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.

RankCountryLinesValueShare
1GB54175.8M $16.62 %
2JP88104.4M $9.87 %
3CH2799.8M $9.43 %
4DE2584.8M $8.02 %
5US1782.8M $7.83 %
6FR2868.4M $6.47 %
7CA4367.8M $6.41 %
8NL2367.5M $6.38 %
9IE542.9M $4.06 %
10KR838.4M $3.63 %
11TW425.6M $2.42 %
12BM224.2M $2.29 %

Positions

RankCompanySharesValueWeight
301Mitsubishi UFJ Financial Group Inc 27,600466.3K $0.04 %
302EssilorLuxottica SA 1,996464.4K $0.04 %
303Wolters Kluwer NV 6,193463.3K $0.04 %
304Yokohama Financial Group Inc 50,900452.5K $0.04 %
305IMPERIAL OIL LTD 3,196418.1K $0.04 %
306KBC Group NV 3,413417.2K $0.04 %
307Japan Airlines Co Ltd 25,500414.9K $0.04 %
308Thales SA 1,413414.9K $0.04 %
309AltaGas Ltd 11,882412.1K $0.04 %
310Industrivarden AB 8,270411.9K $0.04 %
311Oriental Land Co Ltd/Japan 24,000408.6K $0.04 %
312UPM-Kymmene Oyj 11,934371.2K $0.03 %
313Koninklijke KPN NV 65,970366.9K $0.03 %
314Fujitsu Ltd 18,000365.8K $0.03 %
315Keppel Ltd 39,200363.8K $0.03 %
316Next PLC 2,141361.1K $0.03 %
317Goodman Group 19,923354.7K $0.03 %
318Galp Energia SGPS SA 14,452351.3K $0.03 %
319Shell PLC 3,674341.7K $0.03 %
320Nippon Yusen KK 9,300341.3K $0.03 %
321Airtel Africa PLC 73,631339.7K $0.03 %
322Northern Star Resources Ltd 23,240339.3K $0.03 %
323NTT Inc 339,700337.3K $0.03 %
324Acciona SA 1,260332.5K $0.03 %
325Deutsche Telekom AG 8,928329.2K $0.03 %
326BHP Group Ltd 8,988328.4K $0.03 %
327Nitto Denko Corp 16,000320.1K $0.03 %
328Sunbelt Rentals Holdings Inc 4,941315.5K $0.03 %
329CCL Industries Inc 5,004313.5K $0.03 %
330Denso Corp 25,200312.9K $0.03 %
331Amadeus IT Group SA 5,299301.2K $0.03 %
332Sonova Holding AG 1,308296.5K $0.03 %
333Cameco Corp 2,707294.4K $0.03 %
334DNB Bank ASA 9,200286.9K $0.02 %
335Konami Group Corp 2,300286.2K $0.02 %
336Chocoladefabriken Lindt & Spruengli AG 2284.4K $0.02 %
337Terumo Corp 20,800278.5K $0.02 %
338Suzuki Motor Corp 23,200278K $0.02 %
339EXOR NV 3,610276.7K $0.02 %
340Cie Generale des Etablissements Michelin SCA 8,124276.6K $0.02 %
341Toronto-Dominion Bank/The 2,947275K $0.02 %
342Kikkoman Corp 30,000273.5K $0.02 %
343Julius Baer Group Ltd 3,711273.5K $0.02 %
344Brambles Ltd 17,400271.9K $0.02 %
345Nomura Research Institute Ltd 9,801271.6K $0.02 %
346Shionogi & Co Ltd 12,000267K $0.02 %
347ANZ Group Holdings Ltd 10,590266.2K $0.02 %
348Merck KGaA 2,050254.6K $0.02 %
349CK Asset Holdings Ltd 44,544254.4K $0.02 %
350Norsk Hydro ASA 23,955254K $0.02 %
351BOC Hong Kong Holdings Ltd 46,000253.5K $0.02 %
352TotalEnergies SE 2,729250.1K $0.02 %
353Informa PLC 25,000249.2K $0.02 %
354Stockland 82,719247.7K $0.02 %
355Atlas Copco AB 15,920247.4K $0.02 %
356Taisei Corp 2,200229.8K $0.02 %
357Hexagon AB 23,582229.4K $0.02 %
358Sage Group PLC/The 20,266226.3K $0.02 %
359Epiroc AB 9,183225.5K $0.02 %
360Heineken NV 2,822217.2K $0.02 %
361Sampo Oyj 20,310217.1K $0.02 %
362FirstService Corp 1,540214.2K $0.02 %
363TDK Corp 16,500213.9K $0.02 %
364Sekisui Chemical Co Ltd 12,700211.7K $0.02 %
365Kone Oyj 3,256207.6K $0.02 %
366Metro Inc/CN 3,000205.3K $0.02 %
367Severn Trent PLC 4,954203.4K $0.02 %
368Toyota Tsusho Corp 5,100199.6K $0.02 %
369Naturgy Energy Group SA 6,389191.8K $0.02 %
370Daiwa House Industry Co Ltd 6,000187.6K $0.02 %
371Link REIT 40,500187.5K $0.02 %
372Erste Group Bank AG 1,727186.6K $0.02 %
373Pandora A/S 2,600182.6K $0.02 %
374RWE AG 2,704180.1K $0.02 %
375Essity AB 6,904178K $0.02 %
376South32 Ltd 57,859173.9K $0.02 %
377Mitsui OSK Lines Ltd 4,000165.6K $0.01 %
378Carlsberg AS 1,300162.2K $0.01 %
379AP Moller - Maersk A/S 65161.1K $0.01 %
380Shimano Inc 1,500157.2K $0.01 %
381SMC Corp 400156.5K $0.01 %
382Onex Corp 2,111154.1K $0.01 %
383Rogers Communications Inc 3,952152K $0.01 %
384Bunzl PLC 5,069151.9K $0.01 %
385Svenska Handelsbanken AB 11,299147.5K $0.01 %
386Novonesis Novozymes B 2,460145.6K $0.01 %
387United Utilities Group PLC 8,137142.3K $0.01 %
388Getlink SE 6,524140.6K $0.01 %
389Segro PLC 16,135140.3K $0.01 %
390Niterra Co Ltd 3,000140K $0.01 %
391Sekisui House Ltd 6,000133.9K $0.01 %
392Kajima Corp 3,500133K $0.01 %
393GFL Environmental Inc 3,175132.4K $0.01 %
394United Overseas Bank Ltd 4,600132.3K $0.01 %
395Transurban Group 13,099127.3K $0.01 %
396Swedbank AB 3,737126.9K $0.01 %
397Kesko Oyj 5,584123.6K $0.01 %
398Burberry Group PLC 8,193119.9K $0.01 %
399Admiral Group PLC 2,834119.6K $0.01 %
400Prosus NV 2,587118.3K $0.01 %