Titelia

Holdings of Active M Emerging Markets Equity Fund

Northern Funds · 130 declared positions · as of Mar 31, 2026

Original filing · Net assets 193.2M $ · Ten largest lines: 34.1 % of the equity sleeve

Sector breakdown

  • Technology 24.4 %
  • Financials 4.8 %
  • Communication 3.9 %
  • Real estate 3.0 %
  • Consumer discretionary 2.5 %
  • Industrials 2.0 %
  • Materials 1.2 %
  • Funds 1.0 %
  • Health care 0.2 %
  • Energy 0.1 %
  • Unattributed 56.8 %

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

Currency breakdown

  • TWD 17.6 %
  • KRW 16.4 %
  • USD 15.3 %
  • HKD 12.0 %
  • INR 9.0 %
  • ZAR 6.0 %
  • CNY 4.4 %
  • IDR 2.9 %
  • BRL 2.9 %
  • MXN 2.8 %
  • AED 2.3 %
  • EUR 1.8 %
  • SAR 1.5 %
  • TRY 1.3 %
  • HUF 1.2 %
  • EGP 0.7 %
  • JPY 0.5 %
  • MYR 0.5 %
  • GBP 0.5 %
  • PHP 0.3 %
  • THB 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • TW 17.6 %
  • KR 16.4 %
  • HK 10.1 %
  • IN 9.0 %
  • ZA 6.0 %
  • CN 5.6 %
  • MX 5.0 %
  • BR 5.0 %
  • US 3.7 %
  • BM 3.0 %
  • ID 2.9 %
  • AE 2.3 %
  • Other countries 13.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1TW1332.6M $17.58 %
2KR1330.4M $16.38 %
3HK1618.8M $10.13 %
4IN1716.7M $9.01 %
5ZA911.2M $6.02 %
6CN1410.5M $5.65 %
7MX49.2M $4.96 %
8BR99.2M $4.95 %
9US67M $3.75 %
10BM25.6M $3.04 %
11ID35.4M $2.91 %
12AE24.3M $2.32 %

Positions

RankCompanySharesValueWeight
101NU Holdings Ltd/Cayman Islands 35,100504.4K $0.26 %
102International Container Terminal Services Inc 43,280496.3K $0.26 %
103Eclat Textile Co Ltd 45,346474.8K $0.25 %
104Siemens Energy India Ltd 16,858467.1K $0.24 %
105Weichai Power Co Ltd 130,000463.4K $0.24 %
106Cia de Saneamento Basico do Estado de Sao Paulo SABESP 14,824454K $0.24 %
107Baidu Inc 30,250420.5K $0.22 %
108Piotech Inc 7,540413.2K $0.21 %
109Jiangsu Hengli Hydraulic Co Ltd 29,200411.6K $0.21 %
110Advanced Info Service PCL 35,800409.8K $0.21 %
111Cyrela Brazil Realty SA Empreendimentos e Participacoes 74,100392K $0.20 %
112BSE Ltd 13,331381.6K $0.20 %
113Ruijie Networks Co Ltd 33,800381.2K $0.20 %
114Hon Precision Inc 3,280377.2K $0.20 %
115China Merchants Bank Co Ltd 55,000349.2K $0.18 %
116Galaxy Entertainment Group Ltd 76,000342.6K $0.18 %
117Hitachi Energy India Ltd 1,257324.1K $0.17 %
118Bajaj Finance Ltd 33,270292.7K $0.15 %
119Samsung Biologics Co Ltd 286285.2K $0.15 %
120Topsports International Holdings Ltd 795,266278.7K $0.14 %
121Indian Hotels Co Ltd/The 41,461251.2K $0.13 %
122Innovent Biologics Inc 22,500246.8K $0.13 %
123Reliance Industries Ltd 15,904230.5K $0.12 %
124Zhejiang China Commodities City Group Co Ltd 114,400216.3K $0.11 %
125Millicom International Cellular SA 2,870215.1K $0.11 %
126Leader Harmonious Drive Systems Co Ltd 7,791214.6K $0.11 %
127Azzas 2154 SA 42,500208.6K $0.11 %
128Jiangsu Hengrui Pharmaceuticals Co Ltd 16,300134.6K $0.07 %
129JD Health International Inc 21,300130.4K $0.07 %
130Shangri-La Asia Ltd 170,00097.3K $0.05 %