Titelia

Holdings of VEGA INVESTMENT SOLUTIONS

171 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75.3 % of the equity sleeve

Sector breakdown

  • Technology 26.4 %
  • Health care 25.5 %
  • Consumer staples 22.8 %
  • Materials 8.2 %
  • Communication 5.6 %
  • Industrials 4.0 %
  • Consumer discretionary 2.6 %
  • Financials 1.7 %
  • Utilities 0.6 %
  • Energy 0.4 %
  • Unattributed 2.1 %

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 99.4 %
  • GB 0.4 %
  • TW 0.2 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US168415M $99.42 %
2GB11.7M $0.41 %
3TW1688.1K $0.16 %
4FR118.5K $0.00 %

Positions

RankCompanySharesValueWeight
101S&P Global Inc 10946.4K $
102Essential Utilities Inc 1,15046.3K $
103IDEX Corp 23043.6K $
104Littelfuse Inc 12843.4K $
105PTC Inc 28540.6K $
106JBT Marel Corp 31540.3K $
107MongoDB Inc 16440.1K $
108Verizon Communications Inc 79940.1K $
109T-Mobile US Inc 18939.7K $
110Home Depot Inc/The 11738.5K $
111Xylem Inc/NY 31938.1K $
112Advanced Drainage Systems Inc 27437.6K $
113UnitedHealth Group Inc 13235.7K $
114Waste Management Inc 15435.4K $
115Zscaler Inc 25235.4K $
116BJ's Wholesale Club Holdings Inc 35835.2K $
117Airbnb Inc 27634.9K $
118Stryker Corp 10634.8K $
119Vertex Pharmaceuticals Inc 7332.6K $
120MSA Safety Inc 19832.5K $
121Ferguson Enterprises Inc 18432.1K $
122American Water Works Co Inc 23431.8K $
123CryoPort Inc 3,73931K $
124Intuit Inc 6929.8K $
125Applied Industrial Technologies Inc 11229.7K $
126Adobe Inc 12229.7K $
127Bentley Systems Inc 83229.2K $
128Veralto Corp 32128.4K $
129Planet Fitness Inc 37728K $
130Modine Manufacturing Co 12727.5K $
131CoStar Group Inc 62925.4K $
132Axon Enterprise Inc 5824.6K $
133Middlesex Water Co 47124.5K $
134A O Smith Corp 37124.5K $
135Generac Holdings Inc 12524.4K $
136Toro Co/The 25623.9K $
137SentinelOne Inc 1,82223.5K $
138AECOM 27623.4K $
139Varonis Systems Inc 1,03822.3K $
140Zurn Elkay Water Solutions Corp 49522.2K $
141Walt Disney Co/The 23022.2K $
142Manhattan Associates Inc 16321.7K $
143Mettler-Toledo International Inc 1721.4K $
144Okta Inc 26821.1K $
145Roper Technologies Inc 5920.9K $
146HubSpot Inc 8520.7K $
147Tyler Technologies Inc 6020.5K $
148Alarm.com Holdings Inc 47120.3K $
149California Water Service Group 44520.2K $
150TransUnion 29120.1K $
151Ubiquiti Inc 2519.8K $
152PROCEPT BIOROBOTICS CORP 77519.4K $
153Criteo SA 1,03118.5K $
154Carrier Global Corp 32018K $
155Tetra Tech Inc 57417.3K $
156Shift4 Payments Inc 38616.9K $
157Masco Corp 26516K $
158Gentex Corp 72015.7K $
159Sprouts Farmers Market Inc 19715.2K $
160GoDaddy Inc 18115K $
161Booking Holdings Inc 8814.8K $
162SPS Commerce Inc 26414.7K $
163Toast Inc 53214.1K $
164H2O America 23613.8K $
165Docusign Inc 28813.7K $
166Progyny Inc 74912.7K $
167Alibaba Group Holding Ltd 9211.5K $
168Atlassian Corp 15310.4K $
169Gartner Inc 6310K $
170Fiserv Inc 1317.3K $
171Rapid7 Inc 9205.1K $