Titelia

Holdings of U.S. Global Technology and Aerospace & Defense ETF

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Net assets
20.2M $ including 20.1M $ in equities, 99.4 %
Positions
28 in 6 countries
Top ten
58.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1DroneShield Ltd 610,9471.6M $7.94 %
2Amprius Technologies Inc 92,3441.6M $7.70 %
3Mildef Group AB 92,1591.3M $6.66 %
4Astera Labs Inc 10,4431.1M $5.66 %
5AEROEDGE CO LTD 45,9661.1M $5.61 %
6Micron Technology Inc 3,3581.1M $5.61 %
7AeroVironment Inc 5,9751.1M $5.41 %
8Marvell Technology Inc 10,7021.1M $5.24 %
9Palantir Technologies Inc 6,380933.3K $4.61 %
10Advanced Micro Devices Inc 4,259866.4K $4.28 %
11Lockheed Martin Corp 1,420858.2K $4.24 %
12Woodward Inc 2,380851.8K $4.21 %
13Innovative Solutions and Support Inc 38,375787.8K $3.90 %
14NVIDIA Corp 4,463778.3K $3.85 %
15Telos Corp 182,331764K $3.78 %
16Boeing Co/The 3,610718.5K $3.55 %
17Ambarella Inc 12,836660.7K $3.27 %
18Sandisk Corp/DE 548348.2K $1.72 %
19Lumentum Holdings Inc 478335.9K $1.66 %
20Nebius Group NV 2,710281.2K $1.39 %
21SailPoint Inc 20,845276K $1.36 %
22Zscaler Inc 1,939272K $1.35 %
23Ubiquiti Inc 314248.2K $1.23 %
24nVent Electric PLC 1,924227.6K $1.13 %
25Amphenol Corp 1,787225.8K $1.12 %
26CoreWeave Inc 2,842220.2K $1.09 %
27Credo Technology Group Holding Ltd 2,179204.5K $1.01 %
28Super Micro Computer Inc 7,026160K $0.79 %

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Sector breakdown

  • Technology 32.2 %
  • Industrials 12.1 %
  • Unattributed 55.7 %

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

Currency breakdown

  • USD 79.7 %
  • AUD 8.0 %
  • SEK 6.7 %
  • JPY 5.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 77.1 %
  • Australia 8.0 %
  • Sweden 6.7 %
  • Japan 5.6 %
  • Netherlands 1.4 %
  • Ireland 1.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2315.5M $77.12 %
2Australia11.6M $7.99 %
3Sweden11.3M $6.70 %
4Japan11.1M $5.65 %
5Netherlands1281.2K $1.40 %
6Ireland1227.6K $1.13 %
Cite this page

Titelia. "Holdings of U.S. Global Technology and Aerospace & Defense ETF". https://titelia.com/en/funds/S000089411