Titelia

Holdings of Clearwater International Fund

Clearwater Investment Trust ·460 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.2B $ · Ten largest lines: 17.8 % of the equity sleeve

Sector breakdown

  • Industrials 11.9 %
  • Technology 9.8 %
  • Financials 9.7 %
  • Consumer staples 6.0 %
  • Health care 3.7 %
  • Consumer discretionary 3.0 %
  • Communication 2.0 %
  • Energy 1.7 %
  • Materials 1.1 %
  • Funds 0.4 %
  • Utilities 0.2 %
  • Unattributed 50.5 %

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

Currency breakdown

  • EUR 26.9 %
  • USD 18.0 %
  • GBP 16.0 %
  • JPY 9.7 %
  • CHF 8.5 %
  • CAD 4.6 %
  • KRW 3.6 %
  • HKD 2.8 %
  • TWD 2.4 %
  • AUD 2.0 %
  • INR 1.4 %
  • SEK 1.3 %
  • BRL 0.7 %
  • SGD 0.5 %
  • DKK 0.4 %
  • ILS 0.4 %
  • NOK 0.4 %
  • IDR 0.2 %
  • ZAR 0.2 %
  • MXN 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • GB 16.6 %
  • JP 9.9 %
  • CH 9.4 %
  • DE 8.0 %
  • US 7.8 %
  • FR 6.5 %
  • CA 6.4 %
  • NL 6.4 %
  • IE 4.1 %
  • KR 3.6 %
  • TW 2.4 %
  • BM 2.3 %
  • Other countries 16.6 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB54175.8M $16.62 %
JP88104.4M $9.87 %
CH2799.8M $9.43 %
DE2584.8M $8.02 %
US1782.8M $7.83 %
FR2868.4M $6.47 %
CA4367.8M $6.41 %
NL2367.5M $6.38 %
IE542.9M $4.06 %
KR838.4M $3.63 %
TW425.6M $2.42 %
BM224.2M $2.29 %

Positions

CompanySharesValueWeight
Multi Commodity Exchange of India Ltd 55,4211.4M $0.13 %
Care Ratings Ltd 93,1131.4M $0.12 %
Indian Energy Exchange Ltd 1,149,3281.4M $0.12 %
Integral Corp 69,8001.4M $0.12 %
Investor AB 36,8041.4M $0.12 %
DBS Group Holdings Ltd 31,0201.4M $0.12 %
R&S Group Holding AG 52,3141.4M $0.12 %
PVR Inox Ltd 138,2971.3M $0.12 %
Mizrahi Tefahot Bank Ltd 18,1681.3M $0.11 %
Neuren Pharmaceuticals Ltd 159,4831.3M $0.11 %
Fast Retailing Co Ltd 3,3001.3M $0.11 %
Commonwealth Bank of Australia 11,1571.3M $0.11 %
HSBC Holdings PLC 76,0811.2M $0.11 %
Deutz AG 126,9181.2M $0.11 %
Rightmove PLC 215,9911.2M $0.11 %
AIA Group Ltd 109,4001.2M $0.11 %
Airbus SE 6,1671.2M $0.10 %
Anhui Conch Cement Co Ltd 426,2621.2M $0.10 %
ITOCHU Corp 91,0001.2M $0.10 %
Macquarie Group Ltd 7,8191.1M $0.10 %
Keyence Corp 3,1241.1M $0.10 %
Zurich Insurance Group AG 1,5471.1M $0.10 %
Fortescue Ltd 77,1571.1M $0.09 %
Mitsui & Co Ltd 28,0001.1M $0.09 %
Kinross Gold Corp 34,3001M $0.09 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1,6521M $0.09 %
Aker BP ASA 27,9841M $0.09 %
KDDI Corp 59,5241M $0.09 %
National Australia Bank Ltd 35,1811M $0.09 %
LSL Property Services PLC 343,2391M $0.09 %
Hemnet Group AB 89,0031M $0.09 %
Shin-Etsu Chemical Co Ltd 23,600960.2K $0.08 %
Vinci SA 6,381955.7K $0.08 %
Deutsche Post AG 17,828919.4K $0.08 %
Hoya Corp 5,300914.2K $0.08 %
Infineon Technologies AG 20,563903.5K $0.08 %
Shell PLC 19,012887.8K $0.08 %
ACM Research Inc 22,491885K $0.08 %
CSL Ltd 8,914875.7K $0.08 %
Godfrey Phillips India Ltd 43,735870.8K $0.08 %
Tokio Marine Holdings Inc 18,400859.2K $0.07 %
Ajinomoto Co Inc 30,000841.2K $0.07 %
Dollarama Inc 6,582807.8K $0.07 %
Cenovus Energy Inc 30,248802.6K $0.07 %
Koninklijke Ahold Delhaize NV 17,131799.7K $0.07 %
Bank Hapoalim BM 33,212777.4K $0.07 %
Whitecap Resources Inc 68,548773.6K $0.07 %
Chugai Pharmaceutical Co Ltd 13,500746.9K $0.06 %
TC Energy Corp 11,656729.7K $0.06 %
CaixaBank SA 60,498725.9K $0.06 %
Royal Bank of Canada 4,477724.1K $0.06 %
Industria de Diseno Textil SA 12,493718.3K $0.06 %
London Stock Exchange Group PLC 6,030712.7K $0.06 %
Magna International Inc 12,481697K $0.06 %
ACS Actividades de Construccion y Servicios SA 5,622695.7K $0.06 %
Swiss Life Holding AG 634694.9K $0.06 %
Magnum Ice Cream Co NV/The 47,026690.3K $0.06 %
Neste Oyj 21,225685.4K $0.06 %
Enbridge Inc 12,626683.6K $0.06 %
UCB SA 2,245676.2K $0.06 %
Assa Abloy AB 18,750672.4K $0.06 %
J Sainsbury PLC 147,689663.2K $0.06 %
Cie de Saint-Gobain SA 7,987657.3K $0.06 %
Pembina Pipeline Corp 14,468647.6K $0.06 %
Atlas Copco AB 36,800647.3K $0.06 %
AXA SA 14,011642.3K $0.06 %
Hannover Rueck SE 2,068640.1K $0.06 %
Leonardo SpA 9,386630.4K $0.05 %
Skandinaviska Enskilda Banken AB 33,644618.1K $0.05 %
Sodexo SA 11,869605K $0.05 %
Heidelberg Materials AG 2,860589K $0.05 %
Repsol SA 20,840585.5K $0.05 %
DSV A/S 2,447584.6K $0.05 %
Danske Bank A/S 12,005582.8K $0.05 %
Credit Agricole SA 30,927580.6K $0.05 %
Banco Santander SA 51,052577.7K $0.05 %
Lonza Group AG 897573.9K $0.05 %
Bridgestone Corp 27,600572.9K $0.05 %
Fairfax Financial Holdings Ltd 332565.7K $0.05 %
Emera Inc 10,842562K $0.05 %
Sika AG 3,304549.5K $0.05 %
Reckitt Benckiser Group PLC 7,957540K $0.05 %
Constellation Software Inc/Canada 307538.9K $0.05 %
NEC Corp 21,500535.6K $0.05 %
Toyota Motor Corp. 25,600530.7K $0.05 %
Ageas SA/NV 7,120521.5K $0.05 %
Veolia Environnement SA 13,514516.2K $0.04 %
Toyota Industries Corp. 4,000514.6K $0.04 %
National Grid PLC 30,507514.3K $0.04 %
Daiichi Sankyo Co Ltd 29,100513K $0.04 %
SBI Holdings Inc 27,240507.4K $0.04 %
Murata Manufacturing Co Ltd 22,500504.5K $0.04 %
Resona Holdings Inc 45,300504.1K $0.04 %
Volvo AB 15,300499.2K $0.04 %
FUJIFILM Holdings Corp 26,100496K $0.04 %
Loblaw Cos Ltd 10,540480.5K $0.04 %
Banca Monte dei Paschi di Siena SpA 55,027479.5K $0.04 %
Givaudan SA 140473.5K $0.04 %
Canadian Utilities Ltd 13,314467.6K $0.04 %
Banca Mediolanum SpA 22,976466.7K $0.04 %