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Holdings of SEB Nordamerikafond Små och Medelstora Bolag

SEB Funds AB · Original filing · Compare with another fund · Report an error

Net assets
2.6B SEK including 2.6B SEK in equities, 97.7 %
Positions
46 in 2 countries
Top ten
36.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1nVent Electric PLC 118,955134M SEK5.13 %
2Wintrust Financial Corp 90,577119.9M SEK4.59 %
3Silicon Laboratories Inc 56,881112.8M SEK4.31 %
4Community Financial System Inc 175,36798M SEK3.75 %
5Entegris Inc 85,36495.3M SEK3.65 %
6Service Corp International/US 114,47690M SEK3.44 %
7Littelfuse Inc 23,77076.8M SEK2.94 %
8Teradyne Inc 27,13776.6M SEK2.93 %
9Eagle Materials Inc 41,60875.1M SEK2.87 %
10Clean Harbors Inc 27,07874M SEK2.83 %
11West Pharmaceutical Services Inc 30,83273.6M SEK2.82 %
12Simpson Manufacturing Co Inc 43,02570.3M SEK2.69 %
13WEX Inc 47,02768.6M SEK2.62 %
14Bio-Rad Laboratories Inc 25,35267.3M SEK2.58 %
15MasTec Inc 21,41165.6M SEK2.51 %
16AptarGroup Inc 51,36961.7M SEK2.36 %
17Maximus Inc 93,29957M SEK2.18 %
18STERIS PLC 26,13855.1M SEK2.11 %
19Brunswick Corp/DE 76,51853M SEK2.03 %
20Lazard Inc 129,75152.5M SEK2.01 %
21Core & Main Inc 109,12851.4M SEK1.96 %
22AAON Inc 64,61650.9M SEK1.95 %
23Guidewire Software Inc 33,22247.3M SEK1.81 %
24Palomar Holdings Inc 40,25945.8M SEK1.75 %
25ICU Medical Inc 36,71945.2M SEK1.73 %
26Monolithic Power Systems Inc 4,24044.2M SEK1.69 %
27Brown & Brown Inc 70,01843.5M SEK1.66 %
28Comfort Systems USA Inc 3,30743.4M SEK1.66 %
29Axon Enterprise Inc 10,72643.4M SEK1.66 %
30Assurant Inc 20,65042.8M SEK1.64 %
31TopBuild Corp 12,35041.3M SEK1.58 %
32Reinsurance Group of America Inc 21,15041.1M SEK1.57 %
33Trex Co Inc 115,94640.2M SEK1.54 %
34Revvity Inc 46,21038.6M SEK1.48 %
35Tyler Technologies Inc 11,75838.3M SEK1.47 %
36Cognex Corp 79,47537.1M SEK1.42 %
37Bentley Systems Inc 99,82433.4M SEK1.28 %
38FTI Consulting Inc 19,80133.3M SEK1.28 %
39Vericel Corp 105,51732.3M SEK1.24 %
40Mirion Technologies Inc 178,12331.5M SEK1.21 %
41Bio-Techne Corp 58,63429.2M SEK1.12 %
42Martin Marietta Materials Inc 4,94527.7M SEK1.06 %
43Azenta Inc 137,66027.7M SEK1.06 %
44NVR Inc 42726.8M SEK1.03 %
45Fortune Brands Innovations Inc 58,16121.6M SEK0.83 %
46Equifax Inc 10,07917.3M SEK0.66 %

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Sector breakdown

  • Industrials 10.0 %
  • Technology 8.5 %
  • Health care 2.9 %
  • Materials 1.1 %
  • Consumer discretionary 1.1 %
  • Unattributed 76.5 %

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

Currency breakdown

  • SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.7 %
  • Ireland 5.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States452.4B SEK94.75 %
2Ireland1134M SEK5.25 %
Cite this page

Titelia. "Holdings of SEB Nordamerikafond Små och Medelstora Bolag". https://titelia.com/en/funds/SE51146