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
401Mitsubishi HC Capital Inc. 12,900115.3K $0.01 %
402Cochlear Ltd 971114K $0.01 %
403BNP Paribas SA 1,192113.6K $0.01 %
404Santos Ltd 20,500112.6K $0.01 %
405Nitori Holdings Co Ltd 7,000111.2K $0.01 %
406Bandai Namco Holdings Inc 4,500111.2K $0.01 %
407EDP SA 20,567108.9K $0.01 %
408Power Corp of Canada 2,253108.5K $0.01 %
409AP Moller - Maersk A/S 44106.9K $0.01 %
410Sumitomo Corp 2,800104.2K $0.01 %
411Recruit Holdings Co Ltd 2,400103.8K $0.01 %
412Coloplast A/S 1,500102.3K $0.01 %
413Svenska Cellulosa AB SCA 8,60099.5K $0.01 %
414Yamaha Motor Co Ltd 13,80098.4K $0.01 %
415InPost SA 5,44195.5K $0.01 %
416Aisin Corp 6,90095.5K $0.01 %
417Shimadzu Corp 4,00094.9K $0.01 %
418Henderson Land Development Co Ltd 25,33194K $0.01 %
419Subaru Corp 5,70091.1K $0.01 %
420Asahi Group Holdings Ltd 9,00090.3K $0.01 %
421Stora Enso Oyj 7,56589.1K $0.01 %
422Epiroc AB 4,00086K $0.01 %
423Helvetia Baloise Holding AG 33185.5K $0.01 %
424Renault SA 2,49784.7K $0.01 %
425Whitbread PLC 2,75683.8K $0.01 %
426Sony Group Corp 4,00082.5K $0.01 %
427Sonic Healthcare Ltd 5,81182.3K $0.01 %
428Galaxy Entertainment Group Ltd 18,00081.1K $0.01 %
429Sulzer AG 38480.4K $0.01 %
430Unicharm Corp 13,50078.6K $0.01 %
431Publicis Groupe SA 94378K $0.01 %
432Wesfarmers Ltd 1,52477.3K $0.01 %
433Intertek Group PLC 1,56776.4K $0.01 %
434Intact Financial Corp 41575.2K $0.01 %
435RB Global Inc 77974.7K $0.01 %
436Heineken Holding NV 1,04474.7K $0.01 %
437Nordea Bank Abp 4,31173.9K $0.01 %
438Banco Bilbao Vizcaya Argentaria SA 3,35973.3K $0.01 %
439Sandoz Group AG 77360.4K $0.01 %
440Hermes International SCA 3159.2K $0.01 %
441NIDEC CORP 4,70059.2K $0.01 %
442Keisei Electric Railway Co Ltd 7,20053.7K $0.00 %
443Redeia Corp SA 3,16453.5K $0.00 %
444Valmet Oyj 1,84952.7K $0.00 %
445Thungela Resources Ltd 5,28451.6K $0.00 %
446Sandvik AB 1,19045.5K $0.00 %
447Novo Nordisk A/S 1,21444.6K $0.00 %
448SGS SA 36738.8K $0.00 %
449South Bow Corp 1,08036K $0.00 %
450M&G PLC 9,08533K $0.00 %
451City Developments Ltd 5,00032.2K $0.00 %
452Sompo Holdings Inc 80031.3K $0.00 %
453International Petroleum Corp 1,10029.6K $0.00 %
454Klepierre SA 67125.3K $0.00 %
455Avolta AG 38423K $0.00 %
456Lumine Group Inc 92114.7K $0.00 %
457Trisura Group Ltd 41613K $0.00 %
458Keppel REIT 13,4809.4K $0.00 %
459Ferrovial SE 392.5K $0.00 %
460NatWest Group PLC 17.4 $