Titelia

Holdings of Fideuram Asset Management (Ireland) dac

374 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 19 % of the equity sleeve

Sector breakdown

  • Technology 21.3 %
  • Industrials 19.7 %
  • Financials 11.2 %
  • Consumer staples 9.0 %
  • Health care 7.4 %
  • Utilities 5.7 %
  • Communication 5.1 %
  • Consumer discretionary 4.5 %
  • Materials 4.5 %
  • Real estate 4.0 %
  • Energy 1.7 %
  • Unattributed 5.7 %

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 99.8 %
  • KY 0.0 %
  • IN 0.0 %
  • PE 0.0 %
  • BR 0.0 %
  • HK 0.0 %
  • TW 0.0 %
  • CN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US367702.5M $99.83 %
2KY1331.7K $0.05 %
3IN1282.1K $0.04 %
4PE1177K $0.03 %
5BR1169.9K $0.02 %
6HK1137K $0.02 %
7TW180.5K $0.01 %
8CN145.4K $0.01 %

Positions

RankCompanySharesValueWeight
101Alexandria Real Estate Equities, Inc. 39,2782.2M $
102Baker Hughes Co 39,7972.2M $
103Option Care Health Inc 63,0132.2M $
104WW Grainger Inc 2,0602.2M $
105Consolidated Edison Inc 21,2052.2M $
106Merck & Co Inc 17,8782.1M $
107Comfort Systems USA Inc 1,8102M $
108Copart Inc 48,9222M $
109Lam Research Corp 8,5322M $
110PG&E Corp 122,4521.9M $
111Eli Lilly & Co 1,8511.9M $
112Teradyne Inc 7,8771.9M $
113Public Storage 6,3771.9M $
114Dollar General Corp 12,2621.9M $
115Alphabet Inc 5,6601.8M $
116Progyny Inc 80,8251.8M $
117Cheniere Energy Inc 7,2081.8M $
118Extra Space Storage Inc 11,8241.7M $
119Amgen Inc 4,6031.7M $
120DTE Energy Co 12,6851.7M $
121VICI Properties Inc 58,8781.7M $
122Vertiv Holdings Co 6,8641.7M $
123Bloom Energy Corp 11,6851.7M $
124PepsiCo Inc 9,6981.6M $
125American Water Works Co Inc 11,9741.6M $
126McDonald's Corp. 4,8591.6M $
127Sherwin-Williams Co/The 4,4261.6M $
128Arista Networks Inc 10,9301.6M $
129Teledyne Technologies Inc 2,7231.6M $
130Dollar Tree Inc 11,0471.6M $
131Zoom Communications Inc 18,5121.5M $
132First Solar Inc 6,2471.5M $
133Micron Technology Inc 3,8031.5M $
134Jabil Inc 5,9781.5M $
135Citizens Financial Group Inc 23,9691.5M $
136Wells Fargo & Co 17,4521.5M $
137CoStar Group Inc 23,5081.5M $
138PPL Corp 41,1911.5M $
139Tesla Inc 3,5151.5M $
140Edison International 23,3861.4M $
141Broadridge Financial Solutions Inc 6,5441.4M $
142AvalonBay Communities, Inc. 7,9331.4M $
143FirstEnergy Corp 30,5491.4M $
144ON Semiconductor Corp 23,2841.4M $
145IonQ Inc 28,6891.4M $
146Verizon Communications Inc 29,8301.4M $
147Nasdaq Inc 15,2941.3M $
148Constellation Brands Inc 8,3481.3M $
149CMS Energy Corp 18,2991.3M $
150Oracle Corp 7,8611.3M $
151KLA Corp 8931.2M $
152Equity Residential 20,1121.2M $
153NetApp Inc 11,2081.2M $
154International Paper Co 27,9451.2M $
155Atlassian Corp 9,2861.2M $
156VeriSign Inc 4,7101.2M $
157QUALCOMM Inc 7,7851.2M $
158Advanced Micro Devices Inc 5,3801.2M $
159Packaging Corp of America 5,1881.2M $
160McKesson Corp 1,2131.1M $
161PTC Inc 6,6831.1M $
162Dow Inc 39,3851.1M $
163Qnity Electronics Inc 11,6591.1M $
164Weyerhaeuser Co 40,4101.1M $
165Alliant Energy Corp 15,7151.1M $
166Fortive Corp 18,8871.1M $
167DuPont de Nemours Inc 23,3181M $
168Gartner Inc 4,288996.2K $
169Blackrock Inc 920993.5K $
170Salesforce Inc 4,585985.7K $
171Mosaic Co/The 31,321977K $
172Datadog Inc 7,222966.9K $
173Sea Ltd 8,209957.7K $
174Autodesk Inc 3,761956.9K $
175Essex Property Trust Inc 3,587910.1K $
176Visa Inc 2,739891.8K $
177Berkshire Hathaway Inc 1,706849.7K $
178General Electric Co 2,602829.9K $
179Lowe's Cos Inc 2,988827.3K $
180CVS Health Corp 10,805818.7K $
181Cummins Inc 1,331800.4K $
182Fidelity National Financial Inc 14,630794.2K $
183Insmed Inc 5,536778.5K $
184Gilead Sciences Inc 5,413769.3K $
185Microchip Technology Inc 9,706752.2K $
186Apollo Global Management Inc 6,903751.7K $
187Starbucks Corp 7,478740.2K $
188Insulet Corp 3,000737.8K $
189Mastercard Inc 1,349722.2K $
190Carvana Co 2,264694.2K $
191Toast Inc 23,212675.6K $
192Costco Wholesale Corp 654652.4K $
193Kinder Morgan, Inc. 20,622639.7K $
194Morgan Stanley 3,355611.8K $
195Thermo Fisher Scientific Inc 1,094611.6K $
196LTC Properties Inc 15,584609.8K $
197Automatic Data Processing Inc 2,634596.9K $
198Cencora Inc 1,666590.8K $
199CF Industries Holdings Inc 4,339584.6K $
200FNB Corp/PA 32,858584.1K $