Titelia

Holdings of New Economy Fund

ISIN US6438227786US6438228107

New Economy Fund · Original filing · Compare with another fund · Report an error

Net assets
45B $ including 41.5B $ in equities, 92.3 %
Positions
162 in 20 countries
Top ten
34.9 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Noble Corp PLC 1,689,25776.7M $0.17 %
102XPO Inc 364,19176.7M $0.17 %
103Chroma ATE Inc 1,635,00075.9M $0.17 %
104ASML Holding NV 52,26375.8M $0.17 %
105Wheaton Precious Metals Corp 455,84874.6M $0.17 %
106DoorDash Inc 403,51071.2M $0.16 %
107Monster Beverage Corp 817,49669.7M $0.15 %
108Technoprobe SpA 3,415,92469.2M $0.15 %
109Rocket Lab Corp 971,00067.1M $0.15 %
110Flutter Entertainment PLC 624,73966.3M $0.15 %
111Spotify Technology SA 127,82365.8M $0.15 %
112Herc Holdings Inc 469,74465.7M $0.15 %
113Arthur J Gallagher & Co 283,82864.8M $0.14 %
114Sony Group Corp 2,753,70064.2M $0.14 %
115Hewlett Packard Enterprise Co 2,958,80063.5M $0.14 %
116Blue Owl Capital Inc 5,952,58362.8M $0.14 %
117Synopsys Inc 151,19862.6M $0.14 %
118Leonardo SpA 930,62262.5M $0.14 %
119Booking Holdings Inc 14,73062.4M $0.14 %
120Linde PLC 122,67162.3M $0.14 %
121ICG PLC 2,746,03862.1M $0.14 %
122Hitachi Ltd 1,795,00060.1M $0.13 %
123NIKE Inc 948,11459M $0.13 %
124Intercontinental Exchange Inc 353,44958M $0.13 %
125Boeing Co/The 251,94957.3M $0.13 %
126Aon PLC 168,42856.5M $0.13 %
127Siegfried Holding AG 505,78456.4M $0.13 %
128Fortinet Inc 704,98755.7M $0.12 %
129Nemetschek SE 677,24954.3M $0.12 %
130flatexDEGIRO SE 1,471,89353.6M $0.12 %
131Games Workshop Group PLC 221,01553.3M $0.12 %
132DraftKings Inc 2,226,30053.1M $0.12 %
133Kandenko Co Ltd 1,177,30052.7M $0.12 %
134Welltower Inc 251,01352M $0.12 %
135Adobe Inc 196,32451.5M $0.11 %
136King Slide Works Co Ltd 465,00051M $0.11 %
137MongoDB Inc 153,75250.5M $0.11 %
138Lottomatica Group Spa 2,054,74949.9M $0.11 %
139Check Point Software Technologies Ltd 324,84149.4M $0.11 %
140Starbucks Corp 502,95149.3M $0.11 %
141IG Group Holdings PLC 2,804,95649.2M $0.11 %
142Marsh & McLennan Cos Inc 262,10448.9M $0.11 %
143MSCI Inc 83,79147.9M $0.11 %
144Netflix Inc 497,01047.8M $0.11 %
145Transocean Ltd 6,977,77645.2M $0.10 %
146Scout24 SE 526,46644.9M $0.10 %
147Brown & Brown Inc 619,50044.5M $0.10 %
148INVESCO - SHORT-TERM INVESTMENTS TRUST - GOVERNMENT AND AGENCY PORTFOLIO 42,928,02042.9M $0.10 %
149Partners Group Holding AG 36,71340.9M $0.09 %
150Affirm Holdings Inc 841,83139.5M $0.09 %
151Diploma PLC 485,07537.1M $0.08 %
152Newamsterdam Pharma Co NV 957,47734M $0.08 %
153JENTECH PRECISION INDUSTRIAL CO LTD 335,00033.3M $0.07 %
154HubSpot Inc 123,91432.8M $0.07 %
155RingCentral Inc 898,89032.8M $0.07 %
156Procore Technologies Inc 535,81229.5M $0.07 %
157Plus500 Ltd 390,81921.1M $0.05 %
158Atlassian Corp 255,50019.2M $0.04 %
159Ocado Group PLC 6,670,54818.9M $0.04 %
160Krystal Biotech Inc 62,84517.3M $0.04 %
161Cooper Cos Inc/The 168,91414.1M $0.03 %
162Monday.com Ltd 106,7997.8M $0.02 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 41.8 %
  • Industrials 10.2 %
  • Health care 9.4 %
  • Consumer discretionary 7.9 %
  • Communication 7.9 %
  • Financials 6.0 %
  • Consumer staples 1.4 %
  • Materials 0.6 %
  • Real estate 0.1 %
  • Unattributed 14.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 73.9 %
  • EUR 7.5 %
  • KRW 5.6 %
  • GBP 4.1 %
  • TWD 4.1 %
  • JPY 1.5 %
  • HKD 1.4 %
  • CHF 0.7 %
  • CAD 0.5 %
  • DKK 0.4 %
  • INR 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 66.0 %
  • Taiwan 7.1 %
  • South Korea 5.6 %
  • United Kingdom 4.3 %
  • Netherlands 3.1 %
  • France 2.9 %
  • Germany 2.1 %
  • Canada 2.0 %
  • Japan 1.5 %
  • Hong Kong SAR China 1.0 %
  • Singapore 0.8 %
  • Switzerland 0.7 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States9627.4B $65.97 %
2Taiwan62.9B $7.08 %
3South Korea12.3B $5.58 %
4United Kingdom121.8B $4.26 %
5Netherlands51.3B $3.11 %
6France51.2B $2.91 %
7Germany6891.2M $2.15 %
8Canada5825.8M $1.99 %
9Japan6639.5M $1.54 %
10Hong Kong SAR China2399.8M $0.96 %
11Singapore2314.1M $0.76 %
12Switzerland3293.3M $0.71 %
Cite this page

Titelia. "Holdings of New Economy Fund". https://titelia.com/en/funds/S000009598