Titelia

Holdings of Mid Cap Strategic Growth Fund

VALIC Co I · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 1.1B $ in equities, 97.9 %
Positions
154 in 10 countries
Top ten
16.7 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Argenx SE 6,0714.7M $0.43 %
102KLA Corp 3,0434.6M $0.43 %
103Broadridge Financial Solutions Inc 24,7364.6M $0.42 %
104AppLovin Corp 10,4464.5M $0.42 %
105TFI International Inc 37,3574.5M $0.41 %
106Rentokil Initial PLC 140,0814.4M $0.40 %
107Globus Medical Inc 43,6964.2M $0.38 %
108ICU Medical Inc 26,4364M $0.36 %
109Royalty Pharma PLC 84,5973.9M $0.36 %
110Coinbase Global Inc 21,9103.9M $0.35 %
111Willis Towers Watson PLC 12,2153.7M $0.34 %
112CDW Corp/DE 30,0493.7M $0.34 %
113StandardAero Inc 115,4473.6M $0.33 %
114Cboe Global Markets Inc 11,5373.5M $0.32 %
115Lamar Advertising Co 25,0753.5M $0.32 %
116Wayfair Inc 44,3843.4M $0.31 %
117Burlington Stores Inc 10,9033.3M $0.31 %
118Illumina Inc 24,5313.3M $0.30 %
119Vaxcyte Inc 52,8603.3M $0.30 %
120Varonis Systems Inc 141,0763.3M $0.30 %
121TransUnion 40,1423.2M $0.29 %
122Astera Labs Inc 26,1393.1M $0.28 %
123FirstService Corp 19,1663M $0.28 %
124Akamai Technologies Inc 30,4703M $0.27 %
125W R Berkley Corp 41,3353M $0.27 %
126Workday Inc 21,8452.9M $0.27 %
127CarMax Inc 66,5022.9M $0.26 %
128Celsius Holdings Inc 52,2252.8M $0.26 %
129Cimpress PLC 37,9262.8M $0.25 %
130Datadog Inc 24,7272.8M $0.25 %
131Medline Inc 57,4312.7M $0.25 %
132Hut 8 Corp 50,3892.7M $0.25 %
133Veralto Corp 26,3442.6M $0.24 %
134Charles Schwab Corp/The 26,6402.5M $0.23 %
135UL Solutions Inc 28,6002.4M $0.22 %
136Dollar Tree Inc 18,7332.4M $0.22 %
137Bridgebio Pharma Inc 35,2282.3M $0.21 %
138Cooper Cos Inc/The 27,3732.3M $0.21 %
139Rentokil Initial PLC 329,0562M $0.19 %
140Revolution Medicines Inc 19,6462M $0.18 %
141ONEOK Inc 23,8602M $0.18 %
142Entain PLC 241,0201.9M $0.17 %
143Dynatrace Inc 50,7811.8M $0.17 %
144Praxis Precision Medicines Inc 5,1931.7M $0.16 %
145Descartes Systems Group Inc/The 25,4191.7M $0.15 %
146Lantheus Holdings Inc 22,0261.6M $0.15 %
147Archer Aviation Inc 214,4341.5M $0.14 %
148Joby Aviation Inc 144,2491.5M $0.13 %
149Topicus.com Inc 21,0551.4M $0.13 %
150Bitdeer Technologies Group 163,0391.3M $0.12 %
151Liberty Media Corp-Liberty Formula One 13,7791.2M $0.11 %
152Glaukos Corp 8,5921M $0.09 %
153Ziff Davis Inc 35,719967.3K $0.09 %
154Madrigal Pharmaceuticals Inc 2,183943.1K $0.09 %

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Sector breakdown

  • Industrials 20.9 %
  • Technology 13.7 %
  • Health care 9.0 %
  • Consumer discretionary 8.0 %
  • Financials 4.6 %
  • Utilities 3.7 %
  • Materials 2.2 %
  • Energy 2.0 %
  • Communication 1.8 %
  • Unattributed 34.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 98.1 %
  • CAD 1.5 %
  • GBP 0.4 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 89.2 %
  • Canada 4.6 %
  • Singapore 1.4 %
  • Netherlands 1.4 %
  • Ireland 1.0 %
  • Denmark 0.7 %
  • Switzerland 0.7 %
  • United Kingdom 0.6 %
  • Isle of Man 0.2 %
  • Cayman Islands 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States136952.7M $89.21 %
2Canada649.4M $4.63 %
3Singapore115.5M $1.45 %
4Netherlands314.6M $1.37 %
5Ireland210.9M $1.03 %
6Denmark17.9M $0.74 %
7Switzerland17.4M $0.69 %
8United Kingdom26.4M $0.60 %
9Isle of Man11.9M $0.17 %
10Cayman Islands11.3M $0.12 %
Cite this page

Titelia. "Holdings of Mid Cap Strategic Growth Fund". https://titelia.com/en/funds/S000008001