Inc | 27.553 | 785.812 $ | |
| 1.107 | National Storage Affiliates Trust | 20.759 | 783.445 $ | |
| 1.108 | Seacoast Banking Corp of Florida | 25.822 | 782.148 $ | |
| 1.109 | SolarEdge Technologies Inc | 15.316 | 781.882 $ | |
| 1.110 | American States Water Co | 10.324 | 780.701 $ | |
| 1.111 | United Overseas Bank Ltd | 13.736 | 780.412 $ | |
| 1.112 | Northern Oil & Gas Inc | 26.661 | 779.301 $ | |
| 1.113 | BASF SE | 51.563 | 778.287 $ | |
| 1.114 | Catalyst Pharmaceuticals Inc | 31.419 | 777.934 $ | |
| 1.115 | Andersons Inc/The | 10.832 | 777.521 $ | |
| 1.116 | Dorman Products Inc | 7.432 | 775.604 $ | |
| 1.117 | Nokia Oyj | 96.370 | 774.815 $ | |
| 1.118 | Iridium Communications Inc | 27.855 | 772.698 $ | |
| 1.119 | DENTSPLY SIRONA Inc | 66.583 | 772.363 $ | |
| 1.120 | First Financial Bancorp | 27.702 | 772.332 $ | |
| 1.121 | Prestige Consumer Healthcare Inc | 13.004 | 770.747 $ | |
| 1.122 | Axcelis Technologies Inc | 8.251 | 768.003 $ | |
| 1.123 | Griffon Corp | 10.551 | 766.847 $ | |
| 1.124 | Freshpet Inc | 13.003 | 766.657 $ | |
| 1.125 | NMI Holdings Inc | 20.402 | 765.279 $ | |
| 1.126 | RingCentral Inc | 20.523 | 763.250 $ | |
| 1.127 | ACADIA Pharmaceuticals Inc | 34.034 | 757.597 $ | |
| 1.128 | Power Integrations Inc | 14.790 | 757.248 $ | |
| 1.129 | Harley-Davidson Inc | 37.331 | 754.833 $ | |
| 1.130 | Euronet Worldwide Inc | 11.368 | 754.494 $ | |
| 1.131 | Academy Sports & Outdoors Inc | 13.354 | 753.833 $ | |
| 1.132 | MGE Energy Inc | 9.749 | 753.500 $ | |
| 1.133 | Ultra Clean Holdings Inc | 12.102 | 752.502 $ | |
| 1.134 | Macquarie Group Ltd | 5.433 | 751.393 $ | |
| 1.135 | ASE Technology Holding Co Ltd | 34.577 | 749.629 $ | |
| 1.136 | Simmons First National Corp | 38.536 | 749.525 $ | |
| 1.137 | Waystar Holding Corp | 31.053 | 748.688 $ | |
| 1.138 | Molson Coors Beverage Co | 17.317 | 745.670 $ | |
| 1.139 | Kennametal Inc | 20.473 | 739.689 $ | |
| 1.140 | DXC Technology Co | 58.811 | 739.254 $ | |
| 1.141 | Impinj Inc | 7.192 | 738.618 $ | |
| 1.142 | Cargurus Inc | 21.654 | 737.319 $ | |
| 1.143 | Provident Financial Services Inc | 34.768 | 735.691 $ | |
| 1.144 | WD-40 Co | 3.606 | 735.408 $ | |
| 1.145 | Argenx SE | 1.003 | 732.441 $ | |
| 1.146 | LXP Industrial Trust | 15.809 | 731.324 $ | |
| 1.147 | Visteon Corp | 7.968 | 725.964 $ | |
| 1.148 | Deutsche Post AG | 27.500 | 720.775 $ | |
| 1.149 | California Water Service Group | 15.881 | 720.045 $ | |
| 1.150 | Hayward Holdings Inc | 53.783 | 719.617 $ | |
| 1.151 | Parsons Corp | 13.254 | 717.969 $ | |
| 1.152 | Tokio Marine Holdings Inc | 15.628 | 717.892 $ | |
| 1.153 | Societe Generale SA | 50.132 | 713.484 $ | |
| 1.154 | SL Green Realty Corp | 19.014 | 702.377 $ | |
| 1.155 | Park National Corp | 4.294 | 701.854 $ | |
| 1.156 | Adeia Inc | 29.201 | 701.700 $ | |
| 1.157 | CSL Ltd | 28.986 | 698.708 $ | |
| 1.158 | IAC Inc | 17.408 | 696.842 $ | |
| 1.159 | Woodside Energy Group Ltd | 29.169 | 696.556 $ | |
| 1.160 | Phinia Inc | 10.168 | 695.898 $ | |
| 1.161 | Four Corners Property Trust Inc | 29.405 | 695.428 $ | |
| 1.162 | Trinity Industries Inc | 21.572 | 694.187 $ | |
| 1.163 | Concentra Group Holdings Parent Inc | 32.284 | 692.492 $ | |
| 1.164 | Veracyte Inc | 21.488 | 692.128 $ | |
| 1.165 | E.ON SE | 31.549 | 689.213 $ | |
| 1.166 | Acushnet Holdings Corp | 7.361 | 688.106 $ | |
| 1.167 | Hilton Grand Vacations Inc | 17.487 | 684.091 $ | |
| 1.168 | FMC Corp | 39.639 | 682.584 $ | |
| 1.169 | Ingevity Corp | 9.571 | 681.742 $ | |
| 1.170 | Hawaiian Electric Industries Inc | 45.852 | 680.444 $ | |
| 1.171 | Artisan Partners Asset Management Inc | 18.674 | 679.547 $ | |
| 1.172 | Apple Hospitality REIT Inc | 58.894 | 677.870 $ | |
| 1.173 | ABM Industries Inc | 17.571 | 676.835 $ | |
| 1.174 | Swiss Re AG | 16.448 | 676.506 $ | |
| 1.175 | Urban Edge Properties | 33.639 | 672.107 $ | |
| 1.176 | Alpha Metallurgical Resources Inc | 3.263 | 669.796 $ | |
| 1.177 | Acadia Realty Trust | 34.993 | 669.066 $ | |
| 1.178 | Beacon Financial Corp | 22.297 | 668.910 $ | |
| 1.179 | Curbline Properties Corp | 25.908 | 668.167 $ | |
| 1.180 | Goodyear Tire & Rubber Co/The | 100.750 | 667.972 $ | |
| 1.181 | St Joe Co/The | 10.635 | 667.878 $ | |
| 1.182 | Trustmark Corp | 15.788 | 665.306 $ | |
| 1.183 | Swedbank AB | 19.777 | 662.053 $ | |
| 1.184 | RELX PLC | 19.926 | 660.547 $ | |
| 1.185 | CVB Financial Corp | 34.056 | 660.346 $ | |
| 1.186 | JD.COM INC | 22.310 | 659.707 $ | |
| 1.187 | Steven Madden Ltd | 19.439 | 659.371 $ | |
| 1.188 | Snowflake Inc | 4.358 | 657.274 $ | |
| 1.189 | MGM Resorts International | 17.755 | 657.113 $ | |
| 1.190 | Hub Group Inc | 18.164 | 654.631 $ | |
| 1.191 | Privia Health Group Inc | 31.409 | 646.083 $ | |
| 1.192 | RXO Inc | 44.182 | 645.941 $ | |
| 1.193 | Lloyds Banking Group PLC | 128.373 | 645.716 $ | |
| 1.194 | Vale SA | 40.389 | 642.589 $ | |
| 1.195 | WaFd Inc | 20.399 | 640.529 $ | |
| 1.196 | Teradata Corp | 24.908 | 638.392 $ | |
| 1.197 | Photronics Inc | 15.685 | 633.831 $ | |
| 1.198 | Choice Hotels International Inc | 6.116 | 633.006 $ | |
| 1.199 | HDFC Bank Ltd | 25.400 | 631.952 $ | |
| 1.200 | Highwoods Properties Inc | 29.397 | 629.390 $ |