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 33.4 %
  • Industrials 12.3 %
  • Utilities 6.7 %
  • Communication 4.1 %
  • Consumer discretionary 3.1 %
  • Financials 1.4 %
  • Materials 0.7 %
  • Consumer staples 0.5 %
  • Funds 0.4 %
  • Unattributed 37.3 %

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

  • 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.

RankCountryLinesValueShare
1US197122.2M $78.59 %
2KY125.9M $3.81 %
3JP84.4M $2.81 %
4NL53.1M $2.00 %
5GB42.4M $1.52 %
6FR42.2M $1.40 %
7CN42M $1.29 %
8CA42M $1.28 %
9IL41.9M $1.20 %
10IT31.8M $1.14 %
11DE31.6M $1.03 %
12TW21.4M $0.91 %

Positions

RankCompanySharesValueWeight
1Advanced Micro Devices Inc 5,0031.8M $1.14 %
2Bloom Energy Corp 6,2401.8M $1.14 %
3Sandisk Corp/DE 1,5991.8M $1.13 %
4Seagate Technology Holdings PLC 2,3801.6M $1.03 %
5Marvell Technology Inc 9,4151.6M $1.00 %
6Ciena Corp 2,8671.5M $0.97 %
7Western Digital Corp 3,4371.5M $0.96 %
8Texas Instruments Inc 4,9911.4M $0.90 %
9Lumentum Holdings Inc 1,5091.4M $0.88 %
10Micron Technology Inc 2,5981.3M $0.86 %
11Monolithic Power Systems Inc 8221.3M $0.85 %
12GE Vernova Inc 1,2171.3M $0.85 %
13CoreWeave Inc 11,5381.3M $0.83 %
14Arista Networks Inc 7,2571.3M $0.81 %
15KLA Corp 7151.3M $0.80 %
16Lam Research Corp 4,8341.2M $0.80 %
17Alphabet Inc 3,2271.2M $0.80 %
18Analog Devices Inc 3,0531.2M $0.79 %
19Broadcom Inc 2,9181.2M $0.78 %
20Microchip Technology Inc 13,0211.2M $0.78 %
21Dell Technologies Inc 5,7481.2M $0.77 %
22Amazon.com Inc 4,5231.2M $0.77 %
23Applied Materials Inc 2,9701.2M $0.75 %
24Vertiv Holdings Co 3,5061.2M $0.74 %
25Coherent Corp 3,5761.1M $0.73 %
26Corning Inc 6,8421.1M $0.72 %
27Keysight Technologies Inc 3,0951.1M $0.70 %
28NVIDIA Corp 5,4171.1M $0.69 %
29Amphenol Corp 7,3101.1M $0.69 %
30Teradyne Inc 3,0891.1M $0.68 %
31NextEra Energy Inc 10,5851M $0.67 %
32Oracle Corp 6,2991M $0.65 %
33Apple Inc 3,7461M $0.65 %
34Visa Inc 3,0401M $0.64 %
35Rocket Lab Corp 12,039993.3K $0.64 %
36ARM Holdings PLC 4,658979.7K $0.63 %
37Microsoft Corp 2,359962K $0.62 %
38Uber Technologies Inc 12,833957.5K $0.62 %
39Boeing Co/The 4,174956K $0.61 %
40Entergy Corp 8,058950.1K $0.61 %
41Rockwell Automation Inc 2,280932.3K $0.60 %
42Synopsys Inc 1,928930.5K $0.60 %
43Tesla Inc 2,427926.2K $0.60 %
44Palo Alto Networks Inc 5,111916.5K $0.59 %
45Meta Platforms Inc 1,495914.8K $0.59 %
46Netflix Inc 9,732911K $0.59 %
47Block Inc 12,735897.9K $0.58 %
48AMETEK Inc 3,797894.2K $0.57 %
49Airbnb Inc 6,346890.7K $0.57 %
50Datadog Inc 6,708886.7K $0.57 %
51Cloudflare Inc 4,314884.2K $0.57 %
52Coupang Inc 44,230883.7K $0.57 %
53American Electric Power Co Inc 6,396877K $0.56 %
54Crowdstrike Holdings Inc 1,964875.5K $0.56 %
55General Electric Co 2,983864.9K $0.56 %
56International Business Machines Corp. 3,726860.6K $0.55 %
57Emerson Electric Co. 6,109857.9K $0.55 %
58AppLovin Corp 1,920857K $0.55 %
59Live Nation Entertainment Inc 5,404853.5K $0.55 %
60Palantir Technologies Inc 6,134853.3K $0.55 %
61Take-Two Interactive Software Inc 3,988852.5K $0.55 %
62NRG Energy Inc 5,467850.6K $0.55 %
63Xcel Energy Inc 10,224848.1K $0.55 %
64Vistra Corp 5,319839.6K $0.54 %
65Southern Co/The 8,653836.7K $0.54 %
66Parker-Hannifin Corp 913830.3K $0.53 %
67Constellation Energy Corp. 2,642826.9K $0.53 %
68Duke Energy Corp 6,369825.1K $0.53 %
69Howmet Aerospace Inc 3,376820.5K $0.53 %
70DoorDash Inc 4,705793.5K $0.51 %
71ASE Technology Holding Co Ltd 25,222792.2K $0.51 %
72Infineon Technologies AG 11,785788.2K $0.51 %
73Ingersoll Rand Inc 9,781781.1K $0.50 %
74NXP Semiconductors NV 2,640775.1K $0.50 %
75TransDigm Group Inc 653757.5K $0.49 %
76Silicon Motion Technology Corp 3,454755.7K $0.49 %
77ROBLOX Corp 13,273733.5K $0.47 %
78Prysmian SpA 9,287704.4K $0.45 %
79Celestica Inc 1,642672.5K $0.43 %
80Eaton Corp PLC 1,529662.1K $0.43 %
81Advantest Corp 3,533660.7K $0.42 %
82ABB Ltd 6,352638.1K $0.41 %
83Snowflake Inc 4,673637.7K $0.41 %
84Tokyo Electron Ltd 4,218634K $0.41 %
85Nebius Group NV 4,578632.8K $0.41 %
86Taiwan Semiconductor Manufacturing Co Ltd 1,574623.4K $0.40 %
87FANUC Corp 27,684613.5K $0.39 %
88Legrand SA 16,899603.7K $0.39 %
89Meituan 27,661600K $0.39 %
90ServiceNow Inc 6,778598.6K $0.38 %
91JD.COM INC 19,716597.8K $0.38 %
92ASML Holding NV 415597.2K $0.38 %
93Axia Energia 47,146591.7K $0.38 %
94Axon Enterprise Inc 1,470590.6K $0.38 %
95Fair Isaac Corp 571585.3K $0.38 %
96Disco Corp 12,162585.1K $0.38 %
97Schneider Electric SE 9,266584.4K $0.38 %
98Fabrinet 834570K $0.37 %
99Enel SpA 48,859567.6K $0.36 %
100Viavi Solutions Inc 10,804566.1K $0.36 %