Titelia

Portfolio von Aster Capital Management (DIFC) Ltd

753 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 27.6 % des Aktienteils

Aufteilung nach Branche

  • Finanzen 10,7 %
  • Fonds 5,7 %
  • Basiskonsum 4,3 %
  • Technologie 3,6 %
  • Industrie 3,2 %
  • Gesundheit 2,7 %
  • Kommunikation 2,6 %
  • Zyklischer Konsum 2,2 %
  • Energie 1,5 %
  • Immobilien 1,1 %
  • Versorger 1,1 %
  • Rohstoffe 1,1 %
  • Nicht zugeordnet 60,2 %

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 99,1 %
  • ZA 0,7 %
  • KR 0,2 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US750271,4 Mio. $99,10 %
2ZA22 Mio. $0,72 %
3KR1497.474 $0,18 %

Positionen

RangGesellschaftStückeWertGewicht
101Costco Wholesale Corp 689651.642 $
102Netflix Inc 697649.973 $
103Reliance Inc 2.230643.913 $
104US Foods Holding Corp 9.806641.901 $
105Owens Corning 4.442634.406 $
106Palo Alto Networks Inc 3.668625.908 $
107Cleveland-Cliffs Inc 74.152609.529 $
108Applied Materials Inc 4.057588.752 $
109Illinois Tool Works Inc 2.330577.863 $
110DigitalOcean Holdings Inc 17.249575.944 $
111Analog Devices Inc 2.831570.928 $
112Alphabet Inc 3.612564.303 $
113ONE Gas Inc 7.361556.418 $
114Annaly Capital Management Inc 27.359555.661 $
115ImmunityBio Inc 182.089548.088 $
116CME Group Inc 2.037540.396 $
117IDACORP Inc 4.469519.387 $
118CSX Corp 17.534516.026 $
119Gold Fields Ltd 23.140511.163 $
120KT Corp 28.090497.474 $
121Black Hills Corp 8.190496.724 $
122Balchem Corp 2.955490.530 $
123Par Pacific Holdings Inc 34.261488.562 $
124Mattel Inc 24.848482.797 $
125iShares Trust 2.545478.893 $
126Knowles Corp 31.390477.128 $
127Entegris Inc 5.416473.792 $
128Public Storage 1.581473.177 $
129Carter's Inc 11.459468.673 $
130Lennar Corp 4.020461.416 $
131Acuity Inc 1.732456.122 $
132H&R Block Inc 8.147447.352 $
133Academy Sports & Outdoors Inc 9.765445.382 $
134Compass Inc 50.605441.782 $
135HB Fuller Co 7.630428.196 $
136Braze Inc 11.425412.214 $
137Dover Corp 2.345411.970 $
138Banc of California Inc 29.006411.595 $
139Adobe Inc 1.063407.692 $
140Terreno Realty Corp 6.432406.631 $
141Phreesia Inc 15.616399.145 $
142Worthington Steel Inc 15.531393.400 $
143Masco Corp 5.629391.441 $
144Lockheed Martin Corp 873389.978 $
145NNN REIT Inc 9.063386.537 $
146Titan International Inc 45.870384.849 $
147Alliant Energy Corp 5.931381.660 $
148Omnicom Group Inc 4.551377.323 $
149PepsiCo Inc 2.489373.201 $
150Gartner Inc 880369.371 $
151WEC Energy Group Inc 3.381368.461 $
152Columbia Sportswear Co 4.832365.734 $
153Innovative Industrial Properties Inc 6.743364.729 $
154ITT Inc 2.760356.482 $
155CMS Energy Corp 4.744356.322 $
156EastGroup Properties Inc 1.962345.606 $
157Oxford Industries Inc 5.827341.870 $
158Autohome Inc 12.280340.402 $
159RPM International Inc 2.887333.968 $
160Asbury Automotive Group Inc 1.502331.702 $
161GATX Corp 2.135331.501 $
162T Rowe Price Group Inc 3.526323.934 $
163BrightView Holdings Inc 25.084322.079 $
164Kimberly-Clark Corp 2.244319.142 $
165American Financial Group Inc/OH 2.417317.449 $
166Deckers Outdoor Corp 2.809314.074 $
167Becton Dickinson & Co 1.363312.209 $
168Under Armour Inc 49.827311.419 $
169Travel + Leisure Co 6.656308.106 $
170Union Pacific Corp 1.286303.805 $
171Bank of Hawaii Corp 4.392302.916 $
172VeriSign Inc 1.189301.851 $
173Sempra 4.227301.639 $
174SITE Centers Corp 23.420300.713 $
175NMI Holdings Inc 8.330300.297 $
176Abbott Laboratories 2.136283.340 $
177Murphy USA Inc 603283.295 $
178WW Grainger Inc 282278.568 $
179Progressive Corp/The 972275.086 $
180Hecla Mining Co 49.006272.473 $
181Sonic Automotive Inc 4.760271.130 $
182Cannae Holdings Inc 14.652268.571 $
183YETI Holdings Inc 8.092267.845 $
184Douglas Emmett Inc 16.316261.056 $
185Knight-Swift Transportation Holdings Inc 5.953258.896 $
186Texas Roadhouse Inc 1.485247.446 $
187S&P Global Inc 478242.872 $
188CNA Financial Corp 4.774242.471 $
189Ryder System Inc 1.684242.176 $
190Walt Disney Co/The 2.399236.781 $
191Revvity Inc 2.231236.040 $
192Kontoor Brands Inc 3.625232.471 $
193Range Resources Corp 5.814232.153 $
194N-able Inc/US 32.617231.255 $
195Waystar Holding Corp 6.103228.008 $
196Five Below Inc 3.025226.648 $
197Vertiv Holdings Co 3.089223.026 $
198Stryker Corp 599222.978 $
199Cal-Maine Foods Inc 2.450222.705 $
200Fair Isaac Corp 120221.299 $