Titelia

Holdings of Shelton Emerging Markets Fund

SCM Trust · Original filing · Compare with another fund · Report an error

Net assets
23.3M $ including 21.2M $ in equities, 90.9 %
Positions
51 in 15 countries
Top ten
46.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 52,5002.9M $12.42 %
2Samsung Electronics Co Ltd 15,5971.7M $7.44 %
3Tencent Holdings Ltd 17,8001.1M $4.72 %
4Ping An Insurance Group Co of China Ltd 131,500997K $4.28 %
5Infosys Ltd 61,600832.2K $3.57 %
6GEK TERNA SA 17,300677K $2.91 %
7Guotai Haitong Securities Co Ltd 396,000675.7K $2.90 %
8FirstRand Ltd 132,272673.5K $2.89 %
9Zijin Mining Group Co Ltd 150,748660.6K $2.84 %
10HDFC Bank Ltd 24,990621.8K $2.67 %
11Haier Smart Home Co Ltd 224,900594.3K $2.55 %
12BNK Financial Group Inc 45,068536K $2.30 %
13Promotora y Operadora de Infraestructura SAB de CV 31,225505.9K $2.17 %
14Shinhan Financial Group Co Ltd 8,659504.9K $2.17 %
15Delta Electronics Inc 10,700462.3K $1.99 %
16Realtek Semiconductor Corp 30,000448.9K $1.93 %
17Motiva Infraestrutura de Mobilidade SA 146,700448.9K $1.93 %
18First Financial Holding Co Ltd 502,000443.2K $1.90 %
19JG Summit Holdings Inc 945,400430.8K $1.85 %
20Dr Reddy's Laboratories Ltd 28,500394.7K $1.70 %
21LEENO Industrial Inc 5,408339.4K $1.46 %
22LAMDA Development SA 48,850337.6K $1.45 %
23ASPEED Technology Inc 1,000335K $1.44 %
24SM Prime Holdings Inc 978,400330.4K $1.42 %
25ICICI Bank Ltd 12,123314K $1.35 %
26Airoha Technology Corp 21,000305K $1.31 %
27Multiplan Empreendimentos Imobiliarios SA 40,700248.8K $1.07 %
28Chow Tai Fook Jewellery Group Ltd 178,600247.8K $1.06 %
29HD Hyundai Co Ltd 1,387220.4K $0.95 %
30ISC Co Ltd 1,368211.9K $0.91 %
31Astor Transformator Enerji Turizm Insaat Ve Petrol Sanayi Ticaret AS 45,774200.8K $0.86 %
32Far EasTone Telecommunications Co Ltd 64,776186.4K $0.80 %
33SK hynix Inc 347186.2K $0.80 %
34ASE Technology Holding Co Ltd 16,000164.5K $0.71 %
35Fuyao Glass Industry Group Co Ltd 21,200158.6K $0.68 %
36SK Square Co Ltd 502155.7K $0.67 %
37KB Financial Group Inc 1,551146.3K $0.63 %
38LPP SA 23138.2K $0.59 %
39Delta Electronics Thailand PCL 16,700132.8K $0.57 %
40Geely Automobile Holdings Ltd 49,000130.7K $0.56 %
41China Pacific Insurance Group Co Ltd 30,000122K $0.52 %
42Pakuwon Jati Tbk PT 5,988,800119.1K $0.51 %
43CMOC Group Ltd 55,000112.9K $0.48 %
44China Hongqiao Group Ltd 25,000110.8K $0.48 %
45Wipro Ltd 49,300104.5K $0.45 %
46Chroma ATE Inc 2,00091.7K $0.39 %
47Pixart Imaging Inc 16,00088.7K $0.38 %
48CanSino Biologics Inc 21,80086.7K $0.37 %
49Alibaba Group Holding Ltd 5,40082K $0.35 %
50International Games System Co Ltd 3,00070.7K $0.30 %
51Fufeng Group Ltd 64,00056.5K $0.24 %

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Sector breakdown

  • Technology 25.7 %
  • Financials 9.8 %
  • Communication 5.2 %
  • Consumer discretionary 0.4 %
  • Unattributed 58.9 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • Taiwan 25.9 %
  • Hong Kong SAR China 22.3 %
  • South Korea 19.1 %
  • India 10.7 %
  • Greece 4.8 %
  • Philippines 3.6 %
  • Brazil 3.3 %
  • South Africa 3.2 %
  • Mexico 2.4 %
  • Cayman Islands 1.4 %
  • Türkiye 0.9 %
  • Poland 0.7 %
  • Other countries 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Taiwan115.5M $25.93 %
2Hong Kong SAR China114.7M $22.28 %
3South Korea94M $19.06 %
4India52.3M $10.71 %
5Greece21M $4.79 %
6Philippines2761.2K $3.60 %
7Brazil2697.7K $3.30 %
8South Africa1673.5K $3.18 %
9Mexico1505.9K $2.39 %
10Cayman Islands2304.3K $1.44 %
11Türkiye1200.8K $0.95 %
12Poland1138.2K $0.65 %
Cite this page

Titelia. "Holdings of Shelton Emerging Markets Fund". https://titelia.com/en/funds/S000067906