Titelia

Holdings of AAM Transformers ETF

ETF Series Solutions · 259 declared positions · as of Apr 30, 2026

Original filing · Net assets 155.6M $ · Ten largest lines: 10 % of the equity sleeve

Sector breakdown

  • Technology 27.0 %
  • Industrials 7.1 %
  • Utilities 4.9 %
  • Consumer discretionary 2.8 %
  • Communication 2.3 %
  • Financials 0.6 %
  • Unattributed 55.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 78.6 %
  • KY 3.8 %
  • JP 2.8 %
  • NL 2.0 %
  • GB 1.5 %
  • FR 1.4 %
  • CN 1.3 %
  • CA 1.3 %
  • IL 1.2 %
  • IT 1.1 %
  • DE 1.0 %
  • TW 0.9 %
  • Other countries 3.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US197122.2M $78.59 %
KY125.9M $3.81 %
JP84.4M $2.81 %
NL53.1M $2.00 %
GB42.4M $1.52 %
FR42.2M $1.40 %
CN42M $1.29 %
CA42M $1.28 %
IL41.9M $1.20 %
IT31.8M $1.14 %
DE31.6M $1.03 %
TW21.4M $0.91 %

Positions

CompanySharesValueWeight
Advanced Micro Devices Inc 5,0031.8M $1.14 %
Bloom Energy Corp 6,2401.8M $1.14 %
Sandisk Corp/DE 1,5991.8M $1.13 %
Seagate Technology Holdings PLC 2,3801.6M $1.03 %
Marvell Technology Inc 9,4151.6M $1.00 %
Ciena Corp 2,8671.5M $0.97 %
Western Digital Corp 3,4371.5M $0.96 %
Texas Instruments Inc 4,9911.4M $0.90 %
Lumentum Holdings Inc 1,5091.4M $0.88 %
Micron Technology Inc 2,5981.3M $0.86 %
Monolithic Power Systems Inc 8221.3M $0.85 %
GE Vernova Inc 1,2171.3M $0.85 %
CoreWeave Inc 11,5381.3M $0.83 %
Arista Networks Inc 7,2571.3M $0.81 %
KLA Corp 7151.3M $0.80 %
Lam Research Corp 4,8341.2M $0.80 %
Alphabet Inc 3,2271.2M $0.80 %
Analog Devices Inc 3,0531.2M $0.79 %
Broadcom Inc 2,9181.2M $0.78 %
Microchip Technology Inc 13,0211.2M $0.78 %
Dell Technologies Inc 5,7481.2M $0.77 %
Amazon.com Inc 4,5231.2M $0.77 %
Applied Materials Inc 2,9701.2M $0.75 %
Vertiv Holdings Co 3,5061.2M $0.74 %
Coherent Corp 3,5761.1M $0.73 %
Corning Inc 6,8421.1M $0.72 %
Keysight Technologies Inc 3,0951.1M $0.70 %
NVIDIA Corp 5,4171.1M $0.69 %
Amphenol Corp 7,3101.1M $0.69 %
Teradyne Inc 3,0891.1M $0.68 %
NextEra Energy Inc 10,5851M $0.67 %
Oracle Corp 6,2991M $0.65 %
Apple Inc 3,7461M $0.65 %
Visa Inc 3,0401M $0.64 %
Rocket Lab Corp 12,039993.3K $0.64 %
ARM Holdings PLC 4,658979.7K $0.63 %
Microsoft Corp 2,359962K $0.62 %
Uber Technologies Inc 12,833957.5K $0.62 %
Boeing Co/The 4,174956K $0.61 %
Entergy Corp 8,058950.1K $0.61 %
Rockwell Automation Inc 2,280932.3K $0.60 %
Synopsys Inc 1,928930.5K $0.60 %
Tesla Inc 2,427926.2K $0.60 %
Palo Alto Networks Inc 5,111916.5K $0.59 %
Meta Platforms Inc 1,495914.8K $0.59 %
Netflix Inc 9,732911K $0.59 %
Block Inc 12,735897.9K $0.58 %
AMETEK Inc 3,797894.2K $0.57 %
Airbnb Inc 6,346890.7K $0.57 %
Datadog Inc 6,708886.7K $0.57 %
Cloudflare Inc 4,314884.2K $0.57 %
Coupang Inc 44,230883.7K $0.57 %
American Electric Power Co Inc 6,396877K $0.56 %
Crowdstrike Holdings Inc 1,964875.5K $0.56 %
General Electric Co 2,983864.9K $0.56 %
International Business Machines Corp. 3,726860.6K $0.55 %
Emerson Electric Co. 6,109857.9K $0.55 %
AppLovin Corp 1,920857K $0.55 %
Live Nation Entertainment Inc 5,404853.5K $0.55 %
Palantir Technologies Inc 6,134853.3K $0.55 %
Take-Two Interactive Software Inc 3,988852.5K $0.55 %
NRG Energy Inc 5,467850.6K $0.55 %
Xcel Energy Inc 10,224848.1K $0.55 %
Vistra Corp 5,319839.6K $0.54 %
Southern Co/The 8,653836.7K $0.54 %
Parker-Hannifin Corp 913830.3K $0.53 %
Constellation Energy Corp. 2,642826.9K $0.53 %
Duke Energy Corp 6,369825.1K $0.53 %
Howmet Aerospace Inc 3,376820.5K $0.53 %
DoorDash Inc 4,705793.5K $0.51 %
ASE Technology Holding Co Ltd 25,222792.2K $0.51 %
Infineon Technologies AG 11,785788.2K $0.51 %
Ingersoll Rand Inc 9,781781.1K $0.50 %
NXP Semiconductors NV 2,640775.1K $0.50 %
TransDigm Group Inc 653757.5K $0.49 %
Silicon Motion Technology Corp 3,454755.7K $0.49 %
ROBLOX Corp 13,273733.5K $0.47 %
Prysmian SpA 9,287704.4K $0.45 %
Celestica Inc 1,642672.5K $0.43 %
Eaton Corp PLC 1,529662.1K $0.43 %
Advantest Corp 3,533660.7K $0.42 %
ABB Ltd 6,352638.1K $0.41 %
Snowflake Inc 4,673637.7K $0.41 %
Tokyo Electron Ltd 4,218634K $0.41 %
Nebius Group NV 4,578632.8K $0.41 %
Taiwan Semiconductor Manufacturing Co Ltd 1,574623.4K $0.40 %
FANUC Corp 27,684613.5K $0.39 %
Legrand SA 16,899603.7K $0.39 %
Meituan 27,661600K $0.39 %
ServiceNow Inc 6,778598.6K $0.38 %
JD.COM INC 19,716597.8K $0.38 %
ASML Holding NV 415597.2K $0.38 %
Axia Energia 47,146591.7K $0.38 %
Axon Enterprise Inc 1,470590.6K $0.38 %
Fair Isaac Corp 571585.3K $0.38 %
Disco Corp 12,162585.1K $0.38 %
Schneider Electric SE 9,266584.4K $0.38 %
Fabrinet 834570K $0.37 %
Enel SpA 48,859567.6K $0.36 %
Viavi Solutions Inc 10,804566.1K $0.36 %
Iberdrola, S.A. 6,007564.1K $0.36 %
Adyen NV 49,312554.8K $0.36 %
nVent Electric PLC 3,859551.5K $0.35 %
SSE PLC 15,181550.5K $0.35 %
NIO Inc 85,553546.7K $0.35 %
Atlas Copco AB 28,076546.1K $0.35 %
Airbus SE 10,604546K $0.35 %
Mitsubishi Heavy Industries Lt 18,112538.1K $0.35 %
MercadoLibre Inc 300537.8K $0.35 %
Trip.com Group Ltd 9,871535.1K $0.34 %
ON Semiconductor Corp 5,297534K $0.34 %
DigitalOcean Holdings Inc 5,536533.8K $0.34 %
Camtek Ltd/Israel 2,774532.4K $0.34 %
Firefly Aerospace Inc 15,296529.2K $0.34 %
PDD Holdings Inc 5,226522K $0.34 %
Diodes Inc 4,870521.8K $0.34 %
Thales SA 9,590520.5K $0.33 %
Applied Optoelectronics Inc 3,158519K $0.33 %
SiTime Corp 920517.2K $0.33 %
KINGSOFT CLOUD HOLDINGS LTD 34,132514.4K $0.33 %
CATL 25,686505.8K $0.33 %
Amkor Technology Inc 7,243505.2K $0.32 %
Navan Inc 28,711502.2K $0.32 %
Nova Ltd 997498.9K $0.32 %
Tencent Holdings Ltd 8,142496.8K $0.32 %
Shopify Inc 4,092495.7K $0.32 %
WeRide Inc 64,199495.6K $0.32 %
Onto Innovation Inc 1,679495.4K $0.32 %
Leonardo SpA 15,937495.2K $0.32 %
Sea Ltd 5,793491.7K $0.32 %
Astera Labs Inc 2,524491.5K $0.32 %
Dlocal Ltd/Uruguay 35,225488.9K $0.31 %
Enlight Renewable Energy Ltd 5,276478.2K $0.31 %
Credo Technology Group Holding Ltd 2,743477.3K $0.31 %
Power Integrations Inc 6,538475.4K $0.31 %
Xiaomi Corp 25,222475.2K $0.31 %
Safran SA 5,916472.7K $0.30 %
Impinj Inc 3,194462.9K $0.30 %
Rheinmetall AG 1,456462K $0.30 %
SMC Corp 18,836460.5K $0.30 %
Allegro MicroSystems Inc 9,437457.7K $0.29 %
Fujitsu Ltd 22,729454.6K $0.29 %
Mobileye Global Inc 51,057443.7K $0.29 %
Plug Power Inc 141,138441.8K $0.28 %
Intuitive Machines Inc 17,056432.4K $0.28 %
Lattice Semiconductor Corp 3,525431K $0.28 %
Pampa Energia SA 5,177429K $0.28 %
Li Auto Inc 23,832424.9K $0.27 %
Obic Co Ltd 31,817422.2K $0.27 %
Spotify Technology SA 941420.2K $0.27 %
Emera Inc 7,819417.7K $0.27 %
Embraer SA 6,629415.6K $0.27 %
GLOBALFOUNDRIES Inc 6,423414.9K $0.27 %
Klarna Group PLC 29,721413.7K $0.27 %
ReNew Energy Global PLC 76,724412.8K $0.27 %
Applied Digital Corp 11,982410.4K $0.26 %
Hewlett Packard Enterprise Co 14,254410.1K $0.26 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,454409.5K $0.26 %
MKS Inc 1,443409.5K $0.26 %
Fortis Inc/Canada 7,078404.9K $0.26 %
Techtronic Industries Co Ltd 5,524399.8K $0.26 %
Advanced Energy Industries Inc 1,036397.7K $0.26 %
Ambarella Inc 5,749395.5K $0.25 %
Aurora Innovation Inc 67,170395K $0.25 %
Rambus Inc 3,419393.6K $0.25 %
Grab Holdings Ltd 102,751392.5K $0.25 %
Synaptics Inc 4,187391.9K $0.25 %
Amprius Technologies Inc 18,475389.1K $0.25 %
Hesai Group 17,138388.7K $0.25 %
Remitly Global Inc 17,679387K $0.25 %
Semtech Corp 3,672385.7K $0.25 %
Atkore Inc 4,925384.9K $0.25 %
XPeng Inc 23,604384.7K $0.25 %
TOTVS SA 29,893383.5K $0.25 %
Generac Holdings Inc 1,477382.9K $0.25 %
IonQ Inc 8,436380.6K $0.24 %
Affirm Holdings Inc 5,826374.5K $0.24 %
Symbotic Inc 6,195366.1K $0.24 %
Bilibili Inc 16,575365.1K $0.23 %
Global-e Online Ltd 11,553362.4K $0.23 %
MINISO Group Holding Ltd 24,184357.7K $0.23 %
nLight Inc 5,099356.2K $0.23 %
Snap Inc 58,380354.4K $0.23 %
Nextpower Inc 2,970353.8K $0.23 %
Vnet Group Inc 42,513353.3K $0.23 %
Everpure Inc 4,944353.2K $0.23 %
TALEN ENERGY CORP 939349.7K $0.22 %
Roku Inc 2,994349K $0.22 %
ITT Inc 1,622347.7K $0.22 %
MTU Aero Engines AG 2,035347.2K $0.22 %
ACM Research Inc 6,708346.7K $0.22 %
Grindr Inc 25,923346.6K $0.22 %
Sunrun Inc 26,565338.2K $0.22 %
Cognex Corp 6,091338.1K $0.22 %
Timken Co/The 3,030336K $0.22 %
BWX Technologies Inc 1,547334.8K $0.22 %
IDEX Corp 1,521331.3K $0.21 %
Eos Energy Enterprises Inc 49,141329.2K $0.21 %
Standex International Corp 1,204328.7K $0.21 %
Dover Corp 1,449328.1K $0.21 %
RBC Bearings Inc 547327.7K $0.21 %
Paymentus Holdings Inc 11,657327K $0.21 %
Silicon Laboratories Inc 1,486323.5K $0.21 %
NuScale Power Corp 25,848322.1K $0.21 %
SPX Technologies Inc 1,471322K $0.21 %
First Solar Inc 1,593321.6K $0.21 %
Rivian Automotive Inc 19,600321.4K $0.21 %
Hexcel Corp 3,402319.3K $0.21 %
Reddit Inc 2,162318.3K $0.20 %
Acuity Inc 1,097317.9K $0.20 %
Ormat Technologies Inc 2,765317.7K $0.20 %
IDACORP Inc 2,116312.6K $0.20 %
Clearwater Analytics Holdings Inc 12,849310.9K $0.20 %
Snap-on Inc 809310.2K $0.20 %
Alliant Energy Corp 4,211309.2K $0.20 %
Ondas Inc 30,669307.9K $0.20 %
Global Business Travel Group I 52,479307.5K $0.20 %
Pinnacle West Capital Corp. 2,943305.2K $0.20 %
OGE Energy Corp 6,251305K $0.20 %
Lincoln Electric Holdings Inc 1,149304.5K $0.20 %
Chart Industries Inc 1,456302.7K $0.19 %
Mueller Water Products Inc 10,789300.9K $0.19 %
IPG Photonics Corp 2,527300.5K $0.19 %
Evergy Inc 3,617299.6K $0.19 %
Donaldson Co Inc 3,397299.5K $0.19 %
Chime Financial Inc 13,553296.3K $0.19 %
Watts Water Technologies Inc 987296.3K $0.19 %
Pinterest Inc 15,055296K $0.19 %
Zeta Global Holdings Corp 15,988294.5K $0.19 %
Portland General Electric Co 5,649293.4K $0.19 %
Corpay Inc 956293K $0.19 %
PPL Corp 7,818292.7K $0.19 %
Woodward Inc 806292.6K $0.19 %
Flowserve Corp 3,955291.2K $0.19 %
FTAI Aviation Ltd 1,163290.4K $0.19 %
Mirion Technologies Inc 14,669289.7K $0.19 %
Xylem Inc/NY 2,443288.7K $0.19 %
Life360 Inc 6,685288.1K $0.19 %
Global Payments Inc 3,950284.2K $0.18 %
Astronics Corp 3,978284K $0.18 %
Toast Inc 9,944283.6K $0.18 %
Middleby Corp/The 2,008281.8K $0.18 %
Rubrik Inc 5,268280.2K $0.18 %
MongoDB Inc 1,116279.9K $0.18 %
Shift4 Payments Inc 6,292278.6K $0.18 %
Mercury Systems Inc 3,489275.3K $0.18 %
Graco Inc 3,404273.2K $0.18 %
Circle Internet Group Inc 2,957268.7K $0.17 %
Super Micro Computer Inc 9,619263.6K $0.17 %
Calix Inc 5,967259.9K $0.17 %
AeroVironment Inc 1,315256.5K $0.16 %
CCC Intelligent Solutions Holdings Inc 48,201252.6K $0.16 %
Fluence Energy Inc 20,383248.3K $0.16 %
Samsara Inc 8,522244.9K $0.16 %
JBT Marel Corp 2,037240.6K $0.15 %
Zscaler Inc 1,836239.9K $0.15 %
Ollie's Bargain Outlet Holdings Inc 2,764239.1K $0.15 %
Kratos Defense & Security Solutions, Inc. 3,460218.2K $0.14 %
Karman Holdings Inc 2,995203.6K $0.13 %