Titelia

Holdings of AXS Knowledge Leaders ETF

INVESTMENT MANAGERS SERIES TRUST II ·63 declared positions · as of Mar 31, 2026

Original filing · Net assets 37.4M $ · Ten largest lines: 36.8 % of the equity sleeve

Sector breakdown

  • Technology 19.7 %
  • Health care 7.7 %
  • Energy 6.3 %
  • Industrials 5.3 %
  • Consumer staples 1.6 %
  • Unattributed 59.4 %

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

Currency breakdown

  • USD 40.4 %
  • JPY 27.2 %
  • EUR 8.8 %
  • CAD 7.0 %
  • GBP 6.3 %
  • SEK 3.1 %
  • CHF 2.6 %
  • NOK 1.9 %
  • AUD 1.8 %
  • NZD 0.8 %

The quoted currency of each line, as declared.

Country breakdown

  • US 30.9 %
  • JP 27.2 %
  • CA 10.4 %
  • GB 6.3 %
  • DE 5.7 %
  • IE 3.8 %
  • SE 3.1 %
  • CH 2.6 %
  • NL 2.3 %
  • NO 1.9 %
  • AU 1.8 %
  • IT 1.3 %
  • Other countries 2.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US910.4M $30.90 %
2JP249.2M $27.24 %
3CA53.5M $10.36 %
4GB52.1M $6.34 %
5DE41.9M $5.74 %
6IE21.3M $3.82 %
7SE31.1M $3.13 %
8CH3890.3K $2.65 %
9NL1761K $2.26 %
10NO1640.4K $1.91 %
11AU2592.5K $1.76 %
12IT1449K $1.34 %

Positions

RankCompanySharesValueWeight
1Micron Technology Inc 9,5373.2M $8.62 %
2Suncor Energy Inc 22,3751.5M $3.95 %
3TE Connectivity PLC 6,7111.4M $3.75 %
4Trane Technologies PLC 2,7951.2M $3.12 %
5Garmin Ltd 4,6601.1M $2.89 %
6Labcorp Holdings Inc 3,682982.4K $2.63 %
7Stryker Corp 2,630864.2K $2.31 %
8CNH Industrial NV 69,185761K $2.04 %
9GE HealthCare Technologies Inc 10,145722.1K $1.93 %
10Kyocera Corp 47,200705.5K $1.89 %
11Mebuki Financial Group Inc 90,400677.9K $1.81 %
12Alkermes PLC 18,850666.5K $1.78 %
13Bayerische Motoren Werke AG 7,142641.9K $1.72 %
14Orkla ASA 51,257640.4K $1.71 %
15Enbridge Inc 11,671630.7K $1.69 %
16Heidelberg Materials AG 3,045625.7K $1.67 %
17Jazz Pharmaceuticals PLC 3,272618.6K $1.65 %
18Mitsubishi Electric Corp 19,700617.7K $1.65 %
19Boston Scientific Corp 9,673607K $1.62 %
20IMI PLC 17,872596.3K $1.59 %
21Boliden AB 10,954558.5K $1.49 %
22AGC Inc. 15,900549.5K $1.47 %
23Constellation Software Inc/Canada 310542.5K $1.45 %
24Kinaxis Inc 5,323535.5K $1.43 %
25Tokyo Ohka Kogyo Co Ltd 10,700495.8K $1.33 %
26Coca-Cola HBC AG 8,627483K $1.29 %
27Electric Power Development Co Ltd 17,700481.9K $1.29 %
28Sekisui Chemical Co Ltd 28,100460.4K $1.23 %
29Komatsu Ltd 12,100457.3K $1.22 %
30FANUC Corp 13,500449.9K $1.20 %
31Horiba Ltd 4,000449.2K $1.20 %
32Recordati Industria Chimica e Farmaceutica SpA 7,946449K $1.20 %
33Geberit AG 656434.8K $1.16 %
34Sumitomo Chemical Co Ltd 134,800423.2K $1.13 %
35AstraZeneca PLC 2,057398.5K $1.07 %
36Covestro AG 5,576383K $1.02 %
37Smith & Nephew PLC 24,266379.2K $1.01 %
38Skylark Holdings Co Ltd 16,300348.9K $0.93 %
39FirstService Corp 2,456340.6K $0.91 %
40Huhtamaki Oyj 10,458336.7K $0.90 %
41Asahi Group Holdings Ltd 32,800326.8K $0.87 %
42Toho Co Ltd/Tokyo 30,000314.4K $0.84 %
43Bandai Namco Holdings Inc 12,800311.1K $0.83 %
44Subaru Corp 19,700307.5K $0.82 %
45Ebara Corp 11,400304.8K $0.82 %
46TPG Telecom Ltd 110,021302.9K $0.81 %
47ALSOK Co Ltd 38,500302.5K $0.81 %
48Dai Nippon Printing Co Ltd 17,000302.1K $0.81 %
49MDA Space Ltd 11,724296.1K $0.79 %
50Aristocrat Leisure Ltd 9,326289.5K $0.77 %
51SAP SE 1,639277.4K $0.74 %
52Mondi PLC 24,618273.9K $0.73 %
53Contact Energy Ltd 51,465271.6K $0.73 %
54Nomura Research Institute Ltd 9,800266.9K $0.71 %
55AddTech AB 7,980266K $0.71 %
56D'ieteren Group 1,379251.4K $0.67 %
57Sika AG 1,454235.1K $0.63 %
58Lifco AB 7,699227.7K $0.61 %
59FUJIFILM Holdings Corp 12,100225.6K $0.60 %
60Givaudan SA 66220.5K $0.59 %
61Bridgestone Corp 9,200188.9K $0.51 %
62TIS Inc 5,400114.1K $0.31 %
63Trend Micro Inc/Japan 2,20072.5K $0.19 %